| WENDELL DAVID ASSOCIATES INC |
2026 Q1 |
4/23/2026 |
| Element Squared LLC |
2026 Q1 |
4/23/2026 |
| COLUMBIA ADVISORY PARTNERS LLC |
2026 Q1 |
4/23/2026 |
| COURIER CAPITAL LLC |
2026 Q1 - RESTATEMENT |
4/23/2026 |
| Game Plan Financial Advisors, LLC |
2026 Q1 |
4/23/2026 |
| Global Trust Asset Management, LLC |
2026 Q1 |
4/23/2026 |
| Laurel Wealth Planning LLC |
2026 Q1 |
4/23/2026 |
| Industrial Alliance Investment Management Inc. |
2026 Q1 |
4/23/2026 |
| First Pacific Financial |
2026 Q1 |
4/23/2026 |
| iA Global Asset Management Inc. |
2026 Q1 |
4/23/2026 |
| Unify Financial Advisors |
2026 Q1 |
4/23/2026 |
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q1 |
4/23/2026 |
| J.W. COLE ADVISORS, INC. |
2026 Q1 |
4/23/2026 |
| Scissortail Wealth Management, LLC |
2026 Q1 |
4/23/2026 |
| TFC Financial Management, Inc. |
2026 Q1 |
4/23/2026 |
| Catalyst Investment Management LLC |
2026 Q1 |
4/23/2026 |
| Bell Bank |
2026 Q1 |
4/23/2026 |
| Sinvest Investments II Ltd. |
2026 Q1 |
4/23/2026 |
| Willis Johnson & Associates, Inc. |
2026 Q1 |
4/23/2026 |
| O'Connor Financial Group LLC |
2026 Q1 |
4/23/2026 |
| CAPITAL MANAGEMENT CORP /VA |
2026 Q1 |
4/23/2026 |
| WEST BANCORPORATION INC |
2026 Q1 |
4/23/2026 |
| Bank of Italy |
2026 Q1 |
4/23/2026 |
| Fortune Financial Group, Inc. |
2026 Q1 |
4/23/2026 |
| S.E.E.D. Planning Group LLC |
2026 Q1 |
4/23/2026 |
| WealthPoint Financial, LLC |
2026 Q1 |
4/23/2026 |
| DUPONT CAPITAL MANAGEMENT CORP |
2026 Q1 |
4/23/2026 |
| SUMMIT WEALTH GROUP LLC / CO |
2026 Q1 |
4/23/2026 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York |
2026 Q1 |
4/23/2026 |
| Mattern Wealth Management LLC |
2026 Q1 |
4/23/2026 |
| HOWARD BAILEY SECURITIES, LLC |
2026 Q1 |
4/23/2026 |
| NewCorp Financial Services, Inc. |
2026 Q1 |
4/23/2026 |
| FARMERS & MERCHANTS INVESTMENTS INC |
2026 Q1 |
4/23/2026 |
| Blackston Financial Advisory Group, LLC |
2026 Q1 |
4/23/2026 |
| Glass Jacobson Investment Advisors llc |
2026 Q1 |
4/23/2026 |
| Merrion Investment Management Co, LLC |
2026 Q1 |
4/23/2026 |
| VISTA INVESTMENT PARTNERS II, LLC |
2026 Q1 |
4/23/2026 |
| North Star Investment Management Corp. |
2026 Q1 |
4/23/2026 |
| Walleye Partners, LLC |
2026 Q1 |
4/23/2026 |
| waypoint wealth counsel |
2026 Q1 |
4/23/2026 |
| Noble Family Wealth, LLC |
2026 Q1 - RESTATEMENT |
4/23/2026 |
| Three Magnolias Financial Advisors, LLC |
2026 Q1 |
4/23/2026 |
| Private Wealth Group, LLC |
2026 Q1 - RESTATEMENT |
4/23/2026 |
| 3Chopt Investment Partners, LLC |
2026 Q1 |
4/23/2026 |
| Guardian Wealth Management, LLC |
2026 Q1 |
4/23/2026 |
| Orca Investment Management, LLC |
2026 Q1 |
4/23/2026 |
| Avant Financial Advisors LLC |
2026 Q1 |
4/23/2026 |
| Bigelow Investment Advisors, LLC |
2026 Q1 |
4/23/2026 |
| Greenhouse Wealth Management, LLC |
2026 Q1 |
4/23/2026 |
| BXM Wealth LLC |
