| David Kennon Inc |
2026 Q3 |
10/13/2026 |
| Spartan Planning & Wealth Management |
2026 Q3 |
10/13/2026 |
| Mechanics Bank Trust Department |
2026 Q3 |
10/13/2026 |
| Fluent Financial, LLC |
2026 Q3 |
10/13/2026 |
| Trinity Wealth Management, LLC |
2026 Q3 |
10/13/2026 |
| Maltin Wealth Management, Inc. |
2026 Q3 |
10/13/2026 |
| Affinity Capital Advisors, LLC |
2026 Q3 |
10/13/2026 |
| RHS Financial, LLC |
2026 Q3 |
10/13/2026 |
| Edge Wealth Management LLC |
2026 Q3 |
10/13/2026 |
| Walker Asset Management, LLC |
2026 Q3 |
10/13/2026 |
| PEAVINE CAPITAL, LLC |
2026 Q3 |
10/13/2026 |
| FIRST FINANCIAL CORP /IN/ |
2026 Q3 |
10/13/2026 |
| VERUS WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/13/2026 |
| DAVIS-REA LTD. |
2026 Q3 |
10/13/2026 |
| New York University |
2026 Q3 |
10/13/2026 |
| Forvis Mazars Wealth Advisors, LLC |
2026 Q3 |
10/13/2026 |
| Lineweaver Wealth Advisors, LLC |
2026 Q3 |
10/13/2026 |
| FAGAN ASSOCIATES, INC. |
2026 Q3 |
10/13/2026 |
| Clay Northam Wealth Management, LLC |
2026 Q3 |
10/13/2026 |
| Twele Capital Management, Inc. |
2026 Q3 |
10/13/2026 |
| 4WEALTH ADVISORS, INC. |
2026 Q3 |
10/13/2026 |
| Bison Wealth, LLC |
2026 Q3 |
10/13/2026 |
| Copeland Capital Management, LLC |
2026 Q3 |
10/13/2026 |
| Ifrah Financial Services, Inc. |
2026 Q3 |
10/13/2026 |
| GEM Asset Management, LLC |
2026 Q3 |
10/13/2026 |
| BigSur Wealth Management LLC |
2026 Q3 |
10/13/2026 |
| First PREMIER Bank |
2026 Q3 |
10/13/2026 |
| Cape Investment Advisory, Inc. |
2026 Q3 |
10/13/2026 |
| Fidato Wealth LLC |
2026 Q3 |
10/13/2026 |
| Lighthouse Wealth Management Inc. |
2026 Q3 |
10/13/2026 |
| Allied Investment Advisors, LLC |
2026 Q3 |
10/13/2026 |
| Altus Wealth Management, LLC |
2026 Q3 |
10/13/2026 |
| Fisher Funds Management LTD |
2026 Q3 |
10/13/2026 |
| Keystone Financial Group, Inc. |
2026 Q3 |
10/13/2026 |
| Ulland Investment Advisors, LLC |
2026 Q3 |
10/13/2026 |
| SALEM INVESTMENT COUNSELORS INC |
2026 Q3 |
10/13/2026 |
| WETZEL INVESTMENT ADVISORS, INC. |
2026 Q3 |
10/13/2026 |
| Signal Advisors Wealth, LLC |
2026 Q3 |
10/13/2026 |
| Stonehearth Capital Management, LLC |
2026 Q3 |
10/13/2026 |
| Financial Architects, LLC |
2026 Q3 |
10/13/2026 |
| FORTE ASSET MANAGEMENT LLC |
2026 Q3 |
10/13/2026 |
| Somerset Trust Co |
2026 Q3 |
10/13/2026 |
| Bricktown Capital, LLC |
2026 Q3 |
10/13/2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2026 Q3 |
10/13/2026 |
| WASATCH ADVISORS LP |
2026 Q3 |
10/13/2026 |
| Parkshore Wealth Management, Inc. |
2026 Q3 |
10/13/2026 |
| Brewster Financial Planning LLC |
2026 Q3 |
10/13/2026 |
| WESPAC Advisors SoCal, LLC |
2026 Q3 |
10/13/2026 |
| Bulwark Capital Corp |
2026 Q3 |
10/13/2026 |
| BAILARD, INC. |
2026 Q3 |
10/13/2026 |
| Walleye Partners, LLC |
