| Trace Capital Management LP | Houston, TX | $1.68B | 4 |
| Transom Capital Group, LLC | El Segundo, CA | $1.68B | 11 |
| Weatherly Asset Management LP | Del Mar, CA | $1.68B | — |
| Patton Albertson Miller Group, LLC | Chattanooga, TN | $1.68B | — |
| Renwave Kore, LLC | Greenwich, CT | $1.68B | 12 |
| Advyzon Investment Management, LLC | Lisle, IL | $1.68B | — |
| Cpc Advisors, LLC | Atlanta, GA | $1.68B | — |
| Adar1 Capital Management, LLC | Austin, TX | $1.68B | 2 |
| J.m. Forbes & Co. LLP | Boston, MA | $1.67B | — |
| Tailwind Advisors, LLC | Fort Worth, TX | $1.67B | 6 |
| Dominus Capital Management, L.P. | New York, NY | $1.67B | 9 |
| Primus Capital Partners, Inc. | Atlanta, GA | $1.67B | 4 |
| Kmg Fiduciary Partners, LLC | Toledo, OH | $1.67B | — |
| Perpetua Investment Managers (pty) Limited | Cape Town, Western Cape | $1.67B | — |
| Quantitative Investment Management, LLC | Charlottesville, VA | $1.67B | 2 |
| Founders Circle Capital, LLC | Campbell, CA | $1.67B | 23 |
| Conway Investment Research, LLC | Saint Louis, MO | $1.67B | 6 |
| Cannon Financial Strategists, Inc. | Athens, GA | $1.67B | — |
| Capitol Meridian Partners LP | Washington, DC | $1.67B | 17 |
| Orange Investment Advisors, Inc. | Goshen, NY | $1.67B | — |
| Armstrong Advisory Group Inc. | Needham, MA | $1.67B | — |
| Aterian Investment Management, LP | New York, NY | $1.67B | 7 |
| Energize Capital LLC | Chicago, IL | $1.67B | 26 |
| Island Investment Management LLC | New York, NY | $1.67B | 6 |
| Fora Capital, LLC | Miami, FL | $1.67B | 1 |
| West Rim Capital Associates II, L.P. | Lehi, UT | $1.66B | 22 |
| Kbi Global Investors (north America) Ltd | Dublin 1 | $1.66B | 2 |
| Philosophy Capital Management LLC | Alamo, CA | $1.66B | 4 |
| Northern Trust Securities, Inc. | Chicago, IL | $1.66B | — |
| 50t Holdings, LLC | New York, NY | $1.66B | 19 |
| Strategic Family Wealth Counselors, L.L.C. | Fairfield, NJ | $1.66B | — |
| Levin Capital Strategies, L.P. | New York, NY | $1.66B | 1 |
| Pickering Energy Partners LP | Houston, TX | $1.66B | 10 |
| Indigo Partners LLC | Scottsdale, AZ | $1.66B | 14 |
| Platform Investments, LLC | Kansas City, MO | $1.66B | 28 |
| Hermes Gpe (USA) Inc | New York, NY | $1.66B | — |
| Deltroit Asset Management (UK) LLP | London | $1.66B | 1 |
| Quattro Financial Advisors LLC | The Woodlands, TX | $1.66B | 2 |
| Compass Group LLC | New York, NY | $1.65B | 7 |
| Journey Advisory Group, LLC | Covington, KY | $1.65B | — |
| Dorchester Capital Advisors, LLC | Los Angeles, CA | $1.65B | 12 |
| Richbrook Advisors, LP | New York, NY | $1.65B | 5 |
| The Hoerner Planning Group, LLC | Middleburg, VA | $1.65B | — |
| Dock Street Capital Management LLC | Westport, CT | $1.65B | — |
| Bain Capital Partnership Strategies, LP | Boston, MA | $1.65B | 7 |
| Blue Sea Capital LLC | West Palm Beach, FL | $1.65B | 6 |
| Martin & Company, Inc | Knoxville, TN | $1.65B | — |
| Lpc Realty Advisors I, LLC | Chicago, IL | $1.65B | — |
| Personal Cfo Solutions LLC | Chester, NJ | $1.65B | — |
| Pathway Financial Advisors, LLC | South Burlington, VT | $1.65B | — |