| Ashton Thomas Securities, LLC | Rochester, NY | $1.86B | — |
| Clear Creek Financial Management, LLC | Silverdale, WA | $1.86B | — |
| Goanna Capital Management LLC | | $1.86B | 57 |
| McDonald Capital Investors Inc | Orinda, CA | $1.86B | — |
| Monashee Investment Management, LLC | Boston, MA | $1.86B | 1 |
| Tiger Pacific Capital LP | New York, NY | $1.86B | 2 |
| Griffis Residential Investment Advisor | Greenwood Village, CO | $1.85B | 11 |
| Igp Industries, LLC | San Francisco, CA | $1.85B | 4 |
| Colonial Trust Advisors, Inc. | Spartanburg, SC | $1.85B | — |
| Willis Johnson & Associates, Inc. | Houston, TX | $1.85B | — |
| Tide Cycle Resources LLC | Portsmouth, NH | $1.85B | — |
| Coller Private Market Secondaries Advisors, LLC | New York, NY | $1.85B | — |
| Csm Capital Corporation | New York, NY | $1.85B | 2 |
| Granite Investment Partners, LLC | El Segundo, CA | $1.84B | 1 |
| Rockbridge Growth Equity Management, L.P. | Detroit, MI | $1.84B | 10 |
| Clarity Financial, LLC | Houston, TX | $1.84B | — |
| Snowhawk LP | New York, NY | $1.84B | 11 |
| Kanawha Capital Management, LLC | Richmond, VA | $1.84B | — |
| Palisades Hudson Asset Management, L.P. | Fort Lauderdale, FL | $1.84B | 3 |
| Lightbay Management LLC | Los Angeles, CA | $1.84B | 6 |
| Rockbridge Investment Management, LLC | Syracuse, NY | $1.84B | — |
| Azzad Asset Management, Inc. | Falls Church, VA | $1.84B | — |
| Silver Oak Services Partners,llc | Evanston, IL | $1.84B | 8 |
| Impactive Capital LP | New York, NY | $1.84B | 3 |
| Coalesce Capital Management LLC | New York, NY | $1.83B | 10 |
| Old Orchard Capital Management LP | New York, NY | $1.83B | 2 |
| Independence Square Holdings, LLC | King of Prussia, PA | $1.83B | — |
| A&m Private Wealth Partners, LLC | West Palm Beach, FL | $1.83B | — |
| The Molpus Woodlands Group, LLC | Ridgeland, MS | $1.83B | 9 |
| Aristotle Capital Boston, LLC | Boston, MA | $1.83B | — |
| Cloverlay Investment Management, LLC | Conshohocken, PA | $1.83B | 11 |
| White Oak Partners Investment Advisor, LLC | Westerville, OH | $1.83B | 8 |
| D2 Asset Management, LP | Dallas, TX | $1.83B | 4 |
| Helix Partners Management LP | New York, NY | $1.83B | 2 |
| Berman McAleer, LLC | Timonium, MD | $1.82B | — |
| Cacti Asset Management, LLC | | $1.82B | 1 |
| Heitman Real Estate Securities LLC | Chicago, IL | $1.82B | — |
| Gordian Capital Japan Limited | Tokyo | $1.82B | — |
| Ridgewood Infrastructure, LLC | New York, NY | $1.82B | 9 |
| Parafi Capital LP | New York, NY | $1.82B | 15 |
| Strategic Investment Advisors, LLC | Novi, MI | $1.82B | — |
| View Capital RIA, LP | Dallas, TX | $1.82B | 4 |
| Cion Investment Management, LLC | New York, NY | $1.81B | — |
| Crescent Cap Advisors, LLC | Los Angeles, CA | $1.81B | — |
| Nova Infrastructure Management, LLC | New York, NY | $1.81B | 10 |
| Financial Synergies Wealth Advisors, Inc. | Houston, TX | $1.81B | — |
| Argentic Investment Management LLC | New York, NY | $1.81B | 3 |
| Baillie Gifford International LLC | New York, NY | $1.81B | 7 |
| Versant Capital Management, Inc. | Phoenix, AZ | $1.81B | — |
| One Way Holdings LLC | Flower Mound, TX | $1.81B | — |