| May 26, 2026 | Summit Financial Wealth Advisors, LLC | Q1 2026 | $343.6B | 193 |
| May 26, 2026 | GLENMEDE TRUST CO NA | Q1 2026 | $5.3T | 2,801 |
| May 26, 2026 | STONE LOFT WEALTH MANAGEMENT LLC | Q1 2026 | $46.9B | 24 |
| May 26, 2026 | Summitas Investment Management LLC | Q1 2026 | $57.1B | 10 |
| May 26, 2026 | Ruggaard & Associates LLC | Q1 2026 | $155.2B | 139 |
| May 26, 2026 | Peak Planning Group, LLC | Q1 2026 | $27.3B | 77 |
| May 26, 2026 | Flatrock Wealth Partners LLC | Q1 2026 | $112.8B | 166 |
| May 22, 2026 | Independent Wealth Advisors LLC | Q1 2026 | $53.0B | 63 |
| May 22, 2026 | Serenity Investment Advisors | Q1 2026 | $107.1B | 63 |
| May 22, 2026 | Converium Capital Inc. | Q1 2026 | $127.1B | 33 |
| May 22, 2026 | Coastline Complete Wealth LLC | Q1 2026 | $65.6B | 55 |
| May 22, 2026 | Wellington Grp LLC | Q1 2026 | $149.1B | 1,017 |
| May 22, 2026 | VERUS CAPITAL PARTNERS, LLC | Q1 2026 | $578.8B | 525 |
| May 22, 2026 | WNY Asset Management, LLC | Q1 2026 | $746.0B | 249 |
| May 22, 2026 | Evolutionary Tree Capital Management, LLC | Q1 2026 | $15.6B | 26 |
| May 22, 2026 | Access Investment Management LLC | Q1 2026 | $236.2B | 157 |
| May 21, 2026 | Front Street Capital Management, Inc. | Q1 2026 | $753.9M | 73 |
| May 21, 2026 | MONTCHANIN ASSET MANAGEMENT, LLC | Q1 2026 | $94.1M | 55 |
| May 21, 2026 | CTC LLC | Q1 2026 | $498.6B | 112 |
| May 21, 2026 | JDM Financial Group LLC | Q1 2026 | $165.3B | 318 |
| May 21, 2026 | CTC Alternative Strategies, Ltd. | Q1 2026 | $15.6B | 96 |
| May 21, 2026 | BankChampaign, National Association | Q1 2026 | $24.5B | 186 |
| May 21, 2026 | COMPASS CAPITAL MANAGEMENT, INC | Q1 2026 | $190.5B | 87 |
| May 21, 2026 | Raab & Moskowitz Asset Management LLC | Q1 2026 | $93.9B | 187 |
| May 21, 2026 | VESTOR CAPITAL, LLC | Q1 2026 | $1.4B | 277 |
| May 21, 2026 | Essential Partners LLC | Q1 2026 | $148.8B | 2,848 |
| May 21, 2026 | ARGENT CAPITAL MANAGEMENT LLC | Q1 2026 | $449.0B | 158 |
| May 20, 2026 | STOREBRAND ASSET MANAGEMENT AS | Q1 2026 | $6.5T | 776 |
| May 20, 2026 | Boothe Investment Group, Inc. | Q1 2026 | $226.5B | 40 |
| May 20, 2026 | ION Crossover Partners Ltd | Q1 2026 | $77.5B | 4 |
| May 20, 2026 | PATHWAY WEALTH MANAGEMENT LLC | Q1 2026 | $3.6B | 29 |
| May 20, 2026 | CCM INVESTMENT ADVISERS LLC | Q1 2026 | $153.6B | 93 |
| May 20, 2026 | Norris Financial Group, LLC | Q1 2026 | $142.3B | 97 |
| May 20, 2026 | E20 Capital Ltd | Q1 2026 | $108.5B | 20 |
| May 20, 2026 | FinArc Investments, Inc. | Q1 2026 | $62.1B | 43 |
| May 20, 2026 | Cadia Private Client LLC | Q1 2026 | $54.5B | 71 |
| May 20, 2026 | LEIGH BALDWIN & CO., LLC | Q1 2026 | $77.5B | 163 |
| May 20, 2026 | January Capital Advisors LLC | Q1 2026 | $53.5B | 52 |
| May 20, 2026 | SOA Wealth Advisors, LLC. | Q1 2026 | $158.2B | 867 |
| May 20, 2026 | Union Heritage Capital, LLC | Q1 2026 | $46.3B | 62 |
| May 20, 2026 | Hobbs Group Advisors, LLC | Q1 2026 | $275.6B | 160 |
| May 20, 2026 | RMR Capital Management, LLC | Q1 2026 | $41.0B | 75 |
| May 20, 2026 | Alamar Capital Management, LLC | Q1 2026 | $66.9B | 86 |
| May 20, 2026 | SHUTTLEWORTH & Co | Q1 2026 | $27.7B | 52 |
| May 19, 2026 | INDEPENDENT FINANCIAL GROUP, LLC | Q1 2026 | $1.4T | 1,174 |
| May 19, 2026 | Orographic Financial Advisors, LLC | Q1 2026 | $141.1M | 106 |
| May 19, 2026 | Cornerstone Wealth, LLC/TN | Q1 2026 | $154.6B | 96 |
| May 19, 2026 | GTS FINANCIAL, LLC | Q1 2026 | $103.1B | 43 |
| May 19, 2026 | Causey Wealth LLC | Q1 2026 | $89.0B | 68 |
| May 19, 2026 | FLAX POND CAPITAL, LLC | Q1 2026 | $100.6B | 62 |