| Wolfstich Capital, LLC |
2026 Q1 |
4/21/2026 |
| Sunpointe, LLC |
2026 Q1 |
4/21/2026 |
| One Wealth Advisors, LLC |
2026 Q1 |
4/21/2026 |
| Vanguard Capital Wealth Advisors |
2026 Q1 |
4/21/2026 |
| BARLOW WEALTH PARTNERS, LLC |
2026 Q1 |
4/21/2026 |
| WEDBUSH SECURITIES INC |
2026 Q1 |
4/21/2026 |
| Torrey Growth & Income Advisors |
2026 Q1 |
4/21/2026 |
| Willow Financial LLC |
2025 Q4 |
4/21/2026 |
| Aull & Monroe Investment Management Corp |
2026 Q1 |
4/21/2026 |
| Fingerlakes Wealth Management, Inc. |
2026 Q1 |
4/21/2026 |
| International Private Wealth Advisors LLC |
2026 Q1 |
4/21/2026 |
| Axiom Financial Strategies, LLC |
2026 Q1 |
4/21/2026 |
| Diesslin Group, Inc. |
2026 Q1 |
4/21/2026 |
| Polaris Investment Advisors, LLC |
2026 Q1 |
4/21/2026 |
| Long Island Wealth Management, Inc. |
2026 Q1 |
4/21/2026 |
| OneAscent Wealth Management LLC |
2026 Q1 |
4/21/2026 |
| Robeco Institutional Asset Management B.V. |
2026 Q1 |
4/21/2026 |
| Sage Financial Management Group, Inc. |
2026 Q1 |
4/21/2026 |
| Trevian Wealth Management LLC |
2026 Q1 |
4/21/2026 |
| Capelight Capital Asset Management LP |
2026 Q1 |
4/21/2026 |
| WASHINGTON GROWTH STRATEGIES LLC |
2026 Q1 |
4/21/2026 |
| Yardley Wealth Management LLC |
2026 Q1 |
4/21/2026 |
| Dougherty Wealth Advisers LLC |
2026 Q1 |
4/21/2026 |
| Trueblood Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| CHAPIN DAVIS, INC. |
2026 Q1 |
4/21/2026 |
| Wallace Advisory Group, LLC |
2026 Q1 |
4/21/2026 |
| Mesirow Financial Investment Management, Inc. |
2026 Q1 |
4/21/2026 |
| Wise Wealth Partners |
2026 Q1 |
4/21/2026 |
| Sensible Money, LLC |
2026 Q1 |
4/21/2026 |
| ABBINGTON INVESTMENT GROUP |
2026 Q1 |
4/21/2026 |
| BCS Private Wealth Management, Inc. |
2026 Q1 |
4/21/2026 |
| OneAscent Family Office, LLC |
2026 Q1 |
4/21/2026 |
| OneAscent Financial Services LLC |
2026 Q1 |
4/21/2026 |
| Pacific Park Financial, Inc. |
2026 Q1 |
4/21/2026 |
| Red Tortoise LLC |
2026 Q1 |
4/21/2026 |
| Morton Capital Management LLC/CA |
2026 Q1 |
4/21/2026 |
| LCM Capital Management Inc |
2026 Q1 |
4/21/2026 |
| Buttonwood Financial Advisors Inc. |
2026 Q1 |
4/21/2026 |
| GFG Capital, LLC |
2026 Q1 |
4/21/2026 |
| DAVIDSON INVESTMENT ADVISORS |
2026 Q1 |
4/21/2026 |
| KIECKHEFER GROUP LLC |
2026 Q1 |
4/21/2026 |
| BENNETT SELBY INVESTMENTS LP |
2026 Q1 |
4/21/2026 |
| FORTERIS WEALTH MANAGEMENT INC. |
2026 Q1 |
4/21/2026 |
| HCR Wealth Advisors |
2026 Q1 |
4/21/2026 |
| Northland Capital Management LLC |
2026 Q1 |
4/21/2026 |
| Ackerman Asset Management, LLC |
2026 Q1 |
4/21/2026 |
| Refined Wealth Management |
2026 Q1 |
4/21/2026 |
| Div Capital Phoenix Assets Ltd |
2026 Q1 |
4/21/2026 |
| Altus Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| Yoffe Investment Management, LLC |
2026 Q1 |
