| Portfolio Strategies, Inc. |
2025 Q4 |
1/27/2026 |
| Aspiring Ventures, LLC |
2025 Q4 |
1/27/2026 |
| Q3 Asset Management |
2025 Q4 |
1/27/2026 |
| RETIREMENT INCOME SOLUTIONS, INC |
2025 Q4 |
1/27/2026 |
| Stordahl Capital Management, Inc. |
2025 Q4 |
1/27/2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. |
2025 Q4 |
1/27/2026 |
| CenterStar Asset Management, LLC |
2025 Q4 |
1/27/2026 |
| Belpointe Asset Management LLC |
2025 Q4 |
1/27/2026 |
| Legacy Advisors, LLC |
2025 Q4 |
1/27/2026 |
| Local Pensions Partnership Investment Ltd |
2025 Q4 |
1/27/2026 |
| Snow Phipps Group, LLC |
2025 Q4 |
1/27/2026 |
| HCR Wealth Advisors |
2025 Q4 |
1/27/2026 |
| Symmetry Partners, LLC |
2025 Q4 |
1/27/2026 |
| Benson Investment Management Company, Inc. |
2025 Q4 |
1/27/2026 |
| PFG Advisors |
2025 Q4 |
1/27/2026 |
| International City Management Association Retirement Corp |
2025 Q4 |
1/27/2026 |
| Mass General Brigham, Inc |
2025 Q4 |
1/27/2026 |
| Probity Advisors, Inc. |
2025 Q4 |
1/27/2026 |
| Exane Asset Management |
2025 Q4 |
1/27/2026 |
| Sitrin Capital Management LLC |
2025 Q4 |
1/27/2026 |
| BigSur Wealth Management LLC |
2025 Q4 |
1/27/2026 |
| Krilogy Financial LLC |
2025 Q4 |
1/27/2026 |
| Jackson, Grant Investment Advisers, Inc. |
2025 Q4 |
1/27/2026 |
| Steele Capital Management, Inc. |
2025 Q4 |
1/27/2026 |
| Ninety One North America, Inc. |
2025 Q4 |
1/27/2026 |
| JUNCTURE WEALTH STRATEGIES, LLC |
2025 Q4 |
1/27/2026 |
| Summit Financial Wealth Advisors, LLC |
2025 Q4 |
1/27/2026 |
| Leisure Capital Management |
2025 Q4 |
1/27/2026 |
| Summit Financial Strategies, Inc. |
2025 Q4 |
1/27/2026 |
| PLIMOTH TRUST CO LLC |
2025 Q4 |
1/27/2026 |
| Friedenthal Financial |
2025 Q4 |
1/27/2026 |
| Checchi Capital Advisers, LLC |
2025 Q4 |
1/27/2026 |
| HOERTKORN RICHARD CHARLES |
2025 Q4 |
1/27/2026 |
| Miramar Fiduciary Corp |
2025 Q4 |
1/27/2026 |
| Measured Risk Portfolios, Inc. |
2025 Q4 |
1/27/2026 |
| Financial Management Professionals, Inc. |
2025 Q4 |
1/27/2026 |
| Bolthouse Investments, LLC |
2025 Q4 |
1/27/2026 |
| Summit Rock Advisors, LP |
2025 Q4 |
1/27/2026 |
| GREATMARK INVESTMENT PARTNERS, INC. |
2025 Q4 |
1/27/2026 |
| Berkshire Money Management, Inc. |
2025 Q4 |
1/27/2026 |
| Institute for Wealth Management, LLC. |
2025 Q4 |
1/27/2026 |
| Acuitas Investments, LLC |
2025 Q4 |
1/27/2026 |
| Baskin Financial Services Inc. |
2025 Q4 |
1/27/2026 |
| Crystal Rock Capital Management |
2025 Q4 |
1/27/2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
2025 Q4 |
1/27/2026 |
| Ninety One SA (PTY) Ltd |
2025 Q4 |
1/27/2026 |
| SHAYNE & JACOBS, LLC |
2025 Q4 |
1/27/2026 |
| Smith Salley Wealth Management |
2025 Q4 |
1/27/2026 |
| Tributary Capital Management, LLC |
2025 Q4 |
1/27/2026 |
| Tributary Capital Management, LLC |
