| Networth Advisors, LLC |
2025 Q4 |
1/22/2026 |
| Nautilus Advisors LLC |
2025 Q4 |
1/22/2026 |
| Charter Capital Management, LLC\DE |
2025 Q4 |
1/22/2026 |
| MASECO LLP |
2025 Q4 |
1/22/2026 |
| Brookwood Investment Group LLC |
2025 Q4 |
1/22/2026 |
| Kingsman Wealth Management, Inc. |
2025 Q4 |
1/22/2026 |
| Ransom Advisory, Ltd |
2024 Q4 |
1/22/2026 |
| Ransom Advisory, Ltd |
2024 Q3 |
1/22/2026 |
| Ransom Advisory, Ltd |
2024 Q2 |
1/22/2026 |
| Ransom Advisory, Ltd |
2024 Q1 |
1/22/2026 |
| Good Steward Wealth Advisors,LLC |
2025 Q4 |
1/22/2026 |
| Campbell Deegan Wealth Management, LLC |
2025 Q4 |
1/22/2026 |
| Comprehensive Money Management Services LLC |
2025 Q4 |
1/22/2026 |
| Christian Investment Advisors, Inc. |
2025 Q4 |
1/22/2026 |
| Cache Advisors, LLC |
2025 Q4 |
1/22/2026 |
| Compass Planning Associates Inc |
2025 Q4 |
1/22/2026 |
| K2 Financial Inc. |
2025 Q4 |
1/22/2026 |
| Kennebec Savings Bank |
2025 Q4 |
1/22/2026 |
| FMB WEALTH MANAGEMENT |
2025 Q4 |
1/22/2026 |
| VISTA INVESTMENT PARTNERS II, LLC |
2025 Q4 |
1/22/2026 |
| Christensen, King & Associates Investment Services, Inc. |
2025 Q4 |
1/22/2026 |
| Squire Investment Management Company, LLC |
2025 Q4 |
1/22/2026 |
| NRI Wealth Management LC |
2025 Q3 |
1/22/2026 |
| NRI Wealth Management LC |
2025 Q4 |
1/22/2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2025 Q4 |
1/22/2026 |
| SPIREPOINT PRIVATE CLIENT, LLC |
2025 Q4 |
1/22/2026 |
| Wealth Group, Ltd. |
2025 Q4 |
1/22/2026 |
| Accordant Advisory Group Inc |
2025 Q4 |
1/22/2026 |
| Triad Wealth Partners, LLC |
2025 Q4 |
1/22/2026 |
| RICHARDSON FINANCIAL SERVICES INC. |
2025 Q4 |
1/22/2026 |
| Elm3 Financial Group, LLC |
2025 Q4 |
1/22/2026 |
| Apollon Financial, LLC |
2025 Q4 |
1/22/2026 |
| BOCHK Asset Management Ltd |
2025 Q4 |
1/22/2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2025 Q4 |
1/22/2026 |
| Bear Mountain Capital, Inc. |
2025 Q4 |
1/22/2026 |
| WETZEL INVESTMENT ADVISORS, INC. |
2025 Q4 |
1/22/2026 |
| Quotient Wealth Partners, LLC |
2025 Q4 |
1/22/2026 |
| Premier Path Wealth Partners, LLC |
2025 Q4 |
1/22/2026 |
| CAPSTONE CAPITAL LLC |
2025 Q4 |
1/22/2026 |
| OFI INVEST ASSET MANAGEMENT |
2025 Q4 |
1/22/2026 |
| Yoder Wealth Management, Inc. |
2025 Q4 |
1/22/2026 |
| Whitaker-Myers Wealth Managers, LTD. |
2025 Q4 |
1/22/2026 |
| Granite Harbor Advisors, Inc. |
2025 Q4 |
1/22/2026 |
| BEACON FINANCIAL PLANNING, INC |
2025 Q4 |
1/22/2026 |
| AllGen Financial Advisors, Inc. |
2025 Q4 |
1/22/2026 |
| Glass Jacobson Investment Advisors llc |
2025 Q4 |
1/22/2026 |
| Trium Capital LLP |
2025 Q4 |
1/22/2026 |
| TSA Wealth Managment LLC |
2025 Q4 |
1/22/2026 |
| Fiduciary Alliance LLC |
2025 Q4 |
1/22/2026 |
| Centennial Advisors, LLC |
2025 Q4 |
1/22/2026 |