4/21/2026 |
| HARVEY INVESTMENT CO LLC |
2026 Q1 |
4/21/2026 |
| Guinness Asset Management LTD |
2026 Q1 |
4/21/2026 |
| Grey Fox Wealth Advisors, LLC |
2026 Q1 |
4/21/2026 |
| Madson Wealth Advisors Inc |
2026 Q1 |
4/21/2026 |
| Worthington Financial Partners, LLC |
2026 Q1 |
4/21/2026 |
| Guinness Atkinson Asset Management Inc |
2026 Q1 |
4/21/2026 |
| Kane Co Wealth Management, Inc. |
2026 Q1 |
4/21/2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. |
2026 Q1 |
4/21/2026 |
| Alpine Bank Wealth Management |
2026 Q1 |
4/21/2026 |
| TRITONPOINT WEALTH, LLC |
2026 Q1 |
4/21/2026 |
| Mendel Capital Management LLC |
2026 Q1 |
4/21/2026 |
| Flagship Capital Management Inc. |
2026 Q1 |
4/21/2026 |
| SWS Partners |
2026 Q1 |
4/21/2026 |
| E&G Advisors, LP |
2026 Q1 |
4/21/2026 |
| Founders Capital Management |
2026 Q1 |
4/21/2026 |
| Dougherty & Associates, LLC |
2026 Q1 |
4/21/2026 |
| Olstein Capital Management, L.P. |
2026 Q1 |
4/21/2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS |
2026 Q1 |
4/21/2026 |
| Compass Planning Associates Inc |
2026 Q1 |
4/21/2026 |
| ACCREDITED INVESTOR SERVICES, LLC |
2026 Q1 |
4/21/2026 |
| Hippocratic Financial Advisors, LLC |
2026 Q1 |
4/21/2026 |
| Roth Financial Partners LLC |
2026 Q1 |
4/21/2026 |
| North Forty Two & Co. |
2026 Q1 |
4/21/2026 |
| Strategic Equity Management |
2026 Q1 |
4/21/2026 |
| Northern Lights Advisors, Inc. |
2026 Q1 |
4/21/2026 |
| Shepherd Street Advisors LLC |
2026 Q1 |
4/21/2026 |
| Argo Wealth Advisory, LLC |
2026 Q1 |
4/21/2026 |
| Keystone Financial Services, LLC |
2026 Q1 |
4/21/2026 |
| J.M. Arbour, LLC |
2026 Q1 |
4/21/2026 |
| Claro Advisors Inc. |
2026 Q1 |
4/21/2026 |
| EVERPAR ADVISORS LLC |
2026 Q1 |
4/21/2026 |
| SLT Holdings LLC |
2026 Q1 |
4/21/2026 |
| Pallas Capital Advisors LLC |
2026 Q1 |
4/21/2026 |
| CFM WEALTH PARTNERS LLC |
2026 Q1 |
4/21/2026 |
| MAYPORT, LLC |
2026 Q1 |
4/21/2026 |
| OUTFITTERS FINANCIAL LLC |
2026 Q1 |
4/21/2026 |
| AVAII WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/21/2026 |
| Trivium Point Advisory, LLC |
2026 Q1 |
4/21/2026 |
| Magnolia Private Wealth, LLC |
2026 Q1 |
4/21/2026 |
| S Harris Financial Group, LLC |
2026 Q1 |
4/21/2026 |
| Marietta Wealth Management, LLC |
2026 Q1 |
4/21/2026 |
| GILPIN WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/21/2026 |
| Huntleigh Advisors, Inc. |
2026 Q1 |
4/21/2026 |
| Willow Financial LLC |
2026 Q1 |
4/21/2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
2026 Q1 |
4/21/2026 |
| FOUNDATION RESOURCE MANAGEMENT INC |
2026 Q1 |
4/21/2026 |
| Aurdan Capital Management, LLC |
2026 Q1 |
4/21/2026 |
| Gutierrez Wealth Advisory, LLC |
2026 Q1 |
4/21/2026 |
| J.E. Simmons & Co., P.C. |
2026 Q1 |
4/21/2026 |
| Curat Global, LLC |
2026 Q1 |
4/21/2026 |