| Apollon Financial, LLC |
2026 Q1 |
4/22/2026 |
| Coston, McIsaac & Partners |
2026 Q1 |
4/22/2026 |
| Ariston Services Group |
2026 Q1 |
4/22/2026 |
| VICUS CAPITAL |
2026 Q1 |
4/22/2026 |
| McLean Asset Management Corp |
2026 Q1 |
4/22/2026 |
| Detalus Advisors, LLC |
2026 Q1 |
4/22/2026 |
| Networth Advisors, LLC |
2026 Q1 |
4/22/2026 |
| TRED AVON FAMILY WEALTH, LLC |
2026 Q1 |
4/22/2026 |
| Portus Wealth Advisors, LLC |
2026 Q1 |
4/22/2026 |
| PEAK FINANCIAL ADVISORS LLC |
2026 Q1 |
4/22/2026 |
| Pinnacle Bancorp, Inc. |
2026 Q1 |
4/22/2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
2026 Q1 |
4/22/2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2026 Q1 |
4/22/2026 |
| Atwater Malick LLC |
2026 Q1 |
4/22/2026 |
| tru Independence LLC |
2026 Q1 |
4/22/2026 |
| SYKON CAPITAL LLC |
2026 Q1 |
4/22/2026 |
| Shum Financial Group, Inc. |
2026 Q1 |
4/22/2026 |
| SPIREPOINT PRIVATE CLIENT, LLC |
2026 Q1 |
4/22/2026 |
| Smallwood Wealth Investment Management, LLC |
2026 Q1 |
4/22/2026 |
| HMS Capital Management, LLC |
2026 Q1 |
4/22/2026 |
| Accretive Wealth Partners, LLC |
2026 Q1 |
4/22/2026 |
| QP WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/22/2026 |
| Asset Allocation Strategies LLC |
2026 Q1 |
4/22/2026 |
| Continuum Advisory, LLC |
2026 Q1 |
4/22/2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
2026 Q1 |
4/22/2026 |
| Parcion Private Wealth LLC |
2026 Q1 |
4/22/2026 |
| STRATEGIC PLANNING GROUP, LLC |
2026 Q1 |
4/22/2026 |
| Gold Investment Management Ltd. |
2026 Q1 |
4/22/2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2026 Q1 |
4/22/2026 |
| LANDMARK WEALTH MANAGEMENT, INC. |
2026 Q1 |
4/22/2026 |
| Wealth Advisory Solutions, LLC |
2026 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2022 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2022 Q2 |
4/22/2026 |
| AtlasMark Financial, Inc |
2022 Q3 |
4/22/2026 |
| AtlasMark Financial, Inc |
2023 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2023 Q2 |
4/22/2026 |
| AtlasMark Financial, Inc |
2024 Q3 |
4/22/2026 |
| AtlasMark Financial, Inc |
2024 Q4 |
4/22/2026 |
| AtlasMark Financial, Inc |
2025 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2025 Q2 |
4/22/2026 |
| AtlasMark Financial, Inc |
2025 Q3 |
4/22/2026 |
| AtlasMark Financial, Inc |
2025 Q4 |
4/22/2026 |
| AtlasMark Financial, Inc |
2026 Q1 |
4/22/2026 |
| BigSur Wealth Management LLC |
2026 Q1 |
4/22/2026 |
| Churchill Financial Advisors, LLC |
2026 Q1 |
4/22/2026 |
| Hoese & Co LLP |
2026 Q1 |
4/22/2026 |
| RETIREMENT GUYS FORMULA LLC |
2026 Q1 |
4/22/2026 |
| Bravera Wealth |
2026 Q1 |
4/22/2026 |
| Brandywine Asset Management, Inc. |
2026 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2021 Q4 |
4/22/2026 |
| Phoenix Wealth Advisors |
2026 Q1 |
4/22/2026 |
| Bravera Wealth |
2025 Q4 |
4/22/2026 |
| WestEnd Advisors, LLC |
2026 Q1 |
4/22/2026 |
| QUATTRO FINANCIAL ADVISORS LLC |
2026 Q1 |
4/22/2026 |
| RIDGECREST WEALTH PARTNERS, LLC |
2026 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2020 Q4 |
4/22/2026 |
| Invera Wealth Advisors, LLC |
2026 Q1 |
4/22/2026 |
| Financially in Tune, LLC |
2026 Q1 |
4/22/2026 |
| Investment Advisory Group, LLC |
2026 Q1 |
4/22/2026 |
| Lakeshore Capital Group, Inc. |
2026 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2021 Q1 |
4/22/2026 |
| PROMETHIUM ADVISORS,LLC |
2026 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2021 Q2 |
4/22/2026 |
| AtlasMark Financial, Inc |
2021 Q3 |
4/22/2026 |
| GERBER, LLC |
2026 Q1 |
4/22/2026 |
| MUIRFIELD WEALTH ADVISORS LLC |
2026 Q1 |
4/22/2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2026 Q1 |
4/22/2026 |
| TRUEFG, LLC |
2026 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2019 Q3 |
4/22/2026 |
| AtlasMark Financial, Inc |
2019 Q4 |
4/22/2026 |
| Englebert Financial Advisers, LLC |
2026 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2020 Q1 |
4/22/2026 |
| AtlasMark Financial, Inc |
2020 Q2 |
4/22/2026 |
| AtlasMark Financial, Inc |
2020 Q3 |
4/22/2026 |
| Richard Bernstein Advisors LLC |
2026 Q1 |
4/22/2026 |
| Berry Wealth Group, LP |
2026 Q1 |
4/22/2026 |
| HARRELL INVESTMENT PARTNERS, LLC |
2026 Q1 |
4/22/2026 |
| Employees Provident Fund Board |
2008 Q1 |
4/22/2026 |
| BEACON FINANCIAL PLANNING, INC |
2026 Q1 |
4/22/2026 |
| Peak Planning Group, LLC |
2026 Q1 |
4/22/2026 |
| Employees Provident Fund Board |
2008 Q2 |
4/22/2026 |
| Evensky & Katz LLC |
2026 Q1 |
4/22/2026 |
| Arcataur Capital Management LLC |
2026 Q1 |
4/22/2026 |
| SUTTON PLACE INVESTORS LLC |
2026 Q1 |
4/22/2026 |
| Monument Group Wealth Advisors, LLC |
2026 Q1 |
4/22/2026 |
| Applied Capital LLC |
2026 Q1 |
4/22/2026 |
| Uniting Wealth Partners, LLC |
2026 Q1 |
4/22/2026 |
| Spire Wealth Management |
2026 Q1 |
4/22/2026 |
| M3 Advisory Group, LLC |
2026 Q1 |
4/22/2026 |
| Employees Provident Fund Board |
2008 Q4 |
4/22/2026 |
| MINDSET WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/22/2026 |
| Employees Provident Fund Board |
2008 Q3 |
4/22/2026 |
| RMR Wealth Builders |
2026 Q1 |
4/22/2026 |
| Stone House Investment Management, LLC |
2026 Q1 |
4/22/2026 |
| Crew Capital Management, Ltd |
2026 Q1 |
4/22/2026 |
| Aspire Capital Advisors LLC |
2026 Q1 |
4/22/2026 |
| MOTCO |
2026 Q1 |
4/22/2026 |
| Freedom Investment Management, Inc. |
2026 Q1 |
4/22/2026 |
| CORNERSTONE ENTERPRISES, LLC |
2026 Q1 |
4/22/2026 |
| Storen Legacy Partners, LLC |
2026 Q1 |
4/22/2026 |