| Tci Wealth Advisors, Inc. | Tucson, AZ | $5.37B | — |
| Frost Investment Advisors, LLC | San Antonio, TX | $5.36B | — |
| Western Wealth Management LLC | Golden, CO | $5.36B | — |
| Cove Hill Partners, L.P. | Boston, MA | $5.36B | 8 |
| Mantle Ridge LP | New York, NY | $5.35B | 13 |
| MacKenzie Investments Europe Limited | Dublin 4 | $5.33B | — |
| David Vaughan Investments, LLC | Peoria, IL | $5.33B | — |
| Arena Capital Advisors LLC | Los Angeles, CA | $5.33B | 26 |
| Polus Capital Management Limited | London | $5.32B | 15 |
| Family Manage LLC | New York, NY | $5.31B | 2 |
| Flexstone Partners, LLC | New York, NY | $5.3B | 26 |
| Pictet North America Advisors SA | Geneva 73 | $5.3B | — |
| Pamlico Capital Management, LP | Charlotte, NC | $5.3B | 7 |
| Bip Wealth, LLC | Atlanta, GA | $5.29B | 2 |
| Alera Investment Advisors, LLC | Deerfield, IL | $5.29B | — |
| Rehmann Capital Advisory Group, LLC | Lansing, MI | $5.27B | — |
| Constitution Capital Equity Partners LP | Andover, MA | $5.27B | 20 |
| Proficio Capital Partners LLC | Newton, MA | $5.27B | 8 |
| Denham Capital Management LP | Boston, MA | $5.26B | 9 |
| Alumina Investment Management, LLC | Charlotte, NC | $5.26B | — |
| Mhr Fund Management LLC | New York, NY | $5.26B | 10 |
| Zais Group LLC | Holmdel, NJ | $5.26B | 26 |
| Value Partners Hong Kong Limited | Hong Kong | $5.25B | 2 |
| Venture Visionary Partners LLC | Sylvania, OH | $5.24B | — |
| Glendon Capital Management L.P. | Santa Monica, CA | $5.24B | 3 |
| Zimmer Partners, LP | New York, NY | $5.24B | 4 |
| Stockman Wealth Management, Inc. | Billings, MT | $5.24B | — |
| Spruce House Investment Management LLC | New York, NY | $5.24B | 2 |
| Forest Investment Associates L.P. | Atlanta, GA | $5.24B | 5 |
| Standard Investments LLC | New York, NY | $5.22B | 12 |
| Hc Capital Partners, LLC | West Conshohocken, PA | $5.21B | 29 |
| Linscomb Wealth, Inc. | Houston, TX | $5.21B | — |
| Lovell Minnick Partners LLC | Radnor, PA | $5.21B | 38 |
| Skye Global Management LP | West Palm Beach, FL | $5.21B | 1 |
| Twin Bridge Capital Partners, LLC | Chicago, IL | $5.2B | 9 |
| Gentrust, LLC | Miami, FL | $5.2B | — |
| Davidson Investment Advisors, Inc. | Great Falls, MT | $5.2B | — |
| Profund Advisors LLC | Bethesda, MD | $5.2B | — |
| Krilogy Financial LLC | St. Louis, MO | $5.2B | 1 |
| Dextra Advisors LLC | New York, NY | $5.19B | 14 |
| Paine Schwartz Partners, LLC | New York, NY | $5.19B | 18 |
| Bear Creek Asset Management, LLC | Denver, CO | $5.19B | 40 |
| Investcorp Corsair Infrastructure Partners, L.P. | New York, NY | $5.19B | 10 |
| Leading Edge Investment Advisors,llc | San Francisco, CA | $5.17B | — |
| Legacy Advisors, LLC | Plymouth Meeting, PA | $5.17B | — |
| Insigneo Advisory Services, LLC | Miami, FL | $5.16B | 1 |
| Asset Strategy Consultants LLC | Hunt Valley, MD | $5.16B | — |
| Jefferies Investment Advisers LLC | New York, NY | $5.15B | — |
| Hines Capital Advisors LLC | Houston, TX | $5.15B | 6 |
| Altamar Partners North America LLC | New York, NY | $5.15B | — |