| Harbour Trust & Investment Management Co |
2025 Q4 |
1/28/2026 |
| Financial Perspectives, Inc |
2025 Q4 |
1/28/2026 |
| WIT Partners Advisory Pte. Ltd. |
2025 Q4 |
1/28/2026 |
| KINGSWOOD WEALTH ADVISORS, LLC |
2025 Q4 |
1/28/2026 |
| CORNERSTONE ENTERPRISES, LLC |
2025 Q4 |
1/28/2026 |
| FISCHER INVESTMENT STRATEGIES, LLC |
2025 Q4 |
1/28/2026 |
| Legacy Capital Group California, Inc. |
2025 Q4 |
1/28/2026 |
| Aspen Wealth Strategies, LLC |
2025 Q4 |
1/28/2026 |
| Delta Wealth Advisors LLC |
2025 Q4 |
1/28/2026 |
| Walker Financial Services, Inc. |
2025 Q4 |
1/28/2026 |
| Core Wealth Management, Inc. |
2025 Q4 |
1/28/2026 |
| Team Hewins, LLC |
2025 Q4 |
1/28/2026 |
| MILESTONE ASSET MANAGEMENT, LLC |
2025 Q4 |
1/28/2026 |
| CORA CAPITAL ADVISORS LLC |
2025 Q4 |
1/28/2026 |
| Schear Investment Advisers, LLC |
2025 Q4 |
1/28/2026 |
| SP Asset Management LLC |
2025 Q4 |
1/28/2026 |
| EnRich Financial Partners LLC |
2025 Q4 |
1/28/2026 |
| FWG Investments, LLC. |
2025 Q4 |
1/28/2026 |
| PhiloSmith Capital Corp |
2025 Q4 |
1/28/2026 |
| Investmark Advisory Group LLC |
2025 Q4 |
1/28/2026 |
| LIBRA WEALTH LLC |
2025 Q4 |
1/28/2026 |
| APS Management Group, Inc. |
2025 Q4 |
1/28/2026 |
| Key Client Fiduciary Advisors, LLC |
2025 Q4 |
1/28/2026 |
| Mystic Asset Management, Inc. |
2025 Q4 |
1/28/2026 |
| BSN Capital Partners Ltd |
2025 Q4 |
1/28/2026 |
| O'ROURKE & COMPANY, Inc |
2025 Q4 |
1/28/2026 |
| HB Wealth Management, LLC |
2025 Q4 |
1/28/2026 |
| Trail Ridge Investment Advisors, LLC |
2025 Q4 |
1/28/2026 |
| City State Bank |
2025 Q4 |
1/28/2026 |
| Confluence Wealth Services, Inc. |
2025 Q4 |
1/28/2026 |
| WEST MICHIGAN ADVISORS, LLC |
2025 Q4 |
1/28/2026 |
| Morton Brown Family Wealth, LLC |
2025 Q4 |
1/28/2026 |
| New Perspectives, Inc |
2025 Q4 |
1/28/2026 |
| SOUTHERN CAPITAL ADVISORS, LLC |
2025 Q4 |
1/28/2026 |
| WMG Financial Advisors, LLC |
2025 Q4 |
1/28/2026 |
| Badgley Phelps Wealth Managers, LLC |
2025 Q4 |
1/28/2026 |
| Carmel Capital Management L.L.C. |
2025 Q4 |
1/28/2026 |
| Laurus Global Equity Management Inc. |
2025 Q4 |
1/28/2026 |
| Dentgroup LLC |
2025 Q4 |
1/28/2026 |
| Clarity Financial LLC |
2025 Q4 |
1/28/2026 |
| Spectrum Investment Advisors, Inc. |
2025 Q4 |
1/28/2026 |
| Applied Fundamental Research, LLC |
2025 Q4 |
1/28/2026 |
| B. Metzler seel. Sohn & Co. AG |
2025 Q4 |
1/28/2026 |
| OUTFITTERS FINANCIAL LLC |
2025 Q4 |
1/28/2026 |
| Boyd Wealth Management, LLC |
2025 Q4 |
1/28/2026 |
| BCK Partners, Inc. |
2025 Q4 |
1/28/2026 |
| Lebenthal Global Advisors, LLC |
2025 Q4 |
1/28/2026 |
| Crown Wealth Group, LLC |
2025 Q4 |
1/28/2026 |
| SAGE PRIVATE WEALTH GROUP, LLC |
2025 Q4 |
1/28/2026 |
| Accretive Wealth Partners, LLC |
2025 Q4 |
1/28/2026 |
| Hudson Value Partners, LLC |
