| Gradient Investments LLC |
2026 Q1 |
4/13/2026 |
| Elm3 Financial Group, LLC |
2026 Q1 |
4/13/2026 |
| REINHART PARTNERS, LLC. |
2026 Q1 |
4/13/2026 |
| COMMUNITY TRUST & INVESTMENT CO |
2026 Q1 |
4/13/2026 |
| JACKSON SQUARE CAPITAL, LLC |
2026 Q1 |
4/13/2026 |
| Mallini Complete Financial Planning LLC |
2026 Q1 |
4/13/2026 |
| FIRST HAWAIIAN BANK |
2026 Q1 |
4/13/2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. |
2026 Q1 |
4/13/2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2026 Q1 |
4/13/2026 |
| MATHER GROUP, LLC. |
2026 Q1 |
4/13/2026 |
| Gibraltar Capital Management, Inc. |
2026 Q1 |
4/13/2026 |
| Newman Dignan & Sheerar, Inc. |
2026 Q1 |
4/13/2026 |
| ADVOCATE GROUP LLC |
2026 Q1 |
4/13/2026 |
| ARKANSAS FINANCIAL GROUP, INC. |
2026 Q1 |
4/13/2026 |
| John W. Brooker & Co., CPAs |
2026 Q1 |
4/13/2026 |
| Midway Capital Research & Management |
2026 Q1 |
4/13/2026 |
| Invariant Investment Management |
2026 Q1 |
4/13/2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2026 Q1 |
4/13/2026 |
| MKD WEALTH COACHES, LLC |
2026 Q1 |
4/13/2026 |
| CJM Wealth Advisers, Ltd. |
2026 Q1 |
4/13/2026 |
| Neumann Capital Management, LLC |
2026 Q1 |
4/13/2026 |
| FIDUCIARY FINANCIAL GROUP, LLC |
2026 Q1 |
4/13/2026 |
| Robinhood Asset Management, LLC |
2026 Q1 |
4/13/2026 |
| Defender Capital, LLC. |
2026 Q1 |
4/13/2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2026 Q1 |
4/13/2026 |
| Lauer Wealth, LLC |
2026 Q1 |
4/13/2026 |
| Nvest Wealth Strategies, Inc. |
2026 Q1 |
4/13/2026 |
| Kelly Financial Services LLC |
2026 Q1 |
4/13/2026 |
| Shira Ridge Wealth Management |
2026 Q1 |
4/13/2026 |
| Mader & Shannon Wealth Management, Inc. |
2026 Q1 |
4/13/2026 |
| Enclave Advisors LLC |
2026 Q1 |
4/13/2026 |
| Ayrshire Capital Management LLC |
2026 Q1 |
4/13/2026 |
| Waycross Investment Management Co |
2026 Q1 |
4/13/2026 |
| Farrell Financial LLC |
2026 Q1 |
4/13/2026 |
| Sherman Wealth Management LLC |
2026 Q1 |
4/13/2026 |
| Leibman Financial Services, Inc. |
2026 Q1 |
4/13/2026 |
| KMG FIDUCIARY PARTNERS, LLC |
2026 Q1 |
4/13/2026 |
| Professional Financial Advisors, LLC |
2026 Q1 |
4/13/2026 |
| ST GERMAIN D J CO INC |
2026 Q1 |
4/13/2026 |
| Artemis Investment Management LLP |
2026 Q1 |
4/13/2026 |
| MITCHELL SINKLER & STARR/PA |
2026 Q1 |
4/13/2026 |
| TOTAL INVESTMENT MANAGEMENT INC |
2026 Q1 |
4/13/2026 |
| Uptown Financial Advisors LLC |
2026 Q1 |
4/13/2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2026 Q1 |
4/13/2026 |
| Stolper Co |
2026 Q1 |
4/13/2026 |
| Bank of New Hampshire |
2026 Q1 |
4/13/2026 |
| Global X Japan Co., Ltd. |
2026 Q1 |
4/13/2026 |
| True Wealth Design, LLC |
2026 Q1 |
4/13/2026 |
| Cogent Private Wealth, Inc. |
2026 Q1 |
4/13/2026 |
| Lee Financial Co |
2026 Q1 |
