| GERBER, LLC |
2025 Q4 |
1/21/2026 |
| Clayton Financial Group LLC |
2025 Q4 |
1/21/2026 |
| Long Island Wealth Management, Inc. |
2025 Q4 |
1/21/2026 |
| Boomfish Wealth Group, LLC |
2025 Q4 |
1/21/2026 |
| HRC WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/21/2026 |
| Stonebridge Financial Group, LLC |
2025 Q4 |
1/21/2026 |
| Capital Management Associates, Inc |
2025 Q4 |
1/21/2026 |
| Financial Architects, LLC |
2025 Q4 |
1/21/2026 |
| Trueblood Wealth Management, LLC |
2025 Q4 |
1/21/2026 |
| WEST PACES ADVISORS INC. |
2025 Q4 |
1/21/2026 |
| Allen Mooney & Barnes Investment Advisors LLC |
2025 Q4 |
1/21/2026 |
| SHARIAPORTFOLIO, INC. |
2025 Q4 |
1/21/2026 |
| Portside Wealth Group, LLC |
2025 Q4 |
1/21/2026 |
| Trivant Custom Portfolio Group, LLC |
2025 Q4 |
1/21/2026 |
| Ergawealth Advisors, Inc. |
2025 Q4 |
1/21/2026 |
| PETRA FINANCIAL ADVISORS INC |
2025 Q4 |
1/21/2026 |
| Leading Edge Financial Planning LLC |
2025 Q4 |
1/21/2026 |
| Talbot Financial, LLC |
2025 Q4 |
1/21/2026 |
| Seed Wealth Management, Inc. |
2025 Q4 |
1/21/2026 |
| Register Financial Advisors LLC |
2025 Q4 |
1/21/2026 |
| Retirement Investment Advisors, Inc. |
2025 Q4 |
1/21/2026 |
| Summa Corp. |
2025 Q4 |
1/21/2026 |
| Western Financial Corp/CA |
2025 Q4 |
1/21/2026 |
| STAPP WEALTH MANAGEMENT, PLLC |
2025 Q4 |
1/21/2026 |
| AJ Advisors, LLC |
2025 Q4 |
1/21/2026 |
| Signature Resources Capital Management, LLC |
2025 Q4 |
1/21/2026 |
| SUTTON PLACE INVESTORS LLC |
2025 Q4 |
1/21/2026 |
| Finer Wealth Management, Inc. |
2025 Q4 |
1/21/2026 |
| WARNER FINANCIAL, INC |
2025 Q4 |
1/21/2026 |
| MAYPORT, LLC |
2025 Q4 |
1/21/2026 |
| KFG WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/21/2026 |
| Brooklyn FI, LLC |
2025 Q4 |
1/21/2026 |
| Brown Shipley& Co Ltd |
2025 Q4 |
1/21/2026 |
| Leo Wealth, LLC |
2025 Q4 |
1/21/2026 |
| Raleigh Capital Management Inc. |
2025 Q4 |
1/21/2026 |
| KRAEMATON INVESTMENT ADVISORS, INC |
2025 Q4 |
1/21/2026 |
| PARAGON FINANCIAL PARTNERS, INC. |
2025 Q4 |
1/21/2026 |
| Intrinsic Value Partners, LLC |
2025 Q4 |
1/21/2026 |
| Ameliora Wealth Management Ltd. |
2025 Q4 |
1/21/2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2025 Q4 |
1/21/2026 |
| Perfromance Wealth Partners, LLC |
2025 Q4 |
1/21/2026 |
| SC&H Financial Advisors, Inc. |
2025 Q4 |
1/21/2026 |
| Ervin Investment Management, LLC |
2025 Q4 |
1/21/2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/21/2026 |
| JMAC ENTERPRISES LLC |
2025 Q4 |
1/21/2026 |
| OLIO Financial Planning |
2025 Q4 |
1/21/2026 |
| LOCKERMAN FINANCIAL GROUP, INC. |
2025 Q4 |
1/21/2026 |
| ATMOS ADVISORY, LLC |
2025 Q4 |
1/21/2026 |
| Capricorn Fund Managers Ltd |
2025 Q4 |
1/21/2026 |
| Paladin Advisory Group, LLC |
2025 Q4 |
1/21/2026 |
| Mason & Associates, LLC |
