| Summit Wealth Partners, LLC |
2025 Q4 |
1/27/2026 |
| VESTIA PERSONAL WEALTH ADVISORS |
2025 Q4 |
1/27/2026 |
| Mills Wealth Advisors LLC |
2025 Q4 |
1/27/2026 |
| Global Financial Private Client, LLC |
2025 Q4 |
1/27/2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2025 Q4 |
1/27/2026 |
| SEEDS INVESTOR LLC |
2025 Q4 |
1/27/2026 |
| Joel Adams & Associates, Inc. |
2025 Q4 |
1/27/2026 |
| Davies Financial Advisors, Inc. |
2025 Q4 |
1/27/2026 |
| WealthCollab, LLC |
2025 Q4 |
1/27/2026 |
| Chaney Capital Management, Inc. |
2025 Q4 |
1/27/2026 |
| Silver Coast Investments LLC |
2025 Q4 |
1/27/2026 |
| Able Wealth Management LLC |
2025 Q4 |
1/27/2026 |
| ELEVATE WEALTH ADVISORY, INC |
2025 Q4 |
1/27/2026 |
| Atlantic Edge Private Wealth Management, LLC |
2025 Q4 |
1/27/2026 |
| OV Management LLC |
2025 Q4 |
1/27/2026 |
| Farrow Financial, Inc. |
2025 Q4 |
1/27/2026 |
| Grunden Financial Advisory, Inc. |
2025 Q4 |
1/27/2026 |
| VCI Wealth Management LLC |
2025 Q4 |
1/27/2026 |
| MontVue Capital Management, Inc. |
2025 Q4 |
1/27/2026 |
| Stephenson & Company, Inc. |
2025 Q4 |
1/27/2026 |
| TD Waterhouse Canada Inc. |
2025 Q4 |
1/27/2026 |
| LECAP ASSET MANAGEMENT LTD |
2025 Q4 |
1/27/2026 |
| Arcataur Capital Management LLC |
2025 Q4 |
1/27/2026 |
| Werba Rubin Papier Wealth Management |
2025 Q4 |
1/27/2026 |
| Foundation Wealth Management, LLC |
2025 Q4 |
1/27/2026 |
| Graphene Investments SAS |
2025 Q4 |
1/27/2026 |
| Beacon Bridge Wealth Partners, LLC |
2025 Q4 |
1/27/2026 |
| STEVENS CAPITAL PARTNERS |
2025 Q4 |
1/27/2026 |
| Compass Financial Group, INC/SD |
2025 Q4 |
1/27/2026 |
| Semus Wealth Partners LLC |
2025 Q4 |
1/27/2026 |
| Family Capital Management, Inc. |
2025 Q4 |
1/27/2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2025 Q4 |
1/27/2026 |
| Northern Financial Advisors Inc |
2025 Q4 |
1/27/2026 |
| Fortis Capital Advisors, LLC |
2025 Q4 |
1/27/2026 |
| Sharper & Granite LLC |
2025 Q4 |
1/27/2026 |
| ACUTE INVESTMENT ADVISORY, LLC |
2025 Q4 |
1/27/2026 |
| FSR Wealth Management Ltd. |
2025 Q4 |
1/27/2026 |
| NOVEM GROUP |
2025 Q4 |
1/27/2026 |
| Sterling Investment Counsel, LLC |
2025 Q4 |
1/27/2026 |
| Alley Investment Management Company, LLC |
2025 Q4 |
1/27/2026 |
| Security Financial Services, INC. |
2025 Q4 |
1/27/2026 |
| Lakeside Advisors, INC. |
2025 Q4 |
1/27/2026 |
| Forum Financial Management, LP |
2025 Q4 |
1/27/2026 |
| Autumn Glory Partners, LLC |
2025 Q4 |
1/27/2026 |
| DRAVO BAY LLC |
2025 Q4 |
1/27/2026 |
| WEALTHSPAN PARTNERS, LLC |
2025 Q4 |
1/27/2026 |
| Magnolia Wealth Management, LLC |
2025 Q4 |
1/27/2026 |
| Members Advisory Group LLC |
2025 Q4 |
1/27/2026 |
| Stone Summit Wealth LLC |
2025 Q4 |
1/27/2026 |
| Darrow Company, Inc. |
2025 Q4 |
1/27/2026 |
| Hedges Asset Management LLC |