2025 Q3 - RESTATEMENT |
1/27/2026 |
| Busey Bank |
2025 Q4 |
1/27/2026 |
| Bank of Italy |
2025 Q4 |
1/27/2026 |
| Focused Investors LLC |
2025 Q4 |
1/27/2026 |
| Birch Hill Investment Advisors LLC |
2025 Q4 |
1/27/2026 |
| Ninety One UK Ltd |
2025 Q4 |
1/27/2026 |
| Vision Capital Management, Inc. |
2025 Q4 |
1/27/2026 |
| GHP Investment Advisors, Inc. |
2025 Q4 |
1/27/2026 |
| Penobscot Investment Management Company, Inc. |
2025 Q4 |
1/27/2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
2025 Q4 |
1/27/2026 |
| BRIGHTON JONES LLC |
2025 Q4 |
1/27/2026 |
| WestEnd Advisors, LLC |
2025 Q4 |
1/27/2026 |
| Private Wealth Partners, LLC |
2025 Q4 |
1/27/2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2025 Q4 |
1/27/2026 |
| York GP, Ltd. |
2025 Q4 |
1/27/2026 |
| REGIONS FINANCIAL CORP |
2025 Q4 |
1/27/2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
2025 Q4 |
1/27/2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC |
2025 Q4 |
1/27/2026 |
| HENNESSY ADVISORS INC |
2025 Q4 |
1/27/2026 |
| DAVIDSON INVESTMENT ADVISORS |
2025 Q4 |
1/27/2026 |
| DAVIDSON TRUST CO |
2025 Q4 |
1/27/2026 |
| NORTHSTAR ASSET MANAGEMENT Co |
2025 Q4 |
1/27/2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
2025 Q4 |
1/27/2026 |
| PROFFITT & GOODSON INC |
2025 Q4 |
1/27/2026 |
| Family Capital Trust Co |
2025 Q4 |
1/27/2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2025 Q4 |
1/27/2026 |
| Asset Management One Co., Ltd. |
2025 Q4 |
1/27/2026 |
| DUNCKER STREETT & CO INC |
2025 Q4 |
1/27/2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q4 |
1/27/2026 |
| DIVERSIFIED MANAGEMENT INC |
2025 Q4 |
1/26/2026 |
| GRACE & WHITE INC /NY |
2025 Q4 |
1/26/2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2025 Q4 |
1/26/2026 |
| NORTHWESTERN UNIVERSITY |
2025 Q4 |
1/26/2026 |
| PDS Planning, Inc |
2025 Q4 |
1/26/2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2025 Q4 |
1/26/2026 |
| First Bancorp, Inc /ME/ |
2025 Q4 |
1/26/2026 |
| KIRR MARBACH & CO LLC /IN/ |
2025 Q4 |
1/26/2026 |
| ROMAN BUTLER FULLERTON & CO |
2025 Q4 |
1/26/2026 |
| MEANS INVESTMENT CO., INC. |
2025 Q4 |
1/26/2026 |
| ROBERT WOOD JOHNSON FOUNDATION |
2025 Q4 |
1/26/2026 |
| Key Capital Management, INC |
2025 Q4 |
1/26/2026 |
| FORTERIS WEALTH MANAGEMENT INC. |
2025 Q4 |
1/26/2026 |
| Adelphi Trust Co |
2025 Q4 |
1/26/2026 |
| Turner Capital Investments, LLC |
2025 Q4 |
1/26/2026 |
| Pursuit Wealth Management LLC |
2025 Q4 |
1/26/2026 |
| China-UAE Investment Cooperation Fund, L.P. |
2025 Q4 |
1/26/2026 |
| Capelight Capital Asset Management LP |
2025 Q4 |
1/26/2026 |
| Argo Wealth Advisory, LLC |
2025 Q4 |
1/26/2026 |
| J.M. Arbour, LLC |
2025 Q4 |
1/26/2026 |
| Equity Wealth Partners, LLC |
2025 Q4 |
1/26/2026 |
| Frankly Finances, LLC |
2025 Q4 |
1/26/2026 |