| Everest Financial Group LLC | Minneapolis, MN | $1B | — |
| Oliver Luxxe Assets LLC | Gladstone, NJ | $1B | — |
| World Equity Group, Inc. | Schaumburg, IL | $1B | — |
| Capsouth Partners, Inc. | Dothan, AL | $1B | — |
| Seeds Investor LLC | New York, NY | $1B | — |
| Fivespan Partners, LP | San Francisco, CA | $1B | 2 |
| Sachetta, LLC | Lynnfield, MA | $1B | — |
| Cohen Capital Management Inc | Corte Madera, CA | $1B | — |
| Sava Capital LLC | Dorado, PR | $1B | 1 |
| Verbena Value LP | Westport, CT | $1B | — |
| Ccaventus Global Credit Management LLC | New York, NY | $1B | — |
| Entrypoint Capital, LLC | New York, NY | $999.2M | 1 |
| Dawson Partners (US) Inc. | New York, NY | $999.1M | 1 |
| Palm Beach Capital Management III, LLC | West Palm Beach, FL | $998.8M | 15 |
| Henrickson Nauta Wealth Advisors, Inc. | Belmont, MI | $998.5M | 1 |
| Nexwave Capital Partners LLC | New York, NY | $997.8M | 4 |
| Daybright Advisory Services, Inc. | Miami, FL | $997.4M | — |
| Passive Capital Management, LLC | Syracuse, NY | $996.9M | — |
| Huizenga Capital Management, LLC | Oak Brook, IL | $996.7M | 20 |
| Galilei Investment Office LLP | London | $996.1M | — |
| Commonwealth Financial Services, LLC. | Vienna, WV | $994.7M | — |
| Omnia Family Wealth, LLC | Aventura, FL | $994.6M | 2 |
| Lantz Financial LLC | Naperville, IL | $994.1M | — |
| Five Arrows Managers (USA) LLC | New York, NY | $994M | 2 |
| McLean Asset Management Corporation | Tysons, VA | $993.9M | — |
| Syntheticfi LLC | San Francisco, CA | $992.9M | — |
| Kabouter Management, LLC | Chicago, IL | $992.5M | 4 |
| Bayswater Management Company LP | Denver, CO | $991.5M | 6 |
| Advisory Research Inc | Chicago, IL | $991.3M | 2 |
| Merit Capital Partners Management, L.L.C. | Chicago, IL | $991.1M | 2 |
| Brown | Miller Wealth Management, LLC | McLean, VA | $991.1M | — |
| Riverview Research, LLC | Independence, OH | $990.8M | — |
| Cander Asset Management LP | New York, NY | $989M | — |
| Sculptor Advisors LLC | New York, NY | $989M | — |
| Man Global Private Markets (USA) Inc. | New York, NY | $988.2M | — |
| Morris & Wells Wealth Management | Charlottesville, VA | $987.9M | — |
| Terril Brothers Inc | Saint Louis, MO | $987.8M | — |
| Bcs Financial, LLC | Johnson City, TN | $987.4M | — |
| Oneascent Investment Solutions, LLC | Birmingham, AL | $987.2M | — |
| Financial Enhancement Group LLC | Anderson, IN | $987M | — |
| Story3 Capital Partners, LLC | | $986.9M | 12 |
| Ellis Investment Partners, LLC | Berwyn, PA | $986.8M | — |
| Concentrum Wealth Management, Inc. | San Jose, CA | $986.8M | — |
| Goodwin Capital Advisers, Inc. | Hartford, CT | $986.6M | — |
| American Independent Securities Group, LLC | Eagle, ID | $986.3M | — |
| Pacific Sage Partners, LLC | Edmonds, WA | $986.3M | — |
| North Sky Capital, LLC | Wayzata, MN | $986.1M | 15 |
| Fine Capital Partners, L.P. | New York, NY | $986M | 2 |
| Fiduciary Experts LLC | | $985.8M | — |
| Rfg - Bristol Wealth Advisors, LLC | Taunton, MA | $985.6M | — |