| Bow River Asset Management, LLC | Denver, CO | $4.2B | 47 |
| Baxter Capital Management Inc | Indianapolis, IN | $4.19B | — |
| Clear Investment Research, LLC | Alpharetta, GA | $4.19B | — |
| Eaaa PTE. Limited | Singapore | $4.19B | 17 |
| Texas Capital Bank Wealth Management Services, Inc. | Dallas, TX | $4.19B | — |
| Bonaccord Capital Advisors LLC | New York, NY | $4.19B | — |
| Salem Investment Counselors Inc | Winston Salem, NC | $4.19B | — |
| Garnett Station Partners, LLC | New York, NY | $4.19B | 27 |
| Whitehaven Asset Management, LP | Greenwich, CT | $4.18B | 2 |
| Crossingbridge Advisors, LLC | Pleasantville, NY | $4.18B | — |
| Sound Income Strategies, LLC | Fort Lauderdale, FL | $4.18B | — |
| Martingale Asset Management LP | Boston, MA | $4.18B | 2 |
| Star Mountain Fund Management, LLC | New York, NY | $4.18B | 22 |
| Boston Common Asset Management, LLC | Boston, MA | $4.17B | 5 |
| Essex Financial Services, Inc. | Essex, CT | $4.17B | — |
| Tiger Iron Capital, LLC | Andover, MA | $4.17B | 15 |
| Acon Equity Management, L.L.C. | Washington, DC | $4.17B | 23 |
| The Retirement Planning Group, LLC | Leawood, KS | $4.16B | — |
| Revelar Capital LLC | New York, NY | $4.16B | 16 |
| Wescott Financial Advisory Group LLC | Philadelphia, PA | $4.16B | — |
| Aprio Wealth Management, LLC | Atlanta, GA | $4.15B | — |
| Flaherty & Crumrine Incorporated | Pasadena, CA | $4.15B | — |
| Steelpeak Wealth, LLC | Woodland Hills, CA | $4.15B | 3 |
| North Reef Capital Management LP | Laguna Beach, CA | $4.14B | 2 |
| Harrison Street Private Wealth LLC | Denver, CO | $4.14B | — |
| Ipg Investment Advisors, LLC | San Diego, CA | $4.14B | 1 |
| Founders Financial Securities, LLC | Towson, MD | $4.14B | — |
| Archpoint Investors LLC | Coral Gables, FL | $4.13B | 2 |
| Nwam, LLC | Mercer Island, WA | $4.13B | — |
| Man Investments Australia Limited | Sydney | $4.13B | — |
| Parkway Advisors, L.P. | Abilene, TX | $4.13B | — |
| Evolution Credit Partners Management, LLC | Boston, MA | $4.12B | 10 |
| Blue Wolf Capital Partners LLC | New York, NY | $4.12B | 14 |
| Capital Generation Partners LLP | London | $4.12B | — |
| Guggenheim Funds Investment Advisors, LLC | Chicago, IL | $4.12B | — |
| Senvest Management, LLC | New York, NY | $4.12B | 3 |
| Finaccess Advisors, LLC | Miami, FL | $4.11B | — |
| Gerber Kawasaki, Inc. | Santa Monica, CA | $4.11B | — |
| Diversify Wealth Management, LLC | Sandy, UT | $4.11B | — |
| Ffl Partners, LLC | San Francisco, CA | $4.11B | 30 |
| Castleknight Management LP | New York, NY | $4.1B | 3 |
| Spf Investment Management, L.P. | New York, NY | $4.1B | 1 |
| Performance Wealth Partners, LLC | Hinsdale, IL | $4.09B | — |
| Fundamental Advisors LP | New York, NY | $4.09B | 7 |
| Wildcat Capital Management, LLC | New York, NY | $4.08B | 5 |
| Freeport Financial Partners LLC | Chicago, IL | $4.07B | 14 |
| Keel Point, LLC | Huntsville, AL | $4.07B | 3 |
| Peregrine Capital Management, LLC | Minneapolis, MN | $4.07B | — |
| Money Concepts Capital Corp | Palm Beach Gardens, FL | $4.07B | — |
| Aqs Asset Management, L.L.C. | Austin, TX | $4.07B | — |