| Marcus Partners, LLC | Boston, MA | $2.68B | 4 |
| McAdam LLC | Radnor, PA | $2.68B | — |
| Intandem Capital Partners, LP | New York, NY | $2.68B | 21 |
| Heron View Partners LLC | New York, NY | $2.67B | 22 |
| Pine Valley Investments Limited Liability Company | Marlton, NJ | $2.67B | 2 |
| Paralel Advisors LLC | Denver, CO | $2.67B | — |
| 36 North Capital Management, LLC | Bentonville, AR | $2.67B | — |
| Windrose Advisors LLC | Waltham, MA | $2.67B | 66 |
| Multnomah Group, Inc. | Portland, OR | $2.67B | — |
| Rock Harbor Partners LLC | Larchmont, NY | $2.67B | — |
| Phillips and Company Advisors LLC | Portland, OR | $2.66B | — |
| Mitchell, McLeod, Pugh & Williams, Inc. | Mobile, AL | $2.66B | — |
| Legacy Wealth Management Inc | Memphis, TN | $2.66B | — |
| Lexington Advisors LLC | New York, NY | $2.66B | 7 |
| Berkadia Capital Advisors LLC | Ambler, PA | $2.66B | 2 |
| Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. | Decatur, IL | $2.66B | — |
| Garde Capital, Inc. | Seattle, WA | $2.65B | — |
| Cornerstone Investment Partners, LLC | Atlanta, GA | $2.65B | — |
| Ipex, Inc. | Plymouth, MI | $2.65B | — |
| Osborne Partners Capital Management LLC | San Francisco, CA | $2.65B | 1 |
| Eversept Partners, L.P. | New York, NY | $2.65B | 3 |
| 26north Direct Lending LP | New York, NY | $2.65B | — |
| Transpose Platform Management, LLC | Katy, TX | $2.65B | 54 |
| Tcg Capital Management, LP | Playa Vista, CA | $2.65B | 13 |
| Embree Financial Group | Chicago, IL | $2.64B | — |
| Foster Victor Wealth Advisors, LLC | Greenville, SC | $2.64B | — |
| Mesirow Re-Ia, Inc. | Chicago, IL | $2.64B | 3 |
| Jacobi Capital Management, LLC | Pittston, PA | $2.64B | — |
| Sunbelt Securities, Inc. | Houston, TX | $2.64B | — |
| The Patriot Financial Group Insurance Agency, LLC | Walpole, MA | $2.64B | — |
| Variant Investments, LLC | Portland, OR | $2.64B | 1 |
| Capital Four US Inc. | New York, NY | $2.64B | 5 |
| Steadview Capital Management LLC | San Francisco, CA | $2.64B | 7 |
| Aj Capital Management LLC | Nashville, TN | $2.64B | 41 |
| Phillips Financial Management, LLC | Fort Wayne, IN | $2.64B | — |
| Peterson Partners, LLC | Salt Lake City, UT | $2.63B | 28 |
| Zemenick & Walker Inc | St. Louis, MO | $2.63B | — |
| First Citizens Investor Services, Inc. | Raleigh, NC | $2.63B | — |
| Steeprock Capital II LLC | Greenwich, CT | $2.63B | — |
| Quad Investment Management Corp. | Seoul, Yeongdeungpo-Gu | $2.62B | — |
| Ab Broadly Syndicated Loan Manager LLC | Nashville, TN | $2.62B | 6 |
| Cozad Asset Management Inc | Champaign, IL | $2.62B | — |
| The Portfolio Strategy Group, LLC | White Plains, NY | $2.62B | 1 |
| Popular Securities, LLC | Hato Rey, PR | $2.62B | — |
| Avance Investment Management, LLC | New York, NY | $2.62B | 11 |
| Ingham Russell Investment Advisors Inc | Miami, FL | $2.62B | — |
| Quinn Opportunity Partners LLC | Charlottesville, VA | $2.61B | 3 |
| Argos Capital Partners, LLC | St. Louis, MO | $2.61B | 5 |
| Acropolis Investment Management, L.L.C. | Chesterfield, MO | $2.61B | — |
| Divisadero Street Capital Management, LP | Miami Beach, FL | $2.61B | 1 |