| Clearwater Advisors, LLC | Boise, ID | $4.65B | — |
| Diversify Advisory Services, LLC | Sandy, UT | $4.65B | — |
| Capital Asset Advisory Services, LLC. | Williamston, MI | $4.64B | — |
| Heritage Investors Management Corp | Bethesda, MD | $4.63B | — |
| Clean Energy Transition LLP | London | $4.63B | 4 |
| C-Bridge Capital LLC | New York, NY | $4.63B | 4 |
| Verdence Capital Advisors, LLC | Hunt Valley, MD | $4.63B | — |
| Caxton Associates (USA) LLC | New York, NY | $4.63B | — |
| Bowen, Hanes & Co Inc | Ponte Vedra Beach, FL | $4.62B | — |
| Summit Partners Public Asset Management, LLC | Boston, MA | $4.62B | 12 |
| Pantheon Ventures (UK) LLP | London | $4.62B | 11 |
| Ancora Advisors LLC | Mayfield Heights, OH | $4.61B | — |
| Quotient Wealth Partners, LLC | Dallas, TX | $4.61B | — |
| Templeton Investment Counsel, LLC | Ft. Lauderdale, FL | $4.61B | 1 |
| Seven Bridges Advisors LLC | New York, NY | $4.61B | 16 |
| Haussmann 1864 Capital Management LLC | New York, NY | $4.6B | 1 |
| Fundstrat Capital LLC | New York, NY | $4.6B | — |
| Baker Tilly Wealth Management, LLC | Madison, WI | $4.6B | — |
| Stable Asset Management LP | New York, NY | $4.6B | 5 |
| Btc Capital Management, Inc. | Des Moines, IA | $4.6B | — |
| 1932 Investment Management, LLC | Newark, NJ | $4.6B | — |
| Globeflex Capital LP | San Diego, CA | $4.6B | 4 |
| Castleark Management LLC | Chicago, IL | $4.59B | — |
| Arbor Realty Collateral Management, LLC | Uniondale, NY | $4.58B | 1 |
| Twin Focus Capital Partners, LLC | Boston, MA | $4.58B | 6 |
| Boston Trust Walden Inc. | Boston, MA | $4.58B | — |
| Deepcurrents Investment Group LLC | New York, NY | $4.58B | 1 |
| McR Fund Management LLC | Dallas, TX | $4.58B | 16 |
| Portman Square Capital LLP | London | $4.58B | 1 |
| Sandbrook Capital Management LP | Stamford, CT | $4.58B | 17 |
| Hull Street Energy, LLC | Bethesda, MD | $4.57B | 10 |
| Gsv Equity Holdings, LLC | Knoxville, TN | $4.57B | 13 |
| Tenex Capital Management, L.P. | New York, NY | $4.57B | 12 |
| Corvex Management LP | New York, NY | $4.57B | 8 |
| Qhp Capital, L.P. | Raleigh, NC | $4.57B | 15 |
| Wharton Business Group, LLC | Malvern, PA | $4.57B | — |
| Zevenbergen Capital Investments LLC | Edmonds, WA | $4.57B | — |
| Thompson Street Capital Manager LLC | St. Louis, MO | $4.57B | 10 |
| Waud Capital Partners, LLC | Chicago, IL | $4.56B | 24 |
| Dwight Securities Management LLC | Sunny Isles Beach, FL | $4.56B | 1 |
| Brown Capital Management, LLC | Baltimore, MD | $4.54B | — |
| Conifer Management, LLC | New York, NY | $4.53B | 5 |
| Franklin Street Advisors, Inc. | Chapel Hill, NC | $4.53B | 5 |
| Johnson Financial Group LLC | Denver, CO | $4.53B | 1 |
| Hawk Ridge Capital Management LP | Los Angeles, CA | $4.53B | 1 |
| Signalfire Management Services, LLC | San Francisco, CA | $4.52B | 52 |
| H/2 Credit Manager LP | Stamford, CT | $4.52B | 6 |
| Innovation X Advisors, LLC | Rockville, MD | $4.52B | 20 |
| Cwa Asset Management Group, LLC | Naples, FL | $4.51B | 3 |
| Spire Wealth Management, LLC | McLean, VA | $4.51B | — |