| Johnson & White Wealth Management, LLC |
2026 Q1 |
4/15/2026 |
| Steadtrust LLC |
2026 Q1 |
4/15/2026 |
| Park Capital Management, LLC / WI |
2026 Q1 |
4/15/2026 |
| Dedeker Financial LLC |
2026 Q1 |
4/15/2026 |
| Targeted Financial Services LLC |
2026 Q1 |
4/15/2026 |
| Generali Investments CEE, investicni spolecnost, a.s. |
2026 Q1 |
4/15/2026 |
| Eaton Financial Holdings Company, LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2025 Q1 - RESTATEMENT |
4/15/2026 |
| APS Management Group, Inc. |
2026 Q1 |
4/15/2026 |
| Scott Capital Advisors, LLC |
2026 Q1 |
4/15/2026 |
| Arch Global Advisors, LLC |
2026 Q1 |
4/15/2026 |
| QVR LLC |
2026 Q1 |
4/15/2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2024 Q3 - RESTATEMENT |
4/15/2026 |
| Wealthcare Capital Partners, LLC |
2026 Q1 |
4/15/2026 |
| QSM Asset Management Ltd |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2024 Q4 - RESTATEMENT |
4/15/2026 |
| SL ADVISORS, LLC |
2024 Q1 - RESTATEMENT |
4/15/2026 |
| CACTI ASSET MANAGEMENT LLC |
2026 Q1 |
4/15/2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2024 Q2 - RESTATEMENT |
4/15/2026 |
| SeaCrest Wealth Management, LLC |
2026 Q1 |
4/15/2026 |
| Compagnie Lombard Odier SCmA |
2026 Q1 |
4/15/2026 |
| Sivik Global Healthcare LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2023 Q3 - RESTATEMENT |
4/15/2026 |
| SL ADVISORS, LLC |
2023 Q4 - RESTATEMENT |
4/15/2026 |
| SL ADVISORS, LLC |
2023 Q1 - RESTATEMENT |
4/15/2026 |
| SL ADVISORS, LLC |
2023 Q2 - RESTATEMENT |
4/15/2026 |
| SL ADVISORS, LLC |
2022 Q4 - RESTATEMENT |
4/15/2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2026 Q1 |
4/15/2026 |
| GF FUND MANAGEMENT CO. LTD. |
2026 Q1 |
4/15/2026 |
| PLANNING DIRECTIONS INC |
2026 Q1 |
4/15/2026 |
| Weil Company, Inc. |
2026 Q1 |
4/15/2026 |
| RS CRUM INC. |
2026 Q1 |
4/15/2026 |
| Bayforest Capital Ltd |
2026 Q1 |
4/15/2026 |
| JUNCTURE WEALTH STRATEGIES, LLC |
2026 Q1 |
4/14/2026 |
| R.H. Dinel Investment Counsel, Inc. |
2026 Q1 |
4/14/2026 |
| Hingham Institution for Savings |
2026 Q1 |
4/14/2026 |
| Koesten, Hirschmann & Crabtree, INC. |
2026 Q1 |
4/14/2026 |
| Avondale Wealth Management |
2026 Q1 |
4/14/2026 |
| EXCHANGE TRADED CONCEPTS, LLC |
2026 Q1 |
4/14/2026 |
| Ocean Park Asset Management, LLC |
2026 Q1 |
4/14/2026 |
| DEFINE FINANCIAL, LLC |
2026 Q1 |
4/14/2026 |
| MOTIVE WEALTH ADVISORS |
2026 Q1 |
4/14/2026 |
| Capitol Family Office, Inc. |
2026 Q1 |
4/14/2026 |
| HighRoad Wealth Advisors, LLC |
2026 Q1 |
4/14/2026 |
| Heirloom Wealth Management |
2026 Q1 |
4/14/2026 |
| Tradewinds Capital Management, LLC |
2026 Q1 |
4/14/2026 |
| Hudson Value Partners, LLC |
2026 Q1 |
4/14/2026 |
| UDINE WEALTH MANAGEMENT, INC. |
2026 Q1 |
4/14/2026 |
| SEVEN MILE ADVISORY |
2026 Q1 |
4/14/2026 |
