| StrongBox Wealth, LLC | COM | 2 | — | Jun 30, 2026 | Jul 23, 2026 |
| PFG Private Wealth Management, LLC | CL A | 4 | — | Jun 30, 2026 | Jul 23, 2026 |
| RBA Wealth Management, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 23, 2026 |
| Apollon Wealth Management, LLC | CL A | 21 | — | Jun 30, 2026 | Jul 23, 2026 |
| PFG Investments, LLC | CL A | 6 | — | Jun 30, 2026 | Jul 23, 2026 |
| Consolidated Portfolio Review Corp | CL A | 5 | — | Jun 30, 2026 | Jul 23, 2026 |
| NorthLanding Financial Partners, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 23, 2026 |
| NWAM LLC | CL A | 2 | — | Jun 30, 2026 | Jul 23, 2026 |
| Strid Group, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 23, 2026 |
| FINANCIAL CONSULATE, INC | CL A | 1 | — | Jun 30, 2026 | Jul 23, 2026 |
| Wealth Architects, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 23, 2026 |
| JNBA Financial Advisors | CL A | 2 | — | Jun 30, 2026 | Jul 23, 2026 |
| THOMAS STORY & SON LLC | Stock | 2 | — | Jun 30, 2026 | Jul 23, 2026 |
| Welch Group, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 23, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | CL A | 2 | — | Jun 30, 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 23, 2026 |
| TFC Financial Management, Inc. | CL A | 4 | — | Jun 30, 2026 | Jul 23, 2026 |
| Harrington Investments, INC | CL A | 1 | — | Jun 30, 2026 | Jul 23, 2026 |
| Baader Bank Aktiengesellschaft | CL A | 22 | — | Jun 30, 2026 | Jul 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | CL A | 9 | — | Jun 30, 2026 | Jul 23, 2026 |
| TRUE Private Wealth Advisors | CL A | 1 | — | Jun 30, 2026 | Jul 23, 2026 |
| Rathbones Group PLC | COM | 10 | — | Jun 30, 2026 | Jul 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Stock | 10 | — | Jun 30, 2026 | Jul 23, 2026 |
| PARTHENON LLC | CL A | 6 | — | Jun 30, 2026 | Jul 23, 2026 |
| Smith Salley Wealth Management | CL A | 1 | — | Jun 30, 2026 | Jul 23, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | COM | 9 | — | Jun 30, 2026 | Jul 23, 2026 |
| CAPITAL ADVISORS INC/OK | CL A | 8 | — | Jun 30, 2026 | Jul 23, 2026 |
| EQUITABLE TRUST CO | Com | 7 | — | Jun 30, 2026 | Jul 23, 2026 |
| First Nebraska Trust Co | CL A | 21 | — | Mar 31, 2014 | Jul 22, 2026 |
| First Nebraska Trust Co | CL A | 21 | — | Jun 30, 2014 | Jul 22, 2026 |
| TrustWell Financial Advisors, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Sage Investment Counsel LLC | CL A | 4 | — | Jun 30, 2026 | Jul 22, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Orca Wealth Management, LLC | Stock | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Austin Wealth Management, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| ABLE Financial Group, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Canopy Partners, LLC | Common Stock | 6 | — | Jun 30, 2026 | Jul 22, 2026 |
| Composition Wealth, LLC | CL A | 16 | — | Jun 30, 2026 | Jul 22, 2026 |
| Bryant Woods Investment Advisors, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 22, 2026 |
| New Perspectives, Inc | CL A | 2 | — | Jun 30, 2026 | Jul 22, 2026 |
| Cross Staff Investments Inc | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | CL A | 12 | — | Jun 30, 2026 | Jul 22, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | CL A | 3 | — | Jun 30, 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Citizens National Bank Trust Department | CL A | 5 | — | Jun 30, 2026 | Jul 22, 2026 |
| Trust Co of Kansas | CL A | 3 | — | Jun 30, 2026 | Jul 22, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | Common Stock | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Foster Victor Wealth Advisors, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Abacus Wealth Partners, LLC | Common Stock | 3 | — | Jun 30, 2026 | Jul 22, 2026 |
