| Althum Advisors LLC | Miami, FL | $2.03B | — |
| Keebeck Partners, LLC | Chicago, IL | $2.03B | — |
| Halyard Asset Management LLC | White Plains, NY | $2.03B | — |
| Avity Investment Management Inc. | Greenwich, CT | $2.03B | — |
| Punch & Associates Investment Management, Inc. | Edina, MN | $2.03B | 2 |
| Fairview Capital Investment Management, LLC | Greenbrae, CA | $2.03B | — |
| Nipun Capital, L.P. | Foster City, CA | $2.03B | 4 |
| Frontenac Company LLC | Chicago, IL | $2.03B | 10 |
| Cherry Creek Family Offices, LLC | Denver, CO | $2.02B | 1 |
| Nch Capital Inc. | New York, NY | $2.02B | 10 |
| Portolan Capital Management, LLC | Boston, MA | $2.02B | 3 |
| Unison Advisors LLC | Providence, RI | $2.02B | — |
| Hammes Realty Advisors, LLC | Milwaukee, WI | $2.02B | 5 |
| Madison Avenue Securities, LLC | San Diego, CA | $2.02B | — |
| Boston Family Office LLC | Boston, MA | $2.02B | — |
| Rush Island Management, LP | New York, NY | $2.02B | 2 |
| Westech Investment Advisors LLC | Portola Valley, CA | $2.02B | 9 |
| Marks Group Wealth Management, Inc. | Minnetonka, MN | $2.02B | — |
| Spyglass Capital Management, LLC | Greenbrae, CA | $2.02B | 1 |
| Pronvest, LLC Dba Future Capital | Chattanooga, TN | $2.02B | — |
| Advent Global Opportunities Management LLC | Boston, MA | $2.02B | 4 |
| Albion Management Group | Salt Lake City, UT | $2.01B | 3 |
| Declaration Partners LP | New York, NY | $2.01B | 64 |
| Woodmont Investment Counsel, LLC | Nashville, TN | $2.01B | — |
| Aff Fund Manager, LLC | Atlanta, GA | $2.01B | — |
| Jackson Thornton Wealth Management, LLC | Montgomery, AL | $2.01B | — |
| Corry Capital Advisors, LLC | Vero Beach, FL | $2.01B | 7 |
| Physician Wealth Advisors, Inc. | Salt Lake City, UT | $2.01B | — |
| Lane42 Investment Partners, LLC | Santa Monica, CA | $2.01B | 3 |
| Avendus Wealth Management Private Limited | Mumbai | $2.01B | — |
| Jnba Financial Advisors, LLC | Bloomington, MN | $2.01B | — |
| Impax Asset Management (aifm) Ltd. | London | $2B | 3 |
| Well Done, LLC | Holland, MI | $2B | — |
| Neville, Rodie & Shaw Inc | New York, NY | $2B | — |
| Blackhill Capital, Inc | Morristown, NJ | $2B | — |
| Rose Smart Growth Investment Advisors, LLC | New York, NY | $2B | 1 |
| Corda Investment Management, LLC | Houston, TX | $2B | — |
| Silveroak Wealth Management LLC | Edina, MN | $2B | — |
| Viola Credit Partners Management Limited Partnership | Tel Aviv | $2B | 21 |
| Naples Global Advisors LLC | Naples, FL | $2B | — |
| Trez Capital Fund Management Limited Partnership | Vancouver, Bc | $2B | 12 |
| The Harbor Group, Inc. | Bedford, NH | $2B | — |
| Healthequity Advisors, LLC | Draper, UT | $1.99B | — |
| Tig Advisors LLC | New York, NY | $1.99B | 9 |
| Stack Financial Management Inc | Whitefish, MT | $1.99B | — |
| Epfc Capital Partners, LLC | New York, NY | $1.99B | — |
| Raymond James (USA) Ltd | Vancouver | $1.99B | — |
| Wellesley Asset Management, Inc. | Portsmouth, NH | $1.99B | 1 |
| Balefire, LLC | Dallas, TX | $1.99B | — |
| Mak Capital One, LLC | New York, NY | $1.99B | 2 |