| Guilbault Capital LLC |
2026 Q2 |
7/23/2026 |
| Great Point Wealth Advisors, LLC |
2026 Q2 |
7/23/2026 |
| E&G Advisors, LLC |
2026 Q2 |
7/23/2026 |
| Northern Capital Management, Inc. |
2026 Q2 - RESTATEMENT |
7/23/2026 |
| Sivia Capital Partners, LLC |
2026 Q2 |
7/23/2026 |
| Total Clarity Wealth Management, Inc. |
2026 Q2 |
7/23/2026 |
| TI-TRUST, INC |
2026 Q2 |
7/23/2026 |
| Vanguard Capital Wealth Advisors |
2026 Q2 |
7/23/2026 |
| Turning Point Benefit Group, Inc. |
2026 Q2 |
7/23/2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
2026 Q2 |
7/23/2026 |
| GRIFFIN ASSET MANAGEMENT, INC. |
2026 Q2 |
7/23/2026 |
| CASCADE INVESTMENT GROUP, INC. |
2026 Q2 |
7/23/2026 |
| COOKSON PEIRCE & CO INC |
2026 Q2 |
7/23/2026 |
| SENTINEL PENSION ADVISORS, LLC |
2026 Q2 |
7/23/2026 |
| Kearns & Associates LLC |
2026 Q2 |
7/23/2026 |
| Vavra Capital Management, LLC |
2026 Q2 |
7/23/2026 |
| EASTERLY INVESTMENT PARTNERS LLC |
2026 Q2 |
7/23/2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/23/2026 |
| Wealth Advisory Team LLC |
2026 Q2 |
7/23/2026 |
| Harrington Investments, INC |
2026 Q2 |
7/23/2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC |
2026 Q2 |
7/23/2026 |
| WETZEL INVESTMENT ADVISORS, INC. |
2026 Q2 |
7/23/2026 |
| Stillwater Capital Advisors, LLC |
2026 Q2 |
7/23/2026 |
| Arcataur Capital Management LLC |
2026 Q2 |
7/23/2026 |
| Wheelhouse Advisory Group LLC |
2026 Q2 |
7/23/2026 |
| Traub Capital Management LLC |
2026 Q2 |
7/23/2026 |
| GGM Financial LLC |
2026 Q2 |
7/23/2026 |
| Lunate Capital Ltd |
2026 Q2 |
7/23/2026 |
| Rareview Capital LLC |
2026 Q2 |
7/23/2026 |
| Copper Harbor Investment Advisors, LLC |
2026 Q2 |
7/23/2026 |
| TME FINANCIAL, INC. |
2026 Q2 |
7/23/2026 |
| R2 Capital Strategies, LLC |
2026 Q2 |
7/23/2026 |
| High Note Wealth, LLC |
2026 Q2 |
7/23/2026 |
| EQUITABLE TRUST CO |
2026 Q2 |
7/23/2026 |
| RED REEF ADVISORS LLC |
2026 Q2 |
7/23/2026 |
| Slocum, Gordon & Co LLP |
2026 Q2 |
7/23/2026 |
| Wellment Financial |
2026 Q2 |
7/23/2026 |
| Standpoint Asset Management, LLC |
2026 Q2 |
7/23/2026 |
| Alley Investment Management Company, LLC |
2026 Q2 |
7/23/2026 |
| Alliance Wealth Advisors, LLC /UT |
2026 Q2 |
7/23/2026 |
| Mattern Wealth Management LLC |
2026 Q2 |
7/23/2026 |
| AMALGAMATED BANK |
2026 Q2 |
7/23/2026 |
| NIGHTVIEW CAPITAL, LLC |
2026 Q2 |
7/23/2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
2026 Q2 - RESTATEMENT |
7/23/2026 |
| PFG Private Wealth Management, LLC |
2026 Q2 |
7/23/2026 |
| TSFG, LLC |
2026 Q2 |
7/23/2026 |
| UNION SAVINGS BANK |
2026 Q2 |
7/23/2026 |
| Baker Ellis Asset Management LLC |
2026 Q2 |
7/23/2026 |
| Two Point Capital Management, Inc. |
2026 Q2 |
7/23/2026 |
| Penbrook Management LLC |
2026 Q2 |
7/23/2026 |
| Three Cord True Wealth Management, LLC |
