| Mission Prime LLC | Guaynabo, PR | $2.35B | — |
| Ifc Advisors LLC | Los Angeles, CA | $2.34B | 3 |
| Fft Wealth Management LLC | Philadelphia, PA | $2.34B | 1 |
| Spruceview Capital Partners LLC | Denver, CO | $2.34B | 15 |
| Afbi LP | Miami Beach, FL | $2.34B | 3 |
| Broadriver Asset Management, L.P. | New York, NY | $2.34B | 9 |
| Pinnacle Wealth Management Advisory Group, LLC | Red Bank, NJ | $2.34B | — |
| Actusraypartners Limited | Hong Kong | $2.34B | 3 |
| Empros Capital LLC | San Francisco, CA | $2.34B | 21 |
| Keystone Financial Group, LLC | Lexington, KY | $2.34B | — |
| UBS Realty Investors LLC | Hartford, CT | $2.34B | 3 |
| Everside Capital Partners, LLC | New York, NY | $2.34B | 20 |
| Baldwin Wealth Partners, LLC | Marion, MA | $2.33B | 1 |
| Civc Partners, L.P. | Chicago, IL | $2.33B | 14 |
| Isam Funds (UK) Limited | London | $2.33B | — |
| Isam Funds (USA) LLC | Boca Raton, FL | $2.33B | 1 |
| Cvc Credit Partners U.S. CLO Management LLC | New York, NY | $2.33B | 8 |
| American Century Investments Private Client Group, Inc. | Kansas City, MO | $2.33B | — |
| Sentry, LLC | Memphis, TN | $2.33B | — |
| Aip Management US Inc | New York, NY | $2.33B | — |
| Belzberg Investments LLC | New York, NY | $2.33B | 90 |
| Magnus Financial Group LLC | New York, NY | $2.33B | — |
| Capita Financial Network, LLC | Draper, UT | $2.32B | — |
| Matrix Capital Management Company, LP | Portsmouth, NH | $2.32B | 2 |
| Ppc Enterprises LLC | New York, NY | $2.32B | 2 |
| Woodley Farra Manion Portfolio Management Inc | Indianapolis, IN | $2.32B | — |
| Revelation Capital Management, LLC | Sausalito, CA | $2.32B | 7 |
| Milliman Advisors, LLC | Seattle, WA | $2.32B | — |
| Greensledge Advisors LLC | New York, NY | $2.31B | — |
| Oxford Lane Management, LLC | Greenwich, CT | $2.31B | — |
| Arlington Partners LLC | Birmingham, AL | $2.31B | 15 |
| Tiptree Advisors, LLC | New York, NY | $2.31B | 4 |
| Les Placements Louisbourg Inc. Louisbourg Investments Inc. | Dieppe, New Brunswick | $2.31B | — |
| Sageview Capital LP | Greenwich, CT | $2.31B | 8 |
| Summit Financial Strategies Inc | Columbus, OH | $2.31B | — |
| McKinley Carter Wealth Services, Inc. | Wheeling, WV | $2.31B | — |
| Summit Wealth Group LLC | Colorado Springs, CO | $2.31B | — |
| Willow Creek Wealth Management, Inc. | Sebastopol, CA | $2.3B | — |
| Efg Private Wealth Management (americas) Corp. | Miami, FL | $2.3B | — |
| Garnet Credit Management LLC | New York, NY | $2.3B | 5 |
| A.g.p. / Alliance Global Partners, LLC | Westport, CT | $2.3B | 1 |
| Rsw Investments Holdings, LLC | Summit, NJ | $2.3B | — |
| T. Rowe Price Singapore Private Ltd | Singapore | $2.3B | — |
| Tlg Advisors, Inc. | Summit, NJ | $2.3B | — |
| Varadero Capital, L.P. | New York, NY | $2.29B | 4 |
| Summit Global Investments, LLC | Bountiful, UT | $2.29B | 1 |
| Verus Capital Partners, LLC | Scottsdale, AZ | $2.29B | — |
| Securis Investment Partners LLP | London | $2.29B | 4 |
| Ka Credit Advisors, LLC | Houston, TX | $2.29B | — |
| Jana Partners Management, LP | New York, NY | $2.29B | 6 |