| Apr 24, 2026 | TSP Capital Management Group, LLC | Q1 2026 | $353.5B | 45 |
| Apr 24, 2026 | Sumitomo Mitsui DS Asset Management Company, Ltd | Q1 2026 | $2.3T | 770 |
| Apr 24, 2026 | SOL Capital Management CO | Q1 2026 | $80.3B | 52 |
| Apr 24, 2026 | VISION FINANCIAL MARKETS LLC | Q1 2026 | $27.3B | 425 |
| Apr 24, 2026 | CHELSEA COUNSEL CO | Q1 2026 | $54.0B | 241 |
| Apr 24, 2026 | Lubar & Co., Inc | Q1 2026 | $104.7B | 3 |
| Apr 24, 2026 | Vision Capital Management, Inc. | Q1 2026 | $269.9B | 167 |
| Apr 24, 2026 | Ninety One UK Ltd | Q1 2026 | $8.6T | 237 |
| Apr 24, 2026 | Advanced Asset Management Advisors Inc | Q1 2026 | $56.0B | 79 |
| Apr 24, 2026 | Bishop & Co Investment Management, LLC | Q1 2026 | $149.4B | 26 |
| Apr 24, 2026 | Conestoga Capital Advisors, LLC | Q1 2026 | $2.4T | 114 |
| Apr 24, 2026 | CHICAGO TRUST Co NA | Q1 2026 | $134.5B | 663 |
| Apr 24, 2026 | Retirement Systems of Alabama | Q1 2026 | $9.4T | 947 |
| Apr 24, 2026 | RKL Wealth Management LLC | Q1 2026 | $536.2B | 179 |
| Apr 24, 2026 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | Q1 2026 | $211.4B | 183 |
| Apr 24, 2026 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | Q1 2026 | $68.8B | 76 |
| Apr 24, 2026 | Balentine LLC | Q1 2026 | $1.3T | 219 |
| Apr 24, 2026 | USS Investment Management Ltd | Q1 2026 | $8.4T | 512 |
| Apr 24, 2026 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | Q1 2026 | $447.2B | 215 |
| Apr 24, 2026 | Family Capital Trust Co | Q1 2026 | $74.0B | 87 |
| Apr 24, 2026 | Saxony Capital Management, LLC | Q1 2026 | $88.8B | 161 |
| Apr 24, 2026 | Boston Trust Walden Corp | Q1 2026 | $3.9T | 613 |
| Apr 24, 2026 | Peregrine Asset Advisers, Inc. | Q1 2026 | $114.5B | 189 |
| Apr 24, 2026 | Harrison Street Private Wealth LLC | Q1 2026 | $38.8B | 21 |
| Apr 24, 2026 | DELTEC ASSET MANAGEMENT LLC | Q1 2026 | $212.2B | 235 |
| Apr 24, 2026 | Lindsell Train Ltd | Q1 2026 | $1.1T | 27 |
| Apr 24, 2026 | Ninety One SA (PTY) Ltd | Q1 2026 | $1.6T | 97 |
| Apr 24, 2026 | Reliant Investment Management, LLC | Q1 2026 | $14.3B | 53 |
| Apr 24, 2026 | Randolph Co Inc | Q1 2026 | $322.9B | 43 |
| Apr 24, 2026 | TCFG WEALTH MANAGEMENT, LLC | Q1 2026 | $124.1B | 274 |
| Apr 24, 2026 | DEPRINCE RACE & ZOLLO INC | Q1 2026 | $3.7T | 184 |
| Apr 24, 2026 | OPPENHEIMER ASSET MANAGEMENT INC. | Q1 2026 | $2.9T | 3,203 |
| Apr 24, 2026 | IRIDIAN ASSET MANAGEMENT LLC/CT | Q1 2026 | $195.2B | 44 |
| Apr 24, 2026 | PZENA INVESTMENT MANAGEMENT LLC | Q1 2026 | $22.8T | 192 |
| Apr 24, 2026 | Palouse Capital Management, Inc. | Q1 2026 | $80.6B | 135 |
| Apr 23, 2026 | Gemmer Asset Management LLC | Q1 2026 | $979.9B | 172 |
| Apr 23, 2026 | SUMMER ROAD LLC | Q1 2026 | $141.5B | 24 |
| Apr 23, 2026 | Aegis Wealth Management LLC | Q1 2026 | $108.6B | 118 |
| Apr 23, 2026 | Industrial Alliance Investment Management Inc. | Q1 2026 | $167.3M | 8 |
| Apr 23, 2026 | Joel Isaacson & Co., LLC | Q1 2026 | $418.8B | 455 |
| Apr 23, 2026 | Barry Investment Advisors, LLC | Q1 2026 | $391.0B | 99 |
| Apr 23, 2026 | PEAVINE CAPITAL, LLC | Q1 2026 | $170.8B | 9 |
| Apr 23, 2026 | Broad Peak Investment Advisers Pte Ltd | Q1 2026 | $182.0B | 23 |
| Apr 23, 2026 | Samalin Investment Counsel, LLC | Q1 2026 | $169.9B | 319 |
| Apr 23, 2026 | QV Investors Inc. | Q1 2026 | $1.2B | 65 |
| Apr 23, 2026 | FOUNDERS CAPITAL MANAGEMENT, LLC | Q1 2026 | $69.8B | 74 |
| Apr 23, 2026 | HARBOR INVESTMENT ADVISORY, LLC | Q1 2026 | $271.8B | 1,233 |
| Apr 23, 2026 | Legacy Wealth Management, LLC | Q1 2026 | $1.0T | 30 |
| Apr 23, 2026 | Orca Investment Management, LLC | Q1 2026 | $29.0B | 57 |
| Apr 23, 2026 | BURRUS FINANCIAL SERVICES, INC. | Q1 2026 | $139.2B | 11 |