2026 Q2 |
7/23/2026 |
| Fractal Investments LLC |
2026 Q2 |
7/23/2026 |
| Wealthquest Corp |
2026 Q2 |
7/23/2026 |
| United Wealth Management, LLC |
2026 Q2 |
7/23/2026 |
| Investment Planning Advisors, Inc. |
2026 Q2 |
7/23/2026 |
| Mediolanum International Funds Ltd |
2026 Q2 |
7/23/2026 |
| Atlantic Edge Private Wealth Management, LLC |
2026 Q2 |
7/23/2026 |
| MN Wealth Advisors, LLC |
2026 Q2 |
7/23/2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2026 Q2 |
7/23/2026 |
| ERn Financial, LLC |
2026 Q2 |
7/23/2026 |
| Taylor Frigon Capital Management LLC |
2026 Q2 |
7/23/2026 |
| Wells Financial Advisors INC |
2026 Q2 |
7/23/2026 |
| Karras Company, Inc. |
2026 Q2 |
7/23/2026 |
| Leonard Rickey Investment Advisors P.L.L.C. |
2026 Q2 |
7/23/2026 |
| Financial & Tax Architects, LLC |
2026 Q2 |
7/23/2026 |
| Capital Investment Advisory Services, LLC |
2026 Q2 |
7/23/2026 |
| Sun Group Wealth Partners |
2026 Q2 |
7/23/2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
2026 Q2 |
7/23/2026 |
| Clio Asset Management LLC |
2026 Q2 |
7/23/2026 |
| Citrine Capital LLC |
2026 Q2 |
7/23/2026 |
| 6th Street Advisors, LLC |
2026 Q2 |
7/23/2026 |
| Brookwood Investment Group LLC |
2026 Q2 |
7/23/2026 |
| Granite Group Advisors, LLC |
2026 Q2 |
7/23/2026 |
| WMG Financial Advisors, LLC |
2026 Q2 |
7/23/2026 |
| Financial Partners Group, Inc |
2026 Q2 |
7/23/2026 |
| Family Investment Center, Inc. |
2026 Q2 |
7/23/2026 |
| Mosley Wealth Management |
2026 Q2 |
7/23/2026 |
| Boyce & Associates Wealth Consulting, Inc. |
2026 Q2 |
7/23/2026 |
| RESTON WEALTH MANAGEMENT LLC |
2026 Q2 |
7/23/2026 |
| Castellan Group |
2026 Q2 |
7/23/2026 |
| Capstone Wealth Management, LLC |
2026 Q2 |
7/23/2026 |
| Alexis Investment Partners, LLC |
2026 Q2 |
7/23/2026 |
| Stone Summit Wealth LLC |
2026 Q2 |
7/23/2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV |
2026 Q2 |
7/23/2026 |
| RIA Advisory Group LLC |
2026 Q2 |
7/23/2026 |
| Symmetry Partners, LLC |
2026 Q2 |
7/23/2026 |
| Jones Kertz & Associates, Inc. |
2026 Q2 |
7/23/2026 |
| Wealth Alliance Advisory Group, LLC |
2026 Q2 |
7/23/2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
2026 Q2 |
7/23/2026 |
| Counterweight Ventures, LLC |
2026 Q2 |
7/23/2026 |
| Dickmeyer Boyce Financial Management, Inc. |
2026 Q2 |
7/23/2026 |
| L. Roy Papp & Associates, LLP |
2026 Q2 |
7/23/2026 |
| Sawyer & Company, Inc |
2026 Q2 |
7/23/2026 |
| Tranquility Partners, LLC |
2026 Q2 |
7/23/2026 |
| FORONJY FINANCIAL LLC |
2026 Q2 |
7/23/2026 |
| Dupree Financial Group, LLC |
2026 Q2 |
7/23/2026 |
| Fideuram Asset Management (Ireland) dac |
2026 Q2 |
7/23/2026 |
| TruNorth Capital Management, LLC |
2026 Q2 |
7/23/2026 |
| Rathbones Group PLC |
2026 Q2 |
7/23/2026 |
| CHRISTINE MESSMER PC |
2026 Q2 |
7/23/2026 |