| Wealth Group Ltd |
2026 Q1 |
4/10/2026 |
| Legacy Wealth Management, LLC / MS |
2026 Q1 |
4/10/2026 |
| Private Wealth Group, LLC |
2026 Q1 |
4/10/2026 |
| Windsor Capital Management, LLC |
2026 Q1 |
4/10/2026 |
| Kessler Investment Group, LLC |
2026 Q1 |
4/10/2026 |
| BDF-GESTION |
2026 Q1 |
4/10/2026 |
| Abound Wealth Management |
2026 Q1 |
4/10/2026 |
| ARMSTRONG ADVISORY GROUP, INC |
2026 Q1 |
4/10/2026 |
| MKT Advisors LLC |
2026 Q1 |
4/10/2026 |
| EAGLE WEALTH STRATEGIES LLC |
2026 Q1 |
4/10/2026 |
| OP Asset Management Ltd |
2026 Q1 - RESTATEMENT |
4/10/2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/10/2026 |
| ALM First Financial Advisors, LLC |
2026 Q1 |
4/10/2026 |
| McCollum Christoferson Group LLC |
2026 Q1 |
4/10/2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2026 Q1 - RESTATEMENT |
4/10/2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2025 Q4 - RESTATEMENT |
4/10/2026 |
| Luma Capital S.A. - SPF |
2026 Q1 |
4/10/2026 |
| Prota Financial, LLC |
2026 Q1 |
4/9/2026 |
| Prota Financial, LLC |
2025 Q4 |
4/9/2026 |
| Matrix Trust Co |
2026 Q1 |
4/9/2026 |
| EPIQ PARTNERS, LLC |
2026 Q1 |
4/9/2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2026 Q1 |
4/9/2026 |
| Curated Wealth Partners LLC |
2026 Q1 |
4/9/2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2026 Q1 |
4/9/2026 |
| Trust Co of Tennessee |
2026 Q1 |
4/9/2026 |
| CENTRAL VALLEY ADVISORS, LLC |
2026 Q1 |
4/9/2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2026 Q1 |
4/9/2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2026 Q1 |
4/9/2026 |
| Boit C F David |
2026 Q1 |
4/9/2026 |
| Clarity Capital Advisors, LLC |
2026 Q1 |
4/9/2026 |
| VERITY Wealth Advisors |
2026 Q1 |
4/9/2026 |
| PCB Capital LLC |
2025 Q4 |
4/9/2026 |
| General Motors Holdings LLC |
2026 Q1 |
4/9/2026 |
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q1 |
4/9/2026 |
| Park Place Capital Corp |
2026 Q1 |
4/9/2026 |
| New York University |
2026 Q1 |
4/9/2026 |
| Dorato Capital Management |
2026 Q1 |
4/9/2026 |
| Allodium Investment Consultants, LLC |
2026 Q1 |
4/9/2026 |
| Somnio Financial Group, LLC |
2026 Q1 |
4/9/2026 |
| Pacifica Partners Inc. |
2026 Q1 |
4/9/2026 |
| Platt Investment Counsel, LLC |
2026 Q1 |
4/9/2026 |
| CULLEN INVESTMENT GROUP, LTD. |
2026 Q1 |
4/9/2026 |
| SANDERS MORRIS HARRIS LLC |
2026 Q1 |
4/9/2026 |
| Mechanics Bank Trust Department |
2026 Q1 |
4/9/2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2026 Q1 |
4/9/2026 |
| PW Nova Financial Services LLC |
2025 Q4 |
4/9/2026 |
| P/E Global LLC |
2026 Q1 |
4/9/2026 |
| KWMG, LLC |
2026 Q1 |
4/9/2026 |
| Meriwether Wealth & Planning, LLC |
2026 Q1 |
4/9/2026 |
| Avior Wealth Management, LLC |
2026 Q1 |
4/9/2026 |
| Noble Family Wealth, LLC |
