| Cooper Financial Group |
2025 Q4 |
1/8/2026 |
| Spartan Planning & Wealth Management |
2025 Q4 |
1/8/2026 |
| Old Port Advisors |
2025 Q4 |
1/8/2026 |
| Versant Capital Management, Inc |
2025 Q4 |
1/8/2026 |
| Elmwood Wealth Management, Inc. |
2025 Q4 |
1/8/2026 |
| Gryphon Financial Partners LLC |
2025 Q4 |
1/8/2026 |
| Neumann Advisory Hong Kong Ltd |
2025 Q4 |
1/8/2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2025 Q4 |
1/8/2026 |
| Norway Savings Bank |
2025 Q4 |
1/8/2026 |
| SL ADVISORS, LLC |
2025 Q4 |
1/8/2026 |
| Oliver Luxxe Assets LLC |
2025 Q4 |
1/8/2026 |
| Grove Bank & Trust |
2025 Q4 |
1/8/2026 |
| Lincoln Capital LLC |
2025 Q4 |
1/8/2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2025 Q4 |
1/8/2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2025 Q4 |
1/8/2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC |
2025 Q4 |
1/8/2026 |
| Tuttle Capital Management, LLC |
2025 Q4 |
1/8/2026 |
| Gradient Investments LLC |
2025 Q4 |
1/8/2026 |
| Efficient Advisors, LLC |
2025 Q4 |
1/8/2026 |
| Sarasin & Partners LLP |
2025 Q4 |
1/8/2026 |
| MOLLER WEALTH PARTNERS |
2025 Q4 |
1/8/2026 |
| Goodman Financial Corp |
2025 Q4 |
1/8/2026 |
| Legacy Private Trust Co. |
2025 Q4 |
1/8/2026 |
| Profit Investment Management, LLC |
2025 Q4 |
1/8/2026 |
| NORDEA INVESTMENT MANAGEMENT AB |
2025 Q4 |
1/8/2026 |
| BRAVE ASSET MANAGEMENT INC |
2025 Q4 |
1/8/2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC |
2025 Q4 |
1/8/2026 |
| ADIRONDACK TRUST CO |
2025 Q4 |
1/8/2026 |
| SANDERS MORRIS HARRIS LLC |
2025 Q4 |
1/8/2026 |
| TOMPKINS FINANCIAL CORP |
2025 Q4 |
1/8/2026 |
| TETRAD CORP |
2025 Q4 |
1/7/2026 |
| GREENHAVEN ASSOCIATES INC |
2025 Q4 |
1/7/2026 |
| Stonebridge Wealth Management, LLC |
2025 Q4 |
1/7/2026 |
| Aventura Private Wealth, LLC |
2025 Q3 |
1/7/2026 |
| Aventura Private Wealth, LLC |
2025 Q2 |
1/7/2026 |
| Aventura Private Wealth, LLC |
2025 Q1 |
1/7/2026 |
| Aventura Private Wealth, LLC |
2024 Q4 |
1/7/2026 |
| Aventura Private Wealth, LLC |
2025 Q4 |
1/7/2026 |
| Wisconsin Wealth Advisors, LLC |
2025 Q4 |
1/7/2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2025 Q4 |
1/7/2026 |
| Sulzberger Capital Advisors, Inc. |
2025 Q4 |
1/7/2026 |
| SAGESPRING WEALTH PARTNERS, LLC |
2025 Q4 |
1/7/2026 |
| Impact Capital Partners LLC |
2025 Q4 |
1/7/2026 |
| Permanent Capital Management, LP |
2025 Q4 |
1/7/2026 |
| MFG WEALTH MANAGEMENT, INC. |
2025 Q4 |
1/7/2026 |
| Emeth Value Capital, LLC |
2025 Q4 |
1/7/2026 |
| Panoramic Capital Partners, LLC |
2025 Q4 |
1/7/2026 |
| PUFF WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/7/2026 |
| Baring Financial LLC |
2025 Q4 |
1/7/2026 |
| Envision Financial LLC |
2025 Q4 |
1/7/2026 |
