| LifePlan Financial, LLC |
2026 Q2 |
7/21/2026 |
| Traveka Wealth, LLC |
2026 Q2 |
7/21/2026 |
| Athena Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| Applied Capital LLC |
2026 Q2 |
7/21/2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. |
2026 Q2 |
7/21/2026 |
| Millburn Ridgefield LLC /DE/ |
2026 Q2 |
7/21/2026 |
| Western Reserve Capital Management, LLC |
2026 Q2 |
7/21/2026 |
| Auour Investments LLC |
2026 Q2 |
7/21/2026 |
| Hyposwiss Advisors SA |
2026 Q2 |
7/21/2026 |
| Clear Trail Advisors, LLC |
2026 Q2 |
7/21/2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
2026 Q2 |
7/21/2026 |
| Murphy Pohlad Asset Management LLC |
2026 Q2 |
7/21/2026 |
| Greenbush Financial Group, LLC |
2026 Q2 |
7/21/2026 |
| QV Investors Inc. |
2026 Q2 |
7/21/2026 |
| SUMMITRY LLC |
2026 Q2 |
7/21/2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/21/2026 |
| Leslie Global Wealth, LLC |
2026 Q2 |
7/21/2026 |
| CATALYST PRIVATE WEALTH, LLC |
2026 Q2 |
7/21/2026 |
| Meritas Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| Sculati Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| Canal Insurance CO |
2026 Q2 |
7/21/2026 |
| TriaGen Wealth Management LLC |
2026 Q2 |
7/21/2026 |
| Legacy Advisory Services, LLC |
2026 Q2 |
7/21/2026 |
| CIGNA INVESTMENTS INC /NEW |
2026 Q2 |
7/21/2026 |
| SIMS INVESTMENT MANAGEMENT, LLC |
2026 Q2 |
7/21/2026 |
| INVESTMENT HOUSE LLC |
2026 Q2 |
7/21/2026 |
| LANARK FINANCIAL, INC. |
2026 Q2 |
7/21/2026 |
| PARUS FINANCE (UK) Ltd |
2026 Q2 |
7/21/2026 |
| Human Investing LLC |
2026 Q2 - RESTATEMENT |
7/21/2026 |
| Rodgers & Associates, LTD |
2026 Q2 |
7/21/2026 |
| J.W. COLE ADVISORS, INC. |
2026 Q2 |
7/21/2026 |
| KIECKHEFER GROUP LLC |
2026 Q2 |
7/21/2026 |
| Robeco Institutional Asset Management B.V. |
2026 Q2 |
7/21/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2025 Q3 |
7/21/2026 |
| First National Advisers, LLC |
2026 Q2 |
7/21/2026 |
| PARTNERS WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/21/2026 |
| Unify Financial Advisors |
2026 Q2 |
7/21/2026 |
| Themes Management Co LLC |
2026 Q2 |
7/21/2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2026 Q2 |
7/21/2026 |
| Fiscal Wisdom Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| ST GERMAIN D J CO INC |
2026 Q2 |
7/21/2026 |
| Integrity Investment Advisors, LLC |
2026 Q2 |
7/21/2026 |
| Morningstar Investment Management LLC |
2026 Q2 |
7/21/2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. |
2026 Q2 |
7/21/2026 |
| YANKCOM Partnership |
2026 Q2 |
7/21/2026 |
| F&V Capital Management, LLC |
2026 Q2 |
7/21/2026 |
| SSA SWISS ADVISORS AG |
2026 Q1 |
7/21/2026 |
| Hillcrest Wealth Advisors - NY, LLC |
2026 Q2 |
7/21/2026 |
| Seascape Capital Management |
2026 Q2 |
7/21/2026 |
| Councilor Wealth, LLC |
2026 Q2 |
