| Muzinich & Co., Inc. |
2026 Q1 |
4/23/2026 |
| DiPaolo Financial Group, Inc. |
2026 Q1 |
4/23/2026 |
| Chicago Capital, LLC |
2026 Q1 |
4/23/2026 |
| XXEC, Inc. |
2026 Q1 |
4/23/2026 |
| REXFORD CAPITAL INC |
2026 Q1 |
4/23/2026 |
| Bestgate Wealth Advisors, LLC |
2026 Q1 |
4/23/2026 |
| XXEC, Inc. |
2026 Q1 - RESTATEMENT |
4/23/2026 |
| Alley Investment Management Company, LLC |
2026 Q1 |
4/23/2026 |
| PARTNERS WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/23/2026 |
| DeLarme Wealth Management, Inc. |
2026 Q1 |
4/23/2026 |
| IFM Investors Pty Ltd |
2026 Q1 |
4/23/2026 |
| Carmel Capital Management L.L.C. |
2026 Q1 |
4/23/2026 |
| TCFG WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/23/2026 |
| Lubar & Co., Inc |
2026 Q1 |
4/23/2026 |
| ProCore Advisors, LLC |
2026 Q1 |
4/23/2026 |
| Q Fund Management (Hong Kong) Ltd |
2026 Q1 |
4/23/2026 |
| Mayflower Financial Advisors, LLC |
2026 Q1 |
4/23/2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC |
2026 Q1 |
4/23/2026 |
| Pine Brook Road Advisors, L.P. |
2026 Q1 |
4/23/2026 |
| Graver Capital Management, LLC |
2026 Q1 |
4/23/2026 |
| Powell Investment Advisors, LLC |
2026 Q1 |
4/23/2026 |
| 626 Financial, LLC |
2026 Q1 |
4/23/2026 |
| AMI ASSET MANAGEMENT CORP |
2026 Q1 |
4/23/2026 |
| OakTrust Wealth Advisors, LLC |
2026 Q1 |
4/23/2026 |
| Ironwood Wealth Management, LLC. |
2026 Q1 |
4/23/2026 |
| SevenBridge Financial Group, LLC |
2026 Q1 |
4/23/2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2026 Q1 |
4/23/2026 |
| BALANCED WEALTH GROUP LLC |
2026 Q1 |
4/23/2026 |
| MEMBERS WEALTH LLC |
2026 Q1 |
4/23/2026 |
| Inman Jager Wealth Management, LLC |
2026 Q1 |
4/23/2026 |
| MASTER'S WEALTH MANAGEMENT INC. |
2026 Q1 |
4/23/2026 |
| Asset Planning,Inc |
2026 Q1 |
4/23/2026 |
| GraniteShares Advisors LLC |
2026 Q1 |
4/23/2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS |
2026 Q1 |
4/23/2026 |
| Cross Staff Investments Inc |
2026 Q1 |
4/23/2026 |
| Financial & Tax Architects, LLC |
2026 Q1 |
4/23/2026 |
| Salus Financial Advisors, LLC |
2026 Q1 |
4/23/2026 |
| Premier Path Wealth Partners, LLC |
2026 Q1 |
4/23/2026 |
| Daviman Financial, LLC |
2026 Q1 |
4/23/2026 |
| Traub Capital Management LLC |
2026 Q1 |
4/23/2026 |
| MANCHESTER FINANCIAL INC |
2026 Q1 |
4/23/2026 |
| Summit Investment Advisory Services, LLC |
2026 Q1 |
4/23/2026 |
| Foundry Financial Group, Inc. |
2026 Q1 |
4/23/2026 |
| Granite Harbor Advisors, Inc. |
2026 Q1 |
4/23/2026 |
| SHIKIAR ASSET MANAGEMENT INC |
2026 Q1 |
4/23/2026 |
| Fairman Group, LLC |
2026 Q1 |
4/23/2026 |
| St. Clair Advisors, LLC |
2026 Q1 |
4/23/2026 |
| SMART Wealth LLC |
2026 Q1 |
4/23/2026 |
| PERKINS CAPITAL MANAGEMENT INC |
2026 Q1 |
4/23/2026 |
| SUMMER ROAD LLC |
2026 Q1 |
4/23/2026 |
