| Next Level Wealth Planning, LLC |
2026 Q1 |
4/21/2026 |
| WMS Group LLC |
2026 Q1 |
4/21/2026 |
| Sugar Maple Asset Management, LLC |
2026 Q1 |
4/21/2026 |
| CHRISTINE MESSMER PC |
2026 Q1 |
4/21/2026 |
| Poehling Capital Management, INC. |
2026 Q1 |
4/21/2026 |
| RETIREMENT PLANNING GROUP, LLC / NY |
2026 Q1 |
4/21/2026 |
| WESBANCO BANK INC |
2026 Q1 |
4/21/2026 |
| Piedmont Capital Management, LLC/NC |
2026 Q1 |
4/21/2026 |
| Colony Family Offices, LLC |
2026 Q1 |
4/21/2026 |
| GRACE & WHITE INC /NY |
2026 Q1 |
4/21/2026 |
| Meridian Financial Advisors, LLC |
2026 Q1 |
4/21/2026 |
| Tassel Capital Management, Inc. |
2026 Q1 |
4/21/2026 |
| Clarus Group, Inc. |
2026 Q1 |
4/21/2026 |
| FIRST UNITED BANK & TRUST |
2026 Q1 |
4/21/2026 |
| Madrid Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| MBE Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| Riverstone Advisors, LLC |
2026 Q1 |
4/21/2026 |
| TigerOak Management, L.L.C. |
2026 Q1 |
4/21/2026 |
| WASATCH ADVISORS LP |
2026 Q1 |
4/21/2026 |
| OLD SECOND NATIONAL BANK OF AURORA |
2026 Q1 |
4/21/2026 |
| Maridea Wealth Management LLC |
2026 Q1 |
4/21/2026 |
| FWG Investments, LLC. |
2026 Q1 |
4/21/2026 |
| Lewis Asset Management, LLC |
2026 Q1 |
4/21/2026 |
| Narus Financial Partners, LLC |
2026 Q1 |
4/21/2026 |
| Value Partners Investments Inc. |
2026 Q1 |
4/21/2026 |
| Keystone Financial Group, Inc. |
2026 Q1 |
4/21/2026 |
| Rooted Wealth Advisors, Inc. |
2026 Q1 |
4/21/2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/21/2026 |
| Mayfair Advisory Group, LLC |
2026 Q1 |
4/21/2026 |
| WT Wealth Management |
2026 Q1 |
4/21/2026 |
| River Street Advisors LLC |
2026 Q1 |
4/21/2026 |
| Fruth Investment Management |
2026 Q1 |
4/21/2026 |
| Alta Partners Management Company, L.P. |
2026 Q1 |
4/21/2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC |
2026 Q1 |
4/21/2026 |
| Ground Swell Capital, LLC |
2026 Q1 |
4/21/2026 |
| Econ Financial Services Corp |
2026 Q1 |
4/21/2026 |
| Merkkuri Wealth Advisors LLC |
2026 Q1 |
4/21/2026 |
| Signature Wealth Management Partners, LLC |
2026 Q1 |
4/21/2026 |
| Highland Financial Advisors, LLC |
2026 Q1 |
4/21/2026 |
| ENCOMPASS WEALTH ADVISORS, LLC |
2026 Q1 |
4/21/2026 |
| STAPP WEALTH MANAGEMENT, PLLC |
2026 Q1 |
4/21/2026 |
| FINANCIAL CONSULATE, INC |
2026 Q1 |
4/21/2026 |
| Nemes Rush Group LLC |
2026 Q1 |
4/21/2026 |
| Medicxi Ventures Management (Jersey) Ltd |
2026 Q1 |
4/21/2026 |
| Venturi Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| Pinnacle Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| Vise Technologies, Inc. |
2026 Q1 |
4/21/2026 |
| P.A.W. CAPITAL CORP |
2026 Q1 |
4/21/2026 |
| SpringVest Wealth Management LLC |
2026 Q1 |
4/21/2026 |
| Kooman & Associates |
2026 Q1 |
4/21/2026 |
| Capital Investment Counsel, Inc |
2026 Q1 |
4/21/2026 |
