| 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 | — |
| Mwp Advisory, LLC | New York, NY | $1.65B | 2 |
| Park Presidio Capital LLC | San Francisco, CA | $1.65B | 2 |
| Lyell Wealth Management LP | Menlo Park, CA | $1.65B | — |
| Era Partners LLC | San Francisco, CA | $1.65B | 13 |
| Strategic Wealth Partners, Ltd. | Independence, OH | $1.64B | — |
| Cordillera Investment Partners, L.P. | San Francisco, CA | $1.64B | 27 |
| Scarborough Advisors, LLC | Annapolis, MD | $1.64B | — |
| Buck Wealth Strategies, LLC | Denver, CO | $1.64B | — |
| Ars Wealth Advisors Group, LLC | St. Petersburg, FL | $1.64B | — |
| Steel Grove Capital Advisors, LLC | Memphis, TN | $1.64B | — |
| Tree Line Advisors (hong Kong) Ltd | Hong Kong | $1.64B | 1 |
| Willow Asset Management LLC | New York, NY | $1.64B | 120 |
| First Principles Group Management, LLC | | $1.64B | 23 |
| USA Financial Exchange LLC | Ada, MI | $1.64B | — |
| Ardsley Advisory Partners LP | Norwalk, CT | $1.64B | 6 |
| Penobscot Investment Management Company, Inc. | Boston, MA | $1.64B | — |
| Forgelight LLC | Miami, FL | $1.63B | 6 |
| Provenio Capital Management LLC | Newport Beach, CA | $1.63B | — |
| Zweig-Dimenna Associates LLC | New York, NY | $1.63B | 4 |
| Tom Johnson Investment Management, LLC | Oklahoma City, OK | $1.63B | — |
| Rodgers & Associates, LLC | Lancaster, PA | $1.63B | — |
| Shellback Capital, LP | Boston, MA | $1.63B | 1 |
| Karpreilly, LLC | Greenwich, CT | $1.63B | 7 |
| Wealhouse Capital Limited Partnership | Toronto, Ontario | $1.63B | — |
| Fs Fund Advisor, LLC | Philadelphia, PA | $1.63B | — |
| Trivium Point Advisory, LLC | Wilton, CT | $1.63B | — |
| Deschutes Portfolio Strategy, LLC | Portland, OR | $1.63B | 1 |
| Third Avenue Management LLC | New York, NY | $1.63B | — |
| Telos Capital Management, Inc. | San Diego, CA | $1.63B | — |
| Intrepid Capital Management Inc | Jacksonville Beach, FL | $1.62B | 2 |
| L. Roy Papp & Associates, LLP | Phoenix, AZ | $1.62B | — |
| Tacora Capital Management, LP | | $1.62B | 5 |
| Pasadena Private Wealth, LLC | Pasadena, CA | $1.62B | 6 |
| The Nemes Rush Group, LLC | Novi, MI | $1.62B | — |
| Bloom Advisors, Inc. | Farmington Hills, MI | $1.62B | — |
| Isc Advisors, Inc. | Dallas, TX | $1.62B | — |
| Islandbridge Capital Limited | London, Greater London | $1.62B | — |
| Fortis Capital Advisors, LLC | Prairie Village, KS | $1.62B | — |
| Eurazeo North America, Inc. | New York, NY | $1.61B | — |
| Columbus Hill Capital Management, L.P. | Short Hills, NJ | $1.61B | 4 |
| Satori Capital, LLC | Dallas, TX | $1.61B | 15 |
| Unison Investment Management, LLC | San Francisco, CA | $1.61B | 3 |