| Spire Wealth Management |
2025 Q4 |
1/14/2026 |
| Alliance Wealth Advisors, LLC |
2025 Q4 |
1/14/2026 |
| InTrack Investment Management Inc |
2025 Q4 |
1/14/2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2025 Q4 |
1/14/2026 |
| WAYCROSS PARTNERS, LLC |
2025 Q4 |
1/14/2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. |
2025 Q4 |
1/14/2026 |
| Johnson Bixby & Associates, LLC |
2025 Q4 |
1/14/2026 |
| Bond & Devick Financial Network, Inc. |
2025 Q4 |
1/14/2026 |
| Prosperity Planning, Inc. |
2025 Q4 |
1/14/2026 |
| Greenfield FTC, Inc. |
2025 Q4 |
1/14/2026 |
| ACT Advisors, LLC. |
2025 Q4 |
1/14/2026 |
| Legal Advantage Investments, Inc. |
2025 Q4 |
1/14/2026 |
| Hoese & Co LLP |
2025 Q4 |
1/14/2026 |
| Centennial Wealth Advisory LLC |
2025 Q4 |
1/14/2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2025 Q4 |
1/14/2026 |
| Enclave Advisors LLC |
2025 Q4 |
1/14/2026 |
| WOLFF WIESE MAGANA LLC |
2025 Q4 |
1/14/2026 |
| CATALYST PRIVATE WEALTH, LLC |
2025 Q4 |
1/14/2026 |
| AMIRAL GESTION |
2025 Q4 |
1/14/2026 |
| Praetorian Wealth Management, Inc. |
2025 Q4 |
1/14/2026 |
| Whitcomb & Hess, Inc. |
2025 Q4 |
1/14/2026 |
| SJBENEN ADVISORY, LLC |
2025 Q4 |
1/14/2026 |
| Hunter Perkins Capital Management, LLC |
2025 Q4 |
1/14/2026 |
| TABR Capital Management, LLC |
2025 Q4 - RESTATEMENT |
1/14/2026 |
| Game Plan Financial Advisors, LLC |
2025 Q4 |
1/14/2026 |
| Emergent Wealth Advisors, LLC |
2025 Q4 |
1/14/2026 |
| Lineweaver Wealth Advisors, LLC |
2025 Q4 |
1/14/2026 |
| Net Worth Advisory Group |
2025 Q4 |
1/14/2026 |
| HILLTOP WEALTH ADVISORS, LLC |
2025 Q4 |
1/14/2026 |
| CPR Investments Inc. |
2025 Q4 |
1/14/2026 |
| KMG FIDUCIARY PARTNERS, LLC |
2025 Q4 |
1/14/2026 |
| Yarbrough Capital, LLC |
2025 Q4 |
1/14/2026 |
| Shulman DeMeo Asset Management LLC |
2025 Q4 |
1/14/2026 |
| Lantz Financial LLC |
2025 Q4 |
1/14/2026 |
| Keystone Global Partners, LLC |
2025 Q4 |
1/14/2026 |
| Crumly & Associates Inc. |
2025 Q4 |
1/14/2026 |
| Cox Capital Mgt LLC |
2025 Q4 |
1/14/2026 |
| J. L. Bainbridge & Co., Inc. |
2025 Q4 |
1/14/2026 |
| Quad-Cities Investment Group, LLC |
2025 Q4 |
1/14/2026 |
| Braun-Bostich & Associates Inc. |
2025 Q4 |
1/14/2026 |
| Pathway Financial Advisors LLC |
2025 Q4 |
1/14/2026 |
| Leonard Rickey Investment Advisors P.L.L.C. |
2025 Q4 |
1/14/2026 |
| Congress Park Capital LLC |
2025 Q4 |
1/14/2026 |
| Baugh & Associates, LLC |
2025 Q4 |
1/14/2026 |
| Clarus Wealth Advisors |
2025 Q4 |
1/14/2026 |
| Nova R Wealth, Inc. |
2025 Q4 |
1/14/2026 |
| Ballew Advisors, Inc |
2025 Q4 |
1/14/2026 |
| Oak Asset Management, LLC |
2025 Q4 |
1/14/2026 |
| Guardian Financial Partners, LLC |
2025 Q4 |
1/14/2026 |
| Fluent Financial, LLC |
2025 Q4 |
1/14/2026 |
| Cypress Wealth Services, LLC |