| Maltin Wealth Management, Inc. | CL A | 3 | — | Jun 30, 2026 | Jul 22, 2026 |
| Cresta Advisors, Ltd. | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Horst & Graben Wealth Management LLC | CL A | 2 | — | Jun 30, 2026 | Jul 22, 2026 |
| Monument Capital Management | CL A | 2 | — | Jun 30, 2026 | Jul 22, 2026 |
| Townsend & Associates, Inc | CL A | 6 | — | Jun 30, 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Cornerstone Wealth Management, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | Stock | 7 | — | Jun 30, 2026 | Jul 22, 2026 |
| Lesa Sroufe & Co | COM | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| LMCG INVESTMENTS, LLC | CL A | 13 | — | Jun 30, 2026 | Jul 22, 2026 |
| Mesirow Financial Investment Management, Inc. | CL A | 31 | — | Jun 30, 2026 | Jul 22, 2026 |
| Indiana Trust & Investment Management Co | Com | 4 | — | Jun 30, 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| AMERICAN NATIONAL BANK & TRUST | CL A | 4 | — | Jun 30, 2026 | Jul 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | CL A | 14 | — | Jun 30, 2026 | Jul 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | CL A | 6 | — | Jun 30, 2026 | Jul 22, 2026 |
| American Institute for Advanced Investment Management, LLP | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| True North Advisors, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 22, 2026 |
| Lee Financial Co | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| LAVELLE CAPITAL LP | CL A | 5 | — | Jun 30, 2026 | Jul 22, 2026 |
| Herold Advisors, Inc. | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| Traynor Capital Management, Inc. | CL A | 2 | — | Jun 30, 2026 | Jul 22, 2026 |
| HARVEY INVESTMENT CO LLC | COM | 28 | — | Jun 30, 2026 | Jul 22, 2026 |
| ALBION FINANCIAL GROUP /UT | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | CL A | 1 | — | Jun 30, 2026 | Jul 22, 2026 |
| First Nebraska Trust Co | CL A | 21 | — | Sep 30, 2014 | Jul 21, 2026 |
| First Nebraska Trust Co | CL A | 21 | — | Dec 31, 2014 | Jul 21, 2026 |
| Crown Wealth Group, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 21, 2026 |
| Wilkerson Advisory Group LLC | Stock | 2 | — | Jun 30, 2026 | Jul 21, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| Wealth Group, Ltd. | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| Premier Path Wealth Partners, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 21, 2026 |
| Meritas Wealth Management, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| River Street Advisors LLC | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| Cyndeo Wealth Partners, LLC | CL A | 4 | — | Jun 30, 2026 | Jul 21, 2026 |
| SUMMITRY LLC | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| First National Advisers, LLC | CL A | 15 | — | Jun 30, 2026 | Jul 21, 2026 |
| FORTE ASSET MANAGEMENT LLC | CL A | 2 | — | Jun 30, 2026 | Jul 21, 2026 |
| Blue Trust, Inc. | CL A | 5 | — | Jun 30, 2026 | Jul 21, 2026 |
| Center for Financial Planning, Inc. | CL A | 19 | — | Jun 30, 2026 | Jul 21, 2026 |
| Human Investing LLC | CL A | 2 | — | Jun 30, 2026 | Jul 21, 2026 |
| Flagstone Financial Management | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| Hingham Institution for Savings | CL A | 2 | — | Jun 30, 2026 | Jul 21, 2026 |
| Pflug Koory, LLC | CL A | 21 | — | Jun 30, 2026 | Jul 21, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| Murphy Pohlad Asset Management LLC | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| Accredited Investors Inc. | CL A | 93 | — | Jun 30, 2026 | Jul 21, 2026 |
| Robeco Institutional Asset Management B.V. | CL A | 47 | — | Jun 30, 2026 | Jul 21, 2026 |
| Boston Common Asset Management, LLC | COM | 3 | — | Jun 30, 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | CL A | 14 | — | Jun 30, 2026 | Jul 21, 2026 |