| Clark & Stuart, Inc |
2025 Q4 |
1/7/2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2025 Q4 |
1/7/2026 |
| Retirement Wealth Solutions LLC |
2025 Q4 |
1/7/2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC |
2025 Q4 |
1/7/2026 |
| Stonekeep Investments, LLC |
2025 Q4 |
1/7/2026 |
| Stonekeep Investments, LLC |
2025 Q4 - RESTATEMENT |
1/7/2026 |
| Hilltop National Bank |
2025 Q4 |
1/7/2026 |
| Central Pacific Bank - Trust Division |
2025 Q4 |
1/7/2026 |
| Yeomans Consulting Group, Inc. |
2025 Q4 |
1/7/2026 |
| Processus Wealth & Capital Management, LLC |
2025 Q4 |
1/7/2026 |
| Lakeridge Wealth Management LLC |
2025 Q4 |
1/7/2026 |
| EVERPAR ADVISORS LLC |
2025 Q4 |
1/7/2026 |
| PRECEDENT WEALTH PARTNERS, LLC |
2025 Q4 |
1/7/2026 |
| DecisionMap Wealth Management, LLC |
2025 Q4 |
1/7/2026 |
| Noble Family Wealth, LLC |
2025 Q4 |
1/7/2026 |
| BRADY FAMILY WEALTH, LLC |
2025 Q4 |
1/7/2026 |
| St. Louis Financial Planners Asset Management, LLC |
2025 Q4 |
1/7/2026 |
| Significant Wealth Partners LLC |
2025 Q4 |
1/7/2026 |
| Crescent Sterling, Ltd. |
2025 Q4 |
1/7/2026 |
| TCP Asset Management, LLC |
2025 Q4 |
1/7/2026 |
| Cyndeo Wealth Partners, LLC |
2025 Q4 |
1/7/2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2025 Q4 |
1/7/2026 |
| Next Level Private LLC |
2025 Q4 |
1/7/2026 |
| Melone Private Wealth, LLC |
2025 Q4 |
1/7/2026 |
| Henrickson Nauta Wealth Advisors, Inc. |
2025 Q4 |
1/7/2026 |
| IMPACTfolio, LLC |
2025 Q4 |
1/7/2026 |
| Innova Wealth Partners |
2025 Q4 |
1/7/2026 |
| Corsicana & Co. |
2025 Q4 |
1/7/2026 |
| Platt Investment Counsel, LLC |
2025 Q4 |
1/7/2026 |
| Everhart Financial Group, Inc. |
2025 Q4 |
1/7/2026 |
| Sovereign Financial Group, Inc. |
2025 Q4 |
1/7/2026 |
| AAFMAA Wealth Management & Trust LLC |
2025 Q4 |
1/7/2026 |
| Sandbox Financial Partners, LLC |
2025 Q4 |
1/7/2026 |
| Sterling Manor Financial, LLC |
2025 Q4 |
1/7/2026 |
| TruWealth Advisors, LLC |
2025 Q4 |
1/7/2026 |
| BCGM Wealth Management, LLC |
2025 Q4 |
1/7/2026 |
| IAM Advisory, LLC |
2025 Q4 |
1/7/2026 |
| TrueWealth Advisors, LLC |
2025 Q4 |
1/7/2026 |
| Procyon Advisors, LLC |
2025 Q4 |
1/7/2026 |
| QP WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/7/2026 |
| Marotta Asset Management |
2025 Q4 |
1/7/2026 |
| KFA Private Wealth Group, LLC |
2025 Q4 |
1/7/2026 |
| EPIQ PARTNERS, LLC |
2025 Q4 |
1/7/2026 |
| Bay Rivers Group |
2025 Q4 |
1/7/2026 |
| RIVERSEDGE ADVISORS, LLC |
2025 Q4 |
1/7/2026 |
| LAKE STREET PRIVATE WEALTH, LLC |
2025 Q4 |
1/7/2026 |
| Magnus Financial Group LLC |
2025 Q4 |
1/7/2026 |
| VERITY Wealth Advisors |
2025 Q4 |
1/7/2026 |
| Exeter Financial, LLC |
2025 Q4 |
1/7/2026 |
| Aquire Wealth Advisors, LLC |
2025 Q4 |
1/7/2026 |