| Great Hill Capital LLC |
2025 Q4 |
1/26/2026 |
| American Wealth Advisors, LLC |
2025 Q4 |
1/26/2026 |
| INVESTED ADVISORS |
2025 Q4 |
1/26/2026 |
| STEINBERGANNA WEALTH MANAGEMENT |
2025 Q4 |
1/26/2026 |
| ABBINGTON INVESTMENT GROUP |
2025 Q4 |
1/26/2026 |
| Tribridge Partners Financial LLC |
2025 Q4 |
1/26/2026 |
| Seneca Financial Advisors LLC |
2025 Q4 |
1/26/2026 |
| Provenance Wealth Advisors, LLC |
2025 Q4 |
1/26/2026 |
| Farnam Financial LLC |
2025 Q4 |
1/26/2026 |
| Harbor Asset Planning, Inc. |
2025 Q4 |
1/26/2026 |
| DeLarme Wealth Management, Inc. |
2025 Q4 |
1/26/2026 |
| BOYUM WEALTH ARCHITECTS LLC |
2025 Q4 |
1/26/2026 |
| SWF LLC |
2025 Q4 |
1/26/2026 |
| Dynamic Financial Group |
2025 Q4 |
1/26/2026 |
| Apex Wealth Management, LLC |
2025 Q4 |
1/26/2026 |
| Yoffe Investment Management, LLC |
2025 Q4 |
1/26/2026 |
| Mountain Hill Investment Partners Corp. |
2025 Q4 |
1/26/2026 |
| Variant Private Wealth, LLC |
2025 Q4 |
1/26/2026 |
| Drum Hill Capital, LLC |
2025 Q4 |
1/26/2026 |
| MOKAN Wealth Management Inc. |
2025 Q4 |
1/26/2026 |
| Grey Rock Energy Management, LLC |
2025 Q4 |
1/26/2026 |
| Inman Jager Wealth Management, LLC |
2025 Q4 |
1/26/2026 |
| Berkeley, Inc |
2025 Q4 |
1/26/2026 |
| Haven Global Partners, LLC |
2025 Q4 |
1/26/2026 |
| Rolek Wealth Management LLC |
2025 Q4 |
1/26/2026 |
| Reyes Financial Architecture, Inc. |
2025 Q4 |
1/26/2026 |
| Nabity-Jensen Investment Management Inc |
2025 Q4 |
1/26/2026 |
| SMART Wealth LLC |
2025 Q4 |
1/26/2026 |
| WASHINGTON GROWTH STRATEGIES LLC |
2025 Q4 |
1/26/2026 |
| Next Level Wealth Planning, LLC |
2025 Q4 |
1/26/2026 |
| BCS Private Wealth Management, Inc. |
2025 Q4 |
1/26/2026 |
| Bretton Capital Management, LLC |
2025 Q4 |
1/26/2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych |
2025 Q4 |
1/26/2026 |
| Generali Powszechne Towarzystwo Emerytalne |
2025 Q4 |
1/26/2026 |
| Lightrock Netherlands B.V. |
2025 Q4 |
1/26/2026 |
| Integrated Capital Management, LLC |
2025 Q4 |
1/26/2026 |
| Global Wealth Management, LLC |
2025 Q4 |
1/26/2026 |
| Code Waechter LLC |
2025 Q4 |
1/26/2026 |
| Luminvest Wealth Management LLC |
2025 Q4 |
1/26/2026 |
| Nicholson Wealth Management Group, LLC |
2025 Q4 |
1/26/2026 |
| LifeWealth Investments, LLC |
2025 Q4 |
1/26/2026 |
| LifeWealth Investments, LLC |
2025 Q3 - NEW HOLDINGS |
1/26/2026 |
| LifeWealth Investments, LLC |
2025 Q2 - NEW HOLDINGS |
1/26/2026 |
| LifeWealth Investments, LLC |
2025 Q1 - NEW HOLDINGS |
1/26/2026 |
| Transcendent Capital Group LLC |
2025 Q4 |
1/26/2026 |
| Oceanside Advisors LLC |
2025 Q4 |
1/26/2026 |
| SEAMOUNT FINANCIAL GROUP INC |
2025 Q4 |
1/26/2026 |
| Northwest Financial Advisors |
2025 Q4 |
1/26/2026 |
| Discipline Wealth Solutions, LLC |
2025 Q4 |