| Systelligence, LLC |
2026 Q1 |
4/21/2026 |
| CAMBIENT FAMILY OFFICE, LLC |
2026 Q1 |
4/21/2026 |
| Welch Financial Planning, LLC |
2026 Q1 |
4/21/2026 |
| Creative Capital Management Investments LLC |
2026 Q1 |
4/21/2026 |
| FLP Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| Beaumont Asset Management, L.L.C. |
2026 Q1 |
4/21/2026 |
| Topsail Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| Xcel Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| Ramiah Investment Group |
2026 Q1 |
4/21/2026 |
| SIMS INVESTMENT MANAGEMENT, LLC |
2026 Q1 |
4/21/2026 |
| NORTHEAST INVESTMENT MANAGEMENT |
2026 Q1 |
4/21/2026 |
| New Perspectives, Inc |
2026 Q1 |
4/21/2026 |
| Penbrook Management LLC |
2026 Q1 |
4/21/2026 |
| PENN DAVIS MCFARLAND INC |
2026 Q1 |
4/21/2026 |
| Financial Architects, LLC |
2026 Q1 |
4/21/2026 |
| Main Line Retirement Advisors, LLC |
2026 Q1 |
4/21/2026 |
| J2 Capital Management Inc |
2026 Q1 |
4/21/2026 |
| UNIQUE WEALTH, LLC |
2026 Q1 |
4/21/2026 |
| ADG Wealth Management Group, LLC |
2026 Q1 |
4/21/2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
2025 Q3 - RESTATEMENT |
4/21/2026 |
| Nabity-Jensen Investment Management Inc |
2026 Q1 |
4/21/2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2026 Q1 |
4/21/2026 |
| Waterway Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| CHIRON CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/21/2026 |
| Sandro Wealth Management LLC |
2026 Q1 |
4/21/2026 |
| Verity Asset Management, Inc. |
2026 Q1 |
4/21/2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/21/2026 |
| BLUE JEAN FINANCIAL LLC |
2026 Q1 |
4/21/2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
2025 Q1 - RESTATEMENT |
4/21/2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
2025 Q2 - RESTATEMENT |
4/21/2026 |
| Parker Financial LLC |
2026 Q1 |
4/21/2026 |
| Greenfield FTC, Inc. |
2026 Q1 |
4/21/2026 |
| Pacific Sage Partners, LLC |
2026 Q1 |
4/21/2026 |
| Financial Council, LLC |
2026 Q1 |
4/21/2026 |
| Armbruster Capital Management, Inc. |
2026 Q1 |
4/21/2026 |
| Stokes Capital Advisors, LLC |
2026 Q1 |
4/21/2026 |
| RCS Financial Planning, LLC |
2026 Q1 |
4/21/2026 |
| Draper Asset Management, LLC |
2026 Q1 |
4/21/2026 |
| Columbus Macro, LLC |
2026 Q1 |
4/21/2026 |
| Maltin Wealth Management, Inc. |
2026 Q1 |
4/21/2026 |
| STUART INVESTMENT ADVISORS, INC. |
2026 Q1 |
4/21/2026 |
| Compass Advisory Group LLC |
2026 Q1 |
4/21/2026 |
| Corecam AG |
2026 Q1 |
4/21/2026 |
| Cannon Global Investment Management, LLC |
2026 Q1 |
4/21/2026 |
| Tenon Financial LLC |
2026 Q1 |
4/21/2026 |
| Vigil Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| Quad-Cities Investment Group, LLC |
2026 Q1 |
4/21/2026 |
| TCV Trust & Wealth Management, Inc. |
2026 Q1 |
4/21/2026 |
| Wolfstich Capital, LLC |
2026 Q1 |
4/21/2026 |