2026 Q3 |
10/13/2026 |
| Syntegra Private Wealth Group, LLC |
2026 Q3 |
10/13/2026 |
| Antonelli Financial Advisors, LLC |
2026 Q3 |
10/13/2026 |
| SMI Advisory Services, LLC |
2026 Q3 |
10/13/2026 |
| FIRST NATIONAL BANK SIOUX FALLS |
2026 Q3 |
10/13/2026 |
| Connecticut Wealth Management, LLC |
2026 Q3 |
10/13/2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2026 Q3 |
10/13/2026 |
| Founders Capital Management |
2026 Q3 |
10/13/2026 |
| Boston Common Asset Management, LLC |
2026 Q3 |
10/13/2026 |
| Fiduciary Alliance LLC |
2026 Q3 |
10/13/2026 |
| Windsor Capital Management, LLC |
2026 Q3 |
10/13/2026 |
| Capitol Family Office, Inc. |
2026 Q3 |
10/13/2026 |
| WealthBridge Investment Counsel Inc. |
2026 Q3 |
10/13/2026 |
| S.A. Mason LLC |
2026 Q3 |
10/13/2026 |
| GEN Financial Management, INC. |
2026 Q3 |
10/13/2026 |
| Legal Advantage Investments, Inc. |
2026 Q3 |
10/13/2026 |
| Aaron Wealth Advisors LLC |
2026 Q3 |
10/13/2026 |
| WT Wealth Management |
2026 Q3 |
10/13/2026 |
| MATRIX ASSET ADVISORS INC/NY |
2026 Q3 |
10/13/2026 |
| Shum Financial Group, Inc. |
2026 Q3 |
10/13/2026 |
| Perennial Advisors, LLC |
2026 Q3 |
10/13/2026 |
| Pacific Park Financial, Inc. |
2026 Q3 |
10/13/2026 |
| 25 LLC |
2026 Q3 |
10/13/2026 |
| SIMS INVESTMENT MANAGEMENT, LLC |
2026 Q3 |
10/13/2026 |
| Unique Wealth Strategies, LLC |
2026 Q3 |
10/13/2026 |
| Keystone Global Partners, LLC |
2026 Q3 |
10/13/2026 |
| Great Diamond Partners, LLC |
2026 Q3 |
10/13/2026 |
| Hennion & Walsh Asset Management, Inc. |
2026 Q3 |
10/13/2026 |
| MACKAY SHIELDS LLC |
2026 Q3 |
10/13/2026 |
| PING CAPITAL MANAGEMENT, INC. |
2026 Q3 |
10/13/2026 |
| ORSER CAPITAL MANAGEMENT, LLC |
2026 Q3 |
10/13/2026 |
| Mengis Capital Management, Inc. |
2026 Q3 |
10/13/2026 |
| Fruth Investment Management |
2026 Q3 |
10/13/2026 |
| Spinnaker Investment Group, LLC |
2026 Q3 |
10/13/2026 |
| Seven Hills Financial, LLC |
2026 Q3 |
10/13/2026 |
| BayBridge Capital Group, LLC |
2026 Q3 |
10/13/2026 |
| Emerald Advisors, LLC |
2026 Q3 |
10/13/2026 |
| Crane Advisory, LLC |
2026 Q3 |
10/13/2026 |
| Pettinga Financial Advisors LLC |
2026 Q3 |
10/13/2026 |
| Fjell Capital, LLC |
2026 Q3 |
10/13/2026 |
| Oak Asset Management, LLC |
2026 Q3 |
10/13/2026 |
| Regent Peak Wealth Advisors LLC |
2026 Q3 |
10/13/2026 |
| Wilkins Miller Wealth Management, LLC |
2026 Q3 |
10/13/2026 |
| LYNCH & ASSOCIATES/IN |
2026 Q3 |
10/13/2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2026 Q3 |
10/13/2026 |
| Bestgate Wealth Advisors, LLC |
2026 Q3 |
10/13/2026 |
| KIECKHEFER GROUP LLC |
2026 Q3 - RESTATEMENT |
10/13/2026 |
| SL ADVISORS, LLC |
2026 Q3 |
10/13/2026 |
| HEFFERNAN ADVISORY, INC |
2026 Q3 |
10/13/2026 |
| NICHOLS & PRATT ADVISERS LLP /MA |
2026 Q3 |
10/13/2026 |