| Apr 27, 2026 | Polaris Capital Management, LLC | Q1 2026 | $502.7B | 84 |
| Apr 27, 2026 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | Q1 2026 | $755.9M | 274 |
| Apr 27, 2026 | TD PRIVATE CLIENT WEALTH LLC | Q1 2026 | $2.7T | 1,649 |
| Apr 27, 2026 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | Q1 2026 | $945.3B | 197 |
| Apr 27, 2026 | One River Asset Management, LLC | Q1 2026 | $35.3B | 255 |
| Apr 27, 2026 | KEATING INVESTMENT COUNSELORS INC | Q1 2026 | $292.2B | 59 |
| Apr 27, 2026 | PROVIDENT TRUST CO | Q1 2026 | $853.5B | 22 |
| Apr 27, 2026 | Pachira Investments Inc. | Q1 2026 | $60.6B | 72 |
| Apr 27, 2026 | HS Management Partners, LLC | Q1 2026 | $104.6B | 24 |
| Apr 27, 2026 | Adams Asset Advisors, LLC | Q1 2026 | $703.8B | 88 |
| Apr 27, 2026 | ProShare Advisors LLC | Q1 2026 | $10.3T | 1,865 |
| Apr 27, 2026 | CUMBERLAND ADVISORS INC | Q1 2026 | $55.4B | 48 |
| Apr 27, 2026 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | Q1 2026 | $123.1B | 106 |
| Apr 27, 2026 | FULTON BREAKEFIELD BROENNIMAN LLC | Q1 2026 | $358.7B | 200 |
| Apr 27, 2026 | IRON Financial LLC | Q1 2026 | $122.2B | 217 |
| Apr 27, 2026 | Glencore plc | Q1 2026 | $1.7T | 3 |
| Apr 27, 2026 | TCI Wealth Advisors, Inc. | Q1 2026 | $1.5T | 251 |
| Apr 27, 2026 | F&V Capital Management, LLC | Q1 2026 | $473.3M | 59 |
| Apr 27, 2026 | Smith & Howard Wealth Management, LLC | Q1 2026 | $259.1B | 124 |
| Apr 27, 2026 | Reynders McVeigh Capital Management, LLC | Q1 2026 | $2.0B | 195 |
| Apr 27, 2026 | HEFFERNAN ADVISORY, INC | Q1 2026 | $105.5B | 24 |
| Apr 27, 2026 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | Q1 2026 | $43.1B | 390 |
| Apr 27, 2026 | Lafayette Investments, Inc. | Q1 2026 | $103.9B | 158 |
| Apr 27, 2026 | PLIMOTH TRUST CO LLC | Q1 2026 | $83.0B | 327 |
| Apr 27, 2026 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | Q1 2026 | $2.1B | 173 |
| Apr 27, 2026 | ALBION FINANCIAL GROUP /UT | Q1 2026 | $450.6B | 737 |
| Apr 27, 2026 | PROFUND ADVISORS LLC | Q1 2026 | $661.5B | 1,092 |
| Apr 27, 2026 | First Dallas Securities Inc. | Q1 2026 | $69.3B | 118 |
| Apr 27, 2026 | CABOT WEALTH MANAGEMENT INC | Q1 2026 | $345.6B | 139 |
| Apr 27, 2026 | WBH ADVISORY INC | Q1 2026 | $710.5B | 350 |
| Apr 27, 2026 | BIP Wealth, LLC | Q1 2026 | $1.3T | 453 |
| Apr 27, 2026 | Wealthstar Advisors, LLC | Q1 2026 | $82.3B | 111 |
| Apr 27, 2026 | B. Riley Wealth Advisors, Inc. | Q1 2026 | $555.5B | 898 |
| Apr 27, 2026 | Lesa Sroufe & Co | Q1 2026 | $146.2M | 69 |
| Apr 27, 2026 | ASAHI LIFE ASSET MANAGEMENT CO., LTD. | Q1 2026 | $26.9B | 150 |
| Apr 27, 2026 | Oxbow Advisors, LLC | Q1 2026 | $707.1B | 245 |
| Apr 27, 2026 | Chicago Capital Management, LLC | Q1 2026 | $39.5B | 29 |
| Apr 27, 2026 | Private Advisor Group, LLC | Q1 2026 | $11.0T | 2,735 |
| Apr 27, 2026 | Silver Lake Advisory, LLC | Q1 2026 | $95.0B | 103 |
| Apr 27, 2026 | Hendershot Investments Inc. | Q1 2026 | $76.0B | 129 |
| Apr 27, 2026 | Courage Miller Partners, LLC | Q1 2026 | $301.9B | 92 |
| Apr 27, 2026 | Bronte Capital Management Pty Ltd. | Q1 2026 | $318.1B | 54 |
| Apr 27, 2026 | SOUTHERN MICHIGAN BANK & TRUST | Q1 2026 | $138.5B | 424 |
| Apr 24, 2026 | Tarbox Family Office, Inc. | Q1 2026 | $264.7B | 95 |
| Apr 24, 2026 | Oakworth Capital, Inc. | Q1 2026 | $820.2B | 1,253 |
| Apr 24, 2026 | Alaska Permanent Capital Management, LLC | Q1 2026 | $912.0B | 39 |
| Apr 24, 2026 | Argent Advisors, Inc. | Q1 2026 | $167.2B | 173 |
| Apr 24, 2026 | JCSD Capital, LLC | Q1 2026 | $65.9B | 29 |
| Apr 24, 2026 | Marquette Asset Management, LLC | Q1 2026 | $413.4B | 796 |
| Apr 24, 2026 | Essex Financial Services, Inc. | Q1 2026 | $619.8B | 794 |