| Mar 11, 2026 | Leonteq Securities AG | Q4 2025 | $2.2B | 1,227 |
| Mar 9, 2026 | Auto-Owners Insurance Co | Q4 2025 | $4.8B | 181 |
| Mar 6, 2026 | HSBC HOLDINGS PLC | Q4 2025 | $175.9B | 11,613 |
| Mar 4, 2026 | Rehmann Capital Advisory Group | Q4 2025 | $1.9B | 648 |
| Mar 3, 2026 | BANK OF HAWAII | Q4 2025 | $2.0B | 281 |
| Mar 3, 2026 | NWF Advisory Services Inc. | Q4 2025 | $904.9M | 409 |
| Feb 27, 2026 | GROUPAMA ASSET MANAGMENT | Q4 2025 | $6.8B | 437 |
| Feb 24, 2026 | River Road Asset Management, LLC | Q4 2025 | $9.1B | 175 |
| Feb 23, 2026 | CONTINENTAL INVESTORS SERVICES, INC. | Q4 2025 | $77.5M | 72 |
| Feb 23, 2026 | Monetary Solutions, Ltd | Q4 2025 | $101.5M | 315 |
| Feb 23, 2026 | Revere Asset Management, Inc | Q4 2025 | $206.1M | 25 |
| Feb 23, 2026 | Vinland Capital Management Gestora de Recursos LTDA. | Q4 2025 | $139.1M | 26 |
| Feb 23, 2026 | GuidedMoney, LLC | Q4 2025 | $187.2M | 30 |
| Feb 23, 2026 | MV CAPITAL MANAGEMENT, INC. | Q4 2025 | $1.0B | 1,075 |
| Feb 23, 2026 | Wealth Preservation Advisors, LLC | Q4 2025 | $198.7M | 747 |
| Feb 23, 2026 | McMill Wealth Management | Q4 2025 | $355.7M | 59 |
| Feb 23, 2026 | Virtu Financial LLC | Q4 2025 | $2.6B | 1,601 |
| Feb 23, 2026 | IronBridge Private Wealth, LLC | Q4 2025 | $316.0M | 79 |
| Feb 23, 2026 | Blue Capital, Inc. | Q4 2025 | $140.3M | 85 |
| Feb 23, 2026 | Forthright Family Wealth Advisory LLC | Q4 2025 | $159.1M | 47 |
| Feb 23, 2026 | Drake & Associates, LLC | Q4 2025 | $502.1M | 102 |
| Feb 23, 2026 | Beaird Harris Wealth Management, LLC | Q4 2025 | $1.5B | 712 |
| Feb 23, 2026 | Arrow Capital Management, LLC | Q4 2025 | $171.9M | 32 |
| Feb 23, 2026 | Kera Capital Partners, Inc. | Q4 2025 | $810.8M | 553 |
| Feb 23, 2026 | Sonoma Allocations LLC | Q4 2025 | $301.2M | 128 |
| Feb 23, 2026 | Copos Capital S.a r.l. | Q4 2025 | $143.2M | 55 |
| Feb 23, 2026 | Investments & Financial Planning, LLC | Q4 2025 | $186.3M | 37 |
| Feb 23, 2026 | Phillip James Consulting Co. | Q4 2025 | $5.7M | 95 |
| Feb 23, 2026 | Walser Wealth Management Company, A Ltd Liability Co | Q4 2025 | $189.6M | 145 |
| Feb 20, 2026 | Premier Wealth Management W.L.L. | Q4 2025 | $0 | 1 |
| Feb 20, 2026 | CAMBIENT FAMILY OFFICE, LLC | Q4 2025 | $700.8M | 260 |
| Feb 20, 2026 | Bauman Advisory Group, LLC | Q4 2025 | $124.1M | 51 |
| Feb 20, 2026 | McLaughlin Asset Management, Inc. | Q4 2025 | $111.7M | 91 |
| Feb 20, 2026 | Verus Advisory, Inc. | Q4 2025 | $153.2M | 8 |
| Feb 20, 2026 | REX ADVISERS LLC | Q4 2025 | $23.7M | 78 |
| Feb 20, 2026 | LARCH CAPITAL PARTNERS LLC | Q4 2025 | $729.1M | 34 |
| Feb 20, 2026 | Catalyst Investment Management LLC | Q4 2025 | $105.6M | 72 |
| Feb 20, 2026 | Capstone Wealth Management, Inc. | Q4 2025 | $114.1M | 40 |
| Feb 20, 2026 | Attestor Capital Ltd | Q4 2025 | $211.8M | 10 |
| Feb 20, 2026 | 93 Financial Group, LLC | Q4 2025 | $229.6M | 9 |
| Feb 20, 2026 | Kinloch Capital, LLC | Q4 2025 | $232.0M | 77 |
| Feb 20, 2026 | Anchor Capital Management Group Inc | Q4 2025 | $197.5M | 17 |
| Feb 20, 2026 | Kovitz Investment Group Partners, LLC | Q4 2025 | $4.5B | 471 |
| Feb 20, 2026 | Ruggaard & Associates LLC | Q4 2025 | $254.0M | 139 |
| Feb 20, 2026 | Talisman Wealth Advisors LLC | Q4 2025 | $128.5M | 115 |
| Feb 20, 2026 | Waterford Advisors, LLC | Q4 2025 | $256.0M | 48 |
| Feb 20, 2026 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | Q4 2025 | $134.0M | 15 |
| Feb 20, 2026 | White Knight Strategic Wealth Advisors, LLC | Q4 2025 | $136.6M | 89 |
| Feb 20, 2026 | Wick Capital Partners, LLC | Q4 2025 | $558K | 208 |
| Feb 20, 2026 | Keenan, LLC | Q4 2025 | $109K | 40 |