| Pangea Capital Gestao de Recursos Ltda. | CL A | 12 | — | Sep 30, 2025 | Jul 21, 2026 |
| SOA Wealth Advisors, LLC. | Stock | 7 | — | Jun 30, 2026 | Jul 21, 2026 |
| Legacy Private Trust Co. | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| APPLETON PARTNERS INC/MA | CS | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | COM | 5 | — | Jun 30, 2026 | Jul 21, 2026 |
| TriaGen Wealth Management LLC | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| GREENLEAF TRUST | Com | 14 | — | Jun 30, 2026 | Jul 21, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | COM | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | Stock | 4 | — | Jun 30, 2026 | Jul 21, 2026 |
| LEE DANNER & BASS INC | Stock | 2 | — | Jun 30, 2026 | Jul 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | CL A | 1 | — | Jun 30, 2026 | Jul 21, 2026 |
| First Nebraska Trust Co | CL A | 21 | — | Mar 31, 2015 | Jul 20, 2026 |
| First Nebraska Trust Co | CL A | 20 | — | Jun 30, 2015 | Jul 20, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | CL A | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| Objective Capital Management, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| Arcadia Wealth Management, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| Sterling Investment Counsel, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| Marshall Financial Group, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| Clayton Financial Group LLC | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| Independent Wealth Network Inc. | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| Interchange Capital Partners, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| First Pacific Financial | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| Human Investing LLC | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| Allied Investment Advisors, LLC | Stock | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| GFG Capital, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | CL A | 12 | — | Jun 30, 2026 | Jul 20, 2026 |
| FLC Capital Advisors | CL A | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | cs | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| Sowell Financial Services LLC | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| Gibraltar Capital Management, Inc. | CL A | 4 | — | Jun 30, 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | CL A | 21 | — | Jun 30, 2026 | Jul 20, 2026 |
| Waldron Private Wealth LLC | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| Thomasville National Bank | Common Stock | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| Live Oak Private Wealth LLC | CL A | 3 | — | Jun 30, 2026 | Jul 20, 2026 |
| Gratus Wealth Advisors, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| Barton Investment Management | CL A | 10 | — | Jun 30, 2026 | Jul 20, 2026 |
| MEITAV INVESTMENT HOUSE LTD | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| Goldstein Advisors, LLC | CL A | 5 | — | Jun 30, 2026 | Jul 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | CL A | 17 | — | Jun 30, 2026 | Jul 20, 2026 |
| ASPIRIANT, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | CL A | 37 | — | Jun 30, 2026 | Jul 20, 2026 |
| FORBES J M & CO LLP | COM | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| GHP Investment Advisors, Inc. | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | CL A | 4 | — | Jun 30, 2026 | Jul 20, 2026 |
| WEBSTER BANK, N. A. | CL A | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| WEBSTER BANK, N. A. | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | CL A | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | COMMON | 1 | — | Jun 30, 2026 | Jul 20, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | CL A | 7 | — | Jun 30, 2026 | Jul 20, 2026 |
| FIRST HORIZON CORP | COMMON STOCK | 2 | — | Jun 30, 2026 | Jul 20, 2026 |