2026 Q1 |
4/9/2026 |
| FIRETHORN WEALTH PARTNERS, LLC |
2026 Q1 |
4/9/2026 |
| American National Bank of Texas |
2026 Q1 |
4/9/2026 |
| Crocodile Capital Partners GmbH |
2026 Q1 |
4/9/2026 |
| Planned Solutions, Inc. |
2026 Q1 |
4/9/2026 |
| Thrive Wealth Management, LLC |
2026 Q1 |
4/9/2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2026 Q1 |
4/9/2026 |
| Shulman DeMeo Asset Management LLC |
2026 Q1 |
4/9/2026 |
| Praetorian Wealth Management, Inc. |
2026 Q1 |
4/9/2026 |
| Elmwood Wealth Management, Inc. |
2026 Q1 |
4/9/2026 |
| Wealth Quarterback LLC |
2026 Q1 |
4/9/2026 |
| CRA Financial Services, LLC |
2026 Q1 |
4/9/2026 |
| PFS Partners, LLC |
2026 Q1 |
4/9/2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2026 Q1 |
4/9/2026 |
| DHJJ Financial Advisors, Ltd. |
2026 Q1 |
4/9/2026 |
| Overbrook Management Corp |
2026 Q1 |
4/9/2026 |
| TETRAD CORP |
2026 Q1 |
4/9/2026 |
| Goelzer Investment Management, Inc. |
2026 Q1 |
4/9/2026 |
| Meritas Wealth Management, LLC |
2026 Q1 |
4/9/2026 |
| Keystone Financial Planning, Inc. |
2026 Q1 |
4/9/2026 |
| PINKERTON WEALTH, LLC |
2026 Q1 |
4/9/2026 |
| TEALWOOD ASSET MANAGEMENT INC |
2026 Q1 |
4/9/2026 |
| Rockingstone Advisors LLC |
2026 Q1 |
4/9/2026 |
| Taylor & Morgan Wealth Management, LLC |
2026 Q1 |
4/9/2026 |
| MOODY NATIONAL BANK TRUST DIVISION |
2026 Q1 |
4/9/2026 |
| Teamwork Financial Advisors, LLC |
2026 Q1 |
4/9/2026 |
| Yanni & Associates Investment Advisors, LLC |
2026 Q1 |
4/9/2026 |
| Shearwater Capital LLC |
2026 Q1 |
4/9/2026 |
| LIFE LINE WEALTH MANAGEMENT LLC |
2026 Q1 |
4/9/2026 |
| Secure Asset Management, LLC |
2026 Q1 |
4/9/2026 |
| Veracity Capital LLC |
2026 Q1 |
4/9/2026 |
| WestHill Financial Advisors, Inc. |
2026 Q1 |
4/9/2026 |
| Baron Financial Group, LLC |
2026 Q1 |
4/9/2026 |
| VISTA INVESTMENT PARTNERS LLC |
2026 Q1 |
4/9/2026 |
| Freestate Advisors LLC |
2026 Q1 |
4/9/2026 |
| MFG WEALTH MANAGEMENT, INC. |
2026 Q1 |
4/9/2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/9/2026 |
| BROWN WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/9/2026 |
| Adirondack Capital Advisors, LLC |
2026 Q1 |
4/9/2026 |
| Victrix Investment Advisors |
2026 Q1 |
4/9/2026 |
| FCG Investment Co |
2026 Q1 |
4/9/2026 |
| KELLY FINANCIAL GROUP LLC |
2026 Q1 |
4/9/2026 |
| Wealth Alliance Advisory Group, LLC |
2026 Q1 |
4/9/2026 |
| Everhart Financial Group, Inc. |
2026 Q1 |
4/9/2026 |
| DIVERSIFIED MANAGEMENT INC |
2026 Q1 |
4/9/2026 |
| TrueWealth Advisors, LLC |
2026 Q1 |
4/9/2026 |
| Whitaker-Myers Wealth Managers, LTD. |
2026 Q1 |
4/9/2026 |
| Aletheian Wealth Advisors LLC |
2026 Q1 |
4/9/2026 |
| Pacific Capital Partners Ltd |
2026 Q1 |
4/9/2026 |
| Peterson Wealth Advisors, LLC |
2026 Q1 |
4/9/2026 |