| Vmg Partners II, LLC | San Francisco, CA | $3.17B | 28 |
| Csenge Advisory Group, LLC | Clearwater, FL | $3.17B | — |
| Hilton Capital Management, LLC | Garden City, NY | $3.16B | — |
| Midland Wealth Advisors, LLC | Effingham, IL | $3.16B | — |
| Tennenbaum Capital Partners, LLC | Santa Monica, CA | $3.16B | 36 |
| North Square Investments, LLC | Chicago, IL | $3.15B | — |
| Avesi Partners LLC | Stamford, CT | $3.15B | 6 |
| On Investment Management Co | Cincinnati, OH | $3.15B | — |
| Cyndeo Wealth Partners, LLC | St. Petersburg, FL | $3.15B | — |
| Advisornet Financial, Inc. | Minnetonka, MN | $3.15B | — |
| Srh Advisors, LLC | Salina, KS | $3.15B | — |
| Santander Securities LLC | Boston, MA | $3.14B | — |
| Strategic Income Management, LLC | Seattle, WA | $3.14B | — |
| Greenbacker Capital Management LLC | Portland, ME | $3.14B | 4 |
| Romark Credit Advisors LP | New York, NY | $3.13B | 12 |
| S.w. Mitchell Capital LLP | London | $3.13B | — |
| Faircourt Partners, LLC | Lake Bluff, IL | $3.12B | — |
| Roundtable Healthcare Management, Inc | Lake Forest, IL | $3.12B | 11 |
| Five Elms Capital Management, LLC | Kansas City, MO | $3.12B | 23 |
| Conversant Capital LLC | Summit, NJ | $3.12B | 21 |
| Nantahala Capital Management, LLC | New Canaan, CT | $3.11B | 3 |
| Moorstone, L.P. | New York, NY | $3.11B | 3 |
| Van Eck Absolute Return Advisers Corporation | New York, NY | $3.11B | 7 |
| Staley Capital Advisers Inc | Pittsburgh, PA | $3.11B | 1 |
| Sourcerock Group LLC | Denver, CO | $3.11B | 1 |
| Earned Wealth Advisors, LLC | Walnut Creek, CA | $3.11B | — |
| Concentric Capital Strategies L.P. | Stamford, CT | $3.11B | 2 |
| Bps Capital Management, Inc. | Bloomington, MN | $3.1B | — |
| Winthrop Advisory Group, LLC | Boston, MA | $3.1B | — |
| Windjammer Management Partners, L.P. | Newport Beach, CA | $3.1B | 6 |
| Eagle Global Advisors LLC | Houston, TX | $3.1B | 3 |
| Logan Capital Management, Inc. | Newtown Square, PA | $3.1B | — |
| Svb Wealth LLC | Boston, MA | $3.1B | — |
| Ampersand Management LLC | Boston, MA | $3.09B | 4 |
| Calera Capital Advisors, LP | San Francisco, CA | $3.09B | 15 |
| Cooper Creek Partners Management LLC | New York, NY | $3.09B | 2 |
| Oakmont Capital Management, LLC | Oakmont, PA | $3.09B | — |
| Alphasimplex Group, LLC | Boston, MA | $3.09B | 1 |
| Red Door Wealth Management, LLC | Memphis, TN | $3.09B | 8 |
| Greywolf Capital Management LP | Purchase, NY | $3.08B | 26 |
| Thompson Investment Management, Inc. | Madison, WI | $3.08B | — |
| Gleneagles Investment Advisors, LLC | Atlanta, GA | $3.08B | 4 |
| Pan Capital Management LP | Houston, TX | $3.08B | 11 |
| 1900 Wealth Management LLC | San Antonio, TX | $3.07B | 12 |
| Cinctive Capital Management LP | New York, NY | $3.07B | 1 |
| Emerald Lake Capital Management, L.P. | Santa Monica, CA | $3.06B | 15 |
| Ghp Investment Advisors Inc | Denver, CO | $3.06B | 1 |
| Disciplina Capital Management, LLC | Nashville, TN | $3.06B | 1 |
| Leucadia Asset Management LLC | New York, NY | $3.06B | 11 |
| Berkeley Partners Management, LLC | Oakland, CA | $3.06B | — |