| FIRST HORIZON CORP | COMMON STOCK | 5 | — | Jun 30, 2026 | Jul 20, 2026 |
| First Nebraska Trust Co | CL A | 20 | — | Sep 30, 2015 | Jul 17, 2026 |
| First Nebraska Trust Co | CL A | 19 | — | Dec 31, 2015 | Jul 17, 2026 |
| Advantage Trust Co | CL A | 4 | — | Jun 30, 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | Stock | 7 | — | Jun 30, 2026 | Jul 17, 2026 |
| LongView Wealth Management | CL A | 1 | — | Jun 30, 2026 | Jul 17, 2026 |
| Amplius Wealth Advisors, LLC | CL A | 5 | — | Jun 30, 2026 | Jul 17, 2026 |
| Cypress Point Wealth Management, LLC | CL A | 3 | — | Jun 30, 2026 | Jul 17, 2026 |
| Laurel Wealth Advisors LLC | CL A | 262 | — | Jun 30, 2026 | Jul 17, 2026 |
| AAF Wealth Management, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 17, 2026 |
| SVB WEALTH LLC | COM | 2 | — | Jun 30, 2026 | Jul 17, 2026 |
| CIDEL ASSET MANAGEMENT INC | CL A | 10 | — | Jun 30, 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | CL A | 21 | — | Jun 30, 2026 | Jul 17, 2026 |
| Archford Capital Strategies, LLC | CL A | 3 | — | Jun 30, 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | CL A | 23 | — | Jun 30, 2026 | Jul 17, 2026 |
| Formidable Asset Management, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 17, 2026 |
| Madrona Financial Services, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 17, 2026 |
| DIVERSIFIED TRUST CO | CL A | 3 | — | Jun 30, 2026 | Jul 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | Stock | 1 | — | Jun 30, 2026 | Jul 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | CL A | 2 | — | Jun 30, 2026 | Jul 17, 2026 |
| SeaBridge Investment Advisors LLC | CL A | 1 | — | Jun 30, 2026 | Jul 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Common Stock | 1 | — | Jun 30, 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | COM | 1 | — | Mar 31, 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | COM | 44 | — | Mar 31, 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | COM | 5 | — | Mar 31, 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | COM | 13 | — | Mar 31, 2026 | Jul 17, 2026 |
| Ballentine Partners, LLC | CL A | 4 | — | Jun 30, 2026 | Jul 17, 2026 |
| HM PAYSON & CO | CL A | 1 | — | Jun 30, 2026 | Jul 17, 2026 |
| HM PAYSON & CO | CL A | 37 | — | Jun 30, 2026 | Jul 17, 2026 |
| First Nebraska Trust Co | CL A | 19 | — | Mar 31, 2016 | Jul 16, 2026 |
| First Nebraska Trust Co | CL A | 19 | — | Jun 30, 2016 | Jul 16, 2026 |
| First Nebraska Trust Co | CL A | 19 | — | Sep 30, 2016 | Jul 16, 2026 |
| First Nebraska Trust Co | CL A | 19 | — | Dec 31, 2016 | Jul 16, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | CL A | 1 | — | Jun 30, 2026 | Jul 16, 2026 |
| Cornerstone Management, Inc. | CL A | 11 | — | Jun 30, 2026 | Jul 16, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | CL A | 14 | — | Jun 30, 2026 | Jul 16, 2026 |
| Visionary Horizons, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 16, 2026 |
| Sharper & Granite LLC | CL A | 2 | — | Jun 30, 2026 | Jul 16, 2026 |
| Ulland Investment Advisors, LLC | Stock | 2 | — | Jun 30, 2026 | Jul 16, 2026 |
| Johnson Bixby & Associates, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 16, 2026 |
| Bond & Devick Financial Network, Inc. | CL A | 4 | — | Jun 30, 2026 | Jul 16, 2026 |
| AM INVESTMENT STRATEGIES LLC | CL A | 2 | — | Jun 30, 2026 | Jul 16, 2026 |
| Relyea Zuckerberg Hanson LLC | CL A | 1 | — | Jun 30, 2026 | Jul 16, 2026 |
| Relyea Zuckerberg Hanson LLC | CL A | 1 | — | Jun 30, 2026 | Jul 16, 2026 |
| Certified Advisory Corp | CL A | 1 | — | Jun 30, 2026 | Jul 16, 2026 |
| ARS Wealth Advisors Group, LLC | CL A | 1 | — | Jun 30, 2026 | Jul 16, 2026 |
| Union Bancaire Privee, UBP SA | CL A | 1 | — | Jun 30, 2026 | Jul 16, 2026 |
| PFG Advisors | CL A | 1 | — | Jun 30, 2026 | Jul 16, 2026 |