2025 Q4 |
1/27/2026 |
| EARNED WEALTH ADVISORS, LLC |
2025 Q4 - NEW HOLDINGS |
1/27/2026 |
| EARNED WEALTH ADVISORS, LLC |
2025 Q4 - RESTATEMENT |
1/27/2026 |
| Vert Asset Management LLC |
2025 Q4 |
1/27/2026 |
| STRATEGIC VALUE BANK PARTNERS LLC |
2025 Q4 |
1/27/2026 |
| Highview Capital Management LLC/DE/ |
2025 Q4 |
1/27/2026 |
| VISTA FINANCE, LLC |
2025 Q4 |
1/27/2026 |
| Revisor Wealth Management LLC |
2025 Q4 |
1/27/2026 |
| US Asset Management LLC |
2025 Q4 |
1/27/2026 |
| SageGuard Financial Group, LLC |
2025 Q4 |
1/27/2026 |
| Mayar Capital Ltd. |
2025 Q4 |
1/27/2026 |
| Sterling Group Wealth Management, LLC |
2025 Q4 |
1/27/2026 |
| Lorne Steinberg Wealth Management Inc. |
2025 Q4 |
1/27/2026 |
| Tranquilli Financial Advisor LLC |
2025 Q4 |
1/27/2026 |
| Round Rock Advisors LLC |
2025 Q4 |
1/27/2026 |
| Greystone Financial Group, LLC |
2025 Q4 |
1/27/2026 |
| Lakehouse Capital Pty Ltd |
2025 Q4 |
1/27/2026 |
| Cannon Global Investment Management, LLC |
2025 Q4 |
1/27/2026 |
| Veery Capital, LLC |
2025 Q4 |
1/27/2026 |
| Sterling Financial Planning, Inc. |
2025 Q4 |
1/27/2026 |
| Purus Wealth Management, LLC |
2025 Q4 |
1/27/2026 |
| Rye Brook Capital LLC |
2025 Q4 |
1/27/2026 |
| TriaGen Wealth Management LLC |
2025 Q4 |
1/27/2026 |
| Latitude Advisors, LLC |
2025 Q4 |
1/27/2026 |
| Fractal Investments LLC |
2025 Q4 |
1/27/2026 |
| Journey Advisory Group, LLC |
2025 Q4 |
1/27/2026 |
| GraniteShares Advisors LLC |
2025 Q4 - RESTATEMENT |
1/27/2026 |
| Oak Harvest Investment Services |
2025 Q4 |
1/27/2026 |
| JEPPSON WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/27/2026 |
| Berger Financial Group, Inc |
2025 Q4 |
1/27/2026 |
| Klaas Financial Asset Advisors, LLC |
2025 Q4 |
1/27/2026 |
| Horst & Graben Wealth Management LLC |
2025 Q4 |
1/27/2026 |
| Financial Advisory Corp |
2025 Q4 |
1/27/2026 |
| RTD Financial Advisors, Inc. |
2025 Q4 |
1/27/2026 |
| Mine & Arao Wealth Creation & Management, LLC. |
2025 Q4 |
1/27/2026 |
| Optas, LLC |
2025 Q4 |
1/27/2026 |
| Emerald Advisors, LLC |
2025 Q4 |
1/27/2026 |
| Elevated Capital Advisors, LLC |
2025 Q4 |
1/27/2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2025 Q4 |
1/27/2026 |
| Cardinal Strategic Wealth Guidance |
2025 Q4 |
1/27/2026 |
| CFM WEALTH PARTNERS LLC |
2025 Q4 |
1/27/2026 |
| Pavion Blue Capital, LLC |
2025 Q4 |
1/27/2026 |
| Japan Post Holdings Co., Ltd. |
2025 Q4 |
1/27/2026 |
| Waterfront Wealth Inc. |
2025 Q4 |
1/27/2026 |
| Liquid Strategies, LLC |
2025 Q4 |
1/27/2026 |
| Human Investing LLC |
2025 Q4 |
1/27/2026 |
| Hobart Private Capital, LLC |
2025 Q4 |
1/27/2026 |
| Bonfire Financial |
2025 Q4 |
1/27/2026 |
| Silphium Asset Management Ltd |
2025 Q4 |
1/27/2026 |
| Benchmark Financial Wealth Advisors, LLC |
2025 Q4 |
1/27/2026 |