2025 Q4 |
1/21/2026 |
| SJS Investment Consulting Inc. |
2025 Q4 |
1/21/2026 |
| DMC Group, LLC |
2025 Q4 |
1/21/2026 |
| FRG Family Wealth Advisors LLC |
2025 Q4 |
1/21/2026 |
| McElhenny Sheffield Capital Management, LLC |
2025 Q4 |
1/21/2026 |
| Newbridge Financial Services Group, Inc. |
2025 Q4 |
1/21/2026 |
| Y.D. More Investments Ltd |
2025 Q4 |
1/21/2026 |
| C2C Wealth Management, LLC |
2025 Q4 |
1/21/2026 |
| Mezzasalma Advisors, LLC |
2025 Q4 |
1/21/2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC |
2025 Q4 |
1/21/2026 |
| Naviter Wealth, LLC |
2025 Q4 |
1/21/2026 |
| South Shore Capital Advisors |
2025 Q4 |
1/21/2026 |
| MBA Advisors LLC |
2025 Q4 |
1/21/2026 |
| Palumbo Wealth Management LLC |
2025 Q4 |
1/21/2026 |
| MBL Wealth, LLC |
2025 Q4 |
1/21/2026 |
| Center For Asset Management LLC |
2025 Q4 |
1/21/2026 |
| Bluesphere Advisors LLC |
2025 Q4 |
1/21/2026 |
| Greenhouse Wealth Management, LLC |
2025 Q4 |
1/21/2026 |
| Kaizen Financial Strategies |
2025 Q4 |
1/21/2026 |
| JERICHO FINANCIAL, LLP |
2025 Q4 |
1/21/2026 |
| Vanderbilt University |
2025 Q4 |
1/21/2026 |
| Capital Advisors Wealth Management, LLC |
2025 Q4 |
1/21/2026 |
| Impact Investors, Inc |
2025 Q4 |
1/21/2026 |
| Snider Financial Group |
2025 Q4 |
1/21/2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC |
2025 Q4 |
1/21/2026 |
| Walkner Condon Financial Advisors LLC |
2025 Q4 |
1/21/2026 |
| NovaPoint Capital, LLC |
2025 Q4 |
1/21/2026 |
| Aaron Wealth Advisors LLC |
2025 Q4 |
1/21/2026 |
| JACKSON SQUARE CAPITAL, LLC |
2025 Q4 |
1/21/2026 |
| StrongBox Wealth, LLC |
2025 Q4 |
1/21/2026 |
| Citadel Investment Advisory, Inc. |
2025 Q4 |
1/21/2026 |
| Main Line Retirement Advisors, LLC |
2025 Q4 - RESTATEMENT |
1/21/2026 |
| Drummond Knight Asset Management Pty Ltd |
2025 Q4 |
1/21/2026 |
| Asio Capital, LLC |
2025 Q4 |
1/21/2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
2025 Q4 |
1/21/2026 |
| Blue Zone Wealth Advisors, LLC |
2025 Q4 |
1/21/2026 |
| Mayfair Advisory Group, LLC |
2025 Q4 |
1/21/2026 |
| Future Financial Wealth Managment LLC |
2025 Q4 |
1/21/2026 |
| Apella Capital, LLC |
2025 Q4 |
1/21/2026 |
| Sunburst Financial Group, LLC |
2025 Q4 |
1/21/2026 |
| Beaumont Asset Management, L.L.C. |
2025 Q4 |
1/21/2026 |
| Erickson Financial Group, LLC |
2025 Q4 |
1/21/2026 |
| Euro Pacific Asset Management, LLC |
2025 Q4 - RESTATEMENT |
1/21/2026 |
| Carolina Wealth Advisors, LLC |
2025 Q4 |
1/21/2026 |
| MBE Wealth Management, LLC |
2025 Q4 |
1/21/2026 |
| Avantra Family Wealth, Inc. |
2025 Q4 |
1/21/2026 |
| CCG WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/21/2026 |
| Quilter Plc |
2025 Q4 |
1/21/2026 |
| WealthBridge Capital Management, LLC |
2025 Q4 |
1/21/2026 |
| TRUEFG, LLC |
2025 Q4 |
1/21/2026 |