| Sep 17, 2026 | WELLINGTON-ALTUS USA INC. | Q2 2026 | $69.5B | 713 |
| Sep 17, 2026 | Kirkwood Financial Services | Q2 2026 | $117.8B | 35 |
| Sep 16, 2026 | Twin Peaks Capital Ltd | Q2 2026 | $2.0B | 11 |
| Sep 16, 2026 | Old Mission Investment Co LLC | Q2 2026 | $52.2B | 65 |
| Sep 15, 2026 | Anchor Investment Management, LLC | Q2 2026 | $375.9B | 1,207 |
| Sep 15, 2026 | SkyView Investment Advisors, LLC | Q2 2026 | $127.7M | 278 |
| Sep 15, 2026 | Cherry Tree Wealth Management, LLC | Q2 2026 | $378.1B | 594 |
| Sep 15, 2026 | Reynders McVeigh Capital Management, LLC | Q2 2026 | $2.3B | 196 |
| Sep 14, 2026 | Revere Asset Management, Inc | Q2 2026 | $134.0B | 37 |
| Sep 11, 2026 | Talon Private Wealth, LLC | Q2 2026 | $582.9B | 405 |
| Sep 11, 2026 | Spectrum Advisors, Inc. | Q2 2026 | $99.5B | 50 |
| Sep 11, 2026 | Marathon Wealth Advisors LLC | Q2 2026 | $22.2B | 73 |
| Sep 11, 2026 | Bullseye Investment Management, LLC | Q2 2026 | $174.5B | 321 |
| Sep 10, 2026 | U S WEALTH GROUP, LLC. | Q2 2026 | $43.3B | 41 |
| Sep 10, 2026 | MENLO ADVISORS LLC | Q2 2026 | $210.6M | 30 |
| Sep 9, 2026 | Lotus Asset Management LLC | Q2 2026 | $10.6B | 43 |
| Sep 9, 2026 | MIRAMONTES CAPITAL, LLC | Q2 2026 | $55.5B | 126 |
| Sep 9, 2026 | Core Capital Management & Research, inc. | Q2 2026 | $126.0B | 286 |
| Sep 8, 2026 | Willow Creek Capital Management, Inc. | Q2 2026 | $10.2B | 100 |
| Sep 8, 2026 | Kachkovsky & Fisher, Inc. | Q2 2026 | $18.2B | 64 |
| Sep 4, 2026 | Nordflint Capital Partners Fondsmaeglerselskab A/S | Q2 2026 | $370.6M | 1 |
| Sep 3, 2026 | Cygnus Capital Advisors, LLC | Q2 2026 | $147.2M | 92 |
| Sep 3, 2026 | RWC ASSET ADVISORS (US) LLC | Q2 2026 | $376.3B | 16 |
| Sep 2, 2026 | Kinetic Wealth Investment Advisors LLC | Q2 2026 | $108.9B | 64 |
| Sep 2, 2026 | Range Advisory, LLC | Q2 2026 | $188.7B | 196 |
| Sep 2, 2026 | Infini Capital Management Ltd | Q2 2026 | $38.9B | 1 |
| Sep 2, 2026 | CAPITAL & PLANNING, LLC | Q2 2026 | $30.1B | 45 |
| Sep 2, 2026 | MLG Wealth Management DBA Pine Grove Financial Group | Q2 2026 | $585.2B | 189 |
| Sep 2, 2026 | BROWN, LISLE/CUMMINGS, INC. | Q2 2026 | $103.0B | 1,054 |
| Sep 1, 2026 | AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | Q2 2026 | $18.5B | 24 |
| Sep 1, 2026 | Davis Wealth Advisors, LLC | Q2 2026 | $61.5B | 91 |
| Sep 1, 2026 | Planning Project LLC | Q2 2026 | $123.8B | 26 |
| Sep 1, 2026 | Parrish Capital LLC | Q2 2026 | $43.3B | 87 |
| Aug 31, 2026 | Alternative Investment Advisors, LLC. | Q2 2026 | $57.0B | 78 |
| Aug 31, 2026 | Arbor Wealth Management LLC\AZ | Q2 2026 | $47.7B | 104 |
| Aug 28, 2026 | Deeter Investments LLP | Q2 2026 | $228.0B | 111 |
| Aug 27, 2026 | Formuepleje A/S | Q2 2026 | $810.1B | 57 |
| Aug 24, 2026 | CARLSON FINANCIAL, INC. | Q2 2026 | $84.3B | 180 |
| Aug 24, 2026 | Vancity Investment Management Ltd | Q2 2026 | $666.4M | 92 |
| Aug 24, 2026 | CYBER HORNET ETFs LLC | Q2 2026 | $22.0B | 508 |
| Aug 24, 2026 | Serenity Investment Advisors | Q2 2026 | $174.5B | 76 |
| Aug 24, 2026 | Strategic Financial Services, Inc. | Q2 2026 | $1.9T | 158 |
| Aug 21, 2026 | ASHFORD CAPITAL MANAGEMENT INC | Q2 2026 | $476.7B | 108 |
| Aug 21, 2026 | Envision Financial Transparency, LLC | Q2 2026 | $49.3B | 59 |
| Aug 21, 2026 | Harbor Spring Capital, LLC | Q2 2026 | $0 | 1 |
| Aug 21, 2026 | Bernard Wealth Management Corp. | Q2 2026 | $98.2B | 325 |
| Aug 20, 2026 | American Beacon Advisors, Inc. | Q2 2026 | $13.8B | 3 |
| Aug 20, 2026 | GILL CAPITAL PARTNERS, LLC | Q2 2026 | $278.0B | 702 |
| Aug 20, 2026 | Anderson Financial Strategies, LLC | Q2 2026 | $119.9B | 36 |
| Aug 20, 2026 | Forefront Wealth Partners, LLC | Q2 2026 | $195.6B | 177 |