| Clean Yield Group |
2026 Q1 |
4/14/2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/14/2026 |
| Approach Retirement Advisors, LLC |
2026 Q1 |
4/14/2026 |
| Orange Investment Advisors, Inc. |
2026 Q1 |
4/14/2026 |
| Affiance Financial, LLC |
2026 Q1 |
4/14/2026 |
| FMA Wealth Management, LLC |
2026 Q1 |
4/14/2026 |
| Corecam Pte. Ltd. |
2026 Q1 |
4/14/2026 |
| Lee-Kelleher Wealth Management |
2026 Q1 |
4/14/2026 |
| Altrafin AG |
2026 Q1 |
4/14/2026 |
| Bayshore Capital Advisors, LLC |
2026 Q1 |
4/14/2026 |
| Retirement Management Systems Inc. |
2026 Q1 |
4/14/2026 |
| L. Roy Papp & Associates, LLP |
2026 Q1 |
4/14/2026 |
| Global Trust Wealth Management LLC |
2026 Q1 |
4/14/2026 |
| Legacy Trust |
2026 Q1 |
4/14/2026 |
| PICTET BANK & TRUST Ltd |
2026 Q1 |
4/14/2026 |
| Gildi - lifeyrissjodur |
2026 Q1 |
4/14/2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. |
2026 Q1 |
4/14/2026 |
| FC Advisory LLC |
2026 Q1 |
4/14/2026 |
| Bank Pictet & Cie (Europe) AG |
2026 Q1 |
4/14/2026 |
| Silchester International Investors LLP |
2026 Q1 |
4/14/2026 |
| RF&L WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/14/2026 |
| LAWOOD & CO |
2026 Q1 |
4/14/2026 |
| Perpetual Ltd |
2026 Q1 |
4/14/2026 |
| Capital Asset Managemnet, LLC |
2026 Q1 |
4/14/2026 |
| Pictet North America Advisors SA |
2026 Q1 |
4/14/2026 |
| MOLLER WEALTH PARTNERS |
2026 Q1 |
4/14/2026 |
| Amicus Financial Advisors, LLC |
2026 Q1 |
4/14/2026 |
| BANQUE PICTET & CIE SA |
2026 Q1 |
4/14/2026 |
| Neumann Advisory Hong Kong Ltd |
2026 Q1 |
4/14/2026 |
| BUILDER INVESTMENT GROUP INC /ADV |
2026 Q1 |
4/14/2026 |
| eCIO, Inc. |
2026 Q1 |
4/14/2026 |
| LOCKERMAN FINANCIAL GROUP, INC. |
2026 Q1 |
4/14/2026 |
| Regent Peak Wealth Advisors LLC |
2026 Q1 |
4/14/2026 |
| Davies Financial Advisors, Inc. |
2026 Q1 |
4/14/2026 |
| BayBridge Capital Group, LLC |
2026 Q1 |
4/14/2026 |
| Bank of Finland |
2026 Q1 |
4/14/2026 |
| JIA INVESTMENT ALLIANCE PTE. LTD. |
2026 Q1 |
4/14/2026 |
| SeaTown Holdings Pte. Ltd. |
2026 Q1 |
4/14/2026 |
| Value Investment Professionals, LLC |
2026 Q1 |
4/13/2026 |
| Colorado Capital Management, Inc. |
2026 Q1 |
4/13/2026 |
| Runnymede Capital Advisors, Inc. |
2026 Q1 |
4/13/2026 |
| ARCADIA INVESTMENT ADVISORS LLC |
2026 Q1 |
4/13/2026 |
| CGC Financial Services, LLC |
2026 Q1 |
4/13/2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC |
2026 Q1 |
4/13/2026 |
| Topor & Co. Korea |
2025 Q4 - RESTATEMENT |
4/13/2026 |
| Yarbrough Capital, LLC |
2026 Q1 |
4/13/2026 |
| DRIVE WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/13/2026 |
| Cyndeo Wealth Partners, LLC |
2026 Q1 |
4/13/2026 |
| Trust Co |
2026 Q1 |
4/13/2026 |
| Parkwoods Wealth Partners, LLC |
2026 Q1 |
