| Jul 31, 2026 | Calamos Advisors LLC | Q2 2026 | $11.1T | 1,059 |
| Jul 30, 2026 | Sumitomo Mitsui Trust Group, Inc. | Q2 2026 | $28.8T | 1,080 |
| Jul 30, 2026 | ASSETMARK, INC | Q2 2026 | $26.9T | 3,558 |
| Jul 29, 2026 | ALPS ADVISORS INC | Q2 2026 | $17.7T | 1,196 |
| Jul 28, 2026 | Asset Management One Co., Ltd. | Q2 2026 | $7.2T | 957 |
| Jul 28, 2026 | Retirement Systems of Alabama | Q2 2026 | $8.8T | 950 |
| Jul 27, 2026 | MATHER GROUP, LLC. | Q2 2026 | $7.1T | 1,915 |
| Jul 27, 2026 | Private Advisor Group, LLC | Q2 2026 | $11.1T | 2,576 |
| Jul 24, 2026 | D.A. DAVIDSON & CO. | Q2 2026 | $7.4T | 1,593 |
| Jul 23, 2026 | Randolph Co Inc | Q2 2026 | $388.4B | 47 |
| Jul 23, 2026 | SECURIAN ASSET MANAGEMENT, INC | Q2 2026 | $845.4B | 926 |
| Jul 23, 2026 | HERALD INVESTMENT MANAGEMENT Ltd | Q2 2026 | $390.2B | 92 |
| Jul 23, 2026 | NorthLanding Financial Partners, LLC | Q2 2026 | $73.6B | 45 |
| Jul 23, 2026 | Strid Group, LLC | Q2 2026 | $821.6B | 93 |
| Jul 23, 2026 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | Q2 2026 | $868.3M | 294 |
| Jul 23, 2026 | Courage Miller Partners, LLC | Q2 2026 | $319.8B | 87 |
| Jul 23, 2026 | MERIDIAN INVESTMENT COUNSEL INC. | Q2 2026 | $130.3B | 250 |
| Jul 23, 2026 | FINANCIAL DISCOVERY GROUP INC | Q2 2026 | $21.8B | 21 |
| Jul 23, 2026 | Penbrook Management LLC | Q2 2026 | $87.0B | 101 |
| Jul 23, 2026 | Yorktown Management & Research Co Inc | Q2 2026 | $66.9B | 249 |
| Jul 23, 2026 | AdvisorNet Financial, Inc | Q2 2026 | $1.3T | 2,278 |
| Jul 23, 2026 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Q2 2026 | $845.9B | 789 |
| Jul 23, 2026 | Stillwater Capital Advisors, LLC | Q2 2026 | $55.4B | 71 |
| Jul 23, 2026 | Wealth Architects, LLC | Q2 2026 | $483.6B | 249 |
| Jul 23, 2026 | Westchester Capital Management, Inc. | Q2 2026 | $41.3B | 46 |
| Jul 23, 2026 | NWAM LLC | Q2 2026 | $696.8B | 684 |
| Jul 23, 2026 | Baker Ellis Asset Management LLC | Q2 2026 | $288.3B | 265 |
| Jul 23, 2026 | Harrington Investments, INC | Q2 2026 | $38.8B | 82 |
| Jul 23, 2026 | NAPLES GLOBAL ADVISORS, LLC | Q2 2026 | $472.0B | 466 |
| Jul 23, 2026 | Taylor Frigon Capital Management LLC | Q2 2026 | $108.4B | 93 |
| Jul 23, 2026 | COOKSON PEIRCE & CO INC | Q2 2026 | $713.5B | 317 |
| Jul 23, 2026 | Context Capital Management, LLC | Q2 2026 | $5.1T | 427 |
| Jul 23, 2026 | Carlton Hofferkamp & Jenks Wealth Management, LLC | Q2 2026 | $87.7B | 144 |
| Jul 23, 2026 | Berkshire Money Management, Inc. | Q2 2026 | $388.3B | 56 |
| Jul 23, 2026 | PARTHENON LLC | Q2 2026 | $162.9B | 133 |
| Jul 23, 2026 | TruNorth Capital Management, LLC | Q2 2026 | $500.4B | 123 |
| Jul 23, 2026 | Wealthquest Corp | Q2 2026 | $796.1B | 177 |
| Jul 23, 2026 | Rathbones Group PLC | Q2 2026 | $3.7T | 665 |
| Jul 23, 2026 | E&G Advisors, LP | Q2 2026 | $104.5B | 243 |
| Jul 23, 2026 | THOMAS STORY & SON LLC | Q2 2026 | $49.9B | 53 |
| Jul 23, 2026 | EVERGREEN CAPITAL MANAGEMENT LLC | Q2 2026 | $2.6T | 2,269 |
| Jul 23, 2026 | WEST BANCORPORATION INC | Q2 2026 | $75.6B | 95 |
| Jul 23, 2026 | Welch Group, LLC | Q2 2026 | $648.0B | 326 |
| Jul 23, 2026 | TEXAS PERMANENT SCHOOL FUND CORP | Q2 2026 | $1.6T | 15 |
| Jul 23, 2026 | New Harbor Financial Group, LLC | Q2 2026 | $366.2B | 68 |
| Jul 23, 2026 | Tributary Capital Management, LLC | Q2 2026 | $648.4B | 135 |
| Jul 23, 2026 | Powerhouse Assets LLC | Q2 2026 | $36.7B | 57 |
| Jul 23, 2026 | FINANCIAL CONSULATE, INC | Q2 2026 | $734.6B | 1,449 |
| Jul 22, 2026 | EXCHANGE TRADED CONCEPTS, LLC | Q2 2026 | $7.6T | 2,766 |
| Jul 21, 2026 | Legacy Private Trust Co. | Q2 2026 | $708.8B | 382 |