2026 Q1 |
4/23/2026 |
| Ameliora Wealth Management Ltd. |
2026 Q1 |
4/23/2026 |
| Etesian Wealth Advisors, Inc. |
2026 Q1 |
4/23/2026 |
| Financial Guidance Group, Inc. |
2026 Q1 |
4/23/2026 |
| Catalina Capital Group, LLC |
2026 Q1 |
4/23/2026 |
| Dupree Financial Group, LLC |
2026 Q1 |
4/23/2026 |
| SageGuard Financial Group, LLC |
2026 Q1 |
4/23/2026 |
| Castellan Group |
2026 Q1 |
4/23/2026 |
| Oregon Pacific Wealth Management, LLC |
2026 Q1 |
4/23/2026 |
| Barry Investment Advisors, LLC |
2026 Q1 |
4/23/2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2026 Q1 |
4/23/2026 |
| Macco Financial Group, Inc. |
2026 Q1 |
4/23/2026 |
| Next Level Private LLC |
2026 Q1 |
4/23/2026 |
| Investment Planning Advisors, Inc. |
2026 Q1 |
4/23/2026 |
| Lansforsakringar Fondforvaltning AB (publ) |
2026 Q1 |
4/23/2026 |
| PPSC Investment Service Corp |
2026 Q1 |
4/23/2026 |
| Broad Peak Investment Advisers Pte Ltd |
2026 Q1 |
4/23/2026 |
| PayPay Securities Corp |
2026 Q1 |
4/23/2026 |
| Analyst IMS Investment Management Services Ltd. |
2026 Q1 |
4/23/2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV |
2026 Q1 |
4/22/2026 |
| UG Investment Advisers Ltd. |
2026 Q1 |
4/22/2026 |
| McBroom & Associates, LLC |
2026 Q1 |
4/22/2026 |
| Davidson Kahn Capital Management, LLC |
2026 Q1 |
4/22/2026 |
| Accurate Wealth Management, LLC |
2026 Q1 |
4/22/2026 |
| ICG Advisors, LLC |
2026 Q1 - RESTATEMENT |
4/22/2026 |
| Arbor Wealth Advisors LLC |
2026 Q1 |
4/22/2026 |
| QV Investors Inc. |
2026 Q1 |
4/22/2026 |
| Gemmer Asset Management LLC |
2026 Q1 |
4/22/2026 |
| JNBA Financial Advisors |
2026 Q1 |
4/22/2026 |
| KRM WEALTH MANAGEMENT L.L.C. |
2026 Q1 |
4/22/2026 |
| Oak Harvest Investment Services |
2026 Q1 |
4/22/2026 |
| MN Wealth Advisors, LLC |
2026 Q1 |
4/22/2026 |
| Samalin Investment Counsel, LLC |
2026 Q1 |
4/22/2026 |
| Keenan, LLC |
2026 Q1 |
4/22/2026 |
| Straight Path Wealth Management |
2026 Q1 |
4/22/2026 |
| Stone Summit Wealth LLC |
2026 Q1 |
4/22/2026 |
| Capital Investment Management, Inc. |
2026 Q1 |
4/22/2026 |
| TruNorth Capital Management, LLC |
2026 Q1 |
4/22/2026 |
| Integrated Wealth Management |
2026 Q1 |
4/22/2026 |
| Omnitrust Wealth Management, Inc |
2026 Q1 |
4/22/2026 |
| HFG Wealth Management, LLC |
2026 Q1 |
4/22/2026 |
| Finley Financial, LLC |
2026 Q1 |
4/22/2026 |
| QUARRY HILL ADVISORS, LLC |
2026 Q1 |
4/22/2026 |
| Abundance Wealth Counselors |
2026 Q1 |
4/22/2026 |
| Carroll Advisory Group, LLC |
2026 Q1 |
4/22/2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2026 Q1 |
4/22/2026 |
| Joel Isaacson & Co., LLC |
2026 Q1 |
4/22/2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2026 Q1 |
4/22/2026 |
| PEAVINE CAPITAL, LLC |
2026 Q1 |
4/22/2026 |
| Essential Planning, LLC. |
2026 Q1 |
4/22/2026 |
| Mid-American Wealth Advisory Group, Inc. |
2026 Q1 |
4/22/2026 |