| Optivise Advisory Services LLC |
2026 Q2 |
7/13/2026 |
| Guardian Wealth Management, Inc. |
2026 Q2 |
7/13/2026 |
| Moisand Fitzgerald Tamayo, LLC |
2026 Q2 |
7/13/2026 |
| Planned Solutions, Inc. |
2026 Q2 |
7/13/2026 |
| Nova Wealth Management, Inc. |
2026 Q2 - NEW HOLDINGS |
7/13/2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2026 Q2 |
7/13/2026 |
| Kings Path Partners LLC |
2025 Q3 |
7/13/2026 |
| Dorato Capital Management |
2026 Q2 |
7/13/2026 |
| Richard P Slaughter Associates Inc |
2026 Q2 |
7/13/2026 |
| Orin Green Financial, LLC |
2026 Q2 |
7/13/2026 |
| FIRST HAWAIIAN BANK |
2026 Q2 |
7/13/2026 |
| AUGUSTINE ASSET MANAGEMENT INC |
2026 Q2 |
7/13/2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/13/2026 |
| WOLFF WIESE MAGANA LLC |
2026 Q2 |
7/13/2026 |
| Wedmont Private Capital |
2026 Q2 |
7/13/2026 |
| BOS Asset Management, LLC |
2026 Q2 |
7/13/2026 |
| DECISION INVESTMENTS, INC |
2026 Q2 |
7/13/2026 |
| Friedenthal Financial |
2026 Q2 |
7/13/2026 |
| 21 West Wealth Management LLC |
2026 Q2 |
7/13/2026 |
| Strong Tower Advisory Services |
2026 Q2 |
7/13/2026 |
| Pacifica Partners Inc. |
2026 Q2 |
7/13/2026 |
| First City Capital Management, Inc. |
2026 Q2 |
7/13/2026 |
| Merrion Investment Management Co, LLC |
2026 Q2 |
7/13/2026 |
| MFA WEALTH ADVISORS, LLC |
2026 Q2 |
7/13/2026 |
| Independence Bank of Kentucky |
2026 Q2 |
7/13/2026 |
| DAVENPORT & Co LLC |
2026 Q2 |
7/13/2026 |
| Echo45 Advisors LLC |
2026 Q2 |
7/13/2026 |
| Avondale Wealth Management |
2026 Q2 |
7/13/2026 |
| GODSEY & GIBB, INC |
2026 Q2 |
7/13/2026 |
| ARDSLEY ADVISORY PARTNERS LP |
2026 Q2 |
7/13/2026 |
| Perennial Advisors, LLC |
2026 Q2 |
7/13/2026 |
| WOODSTOCK CORP |
2026 Q2 |
7/13/2026 |
| Generali Investments CEE, investicni spolecnost, a.s. |
2026 Q2 |
7/13/2026 |
| Robinswood Financial LLC |
2026 Q1 - RESTATEMENT |
7/13/2026 |
| VIKING FUND MANAGEMENT LLC |
2026 Q2 |
7/13/2026 |
| Orgel Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| McCollum Christoferson Group LLC |
2026 Q2 |
7/13/2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2026 Q2 |
7/13/2026 |
| LAWOOD & CO |
2026 Q2 |
7/13/2026 |
| Aurelius Family Office LLC |
2026 Q2 |
7/13/2026 |
| Breachway Investments LLC |
2026 Q2 |
7/13/2026 |
| SteelPeak Wealth, LLC |
2026 Q2 |
7/13/2026 |
| HAMILTON LANE ADVISORS LLC |
2026 Q2 |
7/13/2026 |
| Allen Mooney & Barnes Investment Advisors LLC |
2026 Q2 |
7/13/2026 |
| CLIENT 1ST ADVISORY GROUP, LLC |
2026 Q2 |
7/13/2026 |
| Gleason Group, Inc. |
2026 Q2 |
7/13/2026 |
| SENTINEL TRUST CO LBA |
2026 Q2 |
7/13/2026 |
| ARMSTRONG ADVISORY GROUP, INC |
2026 Q2 |
7/13/2026 |
| CGC Financial Services, LLC |
2026 Q2 |
7/13/2026 |
| Baskin Financial Services Inc. |
2026 Q2 |
7/13/2026 |
| Purus Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| McAlister, Sweet & Associates, Inc. |
