| Baron Financial Group, LLC |
2026 Q2 |
7/9/2026 |
| Fortitude Financial, LLC |
2026 Q2 |
7/9/2026 |
| Friday Financial |
2026 Q2 |
7/9/2026 |
| Barry Investment Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Matrix Trust Co |
2026 Q2 |
7/9/2026 |
| FRANKLIN STREET ADVISORS INC /NC |
2026 Q2 |
7/9/2026 |
| Finivi Inc. |
2026 Q2 |
7/9/2026 |
| Bay Rivers Group |
2026 Q2 |
7/9/2026 |
| Centurion Wealth Management LLC |
2026 Q2 |
7/9/2026 |
| VISTA INVESTMENT PARTNERS LLC |
2026 Q2 |
7/9/2026 |
| Asset Advisory Group, Inc. |
2026 Q2 |
7/9/2026 |
| Tenzing Financial LLC |
2026 Q2 |
7/9/2026 |
| Wealthcare Capital Partners, LLC |
2026 Q2 |
7/9/2026 |
| CYPRESS FUNDS LLC |
2026 Q1 |
7/9/2026 |
| WARNER FINANCIAL, INC |
2026 Q2 |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2025 Q3 - RESTATEMENT |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2025 Q4 - RESTATEMENT |
7/9/2026 |
| Kopp Family Office, LLC |
2026 Q2 |
7/9/2026 |
| Defender Capital, LLC. |
2026 Q2 |
7/9/2026 |
| Kraft, Davis & Associates, LLC |
2026 Q2 |
7/9/2026 |
| Charis Legacy Partners, LLC |
2026 Q2 |
7/9/2026 |
| FFG RETIREMENT ADVISORS LLC |
2026 Q2 |
7/9/2026 |
| Hoffman, Alan N Investment Management |
2026 Q2 |
7/9/2026 |
| Perkins Coie Trust Co |
2026 Q2 |
7/9/2026 |
| SHRIER WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2024 Q4 - RESTATEMENT |
7/9/2026 |
| First Bank & Trust |
2026 Q2 |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2025 Q1 - RESTATEMENT |
7/9/2026 |
| HARRELL INVESTMENT PARTNERS, LLC |
2026 Q2 |
7/9/2026 |
| Financial Management Professionals, Inc. |
2026 Q2 |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2025 Q2 - RESTATEMENT |
7/9/2026 |
| FULTON BANK, N.A. |
2026 Q2 |
7/9/2026 |
| Alliance Private Wealth, LLC |
2026 Q2 |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2024 Q2 - RESTATEMENT |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2024 Q3 - RESTATEMENT |
7/9/2026 |
| Choice Wealth Advisors LLC |
2026 Q2 |
7/9/2026 |
| Mendota Financial Group, LLC |
2026 Q2 |
7/9/2026 |
| AdviceOne Advisory Services, LLC |
2026 Q2 |
7/9/2026 |
| Paladin Wealth, LLC |
2026 Q2 |
7/9/2026 |
| Wealthcare Advisory Partners LLC |
2026 Q2 |
7/9/2026 |
| Melone Private Wealth, LLC |
2026 Q2 |
7/9/2026 |
| DUDLEY & SHANLEY, INC. |
2026 Q2 |
7/9/2026 |
| Alliance Wealth Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Vertrix Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/9/2026 |
| Pettinga Financial Advisors LLC |
2026 Q2 |
7/9/2026 |
| Legacy Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| Legacy Wealth Asset Management, LLC |
2026 Q2 |
7/9/2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/9/2026 |
| Fluent Financial, LLC |
2026 Q2 |
7/9/2026 |
| Kastel Capital Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Allied Private Wealth LLC |
2026 Q2 |
7/9/2026 |
| StoneCrest Wealth Management, Inc. |
2026 Q2 |
7/9/2026 |
| TOWER TRUST & INVESTMENT Co |
2026 Q2 |
7/9/2026 |
| Franklin, Parlapiano, Turner & Welch, LLC |
2026 Q2 |
7/9/2026 |
| HERBST GROUP, LLC |
2026 Q2 |
7/9/2026 |
| COREPATH WEALTH PARTNERS LLC |
2026 Q2 |
7/9/2026 |
| IFC & Insurance Marketing, Inc. |
2026 Q2 |
7/9/2026 |
| Shira Ridge Wealth Management |
2026 Q2 |
7/9/2026 |
| First Nebraska Trust Co |
2018 Q3 |
7/9/2026 |
| SAPIENT CAPITAL LLC |
2026 Q2 - RESTATEMENT |
7/9/2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2026 Q2 |
7/9/2026 |
| Ferguson Shapiro LLC |
2026 Q2 |
7/9/2026 |
| Snow Phipps Group, LLC |
2026 Q2 |
7/9/2026 |
| Constitution Capital LLC |
2026 Q2 |
7/9/2026 |
| Next Level Private LLC |
2026 Q2 |
7/9/2026 |
| Professional Financial Advisors, LLC |
2026 Q2 |
7/9/2026 |
| WORLD EQUITY GROUP, INC. |
2026 Q2 |
7/9/2026 |
| Atlas Brown,Inc. |
2026 Q2 |
7/9/2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2026 Q2 |
7/9/2026 |
| Arbor Wealth Advisors LLC |
2026 Q2 |
7/9/2026 |
| First Nebraska Trust Co |
2018 Q4 |
7/9/2026 |
| Focus Financial Network, Inc. |
2026 Q2 |
7/9/2026 |
| Sherman Wealth Management LLC |
2026 Q2 |
7/9/2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV |
2026 Q2 |
7/9/2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
2026 Q2 |
7/9/2026 |
| LVM CAPITAL MANAGEMENT LTD/MI |
2026 Q2 |
7/9/2026 |
| Community Financial Services Group, LLC |
2026 Q2 |
7/9/2026 |
| KMG FIDUCIARY PARTNERS, LLC |
2026 Q2 |
7/9/2026 |
| William Howard & Co Financial Advisors Inc |
2026 Q2 |
7/9/2026 |
| Highland Financial Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Sage Capital Advisors,llc |
2026 Q2 |
7/9/2026 |
| Marquette Asset Management, LLC |
2026 Q2 |
7/9/2026 |
| Redhawk Wealth Advisors, Inc. |
2026 Q2 |
7/9/2026 |
| FC Advisory LLC |
2026 Q2 |
7/9/2026 |
| Carolina Wealth Advisors, LLC |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2025 Q3 |
7/9/2026 |
| ShankerValleau Wealth Advisors, Inc. |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2025 Q4 |
7/9/2026 |
| SMI Advisory Services, LLC |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2026 Q1 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2025 Q2 |
7/9/2026 |
| Fulcrum Equity Management |
2026 Q2 |
7/9/2026 |
| CMH Wealth Management LLC |
2026 Q2 |
7/9/2026 |
| FFG Partners, LLC |
2026 Q2 |
7/9/2026 |
| Pacific Capital Wealth Advisors, Inc. |
2026 Q2 |
7/9/2026 |
| BONNESS ENTERPRISES INC |
2026 Q2 |
7/9/2026 |
| Affiance Financial, LLC |
2026 Q2 |
7/9/2026 |
| NORTHWESTERN UNIVERSITY |
2026 Q2 |
7/9/2026 |
| Infinity Wealth Counsel, LLC |
2026 Q2 |
7/9/2026 |