| Ferguson Shapiro LLC |
2026 Q1 |
4/23/2026 |
| Sarver Vrooman Wealth Advisors |
2025 Q4 - RESTATEMENT |
4/23/2026 |
| Kohmann Bosshard Financial Services, LLC |
2026 Q1 |
4/23/2026 |
| KOM Wealth Management Group, LLC |
2026 Q1 |
4/23/2026 |
| Strategic Point Investment Advisors, LLC |
2026 Q1 |
4/23/2026 |
| Lighthouse Wealth Management Inc. |
2026 Q1 |
4/23/2026 |
| Sippican Capital Advisors |
2026 Q1 |
4/23/2026 |
| Intrua Financial, LLC |
2026 Q1 |
4/23/2026 |
| Brown Miller Wealth Management, LLC |
2026 Q1 |
4/23/2026 |
| Fairway Wealth LLC |
2026 Q1 |
4/23/2026 |
| Simmons Bank |
2026 Q1 |
4/23/2026 |
| Kampmann Melissa S. |
2026 Q1 |
4/23/2026 |
| Grand Central Investment Group |
2026 Q1 |
4/23/2026 |
| Comprehensive Money Management Services LLC |
2026 Q1 |
4/23/2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/23/2026 |
| EWA, LLC |
2026 Q1 |
4/23/2026 |
| MAD RIVER INVESTORS |
2026 Q1 |
4/23/2026 |
| HILLMAN CO |
2026 Q1 |
4/23/2026 |
| WMG Financial Advisors, LLC |
2026 Q1 |
4/23/2026 |
| NORTHSTAR ASSET MANAGEMENT Co |
2026 Q1 |
4/23/2026 |
| Drucker Wealth 3.0, LLC |
2026 Q1 |
4/23/2026 |
| Inspire Investing, LLC |
2026 Q1 |
4/23/2026 |
| Sellwood Investment Partners LLC |
2026 Q1 |
4/23/2026 |
| Marmo Financial Group, LLC |
2026 Q1 |
4/23/2026 |
| McMillan Office, Inc. |
2026 Q1 |
4/23/2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2026 Q1 |
4/23/2026 |
| ASK CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/23/2026 |
| Private Wealth Management Group, LLC |
2026 Q1 |
4/23/2026 |
| Pathway Financial Advisers, LLC |
2026 Q1 |
4/23/2026 |
| Midwest Financial Partners Investments, Inc. |
2026 Q1 |
4/23/2026 |
| Forum Financial Management, LP |
2026 Q1 |
4/23/2026 |
| Moss Adams Wealth Advisors LLC |
2026 Q1 |
4/23/2026 |
| FLAGSTAR ADVISORS INC |
2026 Q1 |
4/23/2026 |
| SJS Investment Consulting Inc. |
2026 Q1 |
4/23/2026 |
| Capital Investment Counsel, LLC |
2026 Q1 |
4/23/2026 |
| SPINNAKER TRUST |
2026 Q1 |
4/23/2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC |
2026 Q1 |
4/23/2026 |
| Prism Advisors, Inc. |
2026 Q1 |
4/23/2026 |
| Sawyer & Company, Inc |
2026 Q1 |
4/23/2026 |
| Wheelhouse Advisory Group LLC |
2026 Q1 |
4/23/2026 |
| Eagle Wealth Advisors LLC |
2026 Q1 |
4/23/2026 |
| Johnson Wealth Management, LLC |
2026 Q1 |
4/23/2026 |
| Exeter Financial, LLC |
2026 Q1 |
4/23/2026 |
| Ellenbecker Investment Group |
2026 Q1 |
4/23/2026 |
| Impact Partnership Wealth, LLC |
2026 Q1 |
4/23/2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/23/2026 |
| Equita Financial Network, Inc. |
2026 Q1 |
4/23/2026 |
| MQS Management LLC |
2026 Q1 |
4/23/2026 |
| HARBOR INVESTMENT ADVISORY, LLC |
2026 Q1 |
4/23/2026 |
| Kagan Cocozza Asset Management |
2026 Q1 |
4/23/2026 |