| MOODY ALDRICH PARTNERS LLC |
2026 Q2 |
7/15/2026 |
| Outbound Financial Inc |
2025 Q2 |
7/15/2026 |
| AMI INVESTMENT MANAGEMENT INC |
2026 Q2 |
7/15/2026 |
| CHEMUNG CANAL TRUST CO |
2026 Q2 |
7/15/2026 |
| Security National Bank |
2026 Q2 |
7/15/2026 |
| WADDELL & ASSOCIATES, LLC |
2026 Q2 |
7/15/2026 |
| Syntegra Private Wealth Group, LLC |
2026 Q2 |
7/15/2026 |
| BIRCH FINANCIAL GROUP, LLC |
2026 Q2 |
7/15/2026 |
| FLAGSTAR SECURITIES, INC |
2026 Q2 |
7/15/2026 |
| Cannon Advisors, Inc. |
2026 Q2 |
7/15/2026 |
| Retirement Investment Advisors, Inc. |
2026 Q2 |
7/15/2026 |
| S. R. Schill & Associates |
2026 Q2 |
7/15/2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD |
2026 Q2 |
7/15/2026 |
| Belleair Asset Management, LLC |
2026 Q2 |
7/15/2026 |
| Klaas Financial Asset Advisors, LLC |
2026 Q2 |
7/15/2026 |
| VVR Holdings LLC |
2026 Q2 |
7/15/2026 |
| Harbour Capital Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Five Oceans Advisors |
2026 Q2 |
7/15/2026 |
| Cascade Investment Advisors, Inc. |
2026 Q2 |
7/15/2026 |
| Reliant Investment Management, LLC |
2026 Q2 |
7/15/2026 |
| Clear Retirement Advice LLC |
2026 Q2 |
7/15/2026 |
| BAR HARBOR WEALTH MANAGEMENT |
2026 Q2 |
7/15/2026 |
| First PREMIER Bank |
2026 Q2 |
7/15/2026 |
| AMARILLO NATIONAL BANK |
2026 Q2 |
7/15/2026 |
| Prospera Financial Services Inc |
2026 Q2 |
7/15/2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2026 Q2 |
7/15/2026 |
| HIGHLINE WEALTH PARTNERS LLC |
2026 Q2 |
7/15/2026 |
| Vert Asset Management LLC |
2026 Q2 |
7/15/2026 |
| One Charles Private Wealth Services, LLC |
2026 Q2 |
7/15/2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2026 Q2 |
7/15/2026 |
| Acropolis Investment Management, LLC |
2026 Q2 |
7/15/2026 |
| MILLINGTON SECURITIES, LLC |
2026 Q1 |
7/15/2026 |
| Perpetual Ltd |
2026 Q2 |
7/15/2026 |
| TRAN CAPITAL MANAGEMENT, L.P. |
2026 Q2 |
7/15/2026 |
| Bricktown Capital, LLC |
2026 Q2 |
7/15/2026 |
| Aspire Private Capital, LLC |
2026 Q2 |
7/15/2026 |
| Blake Schutter Theil Wealth Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Wealthspring Capital LLC |
2026 Q2 |
7/15/2026 |
| Aurdan Capital Management, LLC |
2026 Q2 |
7/15/2026 |
| Cassilly Financial Group LLC |
2026 Q2 - RESTATEMENT |
7/15/2026 |
| MBL Wealth, LLC |
2026 Q2 |
7/15/2026 |
| Shaker Financial Services, LLC |
2026 Q2 |
7/15/2026 |
| Midwest Financial Partners Investments, Inc. |
2026 Q2 |
7/15/2026 |
| Processus Wealth & Capital Management, LLC |
2026 Q2 - RESTATEMENT |
7/15/2026 |
| Geremia Financial Services, LLC |
2026 Q2 |
7/15/2026 |
| Applied Capital LLC/FL |
2026 Q2 |
7/15/2026 |
| J.E. Simmons & Co., P.C. |
2026 Q2 |
7/15/2026 |
| Greater Midwest Financial Group, LLC |
2026 Q2 |
7/15/2026 |
| Winthrop Partners - WNY, LLC |
2026 Q2 |
7/15/2026 |
| Security Financial Services, INC. |
2026 Q2 |
7/15/2026 |
| Carrhae Capital LLP |
2026 Q2 |
