| Hillcrest Wealth Advisors - NY, LLC |
2025 Q4 |
1/12/2026 |
| Defender Capital, LLC. |
2025 Q4 |
1/12/2026 |
| Kozak & Associates, Inc. |
2025 Q4 |
1/12/2026 |
| Evolution Wealth Advisors, LLC |
2025 Q4 |
1/12/2026 |
| RVW Wealth, LLC |
2025 Q4 |
1/12/2026 |
| Balefire, LLC |
2025 Q4 |
1/12/2026 |
| JGP Wealth Management, LLC |
2025 Q4 |
1/12/2026 |
| Castleview Partners, LLC |
2025 Q4 |
1/12/2026 |
| Stokes Capital Advisors, LLC |
2025 Q4 |
1/12/2026 |
| TLWM |
2025 Q4 |
1/12/2026 |
| Certified Advisory Corp |
2025 Q4 |
1/12/2026 |
| Divergent Planning, LLC |
2025 Q4 |
1/12/2026 |
| SeaCrest Wealth Management, LLC |
2025 Q4 |
1/12/2026 |
| Arlington Financial Advisors, LLC |
2025 Q4 |
1/12/2026 |
| GenWealth Group, Inc. |
2025 Q4 |
1/12/2026 |
| Perennial Advisors, LLC |
2025 Q4 |
1/12/2026 |
| Robinson Value Management, Ltd. |
2025 Q4 |
1/12/2026 |
| First Bank & Trust |
2025 Q4 |
1/12/2026 |
| Kopp Family Office, LLC |
2025 Q4 |
1/12/2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2025 Q4 |
1/12/2026 |
| HORIZON FINANCIAL SERVICES, LLC |
2025 Q4 |
1/12/2026 |
| Traynor Capital Management, Inc. |
2025 Q4 |
1/12/2026 |
| Freestate Advisors LLC |
2025 Q4 |
1/12/2026 |
| Roble, Belko & Company, Inc |
2025 Q4 |
1/12/2026 |
| Ayalon Insurance Comp Ltd. |
2025 Q4 |
1/12/2026 |
| Pensionfund Sabic |
2025 Q4 |
1/12/2026 |
| AllSquare Wealth Management LLC |
2025 Q3 |
1/12/2026 |
| Lancaster Investment Management |
2025 Q4 |
1/12/2026 |
| Evanson Asset Management, LLC |
2025 Q4 |
1/12/2026 |
| M.E. ALLISON & CO., INC. |
2025 Q4 |
1/12/2026 |
| Eagle Capital Management, LLC |
2025 Q4 |
1/12/2026 |
| HWG Holdings LP |
2025 Q4 |
1/12/2026 |
| Wiser Wealth Management, Inc |
2025 Q4 |
1/12/2026 |
| Edge Wealth Management LLC |
2025 Q4 |
1/12/2026 |
| Gilman Hill Asset Management, LLC |
2025 Q4 |
1/12/2026 |
| MKD WEALTH COACHES, LLC |
2025 Q4 |
1/12/2026 |
| Silverleafe Capital Partners, LLC |
2025 Q4 |
1/12/2026 |
| Perkins Coie Trust Co |
2025 Q4 |
1/12/2026 |
| Private Wealth Group, LLC |
2025 Q4 |
1/12/2026 |
| Asset Allocation & Management Company, LLC |
2025 Q4 |
1/12/2026 |
| Corundum Group, Inc. |
2025 Q4 |
1/12/2026 |
| Eastover Investment Advisors LLC |
2025 Q4 |
1/12/2026 |
| Bath Savings Trust Co |
2025 Q4 |
1/12/2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2025 Q4 |
1/12/2026 |
| Benin Management CORP |
2025 Q4 |
1/12/2026 |
| Pensionfund PDN |
2025 Q4 |
1/12/2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC |
2025 Q4 |
1/12/2026 |
| VIKING FUND MANAGEMENT LLC |
2025 Q4 |
1/12/2026 |
| MOODY NATIONAL BANK TRUST DIVISION |
2025 Q4 |
1/12/2026 |
| LVM CAPITAL MANAGEMENT LTD/MI |
2025 Q4 |
1/12/2026 |
| BURNS J W & CO INC/NY |
