| 1834 Investment Advisors Co. | Milwaukee, WI | $2.2B | — |
| Raga Partners LP | New York, NY | $2.2B | 1 |
| Independence Asset Advisors, LLC | Wynnewood, PA | $2.19B | — |
| Lupa RIA Investment Management LLC | New York, NY | $2.19B | 6 |
| Maxim Capital Group, LLC | New York, NY | $2.19B | 12 |
| Gtis Partners LP | New York, NY | $2.19B | 25 |
| Wealthplan Investment Management LLC | Omaha, NE | $2.19B | 2 |
| Nadler Financial Group, Inc. | Deerfield, IL | $2.18B | — |
| Dsc Meridian Capital LP | New York, NY | $2.18B | 4 |
| Clear Haven Capital Management, LLC | New York, NY | $2.18B | 7 |
| Hite Hedge Asset Management LLC | Braintree, MA | $2.18B | 4 |
| The Investment Counsel Company of Nevada | Las Vegas, NV | $2.18B | — |
| Orei Advisors LP | Austin, TX | $2.18B | 16 |
| Euro Pacific Asset Management, LLC | Dorado, PR | $2.18B | — |
| Joel R. Mogy Investment Counsel Inc. | Beverly Hills, CA | $2.18B | — |
| Pacific Lake Partners, L.L.C. | Boston, MA | $2.18B | 12 |
| Condor Capital Management | Martinsville, NJ | $2.18B | — |
| Cai Manager LP | Mill Valley, CA | $2.18B | 13 |
| Bell Asset Management Limited | Melbourne | $2.18B | — |
| Catalio Capital Management, LP | New York, NY | $2.18B | 23 |
| Ascend Capital Partners Manager, L.P. | New York, NY | $2.18B | 16 |
| Sagefield Investment Group LP | Dallas, TX | $2.17B | 2 |
| Mercer Investment Solutions LLC | New York, NY | $2.17B | — |
| Sigma Investment Counselors, Inc. | Northville, MI | $2.17B | — |
| Samsara Biocapital, LLC | | $2.17B | 3 |
| Pinnacle Pension Consultants LLC | Needham, MA | $2.17B | — |
| Resurgens Technology Advisors, L.P. | Atlanta, GA | $2.17B | 10 |
| Pds Planning Inc | Dublin, OH | $2.17B | — |
| Zuckerman Investment Group, LLC | Chicago, IL | $2.17B | 1 |
| Anfield Capital Management, LLC | Irvine, CA | $2.16B | — |
| Capitol Securities Management, Inc. | Glen Allen, VA | $2.16B | — |
| Shanghai Fosun Chuangfu Equity Investment Management Company | Shanghai | $2.16B | — |
| Abacus Planning Group, Inc. | Columbia, SC | $2.16B | 5 |
| Octavia Wealth Advisors LLC | Cincinnati, OH | $2.15B | — |
| Lattice Strategies LLC | Wayne, PA | $2.15B | — |
| Hmi Capital Management, L.P. | San Francisco, CA | $2.15B | 2 |
| Meridiem Capital Partners LP | Dallas, TX | $2.15B | 1 |
| Greenland Capital Management LP | New York, NY | $2.15B | 1 |
| Evolve Private Wealth, LLC | Los Angeles, CA | $2.15B | 1 |
| Root Financial Partners, LLC | Austin, TX | $2.15B | — |
| Private Advisory Group LLC | Redmond, WA | $2.14B | — |
| Merricks Capital Pty Ltd | Melbourne | $2.14B | — |
| Financial Management Network Inc | Mission Viejo, CA | $2.14B | — |
| Tiverton Advisors, LLC | Raleigh, NC | $2.14B | 8 |
| Ram Realty Advisors LLC | Palm Beach Gardens, FL | $2.14B | 8 |
| Van Hulzen Asset Management, LLC | El Dorado Hills, CA | $2.14B | — |
| Coastedge Partners, LLC | San Diego, CA | $2.14B | 16 |
| Fairholme Capital Management, L.L.C. | South Miami, FL | $2.14B | — |
| Nexphase Capital, LP | New York, NY | $2.14B | 9 |
| Rp Management, LLC | New York, NY | $2.14B | 1 |