| Rubicon Global Capital Ltd |
2025 Q4 |
1/20/2026 |
| HMV Wealth Advisors, LLC |
2025 Q4 |
1/20/2026 |
| PARTNERS WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/20/2026 |
| Citrine Capital LLC |
2025 Q4 |
1/20/2026 |
| BXM Wealth LLC |
2025 Q4 |
1/20/2026 |
| FLP Wealth Management, LLC |
2025 Q4 |
1/20/2026 |
| Sovran Advisors, LLC |
2025 Q4 |
1/20/2026 |
| Sylvest Advisors, LLC |
2025 Q4 |
1/20/2026 |
| White & Co Financial Planning Inc |
2025 Q4 |
1/20/2026 |
| YANKCOM Partnership |
2025 Q4 |
1/20/2026 |
| Investment Planning Advisors, Inc. |
2025 Q4 |
1/20/2026 |
| Capstone Wealth Management, LLC |
2025 Q4 |
1/20/2026 |
| Cooksen Wealth, LLC |
2025 Q4 |
1/20/2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
2025 Q4 |
1/20/2026 |
| Pine Harbor Wealth Management, LLC |
2025 Q4 |
1/20/2026 |
| Sugar Maple Asset Management, LLC |
2025 Q4 |
1/20/2026 |
| Pullen Investment Management, LLC |
2025 Q4 |
1/20/2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2025 Q4 |
1/20/2026 |
| NavPoint Financial, Inc. |
2025 Q4 |
1/20/2026 |
| Crown Oak Advisors, LLC |
2025 Q4 |
1/20/2026 |
| TRITONPOINT WEALTH, LLC |
2025 Q4 |
1/20/2026 |
| Savvy Advisors, Inc. |
2025 Q4 |
1/20/2026 |
| Philip James Wealth Mangement, LLC |
2025 Q4 |
1/20/2026 |
| Park Capital Management, LLC / WI |
2025 Q4 |
1/20/2026 |
| Madison Park Capital Advisors, LLC |
2025 Q4 |
1/20/2026 |
| INVESCO, LLC |
2025 Q4 |
1/20/2026 |
| Corundum Trust Company, INC |
2025 Q4 |
1/20/2026 |
| LAZARI CAPITAL MANAGEMENT, INC. |
2025 Q4 |
1/20/2026 |
| Quintet Private Bank (Europe) S.A. |
2025 Q4 |
1/20/2026 |
| Alpha Financial Advisors, LLC |
2025 Q4 |
1/20/2026 |
| Midwest Financial Group LLC |
2025 Q4 |
1/20/2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2025 Q4 |
1/20/2026 |
| Mendota Financial Group, LLC |
2025 Q4 |
1/20/2026 |
| Ethos Financial Group, LLC |
2025 Q4 |
1/20/2026 |
| Joule Financial, LLC |
2025 Q4 |
1/20/2026 |
| SEMITAM BONAM LLC |
2025 Q4 |
1/20/2026 |
| Boyce & Associates Wealth Consulting, Inc. |
2025 Q4 |
1/20/2026 |
| Ascent Group, LLC |
2025 Q4 |
1/20/2026 |
| SS&H Financial Advisors, Inc. |
2025 Q4 |
1/20/2026 |
| Roger Wittlin Investment Advisory, LLC |
2025 Q4 |
1/20/2026 |
| McBroom & Associates, LLC |
2025 Q4 |
1/20/2026 |
| MILLER WEALTH ADVISORS, LLC |
2025 Q4 |
1/20/2026 |
| MILLER WEALTH ADVISORS, LLC |
2025 Q4 - RESTATEMENT |
1/20/2026 |
| Cromwell Holdings LLC |
2025 Q4 |
1/20/2026 |
| Whalen Wealth Management Inc. |
2025 Q4 |
1/20/2026 |
| MARYLAND CAPITAL ADVISORS INC. |
2025 Q4 |
1/20/2026 |
| Essex LLC |
2025 Q4 |
1/20/2026 |
| JB Capital LLC |
2025 Q4 |
1/20/2026 |
| CV Advisors LLC |
2025 Q4 |
1/20/2026 |
| Westwood Wealth Management |
2025 Q4 |
1/20/2026 |
| Myriad Asset Management US LP |
