| Murphy, Middleton, Hinkle & Parker, Inc. |
2025 Q4 |
1/9/2026 |
| Westwind Capital |
2025 Q4 |
1/9/2026 |
| McCollum Christoferson Group LLC |
2025 Q4 |
1/9/2026 |
| Peterson Wealth Advisors, LLC |
2025 Q4 |
1/9/2026 |
| Seafarer Capital Partners, LLC |
2025 Q4 |
1/9/2026 |
| Capital Asset Advisory Services LLC |
2025 Q4 |
1/9/2026 |
| INSPIRION WEALTH ADVISORS, LLC |
2025 Q4 |
1/9/2026 |
| BDF-GESTION |
2025 Q4 |
1/9/2026 |
| Teamwork Financial Advisors, LLC |
2025 Q4 |
1/9/2026 |
| Dynamic Advisor Solutions LLC |
2025 Q4 |
1/9/2026 |
| Somerset Trust Co |
2025 Q4 |
1/9/2026 |
| Silver Lake Advisory, LLC |
2025 Q4 |
1/9/2026 |
| Assenagon Asset Management S.A. |
2025 Q4 |
1/9/2026 |
| Oldfield Partners LLP |
2025 Q4 |
1/9/2026 |
| Diversified Trust Co |
2025 Q4 |
1/9/2026 |
| First Heartland Consultants, Inc. |
2025 Q4 |
1/9/2026 |
| Montecito Bank & Trust |
2025 Q4 |
1/9/2026 |
| Twele Capital Management, Inc. |
2025 Q4 |
1/9/2026 |
| Atlas Brown,Inc. |
2025 Q4 |
1/9/2026 |
| Aull & Monroe Investment Management Corp |
2025 Q4 |
1/9/2026 |
| Scott & Selber, Inc. |
2025 Q4 |
1/9/2026 |
| SG Americas Securities, LLC |
2025 Q4 |
1/9/2026 |
| Overbrook Management Corp |
2025 Q4 |
1/9/2026 |
| CENTRAL BANK & TRUST CO |
2025 Q4 |
1/9/2026 |
| CARDEROCK CAPITAL MANAGEMENT INC |
2025 Q4 |
1/9/2026 |
| APPLETON PARTNERS INC/MA |
2025 Q4 |
1/9/2026 |
| COMMUNITY TRUST & INVESTMENT CO |
2025 Q4 |
1/9/2026 |
| FULTON BANK, N.A. |
2025 Q4 |
1/8/2026 |
| Asempa Wealth Advisors |
2025 Q4 |
1/8/2026 |
| American National Bank of Texas |
2025 Q4 |
1/8/2026 |
| Gladwyn Financial Advisors, Inc. |
2025 Q4 |
1/8/2026 |
| Thoma Capital Management LLC |
2025 Q4 |
1/8/2026 |
| Charis Legacy Partners, LLC |
2025 Q4 |
1/8/2026 |
| Maridea Wealth Management LLC |
2025 Q4 |
1/8/2026 |
| Sincerus Advisory, LLC |
2025 Q4 |
1/8/2026 |
| Somnio Financial Group, LLC |
2025 Q4 |
1/8/2026 |
| Sprinkle Financial Consultants LLC |
2025 Q4 |
1/8/2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC |
2025 Q4 |
1/8/2026 |
| Traveka Wealth, LLC |
2025 Q4 |
1/8/2026 |
| AdviceOne Advisory Services, LLC |
2025 Q4 |
1/8/2026 |
| Peoples Bank/KS |
2025 Q4 |
1/8/2026 |
| GSG Advisors LLC |
2025 Q4 |
1/8/2026 |
| Kure Advisory, LLC |
2025 Q4 |
1/8/2026 |
| PMV Capital Advisers, LLC |
2025 Q4 |
1/8/2026 |
| DDFG, Inc |
2025 Q4 |
1/8/2026 |
| GuoLine Advisory Pte Ltd |
2025 Q4 |
1/8/2026 |
| True Wealth Design, LLC |
2025 Q4 |
1/8/2026 |
| GENESIS PRIVATE WEALTH, LLC |
2025 Q4 |
1/8/2026 |
| Ridgeline Wealth, LLC |
2025 Q4 |
1/8/2026 |
| ARMSTRONG ADVISORY GROUP, INC |
2025 Q4 |
1/8/2026 |
| SENTINEL WEALTH MANAGEMENT, INC. |
2025 Q4 |
1/8/2026 |
| SENTINEL WEALTH MANAGEMENT, INC. |
2025 Q2 - RESTATEMENT |
1/8/2026 |
| Waycross Investment Management Co |
2025 Q4 |
1/8/2026 |
| Hutchens & Kramer Investment Management Group, LLC |
2025 Q4 |
1/8/2026 |
| Ulland Investment Advisors, LLC |
2025 Q4 |
1/8/2026 |
| Gridiron Partners, LLC |
2025 Q4 |
1/8/2026 |
| Kearns & Associates LLC |
2025 Q4 |
1/8/2026 |
| MKT Advisors LLC |
2025 Q4 |
1/8/2026 |
| BAYSHORE ASSET MANAGEMENT, LLC |
2025 Q4 |
1/8/2026 |
| Wedmont Private Capital |
2025 Q4 |
1/8/2026 |
| Agate Pass Investment Management, LLC |
2025 Q4 |
1/8/2026 |
| Pine Haven Investment Counsel, Inc |
2025 Q4 |
1/8/2026 |
| NorthCrest Asset Manangement, LLC |
2025 Q4 |
1/8/2026 |
| Fermata Advisors, LLC |
2025 Q4 |
1/8/2026 |
| FIRETHORN WEALTH PARTNERS, LLC |
2025 Q4 |
1/8/2026 |
| FINANCIAL MANAGEMENT NETWORK INC |
2025 Q4 |
1/8/2026 |
| M. Kulyk & Associates, LLC |
2025 Q4 |
1/8/2026 |
| Choice Wealth Advisors, LLC |
2025 Q4 |
1/8/2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2025 Q4 |
1/8/2026 |
| BENNETT SELBY INVESTMENTS LP |
2025 Q4 |
1/8/2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/8/2026 |
| THREADGILL FINANCIAL, LLC |
2025 Q4 |
1/8/2026 |
| Regent Peak Wealth Advisors LLC |
2025 Q4 |
1/8/2026 |
| Centerline Wealth Advisors, LLC |
2025 Q4 |
1/8/2026 |
| Value Partners Investments Inc. |
2025 Q4 |
1/8/2026 |
| Aurora Investment Managers, LLC. |
2025 Q4 |
1/8/2026 |
| Sound View Wealth Advisors Group, LLC |
2025 Q4 |
1/8/2026 |
| O'Keefe Stevens Advisory, Inc. |
2025 Q4 |
1/8/2026 |
| Occidental Asset Management, LLC |
2025 Q4 |
1/8/2026 |
| DAGCO, INC. |
2025 Q4 |
1/8/2026 |
| 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 |