| IVC Wealth Advisors LLC |
2025 Q4 |
1/16/2026 |
| MRA Advisory Group |
2025 Q4 |
1/16/2026 |
| Birchcreek Wealth Management, LLC |
2025 Q4 |
1/16/2026 |
| Blossom Wealth Management |
2025 Q4 |
1/16/2026 |
| Crew Capital Management, Ltd |
2025 Q4 |
1/16/2026 |
| Wealth Advisory Solutions, LLC |
2025 Q4 |
1/16/2026 |
| McLean Asset Management Corp |
2025 Q4 |
1/16/2026 |
| First Pacific Financial |
2025 Q4 |
1/16/2026 |
| Tempus Wealth Planning, LLC |
2025 Q4 |
1/16/2026 |
| Mattern Wealth Management LLC |
2025 Q4 |
1/16/2026 |
| Oldfather Financial Services, LLC |
2025 Q4 |
1/16/2026 |
| Aspire Private Capital, LLC |
2025 Q4 |
1/16/2026 |
| RHS Financial, LLC |
2025 Q4 |
1/16/2026 |
| Legacy Capital Wealth Partners, LLC |
2025 Q4 |
1/16/2026 |
| CRA Financial Services, LLC |
2025 Q4 |
1/16/2026 |
| Selective Wealth Management, Inc. |
2025 Q4 |
1/16/2026 |
| FNY Investment Advisers, LLC |
2025 Q4 |
1/16/2026 |
| West Branch Capital LLC |
2025 Q4 |
1/16/2026 |
| Sharp Wealth Advisory, LLC |
2025 Q4 |
1/16/2026 |
| SWS Partners |
2025 Q4 |
1/16/2026 |
| Kendall Capital Management |
2025 Q4 |
1/16/2026 |
| Vanguard Capital Wealth Advisors |
2025 Q4 |
1/16/2026 |
| Crewe Advisors LLC |
2025 Q4 |
1/16/2026 |
| Aberdeen Group plc |
2025 Q4 |
1/16/2026 |
| SigFig Wealth Management, LLC |
2025 Q4 |
1/16/2026 |
| Omnia Family Wealth, LLC |
2025 Q4 |
1/16/2026 |
| HMS Capital Management, LLC |
2025 Q4 |
1/16/2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2025 Q4 - RESTATEMENT |
1/16/2026 |
| Genesee Capital Advisors, LLC |
2025 Q4 |
1/16/2026 |
| KWMG, LLC |
2025 Q4 |
1/16/2026 |
| Triad Investment Management |
2025 Q4 |
1/16/2026 |
| Compagnie Lombard Odier SCmA |
2025 Q4 |
1/16/2026 |
| Abacus Planning Group, Inc. |
2025 Q4 |
1/16/2026 |
| Pictet North America Advisors SA |
2025 Q4 |
1/16/2026 |
| Bouchey Financial Group Ltd |
2025 Q4 |
1/16/2026 |
| Biltmore Wealth Management, LLC |
2025 Q4 |
1/16/2026 |
| Formidable Asset Management, LLC |
2025 Q4 |
1/16/2026 |
| Perigon Wealth Management, LLC |
2025 Q4 |
1/16/2026 |
| F&V Capital Management, LLC |
2025 Q4 |
1/16/2026 |
| Louisiana State Employees Retirement System |
2025 Q4 |
1/16/2026 |
| PICTET BANK & TRUST Ltd |
2025 Q4 |
1/16/2026 |
| BANQUE PICTET & CIE SA |
2025 Q4 |
1/16/2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2025 Q4 |
1/16/2026 |
| TB Alternative Assets Ltd. |
2025 Q4 |
1/16/2026 |
| YHB Investment Advisors, Inc. |
2025 Q4 |
1/16/2026 |
| Ipswich Investment Management Co., Inc. |
2025 Q4 |
1/16/2026 |
| Marquette Asset Management, LLC |
2025 Q4 |
1/16/2026 |
| Bangor Savings Bank |
2025 Q4 |
1/16/2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2025 Q4 |
1/16/2026 |
| TRUST CO OF VERMONT |
2025 Q4 |
1/16/2026 |
| FIRST COMMUNITY TRUST NA |