7/21/2026 |
| Old Port Advisors |
2026 Q2 |
7/21/2026 |
| Wealth Management Associates, Inc. |
2026 Q2 |
7/21/2026 |
| IFM Investors Pty Ltd |
2026 Q2 |
7/21/2026 |
| HOWARD WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/21/2026 |
| Louisiana State Employees Retirement System |
2026 Q2 - RESTATEMENT |
7/21/2026 |
| Blue Trust, Inc. |
2026 Q2 |
7/21/2026 |
| Discipline Wealth Solutions, LLC |
2026 Q2 |
7/21/2026 |
| Katamaran Capital LLP |
2026 Q2 |
7/21/2026 |
| Oak Thistle LLC |
2026 Q2 |
7/20/2026 |
| Triumph Capital Management |
2026 Q2 |
7/20/2026 |
| Fulcrum Capital LLC |
2026 Q2 |
7/20/2026 |
| Triasima Portfolio Management inc. |
2026 Q2 |
7/20/2026 |
| Valued Wealth Advisors LLC |
2026 Q2 |
7/20/2026 |
| Hingham Institution for Savings |
2026 Q2 |
7/20/2026 |
| MOTIVE WEALTH ADVISORS |
2026 Q2 |
7/20/2026 |
| Cottage Street Advisors LLC |
2026 Q2 |
7/20/2026 |
| Rydar Equities, Inc. |
2026 Q2 |
7/20/2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2026 Q2 |
7/20/2026 |
| Tumwater Wealth Management, LLC |
2026 Q2 |
7/20/2026 |
| Clarity Financial LLC |
2026 Q2 |
7/20/2026 |
| TICINO WEALTH |
2026 Q2 |
7/20/2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2026 Q2 |
7/20/2026 |
| Sterling Investment Counsel, LLC |
2026 Q2 |
7/20/2026 |
| Arcadia Wealth Management, LLC |
2026 Q2 |
7/20/2026 |
| Thomasville National Bank |
2026 Q2 |
7/20/2026 |
| Live Oak Private Wealth LLC |
2026 Q2 |
7/20/2026 |
| Objective Capital Management, LLC |
2026 Q2 |
7/20/2026 |
| Phraction Management LLC |
2026 Q2 |
7/20/2026 |
| Global Financial Private Client, LLC |
2026 Q2 |
7/20/2026 |
| PCB Capital LLC |
2026 Q2 |
7/20/2026 |
| Colony Family Offices, LLC |
2026 Q2 |
7/20/2026 |
| PATHWAY WEALTH MANAGEMENT LLC |
2026 Q2 |
7/20/2026 |
| Hixon Zuercher, LLC |
2026 Q2 |
7/20/2026 |
| FARMERS & MERCHANTS INVESTMENTS INC |
2026 Q2 |
7/20/2026 |
| GFG Capital, LLC |
2026 Q2 |
7/20/2026 |
| Counterpoint Mutual Funds LLC |
2026 Q2 |
7/20/2026 |
| First Nebraska Trust Co |
2015 Q1 |
7/20/2026 |
| FINANCIAL ADVISORY PARTNERS, LLC |
2026 Q2 |
7/20/2026 |
| Hansen & Associates Financial Group, Inc. |
2026 Q2 |
7/20/2026 |
| Allied Investment Advisors, LLC |
2026 Q2 |
7/20/2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2026 Q2 |
7/20/2026 |
| First Nebraska Trust Co |
2015 Q2 |
7/20/2026 |
| White Pine Investment CO |
2026 Q2 |
7/20/2026 |
| Palisade Asset Management, LLC |
2026 Q2 |
7/20/2026 |
| Koa Wealth Management, LLC |
2026 Q2 |
7/20/2026 |
| MeadowBrook Investment Advisors LLC |
2026 Q2 |
7/20/2026 |
| PFS Partners, LLC |
2026 Q2 |
7/20/2026 |
| China-UAE Investment Cooperation Fund, L.P. |
2026 Q2 |
7/20/2026 |
| Merit Financial Group, LLC |
2026 Q2 - RESTATEMENT |
7/20/2026 |
| John W. Brooker & Co., CPAs |
2026 Q2 |
7/20/2026 |