| NewCorp Financial Services, Inc. |
2026 Q3 |
10/14/2026 |
| CMG Global Holdings, LLC |
2026 Q3 |
10/14/2026 |
| ELCO Management Co., LLC |
2026 Q3 |
10/14/2026 |
| Appalachian Capital Management Ltd |
2026 Q3 |
10/14/2026 |
| Integris Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| Phraction Management LLC |
2026 Q3 |
10/14/2026 |
| Capital Investment Counsel, LLC |
2026 Q3 |
10/14/2026 |
| 15 Wealth Advisors LLC |
2026 Q3 |
10/14/2026 |
| BLVD Private Wealth, LLC |
2026 Q3 |
10/14/2026 |
| FORONJY FINANCIAL LLC |
2026 Q3 |
10/14/2026 |
| Unified Investment Management |
2026 Q3 |
10/14/2026 |
| WESTCO ADVISORY SERVICES INC /ADV |
2026 Q3 |
10/14/2026 |
| Patriot Financial Group Insurance Agency, LLC |
2026 Q3 |
10/14/2026 |
| Sound Stewardship, LLC |
2026 Q3 |
10/14/2026 |
| Wealth Alliance Advisory Group, LLC |
2026 Q3 |
10/14/2026 |
| Ignite Planners, LLC |
2026 Q3 |
10/14/2026 |
| Global Trust Wealth Management LLC |
2026 Q3 |
10/14/2026 |
| Innovative Wealth Building LLC |
2026 Q3 |
10/14/2026 |
| Powers Advisory Group, LLC |
2026 Q3 |
10/14/2026 |
| Capital Advantage, Inc. |
2026 Q3 |
10/14/2026 |
| Advisory Solutions Group, LLC |
2026 Q3 |
10/14/2026 |
| ATX Financial Planning, LLC |
2026 Q3 |
10/14/2026 |
| Upper Left Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| BCO Wealth Management LLC |
2026 Q3 |
10/14/2026 |
| Financial Advisory Corp |
2026 Q3 |
10/14/2026 |
| TruNorth Capital Management, LLC |
2026 Q3 |
10/14/2026 |
| Barry Investment Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Fullerton Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Yanni & Associates Investment Advisors, LLC |
2026 Q3 |
10/14/2026 |
| FULTON BANK, N.A. |
2026 Q3 |
10/14/2026 |
| StoryOne LLC |
2026 Q3 |
10/14/2026 |
| Oliver Luxxe Assets LLC |
2026 Q3 |
10/14/2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2026 Q3 |
10/14/2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2026 Q3 |
10/14/2026 |
| Physician Wealth Solutions Inc. |
2026 Q3 |
10/14/2026 |
| Southland Equity Partners LLC |
2026 Q3 |
10/14/2026 |
| West Tower Group, LLC |
2026 Q3 |
10/14/2026 |
| OSLO PENSJONSFORSIKRING AS |
2017 Q1 - RESTATEMENT |
10/14/2026 |
| ASK CAPITAL INVESTMENT MANAGERS, LLC |
2026 Q3 |
10/14/2026 |
| Roberts Wealth Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Focus Financial Network, Inc. |
2026 Q3 |
10/14/2026 |
| Fearless Solutions, LLC dba Best Invest |
2026 Q3 |
10/14/2026 |
| Enclave Advisors LLC |
2026 Q3 |
10/13/2026 |
| Citrine Capital LLC |
2026 Q3 |
10/13/2026 |
| Q Fund Management (Hong Kong) Ltd |
2026 Q3 |
10/13/2026 |
| FIRST CITIZENS BANK & TRUST CO |
2026 Q3 |
10/13/2026 |
| FIRST HAWAIIAN BANK |
2026 Q3 |
10/13/2026 |
| Integrity Wealth Partners, LLC |
2026 Q3 |
10/13/2026 |
| Wiser Wealth Management, Inc |
2026 Q3 |
10/13/2026 |