2026 Q2 |
7/13/2026 |
| Buttonwood Financial Advisors Inc. |
2026 Q2 |
7/13/2026 |
| Southland Equity Partners LLC |
2026 Q2 |
7/13/2026 |
| ARCADIA INVESTMENT ADVISORS LLC |
2026 Q2 |
7/13/2026 |
| FIRST CITIZENS BANK & TRUST CO |
2026 Q2 |
7/13/2026 |
| Asempa Wealth Advisors |
2026 Q2 |
7/13/2026 |
| O'Keefe Stevens Advisory, Inc. |
2026 Q2 |
7/13/2026 |
| Main Street Group, LTD |
2026 Q2 |
7/13/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2026 Q2 |
7/13/2026 |
| Gouws Capital LLC |
2026 Q2 |
7/13/2026 |
| Kilner Capital Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Waterway Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| University of Cambridge Investment Management Ltd |
2026 Q2 |
7/13/2026 |
| Quintet Private Bank (Europe) S.A. |
2026 Q2 |
7/13/2026 |
| SHELTON WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/13/2026 |
| Olistico Wealth, LLC |
2026 Q2 |
7/13/2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
2026 Q2 |
7/13/2026 |
| Lakeshore Financial Planning, Inc. |
2026 Q2 |
7/13/2026 |
| NIPPON LIFE INSURANCE CO |
2026 Q2 |
7/13/2026 |
| One Wealth Management Investment & Advisory Services, LLC |
2026 Q2 |
7/13/2026 |
| One Wealth Management Investment & Advisory Services, LLC |
2026 Q1 |
7/13/2026 |
| Hassell Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| Kennebec Savings Bank |
2026 Q2 |
7/13/2026 |
| Covea Finance |
2026 Q2 |
7/13/2026 |
| Ayalon Insurance Comp Ltd. |
2026 Q2 |
7/13/2026 |
| APS Management Group, Inc. |
2026 Q2 |
7/10/2026 |
| Neumann Capital Management, LLC |
2026 Q2 |
7/10/2026 |
| Park Capital Management, LLC / WI |
2026 Q2 |
7/10/2026 |
| Veracity Capital LLC |
2026 Q2 |
7/10/2026 |
| Curated Wealth Partners LLC |
2026 Q2 |
7/10/2026 |
| Integris Wealth Management, LLC |
2026 Q2 |
7/10/2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2026 Q2 |
7/10/2026 |
| SCHARF INVESTMENTS, LLC |
2026 Q2 |
7/10/2026 |
| Baugh & Associates, LLC |
2026 Q2 |
7/10/2026 |
| Shelter Rock Management, LLC |
2026 Q2 |
7/10/2026 |
| CHATHAM CAPITAL GROUP, INC. |
2026 Q2 |
7/10/2026 |
| Cypress Wealth Services, LLC |
2026 Q2 |
7/10/2026 |
| Oak Asset Management, LLC |
2026 Q2 |
7/10/2026 |
| Park Edge Advisors, LLC |
2026 Q2 |
7/10/2026 |
| Quadratic Capital Management LLC |
2026 Q2 |
7/10/2026 |
| Client First Capital LLC |
2026 Q2 |
7/10/2026 |
| Team Financial Group, LLC |
2026 Q2 |
7/10/2026 |
| Heck Capital Advisors, LLC |
2026 Q2 |
7/10/2026 |
| Blom & Howell Financial Planning, Inc. |
2026 Q1 |
7/10/2026 |
| Taylor & Morgan Wealth Management, LLC |
2026 Q2 |
7/10/2026 |
| Leverty Financial Group, LLC |
2026 Q2 |
7/10/2026 |
| FORM Wealth Advisors, LLC |
2026 Q2 |
7/10/2026 |
| Adirondack Capital Advisors, LLC |
2026 Q2 |
7/10/2026 |
| RAMSEY QUANTITATIVE SYSTEMS |
2026 Q2 |
7/10/2026 |