4/13/2026 |
| Cordant, Inc. |
2026 Q1 |
4/13/2026 |
| IFP Advisors, Inc |
2026 Q1 |
4/13/2026 |
| JCIC Asset Management Inc. |
2026 Q1 |
4/13/2026 |
| FWG Holdings, LLC |
2026 Q1 |
4/13/2026 |
| Cascade Investment Advisors, Inc. |
2026 Q1 |
4/13/2026 |
| Foster Group, Inc. |
2026 Q1 |
4/13/2026 |
| Whalen Wealth Management Inc. |
2026 Q1 |
4/13/2026 |
| Ledgewood Wealth Advisors, LLC |
2026 Q1 |
4/13/2026 |
| 5T Wealth, LLC |
2026 Q1 |
4/13/2026 |
| TradeWell Securities, LLC. |
2026 Q1 |
4/13/2026 |
| Cypress Point Wealth Management, LLC |
2026 Q1 |
4/13/2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/13/2026 |
| LAKE STREET PRIVATE WEALTH, LLC |
2026 Q1 |
4/13/2026 |
| Wiser Wealth Management, Inc |
2026 Q1 |
4/13/2026 |
| Conrad Siegel Investment Advisors, Inc. |
2026 Q1 |
4/13/2026 |
| SPRING CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/13/2026 |
| Gridiron Partners, LLC |
2026 Q1 |
4/13/2026 |
| Clayton Financial Group LLC |
2026 Q1 |
4/13/2026 |
| Rydar Equities, Inc. |
2026 Q1 |
4/13/2026 |
| Boyce & Associates Wealth Consulting, Inc. |
2026 Q1 |
4/13/2026 |
| MLP3, LLC |
2026 Q1 |
4/13/2026 |
| Pettinga Financial Advisors LLC |
2026 Q1 |
4/13/2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/13/2026 |
| Armstrong, Fleming & Moore, Inc |
2026 Q1 |
4/13/2026 |
| Allen Mooney & Barnes Investment Advisors LLC |
2026 Q1 |
4/13/2026 |
| Compass Ion Advisors, LLC |
2026 Q1 |
4/13/2026 |
| GATEWAY INVESTMENT ADVISERS LLC |
2026 Q1 |
4/13/2026 |
| Buska Wealth Management, LLC |
2026 Q1 |
4/13/2026 |
| Ullmann Wealth Partners Group, LLC |
2026 Q1 |
4/13/2026 |
| SCHARF INVESTMENTS, LLC |
2026 Q1 |
4/13/2026 |
| White Wing Wealth Management |
2026 Q1 |
4/13/2026 |
| Chris Bulman Inc |
2026 Q1 |
4/13/2026 |
| BFI Infinity Ltd. |
2026 Q1 |
4/13/2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC |
2026 Q1 |
4/13/2026 |
| SALEM INVESTMENT COUNSELORS INC |
2026 Q1 |
4/13/2026 |
| Accelerate Investment Advisors LLC |
2026 Q1 |
4/13/2026 |
| Bank & Trust Co |
2026 Q1 |
4/13/2026 |
| Thayer Financial, L.L.C. |
2026 Q1 |
4/13/2026 |
| Harrington Investments, INC |
2026 Q1 |
4/13/2026 |
| GILL CAPITAL PARTNERS, LLC |
2026 Q1 |
4/13/2026 |
| TL Private Wealth |
2026 Q1 |
4/13/2026 |
| Wynn Capital, LLC |
2026 Q1 |
4/13/2026 |
| Amplius Wealth Advisors, LLC |
2026 Q1 |
4/13/2026 |
| HM PAYSON & CO |
2026 Q1 |
4/13/2026 |
| Baskin Financial Services Inc. |
2026 Q1 |
4/13/2026 |
| Clark & Stuart, Inc |
2026 Q1 |
4/13/2026 |
| WOLFF WIESE MAGANA LLC |
2026 Q1 |
4/13/2026 |
| Perennial Advisors, LLC |
2026 Q1 |
4/13/2026 |
| BNC WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/13/2026 |
| Stockman Wealth Management, Inc. |
2026 Q1 |
4/13/2026 |