| S3 Capital Advisors LLC | New York, NY | $3.64B | 4 |
| First Sentier Investors (australia) Infrastructure Managers Pty | Barangaroo Nsw | $3.64B | 1 |
| Ulrich Consulting and Investment Group, LLC | Albuquerque, NM | $3.62B | — |
| Palladium Equity Partners Advisor, LLC | New York, NY | $3.6B | 5 |
| Axar Capital Management LP | New York, NY | $3.6B | 20 |
| CM Wealth Advisors LLC | Beachwood, OH | $3.6B | 30 |
| Sax Wealth Advisors, LLC | Parsippany, NJ | $3.6B | 1 |
| Regan Capital, LLC | Dallas, TX | $3.59B | 3 |
| Rpoa Advisors, Inc. | Plano, TX | $3.59B | — |
| The Burney Company | Reston, VA | $3.59B | — |
| Courier Capital, LLC | Buffalo, NY | $3.59B | — |
| Oha Private Credit Advisors LLC | New York, NY | $3.58B | — |
| Cambria Investment Management, L.P. | Manhattan Beach, CA | $3.58B | — |
| Venturi Wealth Management, LLC | Austin, TX | $3.58B | 11 |
| Sigfig Wealth Management LLC | San Francisco, CA | $3.58B | — |
| Abacus Wealth Partners, LLC | Santa Monica, CA | $3.58B | 1 |
| Calydon Capital, LLC | Memphis, TN | $3.58B | 1 |
| Marble Bar Asset Management LLP | London | $3.57B | 4 |
| Mpm Asset Management LLC | Boston, MA | $3.56B | 14 |
| Jahd Management Company, LLC | Boston, MA | $3.56B | 13 |
| Apollo Manager, LLC | New York, NY | $3.56B | — |
| Cressey & Company LP | Chicago, IL | $3.55B | 12 |
| PNC Tc, LLC | Louisville, KY | $3.55B | 8 |
| Steele Capital Management, Inc. | Dubuque, IA | $3.55B | — |
| Quad-C Management, Inc. | Charlottesville, VA | $3.55B | 2 |
| Fil Investment Advisors (UK) Ltd. | Tadworth, Surrey | $3.55B | — |
| Dhm Partners LLC | Boston, MA | $3.55B | 9 |
| Liberty 77 Capital L.P. | Washington, DC | $3.55B | 3 |
| Sit Investment Associates, Inc | Minneapolis, MN | $3.54B | 7 |
| Retirement Plan Advisors, LLC | Chicago, IL | $3.54B | — |
| Sycamore Tree Capital Partners, L.P. | Dallas, TX | $3.54B | 12 |
| Oneascent Financial Services LLC | Birmingham, AL | $3.54B | — |
| Burkehill Global Management, LP | New York, NY | $3.54B | 5 |
| Visionary Wealth Advisors, LLC | St. Louis, MO | $3.54B | — |
| Mill Point Capital LLC | New York, NY | $3.53B | 9 |
| Breakwall Investment Advisor LLC | Port Washington, NY | $3.52B | 5 |
| Pathlight Capital LP | Boston, MA | $3.52B | 8 |
| Greenwich Wealth Management LLC | Greenwich, CT | $3.52B | — |
| Deer Park Road Management Company, LP | Steamboat Springs, CO | $3.52B | 6 |
| Bryn Mawr Trust Advisors, LLC | Philadelphia, PA | $3.51B | — |
| Bentallgreenoak Strategic Capital Partners LLC | New York, NY | $3.51B | 89 |
| Equity Investment Corporation | Atlanta, GA | $3.51B | — |
| Andros Capital Partners LLC | Houston, TX | $3.51B | 11 |
| Stellus Capital Management, LLC | Houston, TX | $3.51B | 13 |
| Foundry Group, LLC | Boulder, CO | $3.5B | 15 |
| Global Forest Partners LP | Lebanon, NH | $3.5B | 17 |
| Valley Forge Investment Consultants, Inc. | Audubon, PA | $3.49B | — |
| Advisor Resource Council | Dallas, TX | $3.49B | — |
| Systematic Alpha Investments, LLC | Princeton, NJ | $3.49B | — |
| 1607 Capital Partners, LLC | Richmond, VA | $3.49B | 5 |