7/15/2026 |
| BOYUM WEALTH ARCHITECTS LLC |
2026 Q2 |
7/15/2026 |
| Aventura Private Wealth, LLC |
2026 Q2 |
7/15/2026 |
| Lindsell Train Ltd |
2026 Q2 |
7/15/2026 |
| Legal Advantage Investments, Inc. |
2026 Q2 |
7/15/2026 |
| NorthCrest Asset Manangement, LLC |
2026 Q2 |
7/15/2026 |
| Summit Financial Wealth Advisors, LLC |
2026 Q2 |
7/15/2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2026 Q2 |
7/15/2026 |
| SHAKER INVESTMENTS LLC/OH |
2026 Q2 |
7/15/2026 |
| Portman Square Capital LLP |
2026 Q2 |
7/15/2026 |
| Quantum Financial Planning Services, Inc. |
2026 Q2 |
7/15/2026 |
| Innova Wealth Partners |
2026 Q2 |
7/15/2026 |
| CFG Wealth Management Services, Inc. |
2026 Q2 |
7/15/2026 |
| Walker Financial Services, Inc. |
2026 Q2 |
7/15/2026 |
| Independence Asset Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Frankly Finances, LLC |
2026 Q2 - RESTATEMENT |
7/15/2026 |
| TECTONIC ADVISORS LLC |
2026 Q2 |
7/15/2026 |
| Cassilly Financial Group LLC |
2026 Q2 |
7/15/2026 |
| Approach Retirement Advisors, LLC |
2026 Q2 |
7/15/2026 |
| REDSTONE WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/15/2026 |
| Mainstream Capital Management LLC |
2026 Q2 |
7/15/2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD |
2026 Q2 |
7/15/2026 |
| Prentice Wealth Management LLC |
2026 Q2 |
7/15/2026 |
| Brookstone Capital Management |
2026 Q2 |
7/15/2026 |
| Essential Investment Partners LLC |
2026 Q2 |
7/15/2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2026 Q2 |
7/15/2026 |
| PENN DAVIS MCFARLAND INC |
2026 Q2 |
7/15/2026 |
| Churchill Financial Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Essential Investment Partners LLC |
2026 Q1 |
7/15/2026 |
| MILESTONE ASSET MANAGEMENT, LLC |
2026 Q2 |
7/15/2026 |
| BSW Wealth Partners |
2026 Q2 |
7/15/2026 |
| Spire Wealth Management |
2026 Q2 |
7/15/2026 |
| Unique Wealth Strategies, LLC |
2026 Q2 |
7/15/2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2026 Q2 |
7/15/2026 |
| FIRETHORN WEALTH PARTNERS, LLC |
2026 Q2 |
7/15/2026 |
| Commonwealth Financial Services, LLC |
2026 Q2 |
7/15/2026 |
| ARGENT CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/15/2026 |
| Pinnacle Wealth Management Group, Inc. |
2026 Q2 |
7/15/2026 |
| Unique Wealth Strategies, LLC |
2026 Q1 |
7/15/2026 |
| Essential Investment Partners LLC |
2025 Q4 |
7/15/2026 |
| LexAurum Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Barnes Dennig Private Wealth Management LLC |
2026 Q2 |
7/15/2026 |
| Polunin Capital Partners Ltd |
2026 Q2 |
7/15/2026 |
| Altrafin AG |
2026 Q2 |
7/15/2026 |
| Mainsail Financial Group, LLC |
2026 Q2 |
7/15/2026 |
| First Citizens Asset Management, Inc. |
2022 Q3 |
7/15/2026 |
| Fjell Capital, LLC |
2026 Q2 |
7/15/2026 |
| Cabot-Wellington, LLC |
2026 Q2 |
7/15/2026 |
| LVW Advisors, LLC |
2026 Q2 |
7/15/2026 |
| BURNS J W & CO INC/NY |
2026 Q2 |
7/15/2026 |