2025 Q4 |
1/28/2026 |
| Southern Farm Bureau Life Insurance |
2025 Q4 |
1/28/2026 |
| Planned Solutions, Inc. |
2025 Q4 |
1/28/2026 |
| Retirement Planning Co of New England, Inc. |
2025 Q4 |
1/28/2026 |
| Davis Capital Management |
2025 Q4 |
1/28/2026 |
| Davidson Capital Management Inc. |
2025 Q4 |
1/28/2026 |
| waypoint wealth counsel |
2025 Q4 |
1/28/2026 |
| TABR Capital Management, LLC |
2025 Q4 - RESTATEMENT |
1/28/2026 |
| CPC Advisors, LLC |
2025 Q4 |
1/28/2026 |
| Quent Long Short Global Small Cap Fund, LP |
2025 Q4 |
1/28/2026 |
| N.E.W. Advisory Services LLC |
2025 Q4 |
1/28/2026 |
| EPG Wealth Management LLC |
2025 Q4 |
1/28/2026 |
| ABSHER WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/28/2026 |
| Ayrshire Capital Management LLC |
2025 Q4 |
1/28/2026 |
| LifeSteps Financial, Inc. |
2025 Q4 |
1/28/2026 |
| Meadow Creek Wealth Advisors LLC |
2025 Q4 |
1/28/2026 |
| Briaud Financial Planning, Inc |
2025 Q4 |
1/28/2026 |
| Provident Wealth Management, LLC |
2025 Q4 |
1/28/2026 |
| HOEY INVESTMENTS, INC |
2025 Q4 |
1/28/2026 |
| Kapitalo Investimentos Ltda |
2025 Q4 |
1/28/2026 |
| Bull Street Advisors, LLC |
2025 Q4 |
1/28/2026 |
| Rothschild & Co Wealth Management UK Ltd |
2025 Q4 |
1/28/2026 |
| Leelyn Smith, LLC |
2025 Q4 |
1/28/2026 |
| Joseph P. Lucia & Associates, LLC |
2025 Q4 |
1/28/2026 |
| Omega Financial Group, LLC |
2025 Q4 |
1/28/2026 |
| Salomon & Ludwin, LLC |
2025 Q4 |
1/28/2026 |
| SilverOak Wealth Management LLC |
2025 Q4 |
1/28/2026 |
| Geneos Wealth Management Inc. |
2025 Q4 |
1/28/2026 |
| Grant Street Asset Management, Inc. |
2025 Q4 |
1/28/2026 |
| Quaker Wealth Management, LLC |
2025 Q4 |
1/28/2026 |
| CROWN ADVISORS MANAGEMENT, INC. |
2025 Q4 |
1/28/2026 |
| G&S Capital LLC |
2025 Q4 |
1/28/2026 |
| Greencape Capital Pty Ltd |
2025 Q4 |
1/28/2026 |
| Alphinity Investment Management Pty Ltd |
2025 Q4 |
1/28/2026 |
| Bedel Financial Consulting, Inc. |
2025 Q4 |
1/28/2026 |
| Bigelow Investment Advisors, LLC |
2025 Q4 |
1/28/2026 |
| A&I FINANCIAL SERVICES, LLC |
2025 Q4 |
1/28/2026 |
| QVR LLC |
2025 Q4 |
1/28/2026 |
| KLP KAPITALFORVALTNING AS |
2025 Q4 |
1/28/2026 |
| Mountain Capital Investment Advisors Inc. |
2025 Q4 |
1/28/2026 |
| Israel Discount Bank of New York |
2025 Q4 |
1/28/2026 |
| Marietta Wealth Management, LLC |
2025 Q4 |
1/28/2026 |
| UG Investment Advisers Ltd. |
2025 Q4 |
1/28/2026 |
| WP Advisors, LLC |
2025 Q4 |
1/28/2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. |
2025 Q4 |
1/28/2026 |
| REDW Wealth LLC |
2025 Q4 |
1/28/2026 |
| CABANA LLC |
2025 Q4 |
1/28/2026 |
| TTP Investments, Inc. |
2025 Q4 |
1/28/2026 |
| RJA Asset Management LLC |
2025 Q4 |
1/28/2026 |
| Cornerstone Advisory, LLC |
2025 Q4 |
1/28/2026 |