| Metropolis Capital Ltd |
2025 Q4 |
1/21/2026 |
| Inlet Private Wealth, LLC |
2025 Q4 |
1/21/2026 |
| WestHill Financial Advisors, Inc. |
2025 Q4 |
1/21/2026 |
| Financial & Tax Architects, LLC |
2025 Q4 |
1/21/2026 |
| Oak Thistle LLC |
2025 Q4 |
1/21/2026 |
| Canton Hathaway, LLC |
2025 Q4 |
1/21/2026 |
| Elwood & Goetz Wealth Advisory Group, LLC |
2025 Q4 |
1/21/2026 |
| Integris Wealth Management, LLC |
2025 Q4 |
1/21/2026 |
| Winthrop Advisory Group LLC |
2025 Q4 |
1/21/2026 |
| Winthrop Advisory Group LLC |
2025 Q4 - RESTATEMENT |
1/21/2026 |
| Rheos Capital Works Inc. |
2025 Q4 |
1/21/2026 |
| Prime Capital Investment Advisors, LLC |
2025 Q4 |
1/21/2026 |
| Sound Income Strategies, LLC |
2025 Q4 |
1/21/2026 |
| Hudson Capital Management LLC |
2025 Q4 |
1/21/2026 |
| Affiance Financial, LLC |
2025 Q4 |
1/21/2026 |
| Compass Advisory Group LLC |
2025 Q4 |
1/21/2026 |
| AMS Capital Ltda |
2025 Q4 |
1/21/2026 |
| ACCESS FINANCIAL SERVICES, INC. |
2025 Q4 |
1/21/2026 |
| Stone House Investment Management, LLC |
2025 Q4 |
1/21/2026 |
| Unison Advisors LLC |
2025 Q4 |
1/21/2026 |
| FLAGSHIP HARBOR ADVISORS, LLC |
2025 Q4 |
1/21/2026 |
| Northcape Capital Pty Ltd |
2025 Q4 |
1/21/2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. |
2025 Q4 |
1/21/2026 |
| Capital Investment Advisory Services, LLC |
2025 Q4 |
1/21/2026 |
| Sowell Financial Services LLC |
2025 Q4 |
1/21/2026 |
| Cambridge Advisors Inc. |
2025 Q4 |
1/21/2026 |
| All-Stars Investment Ltd |
2025 Q4 |
1/21/2026 |
| Towercrest Capital Management |
2025 Q4 |
1/21/2026 |
| JACOBSON & SCHMITT ADVISORS, LLC |
2025 Q4 |
1/21/2026 |
| Pine Brook Road Advisors, L.P. |
2025 Q4 |
1/21/2026 |
| Alliance Wealth Management Group |
2025 Q4 |
1/21/2026 |
| McNamara Financial Services, Inc. |
2025 Q4 |
1/21/2026 |
| CIDEL ASSET MANAGEMENT INC |
2025 Q4 |
1/21/2026 |
| Muzinich & Co., Inc. |
2025 Q4 |
1/21/2026 |
| Bishop & Co Investment Management, LLC |
2025 Q4 |
1/21/2026 |
| Tarbox Family Office, Inc. |
2025 Q4 |
1/21/2026 |
| Capital Advisors, Ltd. LLC |
2025 Q4 |
1/21/2026 |
| PEDDOCK CAPITAL ADVISORS, LLC |
2025 Q4 |
1/21/2026 |
| Sivik Global Healthcare LLC |
2025 Q4 |
1/21/2026 |
| PEAVINE CAPITAL, LLC |
2025 Q4 |
1/21/2026 |
| M. Kraus & Co |
2025 Q4 |
1/21/2026 |
| BIP Wealth, LLC |
2025 Q4 |
1/21/2026 |
| Constellation Investments, Inc. |
2025 Q4 |
1/21/2026 |
| HT Partners LLC |
2025 Q4 |
1/21/2026 |
| Efficient Advisors, LLC |
2025 Q4 - RESTATEMENT |
1/21/2026 |
| Modera Wealth Management, LLC |
2025 Q4 |
1/21/2026 |
| Kawa Capital Management, Inc |
2025 Q4 |
1/21/2026 |
| SRH ADVISORS, LLC |
2025 Q4 |
1/21/2026 |
| SeaTown Holdings Pte. Ltd. |
2025 Q4 |
1/21/2026 |
| Legacy Wealth Management, Inc |
2025 Q4 |
1/21/2026 |