| SHRIER WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/14/2026 |
| Wealthcare Advisory Partners LLC |
2026 Q1 |
4/14/2026 |
| Well Done, LLC |
2026 Q1 |
4/14/2026 |
| Portfolio Resources Advisor Group, Inc. |
2026 Q1 |
4/14/2026 |
| West Branch Capital LLC |
2026 Q1 |
4/14/2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2026 Q1 |
4/14/2026 |
| Austin Wealth Management, LLC |
2026 Q1 |
4/14/2026 |
| Centerline Wealth Advisors, LLC |
2026 Q1 |
4/14/2026 |
| Covenant Asset Management, LLC |
2026 Q1 |
4/14/2026 |
| Spectrum Investment Advisors, Inc. |
2026 Q1 |
4/14/2026 |
| Murphy Pohlad Asset Management LLC |
2026 Q1 |
4/14/2026 |
| Westend Capital Management, LLC |
2026 Q1 |
4/14/2026 |
| PRECEDENT WEALTH PARTNERS, LLC |
2026 Q1 |
4/14/2026 |
| Kozak & Associates, Inc. |
2026 Q1 |
4/14/2026 |
| New Capital Management LP |
2026 Q1 |
4/14/2026 |
| Joule Financial, LLC |
2026 Q1 |
4/14/2026 |
| Congress Park Capital LLC |
2026 Q1 |
4/14/2026 |
| M. Kraus & Co |
2026 Q1 |
4/14/2026 |
| Wealth Group, Ltd. |
2026 Q1 |
4/14/2026 |
| BSW Wealth Partners |
2026 Q1 |
4/14/2026 |
| HMV Wealth Advisors, LLC |
2026 Q1 |
4/14/2026 |
| BALDWIN WEALTH PARTNERS LLC/MA |
2026 Q1 |
4/14/2026 |
| Davidson Capital Management Inc. |
2026 Q1 |
4/14/2026 |
| Prospera Financial Services Inc |
2026 Q1 |
4/14/2026 |
| Twelve Points Wealth Management LLC |
2026 Q1 |
4/14/2026 |
| USA FINANCIAL FORMULAS |
2026 Q1 |
4/14/2026 |
| Snow Phipps Group, LLC |
2026 Q1 |
4/14/2026 |
| Opal Wealth Advisors, LLC |
2026 Q1 |
4/14/2026 |
| HOWLAND CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/14/2026 |
| SEARCY FINANCIAL SERVICES INC /ADV |
2026 Q1 |
4/14/2026 |
| CONGRESS ASSET MANAGEMENT CO |
2026 Q1 |
4/14/2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2026 Q1 |
4/14/2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV |
2026 Q1 |
4/14/2026 |
| Meadowbrook Wealth Management, LLC |
2026 Q1 |
4/14/2026 |
| Flower City Capital |
2026 Q1 |
4/14/2026 |
| Sanchez Gaunt Capital Management, LLC |
2026 Q1 |
4/14/2026 |
| SNS Financial Group, LLC |
2026 Q1 |
4/14/2026 |
| Westwind Capital |
2026 Q1 |
4/14/2026 |
| Hamlin Capital Management, LLC |
2026 Q1 |
4/14/2026 |
| VESTIA PERSONAL WEALTH ADVISORS |
2026 Q1 |
4/14/2026 |
| Moisand Fitzgerald Tamayo, LLC |
2026 Q1 |
4/14/2026 |
| JEPPSON WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/14/2026 |
| Quantum Financial Planning Services, Inc. |
2026 Q1 |
4/14/2026 |
| Cornerstone National Bank & Trust Co |
2026 Q1 |
4/14/2026 |
| Madrona Financial Services, LLC |
2026 Q1 |
4/14/2026 |
| Bay Harbor Wealth Management, LLC |
2026 Q1 |
4/14/2026 |
| INVENIO WEALTH PARTNERS LLC |
2026 Q1 |
4/14/2026 |
| ELEVATION WEALTH PARTNERS, LLC |
2026 Q1 |
4/14/2026 |
| Peak Wealth Management LLC |
2026 Q1 |
4/14/2026 |