| Strategic Blueprint, LLC | Atlanta, GA | $2.54B | — |
| MacKenzie Investments Asia Limited | Hong Kong | $2.53B | — |
| Discerene Group LP | Stamford, CT | $2.53B | 10 |
| Cincinnati Asset Management Inc | Cincinnati, OH | $2.53B | — |
| Revisor Wealth Management LLC | Akron, OH | $2.53B | — |
| Locorr Fund Management, LLC | Excelsior, MN | $2.53B | — |
| Ckw Financial Group, LLC | Honolulu, HI | $2.53B | — |
| Fiduciary Alliance LLC | Greenville, SC | $2.53B | — |
| Icon Infrastructure North America Inc. | New York, NY | $2.52B | — |
| Constellation Wealth Capital, LLC | Chicago, IL | $2.52B | 10 |
| Private Wealth Asset Management, LLC | Omaha, NE | $2.52B | — |
| Stonebridge Capital Advisors LLC | St. Paul, MN | $2.52B | — |
| Aerie Advisory Group LLC | Gig Harbor, WA | $2.52B | — |
| Twinbeech Capital LP | Purchase, NY | $2.52B | 1 |
| Amulet Capital Partners, L.P. | Greenwich, CT | $2.52B | 8 |
| Arcus Capital Partners, LLC | Atlanta, GA | $2.51B | 2 |
| Athyrium Capital Management LP | New York, NY | $2.51B | 8 |
| Xcelsior Advisor Partners LLC | Scottsdale, AZ | $2.51B | — |
| Steelhead Partners,llc | Seattle, WA | $2.51B | 2 |
| New Age Alpha Advisors, LLC | Rye, NY | $2.51B | 1 |
| No Street GP LP | San Francisco, CA | $2.51B | 4 |
| Saratoga Research & Investment Management | Saratoga, CA | $2.51B | — |
| Willowridge Partners, Inc. | New York, NY | $2.51B | 9 |
| Rkl Wealth Management LLC | Lancaster, PA | $2.51B | — |
| Main Street Financial Solutions, LLC | Newtown, PA | $2.51B | — |
| Hilltop Securities Inc. | Dallas, TX | $2.51B | — |
| The Electrum Group LLC | New York, NY | $2.5B | 3 |
| Owl Ventures, LLC | San Francisco, CA | $2.5B | 19 |
| Keystone National Group, LLC | Salt Lake City, UT | $2.5B | 6 |
| Azora Capital LP | Miami, FL | $2.5B | 3 |
| Patient Capital Management, LLC | Baltimore, MD | $2.5B | 1 |
| North Star Investment Management Corporation | Chicago, IL | $2.5B | — |
| Serve Capital Partners, LLC | Austin, TX | $2.5B | 14 |
| Metalmark Management II LLC | New York, NY | $2.5B | 24 |
| Frontier Investment Management Partners Ltd. | Dubai | $2.5B | 2 |
| Perennial Investment Advisors, LLC | Los Angeles, CA | $2.5B | — |
| Crayhill Capital Management LP | New York, NY | $2.5B | 16 |
| Alphastar Capital Management, LLC | Cornelius, NC | $2.5B | — |
| Fairview Capital Partners, LLC | West Hartford, CT | $2.49B | 26 |
| Haun Ventures Management LP | Menlo Park, CA | $2.49B | 5 |
| Bankers Life Advisory Services, Inc. | Chicago, IL | $2.49B | — |
| Whistler Capital Partners LLC | Nashville, TN | $2.49B | 5 |
| Silver Hill Energy Partners, LP | Dallas, TX | $2.49B | 3 |
| Cornerstone Wealth Group, LLC | Huntersville, NC | $2.49B | — |
| Concurrent Asset Management, LLC | Tampa, FL | $2.49B | 2 |
| Tzp Management Associates, LLC | New York, NY | $2.49B | 48 |
| Seizert Capital Partners, LLC | Birmingham, MI | $2.48B | — |
| The Investment House LLC | Redondo Beach, CA | $2.48B | 1 |
| Warwick Investment Management, Inc. | Bryan, TX | $2.48B | — |
| Redwood Investment Management, LLC. | Scottsdale, AZ | $2.47B | — |