| Nexus Investment Management ULC |
2025 Q4 |
1/21/2026 |
| Seascape Capital Management |
2025 Q4 |
1/21/2026 |
| Barton Investment Management |
2025 Q4 |
1/21/2026 |
| BANK OF STOCKTON |
2025 Q4 |
1/21/2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
2025 Q4 |
1/21/2026 |
| Baker Ellis Asset Management LLC |
2025 Q4 |
1/21/2026 |
| Phocas Financial Corp. |
2025 Q4 |
1/21/2026 |
| Indiana Trust & Investment Management Co |
2025 Q4 |
1/21/2026 |
| Hartford Financial Management Inc. |
2025 Q4 |
1/21/2026 |
| Rathbones Group PLC |
2025 Q4 |
1/21/2026 |
| Guild Investment Management, Inc. |
2025 Q4 |
1/21/2026 |
| TSP Capital Management Group, LLC |
2025 Q4 |
1/21/2026 |
| Ledyard National Bank |
2025 Q4 |
1/21/2026 |
| CULBERTSON A N & CO INC |
2025 Q4 |
1/21/2026 |
| FIRST UNITED BANK & TRUST |
2025 Q4 |
1/21/2026 |
| COUNTRY TRUST BANK |
2025 Q4 |
1/21/2026 |
| GREENLEAF TRUST |
2025 Q4 |
1/21/2026 |
| WOODMONT INVESTMENT COUNSEL LLC |
2025 Q4 |
1/21/2026 |
| AZZAD ASSET MANAGEMENT INC /ADV |
2025 Q4 |
1/21/2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC |
2025 Q4 |
1/21/2026 |
| FORBES J M & CO LLP |
2025 Q4 |
1/21/2026 |
| ALBION FINANCIAL GROUP /UT |
2025 Q4 |
1/21/2026 |
| EDMP, INC. |
2025 Q4 |
1/21/2026 |
| FRANKLIN STREET ADVISORS INC /NC |
2025 Q4 |
1/21/2026 |
| OAKMONT Corp |
2025 Q4 |
1/20/2026 |
| MOSELEY INVESTMENT MANAGEMENT INC |
2025 Q4 |
1/20/2026 |
| BRAUN STACEY ASSOCIATES INC |
2025 Q4 |
1/20/2026 |
| TOTH FINANCIAL ADVISORY CORP |
2025 Q4 |
1/20/2026 |
| CIGNA INVESTMENTS INC /NEW |
2025 Q4 |
1/20/2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q4 |
1/20/2026 |
| ASL Financial, LLC |
2025 Q4 |
1/20/2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2025 Q4 |
1/20/2026 |
| HBE Wealth Management, LLC |
2025 Q4 |
1/20/2026 |
| Chatterton & Associates Inc. |
2025 Q4 |
1/20/2026 |
| Arta Finance Wealth Management LLC |
2025 Q4 |
1/20/2026 |
| Guardian Wealth Management, LLC |
2025 Q4 |
1/20/2026 |
| Payne Capital LLC |
2025 Q4 |
1/20/2026 |
| Fearless Solutions, LLC dba Best Invest |
2025 Q4 |
1/20/2026 |
| BAM Wealth Management, LLC |
2025 Q4 |
1/20/2026 |
| Element Squared LLC |
2025 Q4 |
1/20/2026 |
| Prospera Capital Management, LLC |
2025 Q4 |
1/20/2026 |
| October Effect Ltd |
2025 Q4 |
1/20/2026 |
| Sullivan Wood Capital Management LLC |
2025 Q4 |
1/20/2026 |
| Family Legacy Financial Solutions, LLC |
2025 Q4 |
1/20/2026 |
| RAINIER FAMILY WEALTH INC |
2025 Q4 |
1/20/2026 |
| Wealth Management Associates, Inc. |
2025 Q4 |
1/20/2026 |
| Greenbush Financial Group, LLC |
2025 Q4 |
1/20/2026 |
| Three Magnolias Financial Advisors, LLC |
2025 Q4 |
1/20/2026 |
| Sierra Legacy Group |
2025 Q4 |
1/20/2026 |
| Coign Capital Advisors LLC |
2025 Q4 |
1/20/2026 |