| Intellectus Partners, LLC | San Francisco, CA | $2.98B | 7 |
| Pacific Avenue Capital Partners Management Company LLC | Manhattan Beach, CA | $2.98B | 15 |
| Fairway Wealth LLC | Independence, OH | $2.98B | — |
| Nfj Investment Group, LLC | Dallas, TX | $2.98B | — |
| Montag a & Associates Inc | Atlanta, GA | $2.97B | — |
| Retirement Income Solutions, Inc. | Ann Arbor, MI | $2.97B | — |
| Impact Partnership Wealth, LLC | Marietta, GA | $2.96B | — |
| Nutter Investment Advisors Limited Partnership | Boston, MA | $2.96B | — |
| Acorn Advisory Capital, L.P. | New York, NY | $2.96B | 3 |
| Cardiff Park Advisors,llc | | $2.96B | — |
| Sfmg, LLC. | Plano, TX | $2.96B | 1 |
| Resonant Capital Advisors, LLC | Madison, WI | $2.96B | — |
| Parcion Private Wealth LLC | Bellevue, WA | $2.95B | — |
| Cohen & Steers Asia Limited | Central | $2.95B | — |
| Berger Financial Group, LLC | Plymouth, MN | $2.95B | — |
| Hudson Edge Investment Partners, Inc. | Jersey City, NJ | $2.95B | 1 |
| Iwc Investment Partners A/S | Copenhagen | $2.95B | — |
| Point Olema Capital Partners, L.P. | San Francisco, CA | $2.95B | 6 |
| Birch Hill Investment Advisors LLC | Boston, MA | $2.95B | — |
| A.g.p. / Alliance Global Partners, LLC | Westport, CT | $2.95B | 1 |
| Creative Financial Designs, Inc. | Kokomo, IN | $2.94B | — |
| Mane Global Capital Management LP | New York, NY | $2.94B | 2 |
| Sjs Investment Consulting Inc | Sylvania, OH | $2.94B | — |
| Foster & Motley, Inc. | Cincinnati, OH | $2.94B | — |
| Asset Dedication, LLC | San Francisco, CA | $2.93B | — |
| Northgate Capital, L.P. | Danville, CA | $2.93B | 67 |
| Pinegrove Adviser LLC | San Francisco, CA | $2.93B | 4 |
| Raub Brock Capital Management, LP | Larkspur, CA | $2.93B | — |
| Greenhouse Funds LLLP | Baltimore, MD | $2.93B | 4 |
| Windsor Advisory Group, LLC | Columbus, OH | $2.92B | 4 |
| Marblegate Asset Management, LLC | Greenwich, CT | $2.92B | 15 |
| Cambiar Investors, LLC | Denver, CO | $2.92B | 1 |
| Bedel Financial Consulting Inc | Indianapolis, IN | $2.92B | — |
| Transcend Capital Advisors, LLC | Madison, NJ | $2.91B | 12 |
| Fny Investment Advisers, LLC | New York, NY | $2.91B | 1 |
| Radcliff Management LLC | New York, NY | $2.91B | 14 |
| Canyon Partners Real Estate LLC | Dallas, TX | $2.91B | 23 |
| Global Strategic Risk Management, LLC | Providence, RI | $2.91B | 1 |
| Centerbook Partners LP | Greenwich, CT | $2.91B | 2 |
| The Renaissance Group LLC | Covington, KY | $2.91B | — |
| Farther Asset Management, LLC | San Francisco, CA | $2.91B | 2 |
| Polychain Capital LP | San Francisco, CA | $2.9B | 14 |
| Sylebra Capital LLC | Palo Alto, CA | $2.9B | 3 |
| Asset Management One USA Inc. | New York, NY | $2.9B | 4 |
| Fort Point Capital Partners LLC | San Francisco, CA | $2.89B | 10 |
| Rrg Capital Management LLC | Los Angeles, CA | $2.89B | 12 |
| Lynrock Lake LP | Rye Brook, NY | $2.89B | 1 |
| Smith, Salley & Associates, LLC | Greensboro, NC | $2.89B | — |
| Hardy Reed, LLC | Tupelo, MS | $2.89B | — |
| Chas. P. Smith & Associates, PA, Cpa's | Lakeland, FL | $2.89B | — |