| Choice Wealth Advisors LLC |
2026 Q2 |
7/9/2026 |
| Mendota Financial Group, LLC |
2026 Q2 |
7/9/2026 |
| AdviceOne Advisory Services, LLC |
2026 Q2 |
7/9/2026 |
| Paladin Wealth, LLC |
2026 Q2 |
7/9/2026 |
| Wealthcare Advisory Partners LLC |
2026 Q2 |
7/9/2026 |
| Melone Private Wealth, LLC |
2026 Q2 |
7/9/2026 |
| DUDLEY & SHANLEY, INC. |
2026 Q2 |
7/9/2026 |
| Alliance Wealth Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Vertrix Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/9/2026 |
| Pettinga Financial Advisors LLC |
2026 Q2 |
7/9/2026 |
| Legacy Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| Legacy Wealth Asset Management, LLC |
2026 Q2 |
7/9/2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/9/2026 |
| Fluent Financial, LLC |
2026 Q2 |
7/9/2026 |
| Kastel Capital Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Allied Private Wealth LLC |
2026 Q2 |
7/9/2026 |
| StoneCrest Wealth Management, Inc. |
2026 Q2 |
7/9/2026 |
| TOWER TRUST & INVESTMENT Co |
2026 Q2 |
7/9/2026 |
| Franklin, Parlapiano, Turner & Welch, LLC |
2026 Q2 |
7/9/2026 |
| HERBST GROUP, LLC |
2026 Q2 |
7/9/2026 |
| COREPATH WEALTH PARTNERS LLC |
2026 Q2 |
7/9/2026 |
| IFC & Insurance Marketing, Inc. |
2026 Q2 |
7/9/2026 |
| Shira Ridge Wealth Management |
2026 Q2 |
7/9/2026 |
| First Nebraska Trust Co |
2018 Q3 |
7/9/2026 |
| SAPIENT CAPITAL LLC |
2026 Q2 - RESTATEMENT |
7/9/2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2026 Q2 |
7/9/2026 |
| Ferguson Shapiro LLC |
2026 Q2 |
7/9/2026 |
| Snow Phipps Group, LLC |
2026 Q2 |
7/9/2026 |
| Constitution Capital LLC |
2026 Q2 |
7/9/2026 |
| Next Level Private LLC |
2026 Q2 |
7/9/2026 |
| Professional Financial Advisors, LLC |
2026 Q2 |
7/9/2026 |
| WORLD EQUITY GROUP, INC. |
2026 Q2 |
7/9/2026 |
| Atlas Brown,Inc. |
2026 Q2 |
7/9/2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2026 Q2 |
7/9/2026 |
| Arbor Wealth Advisors LLC |
2026 Q2 |
7/9/2026 |
| First Nebraska Trust Co |
2018 Q4 |
7/9/2026 |
| Focus Financial Network, Inc. |
2026 Q2 |
7/9/2026 |
| Sherman Wealth Management LLC |
2026 Q2 |
7/9/2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV |
2026 Q2 |
7/9/2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
2026 Q2 |
7/9/2026 |
| LVM CAPITAL MANAGEMENT LTD/MI |
2026 Q2 |
7/9/2026 |
| Community Financial Services Group, LLC |
2026 Q2 |
7/9/2026 |
| KMG FIDUCIARY PARTNERS, LLC |
2026 Q2 |
7/9/2026 |
| William Howard & Co Financial Advisors Inc |
2026 Q2 |
7/9/2026 |
| Highland Financial Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Sage Capital Advisors,llc |
2026 Q2 |
7/9/2026 |
| Marquette Asset Management, LLC |
2026 Q2 |
7/9/2026 |
| Redhawk Wealth Advisors, Inc. |
2026 Q2 |
7/9/2026 |
| FC Advisory LLC |
2026 Q2 |
7/9/2026 |
| Carolina Wealth Advisors, LLC |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2025 Q3 |
7/9/2026 |
| ShankerValleau Wealth Advisors, Inc. |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2025 Q4 |
7/9/2026 |
| SMI Advisory Services, LLC |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2026 Q1 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2025 Q2 |
7/9/2026 |
| Fulcrum Equity Management |
2026 Q2 |
7/9/2026 |
| CMH Wealth Management LLC |
2026 Q2 |
7/9/2026 |
| FFG Partners, LLC |
2026 Q2 |
7/9/2026 |
| Pacific Capital Wealth Advisors, Inc. |
2026 Q2 |
7/9/2026 |
| BONNESS ENTERPRISES INC |
2026 Q2 |
7/9/2026 |
| Affiance Financial, LLC |
2026 Q2 |
7/9/2026 |
| NORTHWESTERN UNIVERSITY |
2026 Q2 |
7/9/2026 |
| Infinity Wealth Counsel, LLC |
2026 Q2 |
7/9/2026 |
| A&I FINANCIAL SERVICES, LLC |
2026 Q2 |
7/9/2026 |
| LVZ, Inc. |
2026 Q2 |
7/9/2026 |
| LifeGuide Financial Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Safir Wealth Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Piscataqua Savings Bank |
2026 Q2 |
7/9/2026 |
| Stablepoint Partners, LLC |
2026 Q2 |
7/9/2026 |
| Lantz Financial LLC |
2026 Q2 |
7/9/2026 |
| JUNCTURE WEALTH STRATEGIES, LLC |
2026 Q2 |
7/9/2026 |
| EAGLE WEALTH STRATEGIES LLC |
2026 Q2 |
7/9/2026 |
| Henry James International Management Inc. |
2026 Q2 |
7/9/2026 |
| MEMBERS WEALTH LLC |
2026 Q2 |
7/9/2026 |
| Omnia Family Wealth, LLC |
2026 Q2 |
7/9/2026 |
| STEGINSKY CAPITAL LLC |
2026 Q2 |
7/9/2026 |
| Polaris Investment Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Magnus Financial Group LLC |
2026 Q2 |
7/9/2026 |
| Dominguez Wealth Management Solutions, Inc. |
2026 Q2 |
7/9/2026 |
| Sharkey, Howes & Javer |
2026 Q2 |
7/9/2026 |
| Winter & Associates, Inc. |
2026 Q2 |
7/9/2026 |
| Three Bearings Fiduciary Advisors, Inc. |
2026 Q2 |
7/9/2026 |
| JBR Co Financial Management Inc |
2026 Q2 |
7/9/2026 |
| FMA Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q3 |
7/9/2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC |
2026 Q2 |
7/9/2026 |
| Marotta Asset Management |
2026 Q2 |
7/9/2026 |
| Freestate Advisors LLC |
2026 Q2 |
7/9/2026 |
| ARS Investment Partners, LLC |
2026 Q2 |
7/9/2026 |
| Fragasso Financial Advisors Inc |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q4 |
7/9/2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2026 Q2 |
7/9/2026 |
| Avant Financial Advisors LLC |
2026 Q2 |
7/9/2026 |
| SYQUANT CAPITAL SAS |
2026 Q2 |
7/9/2026 |
| CULLEN INVESTMENT GROUP, LTD. |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q2 |
7/9/2026 |
| Parisi Gray Wealth Management |
2026 Q2 |
7/9/2026 |
| WLTH Capital Management, LLC |
2026 Q2 |
7/9/2026 |