| Jun 10, 2026 | US Asset Management LLC | Q1 2026 | $13.9B | 117 |
| Jun 10, 2026 | FAS Wealth Partners, Inc. | Q1 2026 | $858.3B | 511 |
| Jun 10, 2026 | Brandywine Financial Group | Q1 2026 | $31.0B | 45 |
| Jun 10, 2026 | Curry Webb Wealth Management LLC | Q1 2026 | $122.7B | 63 |
| Jun 10, 2026 | Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) | Q1 2026 | $166.8M | 1 |
| Jun 9, 2026 | Contango Wealth Management LLC | Q1 2026 | $60.9B | 39 |
| Jun 9, 2026 | Robinswood Financial LLC | Q1 2026 | $70.3B | 192 |
| Jun 8, 2026 | Pine Valley Investments Ltd Liability Co | Q1 2026 | $1.0T | 574 |
| Jun 8, 2026 | First National Bank of Mount Dora, Trust Investment Services | Q1 2026 | $61.6B | 212 |
| Jun 8, 2026 | Positano Wealth Management Ltd | Q1 2026 | $5.9B | 21 |
| Jun 5, 2026 | Verus Advisory, Inc. | Q1 2026 | $8K | 8 |
| Jun 4, 2026 | FISCHER INVESTMENT STRATEGIES, LLC | Q1 2026 | $101.9B | 45 |
| Jun 4, 2026 | Evansbrook LLC | Q1 2026 | $29.3B | 117 |
| Jun 4, 2026 | Midwest Financial Network, LLC | Q1 2026 | $94.5B | 68 |
| Jun 4, 2026 | Town Capital LLC | Q1 2026 | $71.1B | 91 |
| Jun 3, 2026 | DBK Financial Counsel, LLC | Q1 2026 | $82.8B | 59 |
| Jun 3, 2026 | Stillwater Private Wealth, LLC | Q1 2026 | $118.2M | 78 |
| Jun 2, 2026 | Blue Edge Capital, LLC | Q1 2026 | $253.9B | 134 |
| Jun 1, 2026 | Caerus Investment Advisors, LLC | Q1 2026 | $96.3B | 281 |
| Jun 1, 2026 | Concorde Asset Management, LLC | Q1 2026 | $103.1B | 207 |
| Jun 1, 2026 | Integrated Investment Consultants, LLC | Q1 2026 | $205.3B | 642 |
| Jun 1, 2026 | Keel Point, LLC | Q1 2026 | $487.3B | 471 |
| Jun 1, 2026 | Financial Solutions Advisory Group, Inc. | Q1 2026 | $479.1B | 174 |
| Jun 1, 2026 | First Nebraska Trust Co | Q1 2026 | $327.0B | 218 |
| Jun 1, 2026 | Dala Group, LLC | Q1 2026 | $27.8B | 73 |
| Jun 1, 2026 | Foguth Wealth Management, LLC. | Q1 2026 | $646.3B | 211 |
| Jun 1, 2026 | FLAGSHIP WEALTH ADVISORS, LLC | Q1 2026 | $81.7B | 350 |
| May 29, 2026 | Krane Financial Solutions LLC | Q1 2026 | $53.6B | 48 |
| May 29, 2026 | LAVELLE CAPITAL LP | Q1 2026 | $46.5B | 89 |
| May 29, 2026 | Roehl & Yi Investment Advisors, LLC | Q1 2026 | $55.0B | 153 |
| May 29, 2026 | Asset Dedication, LLC | Q1 2026 | $1.1T | 1,114 |
| May 29, 2026 | Mullaney, Keating & Wright, Inc. | Q1 2026 | $27.2B | 53 |
| May 29, 2026 | Immaculate Wealth Management LLC | Q1 2026 | $12.7B | 14 |
| May 29, 2026 | Ipsen Advisor Group LLC | Q1 2026 | $97.9B | 104 |
| May 28, 2026 | Henshaw Capital LLC | Q1 2026 | $415.3B | 260 |
| May 28, 2026 | SIMA Wealth Partners, LLC | Q1 2026 | $83.2B | 145 |
| May 28, 2026 | Blue Fin Capital, Inc. | Q1 2026 | $106.3B | 150 |
| May 28, 2026 | Bannerstone Capital Management, LLC | Q1 2026 | $13.1B | 100 |
| May 27, 2026 | ALPHA CAPITAL ADVISORS INC /ADV | Q1 2026 | $75.4B | 32 |
| May 27, 2026 | ALPINE WOODS CAPITAL INVESTORS, LLC | Q1 2026 | $108.3B | 200 |
| May 27, 2026 | Westshore Wealth, LLC | Q1 2026 | $86.0B | 102 |
| May 27, 2026 | Kentucky Farm Bureau Mutual Insurance Co | Q1 2026 | $79.6B | 84 |
| May 27, 2026 | Cedrus Wealth Group LLC | Q1 2026 | $89.9B | 48 |
| May 27, 2026 | Tenret Co LLC | Q1 2026 | $117.2B | 35 |
| May 27, 2026 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | Q1 2026 | $237.1M | 89 |
| May 27, 2026 | Capasso Planning Partners LLC | Q1 2026 | $119.8B | 73 |
| May 27, 2026 | Security Financial Services, INC. | Q1 2026 | $428.2B | 203 |
| May 27, 2026 | Wilshire Advisors LLC | Q1 2026 | $9.9B | 7 |
| May 27, 2026 | Allen Capital Group, LLC | Q1 2026 | $707.1B | 292 |
| May 26, 2026 | Axiom Investment Management LLC | Q1 2026 | $42.2B | 3,956 |