2025 Q4 |
1/12/2026 |
| UHLMANN PRICE SECURITIES, LLC |
2025 Q4 |
1/12/2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2025 Q4 |
1/12/2026 |
| THOMPSON DAVIS & CO., INC. |
2025 Q4 |
1/12/2026 |
| CONGRESS ASSET MANAGEMENT CO |
2025 Q4 |
1/9/2026 |
| DUDLEY & SHANLEY, INC. |
2025 Q4 |
1/9/2026 |
| Clear Trail Advisors, LLC |
2025 Q4 |
1/9/2026 |
| Cambridge Financial Group, LLC |
2025 Q4 |
1/9/2026 |
| Westview Management dba Westview Investment Advisors |
2025 Q4 |
1/9/2026 |
| LWM ADVISORS INC |
2025 Q4 |
1/9/2026 |
| PTM WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/9/2026 |
| Capstone Wealth Management Group LLC |
2025 Q4 |
1/9/2026 |
| Post Resch Tallon Group Inc. |
2025 Q4 |
1/9/2026 |
| Aurelius Family Office LLC |
2025 Q4 |
1/9/2026 |
| Friday Financial |
2025 Q4 |
1/9/2026 |
| Hardin Capital Partners, LLC |
2025 Q4 |
1/9/2026 |
| ZynergyRetirementPlanningLLC |
2025 Q4 |
1/9/2026 |
| Partnership Wealth Management, LLC |
2025 Q4 |
1/9/2026 |
| Tactive Advisors, LLC |
2025 Q4 |
1/9/2026 |
| Independence Wealth Advisors, LLC |
2025 Q4 |
1/9/2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/9/2026 |
| CULTIVAR CAPITAL, INC. |
2025 Q4 |
1/9/2026 |
| ELEVATION WEALTH PARTNERS, LLC |
2025 Q4 |
1/9/2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC |
2025 Q4 |
1/9/2026 |
| RF&L WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/9/2026 |
| BOS Asset Management, LLC |
2025 Q4 |
1/9/2026 |
| Park Place Capital Corp |
2025 Q4 |
1/9/2026 |
| Breakwater Capital Group |
2025 Q4 |
1/9/2026 |
| GEM Asset Management, LLC |
2025 Q4 |
1/9/2026 |
| Crocodile Capital Partners GmbH |
2025 Q4 |
1/9/2026 |
| Carr Financial Group Corp |
2025 Q4 |
1/9/2026 |
| jvl associates llc |
2025 Q4 |
1/9/2026 |
| Leverty Financial Group, LLC |
2025 Q4 |
1/9/2026 |
| DOPKINS WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/9/2026 |
| KEB ASSET MANAGEMENT, LLC |
2025 Q4 |
1/9/2026 |
| FOCUS Wealth Advisors, LLC |
2025 Q4 |
1/9/2026 |
| Constitution Capital LLC |
2025 Q4 |
1/9/2026 |
| Marshall Financial Group, LLC |
2025 Q4 |
1/9/2026 |
| Baron Financial Group, LLC |
2025 Q4 |
1/9/2026 |
| Capital CS Group, LLC |
2025 Q4 |
1/9/2026 |
| Sunflower Bank, N.A. |
2025 Q4 |
1/9/2026 |
| Seilern Investment Management Ltd |
2025 Q4 |
1/9/2026 |
| Affinity Capital Advisors, LLC |
2025 Q4 |
1/9/2026 |
| TABR Capital Management, LLC |
2025 Q4 |
1/9/2026 |
| Pacifica Partners Inc. |
2025 Q4 |
1/9/2026 |
| Charles Schwab Trust Co |
2025 Q4 |
1/9/2026 |
| IFS Advisors, LLC |
2025 Q4 |
1/9/2026 |
| S.E.E.D. Planning Group LLC |
2025 Q4 |
1/9/2026 |
| Graves Light Lenhart Wealth, Inc. |
2025 Q4 |
1/9/2026 |
| 180 WEALTH ADVISORS, LLC |
2025 Q4 |
1/9/2026 |