| Stack Financial Management Inc | Whitefish, MT | $1.99B | — |
| Epfc Capital Partners, LLC | New York, NY | $1.99B | — |
| Feldman, Ingardona & Co. | Downers Grove, IL | $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 |
| Comperio Retirement Consulting, Inc. | Cary, NC | $1.99B | — |
| Midwestern Securities Trading Company, LLC | East Peoria, IL | $1.98B | — |
| Trumbower Financial Advisors LLC | Bethesda, MD | $1.98B | — |
| Mount Logan Management LLC | New York, NY | $1.98B | 9 |
| Resolution Capital (US) Limited | Rye Brook, NY | $1.98B | — |
| Sole Source Capital LLC | Dallas, TX | $1.98B | 7 |
| Woodbourne Capital Management International LP | Boulder, CO | $1.98B | 15 |
| Graycliff Partners LP | New York, NY | $1.98B | 15 |
| Timberland Investment Resources, LLC | Atlanta, GA | $1.98B | 6 |
| Lee Danner & Bass Inc | Nashville, TN | $1.98B | — |
| Centeroak Adviser, L.P. | Dallas, TX | $1.98B | 5 |
| Long Pond Capital, LP | New York, NY | $1.97B | 4 |
| Jsf Financial, LLC | Los Angeles, CA | $1.97B | — |
| Greenwood Gearhart, LLC | Fayetteville, AR | $1.97B | 1 |
| Boldhaven Management LLP | London | $1.97B | 1 |
| Lingotto US LLC | New York, NY | $1.97B | 4 |
| Maridea Wealth Management LLC | Brooklyn, NY | $1.97B | — |
| Center for Financial Planning Inc | Southfield, MI | $1.97B | — |
| The Fiduciary Group, LLC | Savannah, GA | $1.97B | — |
| The Norden Group LLC | Provo, UT | $1.97B | — |
| Shapiro Capital Management LLC | Atlanta, GA | $1.97B | — |
| Fic Partners Management, LP | Houston, TX | $1.97B | 14 |
| Zazove Associates LLC | Incline Village, NV | $1.97B | 5 |
| Brynwood Partners Management LLC | Greenwich, CT | $1.96B | 3 |
| Ocean Avenue Capital Partners, L.P. | Santa Monica, CA | $1.96B | 18 |
| C.m. Capital Advisors, LLC | Palo Alto, CA | $1.96B | 2 |
| Bellecapital International AG | Zurich | $1.96B | 1 |
| Cs Planning Corp | Portland, OR | $1.96B | — |
| Kora Management LP | Brooklyn, NY | $1.96B | 13 |
| Hcr Wealth Advisors | Los Angeles, CA | $1.96B | 1 |
| Evolution Wealth Advisors, LLC | Aventura, FL | $1.96B | — |
| Guidestone Advisors, LLC | Dallas, TX | $1.96B | — |
| Falcon Wealth Planning, LLC | Ontario, CA | $1.96B | — |
| Ceres Partners, LLC | South Bend, IN | $1.96B | 3 |
| Qsemble Capital Management, LP | New York City, NY | $1.95B | 1 |
| 3edge Asset Management, LP | Naples, FL | $1.95B | — |
| Quantix Commodities LP | Greenwich, CT | $1.95B | — |
| New State Capital Partners LLC | New Rochelle, NY | $1.95B | 19 |
| Abound Wealth Management, LLC | Franklin, TN | $1.95B | — |
| Behrman Brothers Management Company L.P. | New York, NY | $1.95B | 3 |
| Ascendant Capital Partners LP | Los Angeles, CA | $1.95B | 22 |
| Bulltick Wealth Management, LLC | Miami, FL | $1.95B | 1 |
| Soma Equity Partners, LP | San Francisco, CA | $1.95B | 2 |