| Wise Wealth Partners |
2026 Q3 |
10/13/2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2026 Q3 |
10/13/2026 |
| Lewis Asset Management, LLC |
2026 Q3 |
10/13/2026 |
| Northcape Capital Pty Ltd |
2026 Q3 |
10/13/2026 |
| KMG FIDUCIARY PARTNERS, LLC |
2026 Q3 |
10/13/2026 |
| IFM Investors Pty Ltd |
2026 Q3 |
10/13/2026 |
| TRUEFG, LLC |
2026 Q3 |
10/13/2026 |
| RED CRANE WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/13/2026 |
| CAPSTONE CAPITAL LLC |
2026 Q3 |
10/13/2026 |
| Shotwell Rutter Baer Inc |
2026 Q3 |
10/13/2026 |
| Cohen Capital Management, Inc. |
2026 Q3 |
10/13/2026 |
| Womack Financial LLC |
2026 Q3 |
10/13/2026 |
| ProCore Advisors, LLC |
2026 Q3 |
10/13/2026 |
| DEFINE FINANCIAL, LLC |
2026 Q3 |
10/13/2026 |
| XY Planning Network, Inc. |
2026 Q3 |
10/13/2026 |
| MFA Wealth Services |
2026 Q3 |
10/13/2026 |
| WJ Interests, LLC |
2026 Q3 |
10/13/2026 |
| Virginia Estate & Retirement Planning Advisors Inc. |
2026 Q3 |
10/13/2026 |
| Stone Summit Wealth LLC |
2026 Q3 |
10/13/2026 |
| Clark & Stuart, Inc |
2026 Q3 |
10/13/2026 |
| JM2 Capital Inc. |
2026 Q3 |
10/13/2026 |
| Boyce & Associates Wealth Consulting, Inc. |
2026 Q3 |
10/13/2026 |
| Cresta Advisors, Ltd. |
2026 Q3 |
10/13/2026 |
| Foundation Wealth Management, LLC\PA |
2026 Q3 |
10/13/2026 |
| Liberty Atlantic Advisors LLC |
2026 Q3 |
10/13/2026 |
| SUCCESSION FINANCIAL, INC. |
2026 Q3 |
10/13/2026 |
| My Personal CFO, LLC |
2026 Q3 |
10/13/2026 |
| COOPER INVESTORS PTY LTD |
2026 Q3 |
10/13/2026 |
| Koesten, Hirschmann & Crabtree, INC. |
2026 Q3 |
10/13/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2026 Q3 |
10/13/2026 |
| Accel Wealth Management |
2026 Q3 |
10/13/2026 |
| COURIER CAPITAL LLC |
2026 Q3 |
10/13/2026 |
| Euro Pacific Asset Management, LLC |
2026 Q3 |
10/13/2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2026 Q3 |
10/13/2026 |
| 21 West Wealth Management LLC |
2026 Q3 |
10/13/2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. |
2026 Q3 |
10/13/2026 |
| Downshift Financial, LLC |
2026 Q3 |
10/13/2026 |
| Salvus Wealth Management, LLC |
2026 Q3 |
10/13/2026 |
| Bouvel Investment Partners, LLC |
2026 Q3 |
10/13/2026 |
| Financial Planning Hawaii, Inc. |
2026 Q3 |
10/13/2026 |
| CATALYST PRIVATE WEALTH, LLC |
2026 Q3 |
10/13/2026 |
| Krilogy Financial LLC |
2026 Q3 |
10/13/2026 |
| Vestment Financial LLC |
2026 Q3 |
10/13/2026 |
| Alaska Permanent Fund Corp |
2026 Q3 |
10/13/2026 |
| Ulrich Consultants & Investment Group, LLC |
2026 Q3 |
10/13/2026 |
| Cooke Wealth Management, LLC |
2026 Q3 |
10/13/2026 |
| B. Riley Wealth Advisors, Inc. |
2026 Q3 |
10/13/2026 |
| Foster Group, Inc. |
2026 Q3 |
10/13/2026 |
| St. Clair Advisors, LLC |
2026 Q3 |
10/13/2026 |
| LINCOLN CAPITAL CORP |
2026 Q3 |
10/13/2026 |
| UNICOM Systems, Inc. |
2026 Q3 |
10/13/2026 |