| Oct 23, 2026 | Nadler Financial Group, Inc. | Q3 2026 | $448.5B | 147 |
| Oct 23, 2026 | Teza Capital Management LLC | Q3 2026 | $53.8B | 261 |
| Oct 23, 2026 | VALICENTI ADVISORY SERVICES INC | Q3 2026 | $530.8M | 81 |
| Oct 23, 2026 | Madrona Financial Services, LLC | Q3 2026 | $283.4B | 164 |
| Oct 23, 2026 | NIXON PEABODY TRUST CO | Q3 2026 | $346.4B | 191 |
| Oct 23, 2026 | Del-Sette Capital Management, LLC | Q3 2026 | $123.9B | 49 |
| Oct 23, 2026 | DUPONT CAPITAL MANAGEMENT CORP | Q3 2026 | $14.8B | 40 |
| Oct 23, 2026 | Richardson Capital Management LLC | Q3 2026 | $187.5B | 264 |
| Oct 23, 2026 | Pinnacle Wealth Management Advisory Group, LLC | Q3 2026 | $505.3B | 555 |
| Oct 23, 2026 | Gibson Capital, LLC | Q3 2026 | $183.4B | 123 |
| Oct 23, 2026 | Ascent Wealth Partners, LLC | Q3 2026 | $172.4B | 218 |
| Oct 23, 2026 | Renaissance Capital LLC | Q3 2026 | $82.1B | 54 |
| Oct 23, 2026 | Tradewinds Capital Management, LLC | Q3 2026 | $342.2B | 707 |
| Oct 23, 2026 | Randolph Co Inc | Q3 2026 | $330.4B | 47 |
| Oct 23, 2026 | Financial Management Professionals, Inc. | Q3 2026 | $703.5B | 1,051 |
| Oct 23, 2026 | Community Bank of Raymore | Q3 2026 | $65.9B | 120 |
| Oct 23, 2026 | Hedeker Wealth, LLC | Q3 2026 | $158.0B | 93 |
| Oct 22, 2026 | Muzinich & Co., Inc. | Q3 2026 | $301.3B | 23 |
| Oct 22, 2026 | WEDBUSH SECURITIES INC | Q3 2026 | $4.0B | 1,308 |
| Oct 22, 2026 | New Harbor Financial Group, LLC | Q3 2026 | $438.5B | 62 |
| Oct 22, 2026 | Verger Capital Management LLC | Q3 2026 | $144.2B | 12 |
| Oct 22, 2026 | WASHINGTON TRUST Co | Q3 2026 | $367.4B | 644 |
| Oct 22, 2026 | Indiana Trust & Investment Management Co | Q3 2026 | $50.7B | 472 |
| Oct 22, 2026 | MARINO, STRAM & ASSOCIATES LLC | Q3 2026 | $170.3B | 205 |
| Oct 22, 2026 | Angeles Investment Advisors, LLC | Q3 2026 | $674.9B | 38 |
| Oct 22, 2026 | HANSEATIC MANAGEMENT SERVICES INC | Q3 2026 | $66.1B | 84 |
| Oct 22, 2026 | Spectrum Strategic Capital Management, LLC | Q3 2026 | $76.8B | 72 |
| Oct 22, 2026 | Colony Family Offices, LLC | Q3 2026 | $310.8B | 66 |
| Oct 22, 2026 | Sterling Capital Management LLC | Q3 2026 | $1.3T | 3,438 |
| Oct 22, 2026 | Family Capital Trust Co | Q3 2026 | $70.9B | 83 |
| Oct 22, 2026 | Manchester Capital Management LLC | Q3 2026 | $104.3B | 1,320 |
| Oct 22, 2026 | Murphy Pohlad Asset Management LLC | Q3 2026 | $118.0B | 140 |
| Oct 22, 2026 | RPM Capital Partners, LLC | Q3 2026 | $18.1B | 2 |
| Oct 22, 2026 | RWC ASSET ADVISORS (US) LLC | Q3 2026 | $274.3B | 14 |
| Oct 22, 2026 | TOTAL INVESTMENT MANAGEMENT INC | Q3 2026 | $562.4B | 97 |
| Oct 22, 2026 | Capital Investment Advisors, LLC | Q3 2026 | $4.1T | 797 |
| Oct 22, 2026 | Private Wealth Partners, LLC | Q3 2026 | $157.1B | 177 |
| Oct 22, 2026 | KBC Group NV | Q3 2026 | $47.9B | 2,508 |
| Oct 22, 2026 | True North Advisors, LLC | Q3 2026 | $442.3B | 302 |
| Oct 22, 2026 | Silver Lake Advisory, LLC | Q3 2026 | $98.9B | 105 |
| Oct 22, 2026 | BURRUS FINANCIAL SERVICES, INC. | Q3 2026 | $141.5B | 11 |
| Oct 22, 2026 | LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | Q3 2026 | $53.8B | 59 |
| Oct 22, 2026 | EDMP, INC. | Q3 2026 | $66.2B | 74 |
| Oct 22, 2026 | BIP Wealth, LLC | Q3 2026 | $1.9T | 560 |
| Oct 22, 2026 | CARDEROCK CAPITAL MANAGEMENT INC | Q3 2026 | $49.9B | 70 |
| Oct 22, 2026 | Credit Capital Investments LLC | Q3 2026 | $36.9B | 41 |
| Oct 22, 2026 | Perigon Wealth Management, LLC | Q3 2026 | $2.6T | 1,467 |
| Oct 22, 2026 | Legacy Wealth Management, LLC | Q3 2026 | $1.1T | 34 |
| Oct 22, 2026 | HARBOR CAPITAL ADVISORS, INC. | Q3 2026 | $1.5B | 1,445 |
| Oct 22, 2026 | ETF Portfolio Partners, Inc. | Q3 2026 | $159.2B | 67 |