| BARLOW WEALTH PARTNERS, LLC |
2026 Q2 |
7/14/2026 |
| GREAT OAK CAPITAL PARTNERS, LLC |
2026 Q2 |
7/14/2026 |
| Curbstone Financial Management Corp |
2026 Q2 |
7/14/2026 |
| Blue Zone Wealth Advisors, LLC |
2026 Q2 |
7/14/2026 |
| Corecam Pte. Ltd. |
2026 Q2 |
7/14/2026 |
| Allodium Investment Consultants, LLC |
2026 Q2 |
7/14/2026 |
| Successful Portfolios LLC |
2026 Q2 |
7/14/2026 |
| Verisail Partners, LLC |
2026 Q2 |
7/14/2026 |
| Credit Capital Investments LLC |
2026 Q2 |
7/14/2026 |
| B. Riley Wealth Advisors, Inc. |
2026 Q2 |
7/14/2026 |
| QRG CAPITAL MANAGEMENT, INC. |
2026 Q2 |
7/14/2026 |
| Nepsis Inc. |
2026 Q2 |
7/14/2026 |
| Longview Financial Advisors LLC |
2026 Q2 |
7/14/2026 |
| DLK Investment Management, LLC |
2026 Q2 |
7/14/2026 |
| Plancorp, LLC |
2026 Q2 |
7/14/2026 |
| Cardinal Point Capital Management ULC |
2026 Q2 |
7/14/2026 |
| Triangle Securities Wealth Management |
2026 Q2 |
7/14/2026 |
| Addenda Capital Inc. |
2026 Q2 |
7/14/2026 |
| Ayrshire Capital Management LLC |
2026 Q2 |
7/14/2026 |
| Hoese & Co LLP |
2026 Q2 |
7/14/2026 |
| First Nebraska Trust Co |
2017 Q2 |
7/14/2026 |
| Intrinsic Value Partners, LLC |
2026 Q2 |
7/14/2026 |
| DOPKINS WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/14/2026 |
| Waycross Investment Management Co |
2026 Q2 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2025 Q3 |
7/14/2026 |
| Benson Investment Management Company, Inc. |
2026 Q2 |
7/14/2026 |
| TTP Investments, Inc. |
2026 Q2 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2025 Q4 |
7/14/2026 |
| Stolper Co |
2026 Q2 |
7/14/2026 |
| SALEM INVESTMENT COUNSELORS INC |
2026 Q2 |
7/14/2026 |
| Antonelli Financial Advisors, LLC |
2026 Q2 |
7/14/2026 |
| Christensen, King & Associates Investment Services, Inc. |
2026 Q2 |
7/14/2026 |
| Mason & Associates, LLC |
2026 Q2 |
7/14/2026 |
| Twele Capital Management, Inc. |
2026 Q2 |
7/14/2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2026 Q2 |
7/14/2026 |
| Douglas Lane & Associates, LLC |
2026 Q2 |
7/14/2026 |
| Chatterton & Associates Inc. |
2026 Q2 |
7/14/2026 |
| SageOak Financial, LLC |
2026 Q2 |
7/14/2026 |
| Plan A Wealth LLC |
2026 Q2 |
7/14/2026 |
| Impact Capital Partners LLC |
2026 Q2 |
7/14/2026 |
| EWA, LLC |
2026 Q2 |
7/14/2026 |
| SPRING CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/14/2026 |
| Magnolia Wealth Management, LLC |
2026 Q2 |
7/14/2026 |
| Ritter Daniher Financial Advisory LLC / DE |
2026 Q2 |
7/14/2026 |
| BigSur Wealth Management LLC |
2026 Q2 |
7/14/2026 |
| Shore Point Advisors, LLC |
2026 Q2 |
7/14/2026 |
| TopTier Wealth Management, LLC |
2026 Q2 |
7/14/2026 |
| MKD WEALTH COACHES, LLC |
2026 Q2 |
7/14/2026 |
| 1620 INVESTMENT ADVISORS, INC. |
2026 Q2 |
7/14/2026 |
| Lipe & Dalton |
2026 Q2 |
