| Aug 20, 2026 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | Q2 2026 | $550.4B | 408 |
| Aug 20, 2026 | ATX Financial Planning, LLC | Q2 2026 | $106.4B | 83 |
| Aug 20, 2026 | Ridgepath Capital Management LLC | Q2 2026 | $105.2B | 54 |
| Aug 20, 2026 | Rehmann Capital Advisory Group | Q2 2026 | $747.3B | 702 |
| Aug 20, 2026 | Jackson Wealth Management, LLC | Q2 2026 | $111.7B | 86 |
| Aug 20, 2026 | DEPRINCE RACE & ZOLLO INC | Q2 2026 | $4.0T | 188 |
| Aug 20, 2026 | Layline Advisors, LLC | Q2 2026 | $68.1B | 82 |
| Aug 20, 2026 | Harvest Fund Management Co., Ltd | Q2 2026 | $3.0B | 456 |
| Aug 19, 2026 | IKE Capital, LLC | Q2 2026 | $26.4B | 75 |
| Aug 19, 2026 | RESOLUTE WEALTH ADVISOR, INC. | Q2 2026 | $102.8B | 94 |
| Aug 19, 2026 | Bullock Wealth Management Group | Q2 2026 | $104.9B | 608 |
| Aug 19, 2026 | Custos Family Office, LLC | Q2 2026 | $89.8B | 71 |
| Aug 19, 2026 | Vermillion & White Wealth Management Group, LLC | Q2 2026 | $135.2B | 69 |
| Aug 19, 2026 | Prosperitas Financial LLC | Q2 2026 | $109.8B | 141 |
| Aug 19, 2026 | Madryn Asset Management, LP | Q2 2026 | $36.9B | 2 |
| Aug 19, 2026 | BOUSSARD & GAVAUDAN GESTION SAS | Q2 2026 | $176.2B | 117 |
| Aug 19, 2026 | Kingsview Wealth Management, LLC | Q2 2026 | $4.2T | 1,574 |
| Aug 19, 2026 | Sustainable Insight Capital Management, LLC | Q2 2026 | $12.6B | 78 |
| Aug 19, 2026 | Wilson & Boucher Capital Management, LLC | Q2 2026 | $53.5B | 121 |
| Aug 19, 2026 | Bullish | Q2 2026 | $270.4B | 3 |
| Aug 19, 2026 | Financial Avengers, Inc. | Q2 2026 | $51.5B | 158 |
| Aug 19, 2026 | CALIFORNIA FIRST LEASING CORP | Q2 2026 | $43.9B | 34 |
| Aug 18, 2026 | BRIDGER MANAGEMENT, LLC | Q2 2026 | $49.7B | 24 |
| Aug 18, 2026 | CANNELL CAPITAL LLC | Q2 2026 | $148.9B | 36 |
| Aug 18, 2026 | Orion Capital Management LLC | Q2 2026 | $116.2B | 516 |
| Aug 18, 2026 | THOMAS H LEE PARTNERS LP | Q2 2026 | $0 | 1 |
| Aug 18, 2026 | Denver PWM, LLC | Q2 2026 | $244.3B | 89 |
| Aug 18, 2026 | Concorde Asset Management, LLC | Q2 2026 | $48.1B | 152 |
| Aug 18, 2026 | JDM Financial Group LLC | Q2 2026 | $193.2B | 332 |
| Aug 18, 2026 | Ratan Capital Management LP | Q2 2026 | $68.3B | 48 |
| Aug 18, 2026 | Capasso Planning Partners LLC | Q2 2026 | $112.2B | 86 |
| Aug 18, 2026 | RIHO Partners, LLC | Q2 2026 | $41.7B | 14 |
| Aug 18, 2026 | Sankala Group LLC | Q2 2026 | $93.4B | 636 |
| Aug 18, 2026 | Unconventional Investor, LLC | Q2 2026 | $60.1B | 49 |
| Aug 18, 2026 | Rakuten Investment Management, Inc. | Q2 2026 | $4.8T | 467 |
| Aug 18, 2026 | VY Capital Management Co. Ltd. | Q2 2026 | $81.6B | 6 |
| Aug 18, 2026 | Nest Investments, LLC | Q2 2026 | $69.2B | 36 |
| Aug 18, 2026 | Strait & Sound Wealth Management LLC | Q2 2026 | $90.1B | 177 |
| Aug 18, 2026 | Twin Lakes Capital Management, LLC | Q2 2026 | $80.7B | 210 |
| Aug 18, 2026 | Henson-Edgewater Management, LLC | Q2 2026 | $24.1B | 66 |
| Aug 18, 2026 | Beacon Pointe Advisors, LLC | Q2 2026 | $9.7T | 1,916 |
| Aug 18, 2026 | TILIA FIDUCIARY PARTNERS, INC. | Q2 2026 | $47.3B | 127 |
| Aug 18, 2026 | NORTH STAR ASSET MANAGEMENT INC | Q2 2026 | $802.1B | 468 |
| Aug 18, 2026 | Leo H. Evart, Inc. | Q2 2026 | $65.3B | 328 |
| Aug 18, 2026 | Madrid Financial Services | Q2 2026 | $85.6B | 20 |
| Aug 18, 2026 | RB Capital Management, LLC | Q2 2026 | $83.6B | 205 |
| Aug 18, 2026 | MUHLENKAMP & CO INC | Q2 2026 | $177.8B | 28 |
| Aug 17, 2026 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Q2 2026 | $6.8T | 2,334 |
| Aug 14, 2026 | DEERFIELD MANAGEMENT COMPANY, L.P. | Q2 2026 | $6.0T | 82 |
| Aug 14, 2026 | NVIDIA CORP | Q2 2026 | $7.0T | 8 |