2025 Q4 |
1/16/2026 |
| Bank Pictet & Cie (Europe) AG |
2025 Q4 |
1/16/2026 |
| PENN DAVIS MCFARLAND INC |
2025 Q4 |
1/16/2026 |
| MARINO, STRAM & ASSOCIATES LLC |
2025 Q4 |
1/16/2026 |
| VALICENTI ADVISORY SERVICES INC |
2025 Q4 |
1/16/2026 |
| HILLMAN CO |
2025 Q4 |
1/16/2026 |
| MATRIX ASSET ADVISORS INC/NY |
2025 Q4 |
1/16/2026 |
| MOODY LYNN & LIEBERSON, LLC |
2025 Q4 |
1/15/2026 |
| NISA INVESTMENT ADVISORS, LLC |
2025 Q4 |
1/15/2026 |
| DELTA CAPITAL MANAGEMENT LLC |
2025 Q4 |
1/15/2026 |
| CAPITAL ADVISORS INC/OK |
2025 Q4 |
1/15/2026 |
| ROCKLAND TRUST CO |
2025 Q4 |
1/15/2026 |
| ORRSTOWN FINANCIAL SERVICES INC |
2025 Q4 |
1/15/2026 |
| AFFINITY WEALTH MANAGEMENT LLC |
2025 Q4 |
1/15/2026 |
| MEYER HANDELMAN CO |
2025 Q4 |
1/15/2026 |
| Financial Planning Hawaii, Inc. |
2025 Q4 |
1/15/2026 |
| Polaris Investment Advisors, LLC |
2025 Q4 |
1/15/2026 |
| Xena Financial Planning, LLC |
2025 Q4 |
1/15/2026 |
| Sherman Wealth Management LLC |
2025 Q4 - RESTATEMENT |
1/15/2026 |
| Paller Financial Services Inc |
2025 Q4 |
1/15/2026 |
| MOR Wealth Management, LLC |
2025 Q4 |
1/15/2026 |
| Cassilly Financial Group LLC |
2025 Q4 |
1/15/2026 |
| BIRCH FINANCIAL GROUP, LLC |
2025 Q4 |
1/15/2026 |
| SHRIER WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/15/2026 |
| Infinity Wealth Counsel, LLC |
2025 Q4 |
1/15/2026 |
| Independence Financial Advisors, LLC |
2025 Q4 |
1/15/2026 |
| Pacific Capital Partners Ltd |
2025 Q4 |
1/15/2026 |
| Avant Financial Advisors LLC |
2025 Q4 |
1/15/2026 |
| LeConte Wealth Management, LLC |
2025 Q4 |
1/15/2026 |
| CLG LLC |
2025 Q4 |
1/15/2026 |
| QSM Asset Management Ltd |
2025 Q4 |
1/15/2026 |
| Hartmann Taylor Wealth Management, LLC |
2025 Q4 |
1/15/2026 |
| Bernard Wealth Management Corp. |
2025 Q4 |
1/15/2026 |
| Persistent Asset Partners Ltd |
2025 Q3 - RESTATEMENT |
1/15/2026 |
| Haven Capital Group, Inc. |
2025 Q4 |
1/15/2026 |
| LifeGoal Investments, LLC |
2025 Q4 |
1/15/2026 |
| ADG Wealth Management Group, LLC |
2025 Q4 |
1/15/2026 |
| KIECKHEFER GROUP LLC |
2025 Q4 |
1/15/2026 |
| Westmount Partners, LLC |
2025 Q4 |
1/15/2026 |
| Quantum Financial Planning Services, Inc. |
2025 Q4 |
1/15/2026 |
| Brady Martz Wealth Solutions, LLC |
2025 Q4 |
1/15/2026 |
| ARCADIA INVESTMENT ADVISORS LLC |
2025 Q4 |
1/15/2026 |
| Lord & Richards Wealth Management, LLC |
2025 Q4 |
1/15/2026 |
| Shum Financial Group, Inc. |
2025 Q4 |
1/15/2026 |
| Three Seasons Wealth, LLC |
2025 Q4 |
1/15/2026 |
| Lighthouse Wealth Management Inc. |
2025 Q4 |
1/15/2026 |
| Parkwoods Wealth Partners, LLC |
2025 Q4 |
1/15/2026 |
| HIGHLINE WEALTH PARTNERS LLC |
2025 Q4 |
1/15/2026 |
| Paladin Wealth, LLC |
2025 Q4 |
1/15/2026 |
| GEN Financial Management, INC. |
2025 Q4 |
1/15/2026 |