2025 Q4 |
1/20/2026 |
| ADVOCATE GROUP LLC |
2025 Q4 |
1/20/2026 |
| SOA Wealth Advisors, LLC. |
2025 Q4 |
1/20/2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2025 Q4 |
1/20/2026 |
| GraniteShares Advisors LLC |
2025 Q4 |
1/20/2026 |
| Accel Wealth Management |
2025 Q4 |
1/20/2026 |
| eCIO, Inc. |
2025 Q4 |
1/20/2026 |
| Sara-Bay Financial |
2025 Q4 |
1/20/2026 |
| Main Line Retirement Advisors, LLC |
2025 Q4 |
1/20/2026 |
| Revolve Wealth Partners, LLC |
2025 Q4 |
1/20/2026 |
| Investment Research & Advisory Group, Inc. |
2025 Q4 |
1/20/2026 |
| SteelPeak Wealth, LLC |
2025 Q4 |
1/20/2026 |
| Secure Asset Management, LLC |
2025 Q4 |
1/20/2026 |
| Austin Private Wealth, LLC |
2025 Q4 |
1/20/2026 |
| Relyea Zuckerberg Hanson LLC |
2025 Q4 |
1/20/2026 |
| 1900 WEALTH MANAGEMENT LLC |
2025 Q4 |
1/20/2026 |
| Hubbell Strickland Wealth Management, LLC |
2025 Q4 |
1/20/2026 |
| Red Door Wealth Management, LLC |
2025 Q4 |
1/20/2026 |
| Realta Investment Advisors |
2025 Q4 |
1/20/2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2025 Q4 |
1/20/2026 |
| Princeton Global Asset Management LLC |
2025 Q4 |
1/20/2026 |
| Pflug Koory, LLC |
2025 Q4 |
1/20/2026 |
| LifePlan Financial, LLC |
2025 Q4 |
1/20/2026 |
| Cornell Pochily Investment Advisors, Inc. |
2025 Q4 |
1/20/2026 |
| Independence Bank of Kentucky |
2025 Q4 |
1/20/2026 |
| Global Trust Asset Management, LLC |
2025 Q4 |
1/20/2026 |
| Stratos Investment Management, LLC |
2025 Q4 |
1/20/2026 |
| Stratos Wealth Advisors, LLC |
2025 Q4 |
1/20/2026 |
| NVWM, LLC |
2025 Q4 |
1/20/2026 |
| New Capital Management LP |
2025 Q4 |
1/20/2026 |
| Northland Capital Management LLC |
2025 Q4 |
1/20/2026 |
| Matson Money. Inc. |
2025 Q4 |
1/20/2026 |
| RPG Investment Advisory, LLC |
2025 Q4 |
1/20/2026 |
| HOME FEDERAL BANK OF TENNESSEE |
2025 Q4 |
1/20/2026 |
| Packer & Co Ltd |
2025 Q4 |
1/20/2026 |
| Florida Trust Wealth Management Co |
2025 Q4 |
1/20/2026 |
| Perpetual Ltd |
2025 Q4 |
1/20/2026 |
| ETF Portfolio Partners, Inc. |
2025 Q4 |
1/20/2026 |
| Analyst IMS Investment Management Services Ltd. |
2025 Q4 |
1/20/2026 |
| Alken Asset Management Ltd |
2025 Q4 |
1/20/2026 |
| Polunin Capital Partners Ltd |
2025 Q4 |
1/20/2026 |
| Raab & Moskowitz Asset Management LLC |
2025 Q4 |
1/20/2026 |
| Stratos Wealth Partners, LTD. |
2025 Q4 |
1/20/2026 |
| Trust Investment Advisors |
2025 Q4 |
1/20/2026 |
| J2 Capital Management Inc |
2025 Q4 |
1/20/2026 |
| HAMILTON LANE ADVISORS LLC |
2025 Q4 |
1/20/2026 |
| QV Investors Inc. |
2025 Q4 |
1/20/2026 |
| Jackson Wealth Management, LLC |
2025 Q4 |
1/20/2026 |
| Reliant Investment Management, LLC |
2025 Q4 |
1/20/2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2025 Q4 |
1/20/2026 |