7/14/2026 |
| Robinswood Financial LLC |
2025 Q4 |
7/14/2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. |
2026 Q2 |
7/14/2026 |
| Financial Symmetry Inc |
2026 Q2 |
7/14/2026 |
| Kelly Financial Services LLC |
2026 Q2 |
7/14/2026 |
| Newman Dignan & Sheerar, Inc. |
2026 Q2 |
7/14/2026 |
| National Wealth Management Group, LLC |
2026 Q2 |
7/14/2026 |
| Gibson Wealth Advisors LLC |
2026 Q2 |
7/14/2026 |
| Paradiem, LLC |
2026 Q2 |
7/14/2026 |
| Spectrum Planning & Advisory Services Inc. |
2026 Q2 |
7/14/2026 |
| Nautilus Advisors LLC |
2026 Q2 |
7/14/2026 |
| Snider Financial Group |
2026 Q2 |
7/14/2026 |
| M & L Capital Management Ltd |
2026 Q2 |
7/14/2026 |
| HWG Holdings LP |
2026 Q2 |
7/14/2026 |
| Lakeridge Wealth Management LLC |
2026 Q2 |
7/14/2026 |
| Global X Japan Co., Ltd. |
2026 Q2 |
7/14/2026 |
| TEALWOOD ASSET MANAGEMENT INC |
2026 Q2 |
7/14/2026 |
| marrick wealth, LLC |
2026 Q2 |
7/14/2026 |
| Ervin Investment Management, LLC |
2026 Q2 |
7/14/2026 |
| Bank of New Hampshire |
2026 Q2 |
7/14/2026 |
| ShoreHaven Wealth Partners, LLC |
2026 Q2 |
7/14/2026 |
| Courant Investment Management LLC |
2026 Q2 |
7/14/2026 |
| Talbot Financial, LLC |
2026 Q2 |
7/14/2026 |
| North Capital, Inc. |
2026 Q2 |
7/14/2026 |
| Wiser Wealth Management, Inc |
2026 Q2 |
7/14/2026 |
| JP Wealth Management, Inc. |
2026 Q2 |
7/14/2026 |
| DIXON FNANCIAL SERVICES, INC. |
2026 Q2 |
7/14/2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. |
2026 Q2 |
7/14/2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2026 Q2 |
7/14/2026 |
| Stordahl Capital Management, Inc. |
2026 Q2 |
7/14/2026 |
| Boothe Investment Group, Inc. |
2026 Q2 |
7/14/2026 |
| Roth Financial Partners LLC |
2026 Q2 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2025 Q2 |
7/14/2026 |
| Significant Wealth Partners LLC |
2026 Q2 |
7/14/2026 |
| City State Bank |
2026 Q2 |
7/14/2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2026 Q2 |
7/14/2026 |
| InvesTrust |
2026 Q2 |
7/14/2026 |
| Leibman Financial Services, Inc. |
2026 Q2 |
7/14/2026 |
| LBJ Family Wealth Advisors, Ltd. |
2026 Q2 |
7/14/2026 |
| New Capital Management LP |
2026 Q2 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2025 Q1 |
7/14/2026 |
| LRI Investments, LLC |
2026 Q2 |
7/14/2026 |
| IVC Wealth Advisors LLC |
2026 Q2 |
7/14/2026 |
| KEB ASSET MANAGEMENT, LLC |
2026 Q2 |
7/14/2026 |
| Hudson Capital Management LLC |
2026 Q2 |
7/14/2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2026 Q2 |
7/14/2026 |
| Advisory Resource Group |
2026 Q2 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2024 Q4 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2024 Q3 |
7/14/2026 |
| HATCH COVE CAPITAL, LLC |
2026 Q2 |
7/14/2026 |
| TOTH FINANCIAL ADVISORY CORP |
2026 Q2 |
7/14/2026 |