| Jul 21, 2026 | Biltmore Wealth Management, LLC | Q2 2026 | $116.7B | 58 |
| Jul 21, 2026 | PARUS FINANCE (UK) Ltd | Q2 2026 | $62.5B | 37 |
| Jul 21, 2026 | CUMBERLAND ADVISORS INC | Q2 2026 | $64.8B | 49 |
| Jul 21, 2026 | Canal Insurance CO | Q2 2026 | $456.3M | 76 |
| Jul 21, 2026 | Murphy Pohlad Asset Management LLC | Q2 2026 | $110.6B | 135 |
| Jul 21, 2026 | CWC Advisors, LLC. | Q2 2026 | $122.8B | 152 |
| Jul 21, 2026 | SHIKIAR ASSET MANAGEMENT INC | Q2 2026 | $395.1M | 114 |
| Jul 21, 2026 | SOUTHERN MICHIGAN BANK & TRUST | Q2 2026 | $171.0B | 422 |
| Jul 21, 2026 | OAK RIDGE INVESTMENTS LLC | Q2 2026 | $150.1B | 170 |
| Jul 21, 2026 | Darwin Wealth Management, LLC | Q2 2026 | $170.0B | 777 |
| Jul 21, 2026 | Millburn Ridgefield LLC /DE/ | Q2 2026 | $2.7T | 39 |
| Jul 21, 2026 | JABODON PT CO | Q2 2026 | $1.0B | 8 |
| Jul 21, 2026 | AMERICAN ASSET MANAGEMENT INC. | Q2 2026 | $102.4B | 33 |
| Jul 21, 2026 | Northern Capital Management, Inc. | Q2 2026 | $120.7B | 50 |
| Jul 21, 2026 | Verus Financial Partners, Inc. | Q2 2026 | $662.7B | 127 |
| Jul 21, 2026 | DELTEC ASSET MANAGEMENT LLC | Q2 2026 | $230.1B | 264 |
| Jul 21, 2026 | Birch Hill Investment Advisors LLC | Q2 2026 | $358.9B | 211 |
| Jul 21, 2026 | Harrison Street Private Wealth LLC | Q2 2026 | $36.2B | 21 |
| Jul 21, 2026 | ABSOLUTE INVESTMENT ADVISERS, LLC | Q2 2026 | $1.0T | 112 |
| Jul 21, 2026 | MONTRUSCO BOLTON INVESTMENTS INC. | Q2 2026 | $1.2T | 80 |
| Jul 21, 2026 | INVESTMENT HOUSE LLC | Q2 2026 | $261.1B | 221 |
| Jul 21, 2026 | SUMMITRY LLC | Q2 2026 | $955.3B | 340 |
| Jul 21, 2026 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | Q2 2026 | $327.9B | 160 |
| Jul 21, 2026 | APPLETON PARTNERS INC/MA | Q2 2026 | $1.6B | 275 |
| Jul 21, 2026 | LAFFER TENGLER INVESTMENTS, INC. | Q2 2026 | $103.0B | 179 |
| Jul 21, 2026 | HEFFERNAN ADVISORY, INC | Q2 2026 | $110.9B | 43 |
| Jul 21, 2026 | F&V Capital Management, LLC | Q2 2026 | $542.3M | 63 |
| Jul 21, 2026 | AMI ASSET MANAGEMENT CORP | Q2 2026 | $317.7B | 99 |
| Jul 21, 2026 | J.W. COLE ADVISORS, INC. | Q2 2026 | $2.2T | 1,593 |
| Jul 21, 2026 | Boston Common Asset Management, LLC | Q2 2026 | $452.9B | 186 |
| Jul 21, 2026 | Ifrah Financial Services, Inc. | Q2 2026 | $206.5B | 214 |
| Jul 21, 2026 | QV Investors Inc. | Q2 2026 | $1.3B | 68 |
| Jul 21, 2026 | LS Investment Advisors, LLC | Q2 2026 | $113.2B | 127 |
| Jul 21, 2026 | Benefit Street Partners LLC | Q2 2026 | $58.5B | 21 |
| Jul 21, 2026 | Accredited Investors Inc. | Q2 2026 | $700.4B | 299 |
| Jul 21, 2026 | FOUNDATION RESOURCE MANAGEMENT INC | Q2 2026 | $499.6B | 56 |
| Jul 21, 2026 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | Q2 2026 | $1.8T | 735 |
| Jul 17, 2026 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Q2 2026 | $5.5T | 1,759 |
| Jul 17, 2026 | Merit Financial Group, LLC | Q2 2026 | $8.3T | 8,134 |
| Jul 17, 2026 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Q2 2026 | $5.5T | 452 |
| Jul 16, 2026 | Ninety One UK Ltd | Q2 2026 | $9.7T | 271 |
| Jul 14, 2026 | B. Riley Wealth Advisors, Inc. | Q2 2026 | $575.4B | 914 |
| Jul 14, 2026 | MKD WEALTH COACHES, LLC | Q2 2026 | $37.8B | 31 |
| Jul 14, 2026 | Adams Asset Advisors, LLC | Q2 2026 | $655.0B | 88 |
| Jul 14, 2026 | JACOBSON & SCHMITT ADVISORS, LLC | Q2 2026 | $205.1B | 81 |
| Jul 14, 2026 | Westhampton Capital, LLC | Q2 2026 | $32.0B | 131 |
| Jul 14, 2026 | TTP Investments, Inc. | Q2 2026 | $111.0B | 30 |
| Jul 14, 2026 | CHICKASAW CAPITAL MANAGEMENT LLC | Q2 2026 | $2.8B | 97 |
| Jul 14, 2026 | BigSur Wealth Management LLC | Q2 2026 | $101.6B | 170 |
| Jul 14, 2026 | Cox Capital Mgt LLC | Q2 2026 | $50.4B | 81 |