| Pearl Planning LLC |
2026 Q3 |
10/13/2026 |
| SAX WEALTH ADVISORS, LLC |
2026 Q3 |
10/13/2026 |
| Madson Wealth Advisors Inc |
2026 Q3 |
10/13/2026 |
| Cooksen Wealth, LLC |
2026 Q3 |
10/13/2026 |
| Worthington Financial Partners, LLC |
2026 Q3 |
10/13/2026 |
| McCollum Christoferson Group LLC |
2026 Q3 |
10/13/2026 |
| Compass Financial Group, INC/SD |
2026 Q3 |
10/13/2026 |
| Refined Wealth Management |
2026 Q3 |
10/13/2026 |
| ALM First Financial Advisors, LLC |
2026 Q3 |
10/13/2026 |
| Grove Street Fiduciary, LLC |
2026 Q3 |
10/13/2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC |
2026 Q3 |
10/13/2026 |
| TL Private Wealth |
2026 Q3 |
10/13/2026 |
| McGlone Suttner Wealth Management, Inc. |
2026 Q3 |
10/13/2026 |
| Vannoy Advisory Group, Inc. |
2026 Q3 |
10/13/2026 |
| Ring Mountain Capital, LLC |
2026 Q3 |
10/13/2026 |
| Fragasso Financial Advisors Inc |
2026 Q3 |
10/13/2026 |
| JERICHO FINANCIAL, LLP |
2026 Q3 |
10/13/2026 |
| Seilern Investment Management Ltd |
2026 Q3 |
10/13/2026 |
| Level Financial Advisors |
2026 Q3 |
10/13/2026 |
| KIECKHEFER GROUP LLC |
2026 Q3 |
10/13/2026 |
| PCA Investment Advisory Services Inc. |
2026 Q3 |
10/13/2026 |
| Sivik Global Healthcare LLC |
2026 Q3 |
10/13/2026 |
| Sullivan Wood Capital Management LLC |
2026 Q3 |
10/13/2026 |
| First County Bank /CT/ |
2026 Q3 |
10/13/2026 |
| Financial Futures Ltd Liability Co. |
2026 Q3 |
10/13/2026 |
| Asset Allocation & Management Company, LLC |
2026 Q3 |
10/13/2026 |
| ESCHATON OPPORTUNITIES FUND MANAGEMENT LP |
2026 Q2 |
10/13/2026 |
| Blue Capital, Inc. |
2026 Q3 |
10/13/2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2026 Q3 |
10/13/2026 |
| Sage Capital Advisors,llc |
2026 Q3 |
10/13/2026 |
| Quadratic Capital Management LLC |
2026 Q3 |
10/13/2026 |
| DEPRINCE RACE & ZOLLO INC |
2026 Q3 |
10/13/2026 |
| Buttonwood Financial Advisors Inc. |
2026 Q3 |
10/13/2026 |
| Kingsman Wealth Management, Inc. |
2026 Q3 |
10/13/2026 |
| Clarus Wealth Advisors |
2026 Q3 |
10/13/2026 |
| Sugar Maple Asset Management, LLC |
2026 Q3 |
10/13/2026 |
| CONTINENTAL ADVISORS LLC |
2026 Q3 |
10/13/2026 |
| AUGUSTINE ASSET MANAGEMENT INC |
2026 Q3 |
10/13/2026 |
| CGC Financial Services, LLC |
2026 Q3 |
10/13/2026 |
| Richard P Slaughter Associates Inc |
2026 Q3 |
10/13/2026 |
| LifePlan Financial, LLC |
2026 Q3 |
10/13/2026 |
| ARCADIA INVESTMENT ADVISORS LLC |
2026 Q3 |
10/13/2026 |
| AtlasMark Financial, Inc |
2026 Q3 |
10/13/2026 |
| Shearwater Capital LLC |
2026 Q3 |
10/13/2026 |
| CASCADE INVESTMENT GROUP, INC. |
2026 Q3 |
10/13/2026 |
| PATTON FUND MANAGEMENT, INC. |
2026 Q3 |
10/13/2026 |
| Compass Planning Associates Inc |
2026 Q3 |
10/13/2026 |
| Yoder Wealth Management, Inc. |
2026 Q3 |
10/13/2026 |
| Strategic Advisors LLC |
2026 Q3 |
10/13/2026 |
| EQUITABLE TRUST CO |
2026 Q3 |
