| Mgo One Seven LLC | Beachwood, OH | $7.72B | — |
| Ritholtz Wealth Management | New York, NY | $7.7B | — |
| Corsair Capital LLC | New York, NY | $7.68B | 43 |
| Fiduciary Trust International, LLC | Lincoln, MA | $7.67B | 7 |
| Hbk Sorce Advisory LLC | Erie, PA | $7.66B | — |
| Stamos Capital Partners, L.P. | Menlo Park, CA | $7.64B | 13 |
| Aldrich Wealth, Limited Partnership | Lake Oswego, OR | $7.62B | — |
| McMorgan & Company LLC | San Francisco, CA | $7.61B | 8 |
| Mgg Investment Group LP | New York, NY | $7.59B | 36 |
| Belpointe Asset Management LLC | Reno, NV | $7.58B | — |
| Signature Financial Management Inc | Norfolk, VA | $7.57B | 16 |
| Avantax Planning Partners, Inc. | Dubuque, IA | $7.57B | — |
| Llr Management Holdco, L.P. | Philadelphia, PA | $7.57B | 19 |
| Dsm Capital Partners LLC | Palm Beach Gardens, FL | $7.56B | 2 |
| Bailard, Inc. | Foster City, CA | $7.56B | 1 |
| Highbridge Capital Management, LLC | New York, NY | $7.55B | 16 |
| Qic US Investment Services Inc | New York, NY | $7.52B | 17 |
| Sessa Capital Im, L.P. | New York, NY | $7.52B | 3 |
| Carnegie Capital Asset Management, LLC | Pepper Pike, OH | $7.51B | — |
| Ite Management L.P. | New York, NY | $7.51B | 10 |
| 59 North Capital Management, LP | Houston, TX | $7.5B | 1 |
| Jmg Financial Group Ltd | Downers Grove, IL | $7.5B | — |
| Osterweis Capital Management LLC | San Francisco, CA | $7.5B | — |
| Water Street Healthcare Partners, LLC | Chicago, IL | $7.49B | 16 |
| Lombard Odier Asset Management (USA) Corp | New York, NY | $7.48B | 9 |
| Chicago Partners Investment Group LLC | Chicago, IL | $7.47B | 3 |
| Hays Financial Group, LLC | Minneapolis, MN | $7.45B | — |
| Homestead Advisers Corp. | Arlington, VA | $7.45B | — |
| Hudson Housing Capital LLC | New York, NY | $7.44B | 105 |
| Westcap Management, LLC | San Francisco, CA | $7.44B | 43 |
| Morant Wright Management Limited | London | $7.43B | 1 |
| Capital Advisors, Inc. | Tulsa, OK | $7.43B | — |
| Gramercy Funds Management LLC | West Palm Beach, FL | $7.42B | 43 |
| Xn LP | New York, NY | $7.41B | 13 |
| Jll Partners LLC | New York, NY | $7.4B | 42 |
| Washington Capital Management Inc | Seattle, WA | $7.4B | 10 |
| Eventide Asset Management, LLC | Boston, MA | $7.38B | 2 |
| Lyrical Asset Management LP | New York, NY | $7.37B | 2 |
| Alliant Retirement Services, LLC | Alpharetta, GA | $7.37B | — |
| First National Advisers, LLC | Omaha, NE | $7.37B | — |
| Surgocap Partners LP | New York, NY | $7.35B | 2 |
| Mariner Platform Solutions, LLC | Overland Park, KS | $7.34B | — |
| Centaurus Financial, Inc. | Anaheim, CA | $7.34B | — |
| Spectrum Equity Management, Inc. | Boston, MA | $7.32B | 32 |
| Carval CLO Management LLC | Minneapolis, MN | $7.3B | 17 |
| Arbour Lane Capital Management LP | Stamford, CT | $7.3B | 5 |
| Dimension Capital Management LLC | Coral Gables, FL | $7.29B | 94 |
| Cercano Management LLC | Bellevue, WA | $7.28B | 29 |
| Badgley Phelps Wealth Managers, LLC | Seattle, WA | $7.28B | — |
| Peak Rock Capital LLC | Austin, TX | $7.28B | 29 |