2025 Q4 |
1/14/2026 |
| Sicart Associates LLC |
2025 Q4 |
1/14/2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/14/2026 |
| MFA WEALTH ADVISORS, LLC |
2025 Q4 |
1/14/2026 |
| Wealthcare Advisory Partners LLC |
2025 Q4 |
1/14/2026 |
| Cascade Investment Advisors, Inc. |
2025 Q4 |
1/14/2026 |
| Clarius Group, LLC |
2025 Q4 |
1/14/2026 |
| Tiller Private Wealth, Inc. |
2025 Q4 |
1/14/2026 |
| Terra Nova Asset Management LLC |
2025 Q4 |
1/14/2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2025 Q4 |
1/14/2026 |
| Moisand Fitzgerald Tamayo, LLC |
2025 Q4 |
1/14/2026 |
| USA FINANCIAL FORMULAS |
2025 Q4 |
1/14/2026 |
| Mirador Capital Partners LP |
2025 Q4 |
1/14/2026 |
| Neumann Capital Management, LLC |
2025 Q4 |
1/14/2026 |
| Aegis Wealth Management LLC |
2025 Q4 |
1/14/2026 |
| Tradewinds Capital Management, LLC |
2025 Q4 |
1/14/2026 |
| Trustees of Dartmouth College |
2025 Q4 |
1/14/2026 |
| R.H. Dinel Investment Counsel, Inc. |
2025 Q4 |
1/14/2026 |
| Waldron Private Wealth LLC |
2025 Q4 |
1/14/2026 |
| Nepsis Inc. |
2025 Q4 |
1/14/2026 |
| LVW Advisors, LLC |
2025 Q4 |
1/14/2026 |
| VANTAGE WEALTH |
2025 Q4 |
1/14/2026 |
| A. D. Beadell Investment Counsel, Inc. |
2025 Q4 |
1/14/2026 |
| JFS WEALTH ADVISORS, LLC |
2025 Q4 |
1/14/2026 |
| COOPER INVESTORS PTY LTD |
2025 Q4 |
1/14/2026 |
| Catterton Management Company, L.L.C. |
2025 Q4 |
1/14/2026 |
| RPM Capital Partners, LLC |
2025 Q4 |
1/14/2026 |
| Goelzer Investment Management, Inc. |
2025 Q4 |
1/14/2026 |
| New England Professional Planning Group Inc. |
2025 Q4 |
1/14/2026 |
| Redhawk Wealth Advisors, Inc. |
2025 Q4 |
1/14/2026 |
| Silchester International Investors LLP |
2025 Q4 |
1/14/2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC |
2025 Q4 |
1/14/2026 |
| WESPAC Advisors, LLC |
2025 Q4 |
1/14/2026 |
| Stillwater Capital Advisors, LLC |
2025 Q4 |
1/14/2026 |
| EXCHANGE TRADED CONCEPTS, LLC |
2025 Q4 |
1/14/2026 |
| HOURGLASS CAPITAL, LLC |
2025 Q4 |
1/14/2026 |
| Mechanics Bank Trust Department |
2025 Q4 |
1/14/2026 |
| First City Capital Management, Inc. |
2025 Q4 |
1/14/2026 |
| Wallington Asset Management, LLC |
2025 Q4 |
1/14/2026 |
| Beech Hill Advisors, Inc. |
2025 Q4 |
1/14/2026 |
| Sky Investment Group LLC |
2025 Q4 |
1/14/2026 |
| Acropolis Investment Management, LLC |
2025 Q4 |
1/14/2026 |
| Weil Company, Inc. |
2025 Q4 |
1/14/2026 |
| MeadowBrook Investment Advisors LLC |
2025 Q4 |
1/14/2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2025 Q4 |
1/14/2026 |
| SANDER CAPITAL ADVISORS INC |
2025 Q4 |
1/14/2026 |
| Chesley Taft & Associates LLC |
2025 Q4 |
1/14/2026 |
| BOURNE LENT ASSET MANAGEMENT INC |
2025 Q4 |
1/14/2026 |
| EASTERN BANK |
2025 Q4 |
1/14/2026 |
| AMI INVESTMENT MANAGEMENT INC |
2025 Q4 |
1/14/2026 |