4/13/2026 |
| Bay Rivers Group |
2026 Q1 |
4/13/2026 |
| Richard P Slaughter Associates Inc |
2026 Q1 |
4/13/2026 |
| Plan Group Financial, LLC |
2026 Q1 |
4/13/2026 |
| CATALYST PRIVATE WEALTH, LLC |
2026 Q1 |
4/13/2026 |
| GoalVest Advisory LLC |
2026 Q1 |
4/13/2026 |
| Woodside Wealth Management LLC |
2026 Q1 |
4/13/2026 |
| BOURGEON CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/13/2026 |
| Winthrop Advisory Group LLC |
2026 Q1 |
4/13/2026 |
| Benson Investment Management Company, Inc. |
2026 Q1 |
4/13/2026 |
| Sarasin & Partners LLP |
2026 Q1 |
4/13/2026 |
| Successful Portfolios LLC |
2026 Q1 |
4/13/2026 |
| Fractal Investments LLC |
2026 Q1 |
4/13/2026 |
| SJBENEN ADVISORY, LLC |
2026 Q1 |
4/13/2026 |
| CGN Advisors LLC |
2026 Q1 |
4/13/2026 |
| Sunburst Financial Group, LLC |
2026 Q1 - RESTATEMENT |
4/13/2026 |
| Chesley Taft & Associates LLC |
2026 Q1 |
4/13/2026 |
| Affinity Capital Advisors, LLC |
2026 Q1 |
4/13/2026 |
| ONE Advisory Partners, LLC |
2026 Q1 |
4/13/2026 |
| Breachway Investments LLC |
2026 Q1 |
4/13/2026 |
| RESTON WEALTH MANAGEMENT LLC |
2026 Q1 |
4/13/2026 |
| AdviceOne Advisory Services, LLC |
2026 Q1 |
4/13/2026 |
| LexAurum Advisors, LLC |
2026 Q1 |
4/13/2026 |
| CMH Wealth Management LLC |
2026 Q1 |
4/13/2026 |
| ARWA LLC |
2026 Q1 |
4/13/2026 |
| Bouchey Financial Group Ltd |
2026 Q1 |
4/13/2026 |
| Physician Wealth Solutions Inc. |
2026 Q1 |
4/13/2026 |
| GLP Holdings LLLP |
2026 Q1 |
4/13/2026 |
| Opaleye Management Inc. |
2025 Q4 - RESTATEMENT |
4/13/2026 |
| Hudson Capital Management LLC |
2026 Q1 |
4/13/2026 |
| AUGUSTINE ASSET MANAGEMENT INC |
2026 Q1 |
4/13/2026 |
| Czech National Bank |
2026 Q1 |
4/13/2026 |
| PKO BP BANKOWY Universal Pension Society JSC |
2026 Q1 |
4/13/2026 |
| Ayalon Insurance Comp Ltd. |
2026 Q1 |
4/13/2026 |
| E Fund Management Co., Ltd. |
2026 Q1 |
4/13/2026 |
| Stephens Group, LLC |
2026 Q1 |
4/13/2026 |
| High Probability Advisors, LLC |
2026 Q1 |
4/10/2026 |
| Integrated Financial Solutions, Inc. |
2026 Q1 |
4/10/2026 |
| Integris Wealth Management, LLC |
2026 Q1 |
4/10/2026 |
| Oak Root LLC |
2026 Q1 |
4/10/2026 |
| LWM ADVISORS INC |
2026 Q1 |
4/10/2026 |
| Capital Advantage, Inc. |
2026 Q1 |
4/10/2026 |
| McGrath & Associates, Inc. |
2026 Q1 |
4/10/2026 |
| YHB Investment Advisors, Inc. |
2026 Q1 |
4/10/2026 |
| PartnerRe Asset Management CORP |
2026 Q1 |
4/10/2026 |
| BURR FINANCIAL SERVICES, LLC |
2026 Q1 |
4/10/2026 |
| AssuredPartners Investment Advisors, LLC |
2026 Q1 |
4/10/2026 |
| Connecticut Capital Management Group, LLC |
2026 Q1 |
4/10/2026 |
| Client First Investment Management LLC |
2026 Q1 |
4/10/2026 |
| Centurion Wealth Management LLC |
2026 Q1 |
4/10/2026 |
| Sterling Manor Financial, LLC |
2026 Q1 |
4/10/2026 |