10/13/2026 |
| Clayton Financial Group LLC |
2026 Q3 |
10/13/2026 |
| FRANKLIN STREET ADVISORS INC /NC |
2026 Q3 |
10/13/2026 |
| CULLEN INVESTMENT GROUP, LTD. |
2026 Q3 |
10/13/2026 |
| Stolper Co |
2026 Q3 |
10/13/2026 |
| Lakeshore Financial Planning, Inc. |
2026 Q3 |
10/13/2026 |
| TICINO WEALTH |
2026 Q3 |
10/13/2026 |
| Silverberg Bernstein Capital Management LLC |
2026 Q3 |
10/13/2026 |
| GATEWAY INVESTMENT ADVISERS LLC |
2026 Q3 |
10/13/2026 |
| Blue Sky Capital Consultants Group, Inc. |
2026 Q3 |
10/13/2026 |
| Dynamic Advisor Solutions LLC |
2026 Q3 |
10/13/2026 |
| CLG LLC |
2026 Q3 |
10/13/2026 |
| Clio Asset Management LLC |
2026 Q3 |
10/13/2026 |
| Dilation Capital Management LP |
2026 Q3 |
10/13/2026 |
| 1900 WEALTH MANAGEMENT LLC |
2026 Q3 |
10/13/2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2026 Q3 |
10/13/2026 |
| FORTERIS WEALTH MANAGEMENT INC. |
2026 Q3 |
10/13/2026 |
| Nepsis Inc. |
2026 Q3 |
10/13/2026 |
| INDEPENDENT FINANCIAL GROUP, LLC |
2026 Q3 |
10/13/2026 |
| ESCHATON OPPORTUNITIES FUND MANAGEMENT LP |
2026 Q1 |
10/13/2026 |
| Benson Investment Management Company, Inc. |
2026 Q3 |
10/13/2026 |
| Triad Investment Management |
2026 Q3 |
10/13/2026 |
| Lexington Hill Partners, LLC |
2026 Q3 |
10/13/2026 |
| Eldred Rock Partners, LLC |
2026 Q3 |
10/13/2026 |
| Prospera Capital Management, LLC |
2026 Q3 |
10/13/2026 |
| Archer Investment Management, LLC |
2026 Q3 |
10/13/2026 |
| Gilman Hill Asset Management, LLC |
2026 Q3 |
10/13/2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2026 Q3 |
10/13/2026 |
| Chesley Taft & Associates LLC |
2026 Q3 |
10/13/2026 |
| RiverTree Advisors, LLC |
2026 Q3 |
10/13/2026 |
| GILL CAPITAL PARTNERS, LLC |
2026 Q3 |
10/13/2026 |
| StoryOne LLC |
2026 Q3 |
10/13/2026 |
| Strong Tower Advisory Services |
2026 Q3 |
10/13/2026 |
| TEALWOOD ASSET MANAGEMENT INC |
2026 Q3 |
10/13/2026 |
| Thrive Wealth Management, LLC |
2026 Q3 |
10/13/2026 |
| Addenda Capital Inc. |
2026 Q3 |
10/13/2026 |
| Cobblestone Asset Management LLC |
2026 Q3 |
10/13/2026 |
| Sarasin & Partners LLP |
2026 Q3 |
10/13/2026 |
| BREAKTHRU ADVISORY SERVICES, LLC |
2026 Q3 |
10/13/2026 |
| Congress Park Capital LLC |
2026 Q3 |
10/13/2026 |
| Compton Wealth Advisory Group, LLC |
2026 Q3 |
10/13/2026 |
| Northside Capital Management, LLC |
2026 Q3 |
10/13/2026 |
| Haven Global Partners, LLC |
2026 Q3 |
10/13/2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC |
2026 Q3 |
10/13/2026 |
| Xena Financial Planning, LLC |
2026 Q3 |
10/13/2026 |
| MILFAM LLC |
2026 Q3 |
10/13/2026 |
| WEST PACES ADVISORS INC. |
2026 Q3 |
10/13/2026 |
| Towerpoint Wealth, LLC |
2026 Q3 |
10/13/2026 |
| ANCHYRA PARTNERS LLC |
2026 Q3 |
10/13/2026 |
| Greater Midwest Financial Group, LLC |
2026 Q3 |
10/13/2026 |
| Objective Capital Management, LLC |
2026 Q3 |
10/13/2026 |