| Basepoint Advisors LLC | New York, NY | $3.27B | 9 |
| Falcon Investment Advisors, LLC | Boston, MA | $3.27B | 8 |
| Avantyr Capital Partners, LP | New York, NY | $3.27B | 1 |
| York Capital Management Global Advisors, LLC | New York, NY | $3.26B | 17 |
| Pfg Advisors, LLC | Phoenix, AZ | $3.26B | — |
| Sbb Research Group LLC | Northbrook, IL | $3.26B | 7 |
| Gates Capital Management, Inc. | New York, NY | $3.26B | 4 |
| Blb & B Advisors, LLC | Montgomeryville, PA | $3.26B | — |
| Monograph Wealth Advisors, LLC | Manhattan Beach, CA | $3.25B | — |
| Advocacy Wealth Management, LLC | Atlanta, GA | $3.24B | — |
| Gryphon Wealth, LLC | Jacksonville, FL | $3.24B | — |
| Bharcap Partners, LLC | Greenwich, CT | $3.24B | 8 |
| Cantor Fitzgerald Investment Advisors, L.P. | New York, NY | $3.24B | 2 |
| Growthcurve Capital, LP | New York, NY | $3.24B | 14 |
| Counterpoint Mutual Funds, LLC | San Diego, CA | $3.24B | — |
| Meyer Handelman Company LLC | Rye Brook, NY | $3.24B | 1 |
| Foresite Capital Management, LLC | West Hollywood, CA | $3.24B | 9 |
| American Realty Advisors, LLC | Los Angeles, CA | $3.24B | 2 |
| Lbc Credit Management, L.P. | Radnor, PA | $3.24B | 6 |
| Chilton Capital Management LLC | Houston, TX | $3.23B | — |
| Flexpath Strategies LLC | Chicago, IL | $3.22B | — |
| Lincoln Advisory Group, LLC | Chicago, IL | $3.22B | — |
| Gcp Investment Advisor, LLC | Chicago, IL | $3.22B | 11 |
| Vista Capital Partners, Inc. | Portland, OR | $3.22B | — |
| Nassau Coramerica LLC | El Segundo, CA | $3.22B | 4 |
| Vance Street Management LLC | Los Angeles, CA | $3.22B | 10 |
| Oberland Capital Management LLC | New York, NY | $3.22B | 11 |
| Clean Energy Transition International S.a.m. | Monaco, Monaco | $3.22B | — |
| Cumberland Advisors, LLC | Sarasota, FL | $3.22B | — |
| Fs Digital Infrastructure Advisor, LLC | Philadelphia, PA | $3.21B | 6 |
| Trilogy Capital, Inc. | Irvine, CA | $3.21B | — |
| Evensky & Katz, LLC | Coral Gables, FL | $3.21B | — |
| M Holdings Securities, Inc. | Portland, OR | $3.21B | — |
| Trust Asset Management LLC | Houston, TX | $3.21B | 5 |
| Leo Wealth, LLC | Edison, NJ | $3.21B | — |
| Principle Wealth Partners LLC | Madison, CT | $3.2B | — |
| E.p.g., Incorporated | Framingham, MA | $3.2B | — |
| Roffman Milller Associates Inc | Philadelphia, PA | $3.2B | — |
| Bogart Wealth, LLC | McLean, VA | $3.19B | — |
| Greenbelt Capital Management L.P. | Austin, TX | $3.19B | 10 |
| Altes Capital, LLC | | $3.19B | 4 |
| Ka Fund Advisors, LLC | Houston, TX | $3.19B | — |
| Lutz Financial Services, LLC | Omaha, NE | $3.19B | — |
| Fitzwalter Capital (US) LLC | New York, NY | $3.19B | — |
| Solus Alternative Asset Management LP | Summit, NJ | $3.19B | 11 |
| Alterra Ios Manager, LLC | Radnor, PA | $3.19B | 3 |
| Foursixthree Capital LP | New York, NY | $3.18B | 2 |
| Girard Advisory Services, LLC | King of Prussia, PA | $3.18B | — |
| Lcp Institutional, LLC | Atlanta, GA | $3.18B | — |
| Burford Capital Investment Management LLC | Chicago, IL | $3.17B | 12 |