1/26/2026 |
| United Advisor Group, LLC |
2025 Q4 |
1/26/2026 |
| Austin Wealth Management, LLC |
2025 Q4 |
1/26/2026 |
| Kampmann Melissa S. |
2025 Q4 |
1/26/2026 |
| DORVAL Corp |
2025 Q4 |
1/26/2026 |
| IAMS WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/26/2026 |
| Red Mountain Financial, LLC |
2025 Q4 |
1/26/2026 |
| Slocum, Gordon & Co LLP |
2025 Q4 |
1/26/2026 |
| Prosperity Financial Group, Inc. |
2025 Q4 |
1/26/2026 |
| MIDLAND WEALTH ADVISORS, LLC |
2025 Q4 |
1/26/2026 |
| Trellis Wealth Advisors LLC |
2025 Q4 |
1/26/2026 |
| Slagle Financial, LLC |
2025 Q4 |
1/26/2026 |
| Decker Retirement Planning Inc. |
2025 Q4 |
1/26/2026 |
| O'Connor Financial Group LLC |
2025 Q4 |
1/26/2026 |
| PFG Investments, LLC |
2025 Q4 |
1/26/2026 |
| Consolidated Portfolio Review Corp |
2025 Q4 |
1/26/2026 |
| LBP AM SA |
2025 Q4 |
1/26/2026 |
| LUTS & GREENLEIGH GROUP, INC. |
2025 Q4 |
1/26/2026 |
| Lakewood Asset Management LLC |
2025 Q4 |
1/26/2026 |
| Massachusetts Wealth Management |
2025 Q4 |
1/26/2026 |
| Atlas Wealth Partners, LLC |
2025 Q4 |
1/26/2026 |
| Main Street Group, LTD |
2025 Q4 |
1/26/2026 |
| QUARRY HILL ADVISORS, LLC |
2025 Q4 |
1/26/2026 |
| Moran Wealth Management, LLC |
2025 Q4 |
1/26/2026 |
| Hassell Wealth Management, LLC |
2025 Q4 |
1/26/2026 |
| River Street Advisors LLC |
2025 Q4 |
1/26/2026 |
| PPSC Investment Service Corp |
2025 Q4 |
1/26/2026 |
| David Kennon Inc |
2025 Q4 |
1/26/2026 |
| Fee-Only Financial Planning, L.C. |
2025 Q4 |
1/26/2026 |
| Dakota Community Bank & Trust NA |
2025 Q4 |
1/26/2026 |
| Second Half Financial Partners, LLC |
2025 Q4 |
1/26/2026 |
| Heritage Wealth Management, Inc. |
2025 Q4 |
1/26/2026 |
| Sterling Wealth Advisors Inc |
2025 Q4 |
1/26/2026 |
| GRAND WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/26/2026 |
| Financial Guidance Group, Inc. |
2025 Q4 |
1/26/2026 |
| Lansing Street Advisors |
2025 Q4 |
1/26/2026 |
| West Wealth Group, LLC |
2025 Q4 |
1/26/2026 |
| WorthPointe, LLC |
2025 Q4 |
1/26/2026 |
| LOWERY THOMAS, LLC |
2025 Q4 |
1/26/2026 |
| Forbes Financial Planning, Inc. |
2025 Q4 |
1/26/2026 |
| Marion Wealth Management |
2025 Q4 |
1/26/2026 |
| PURSUE WEALTH PARTNERS LLC |
2025 Q4 |
1/26/2026 |
| Intelligent Financial Strategies |
2025 Q4 |
1/26/2026 |
| Zullo Investment Group, Inc. |
2025 Q4 |
1/26/2026 |
| PayPay Securities Corp |
2025 Q4 |
1/26/2026 |
| Phraction Management LLC |
2025 Q4 |
1/26/2026 |
| WEALTH EFFECTS LLC |
2025 Q4 |
1/26/2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2025 Q4 |
1/26/2026 |
| Consilium Wealth Advisory, LLC |
2025 Q4 |
1/26/2026 |
| Legacy CG, LLC |
2025 Q4 |
1/26/2026 |
| DBK Financial Counsel, LLC |
2025 Q4 |
1/26/2026 |
| Martin Capital Advisors, LLP |
2025 Q4 |
1/26/2026 |