| Feb 20, 2026 | Sunbelt Securities, Inc. | Q4 2025 | $1.5B | 2,784 |
| Feb 20, 2026 | REX ADVISERS LLC | Q4 2025 | $23.7M | 78 |
| Feb 20, 2026 | SB Capital Management Inc | Q4 2025 | $272.8M | 93 |
| Feb 20, 2026 | LARCH CAPITAL PARTNERS LLC | Q4 2025 | $729.1M | 34 |
| Feb 20, 2026 | Dean Capital Management | Q4 2025 | $234.7M | 118 |
| Feb 20, 2026 | Dorsey Wright & Associates | Q4 2025 | $462.6M | 132 |
| Feb 20, 2026 | Kinloch Capital, LLC | Q4 2025 | $232.0M | 77 |
| Feb 19, 2026 | Harbour Wealth Management Group, Inc. | Q4 2025 | $127.9M | 91 |
| Feb 19, 2026 | MCGUIRE CAPITAL ADVISORS INC | Q4 2025 | $157.3M | 944 |
| Feb 19, 2026 | Van Diest Capital, LLC | Q4 2025 | $67.0M | 138 |
| Feb 19, 2026 | SIP Global Opportunity Manager LLC | Q4 2025 | $104.3M | 1 |
| Feb 19, 2026 | Spinecap SAS | Q4 2025 | $227.2M | 13 |
| Feb 19, 2026 | Torrey-Payne Wealth Management, LLC | Q4 2025 | $111.6M | 39 |
| Feb 19, 2026 | First Growth Capital LLC | Q4 2025 | $112.6M | 121 |
| Feb 19, 2026 | CrossGen Wealth, LLC | Q4 2025 | $113.5M | 198 |
| Feb 19, 2026 | TMB Capital Partners, LLC | Q4 2025 | $292.4M | 169 |
| Feb 19, 2026 | ATX Financial Planning, LLC | Q4 2025 | $129.7M | 87 |
| Feb 19, 2026 | Jacobs Equity LLC | Q4 2025 | $103.8M | 106 |
| Feb 19, 2026 | Lexington Hill Partners, LLC | Q4 2025 | $133.0M | 67 |
| Feb 19, 2026 | Rare Wolf Capital LLC | Q4 2025 | $160.1M | 123 |
| Feb 19, 2026 | Evansbrook LLC | Q4 2025 | $149.5M | 113 |
| Feb 19, 2026 | Aznar Financial Advisors, LLC | Q4 2025 | $104.1M | 31 |
| Feb 19, 2026 | WealthPoint Financial, LLC | Q4 2025 | $114.9M | 117 |
| Feb 19, 2026 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | Q4 2025 | $106.7M | 37 |
| Feb 19, 2026 | Briggs Wealth Management, Inc | Q4 2025 | $93.0M | 54 |
| Feb 19, 2026 | Invesco Ltd. | Q4 2025 | $652.2B | 23,487 |
| Feb 19, 2026 | Claris Financial LLC | Q4 2025 | $188.0M | 178 |
| Feb 19, 2026 | Michels Family Financial, LLC | Q4 2025 | $136.1M | 136 |
| Feb 19, 2026 | Smith Asset Management Co., LLC | Q4 2025 | $121.1M | 70 |
| Feb 19, 2026 | CBM Financial, LLC | Q4 2025 | $147.2M | 16 |
| Feb 19, 2026 | Birchwood Financial Partners, Inc. | Q4 2025 | $100.7M | 352 |
| Feb 19, 2026 | Corient Private Wealth LLC | Q4 2025 | $75.2B | 5,244 |
| Feb 19, 2026 | Plotkin Financial Advisors, LLC | Q4 2025 | $205.0M | 101 |
| Feb 19, 2026 | Compound Planning, Inc. | Q4 2025 | $3.4B | 2,175 |
| Feb 19, 2026 | Connective Capital Management, LLC | Q4 2025 | $170.3M | 57 |
| Feb 19, 2026 | Royal Harbor Partners, LLC | Q4 2025 | $302.5M | 51 |
| Feb 19, 2026 | Little Harbor Advisors, LLC | Q4 2025 | $193.9M | 8 |
| Feb 19, 2026 | BFI Wealth Solutions, LLC | Q4 2025 | $105.0M | 73 |
| Feb 19, 2026 | VCU Investment Management Co | Q4 2025 | $85.1M | 2 |
| Feb 18, 2026 | Feynman Point Asset Management LLC | Q4 2025 | $71.8M | 22 |
| Feb 18, 2026 | Ark Wealth Advisors LLC | Q4 2025 | $92.9M | 77 |
| Feb 18, 2026 | Andrews Advisory Associates, LLC | Q4 2025 | $188.1M | 81 |
| Feb 18, 2026 | Garton & Associates Financial Advisors LLC | Q4 2025 | $178.6M | 1,507 |
| Feb 18, 2026 | Blue Sparrow, LLC /DE | Q4 2025 | $5.3B | 96 |
| Feb 18, 2026 | Troutman Wealth Management, LLC | Q4 2025 | $121.0M | 37 |
| Feb 18, 2026 | ZAZOVE ASSOCIATES LLC | Q4 2025 | $1.2B | 171 |
| Feb 18, 2026 | North Capital, Inc. | Q4 2025 | $72.9M | 16 |
| Feb 18, 2026 | Strive Financial Group ,LLC | Q4 2025 | $201.9M | 824 |
| Feb 18, 2026 | AMERIFLEX GROUP, INC. | Q4 2025 | $192.6M | 1,149 |
| Feb 18, 2026 | Sherwood Financial Partners, LLC | Q4 2025 | $116.0M | 8 |