| V-Square Quantitative Management LLC |
2025 Q4 |
1/22/2026 |
| CASTLE WEALTH MANAGEMENT LLC |
2025 Q4 |
1/22/2026 |
| Powers Advisory Group, LLC |
2025 Q4 |
1/22/2026 |
| FSC Wealth Advisors, LLC |
2025 Q4 |
1/22/2026 |
| Montz Harcus Wealth Management LLC |
2025 Q4 |
1/22/2026 |
| ETF Store, Inc. |
2025 Q4 |
1/22/2026 |
| Intergy Private Wealth, LLC |
2025 Q4 |
1/22/2026 |
| Treasure Coast Financial Planning |
2025 Q4 |
1/22/2026 |
| Upper Left Wealth Management, LLC |
2025 Q4 |
1/22/2026 |
| Buska Wealth Management, LLC |
2025 Q4 |
1/22/2026 |
| Red Tortoise LLC |
2025 Q4 |
1/22/2026 |
| P/E Global LLC |
2025 Q4 |
1/22/2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC |
2025 Q4 |
1/22/2026 |
| HILL ISLAND FINANCIAL LLC |
2025 Q4 |
1/22/2026 |
| YARGER WEALTH STRATEGIES, LLC |
2025 Q4 |
1/22/2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/22/2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/22/2026 |
| CarsonAllaria Wealth Management, Ltd. |
2025 Q4 |
1/22/2026 |
| Systelligence, LLC |
2025 Q4 |
1/22/2026 |
| RIDGECREST WEALTH PARTNERS, LLC |
2025 Q4 |
1/22/2026 |
| Paradigm, Strategies in Wealth Management, LLC |
2025 Q4 |
1/22/2026 |
| Willis Johnson & Associates, Inc. |
2025 Q4 |
1/22/2026 |
| ENCOMPASS WEALTH ADVISORS, LLC |
2025 Q4 |
1/22/2026 |
| Echo Wealth Management, LLC |
2025 Q4 |
1/22/2026 |
| Rodgers & Associates, LTD |
2025 Q4 |
1/22/2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q4 |
1/22/2026 |
| Curran Financial Partners, LLC |
2025 Q4 |
1/22/2026 |
| Phoenix Wealth Advisors |
2025 Q4 |
1/22/2026 |
| BNC WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/22/2026 |
| Mechanics Financial Corp |
2025 Q4 |
1/22/2026 |
| Flower City Capital |
2025 Q4 |
1/22/2026 |
| COLUMBIA ADVISORY PARTNERS LLC |
2025 Q4 |
1/22/2026 |
| Altus Wealth Management, LLC |
2025 Q4 |
1/22/2026 |
| WealthBridge Investment Counsel Inc. |
2025 Q4 |
1/22/2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. |
2025 Q4 |
1/22/2026 |
| Fiduciary Planning LLC |
2025 Q4 |
1/22/2026 |
| tru Independence LLC |
2025 Q4 |
1/22/2026 |
| Legacy Trust |
2025 Q4 |
1/22/2026 |
| Apollon Wealth Management, LLC |
2025 Q4 |
1/22/2026 |
| Cresset Asset Management, LLC |
2025 Q3 - RESTATEMENT |
1/22/2026 |
| Cresset Asset Management, LLC |
2025 Q2 - RESTATEMENT |
1/22/2026 |
| Monte Financial Group, LLC |
2025 Q4 |
1/22/2026 |
| HHM Wealth Advisors, LLC |
2025 Q4 |
1/22/2026 |
| DDD Partners, LLC |
2025 Q4 |
1/22/2026 |
| Demars Financial Group, LLC |
2025 Q4 |
1/22/2026 |
| Trilogy Capital Inc. |
2025 Q4 |
1/22/2026 |
| DeDora Capital, Inc. |
2025 Q4 |
1/22/2026 |
| Franklin, Parlapiano, Turner & Welch, LLC |
2025 Q4 |
1/22/2026 |
| BFSG, LLC |
2025 Q4 |
1/22/2026 |
| Pinnacle Bancorp, Inc. |
2025 Q4 |
1/22/2026 |