| Revolve Wealth Partners, LLC | Hackensack, NJ | $1.42B | — |
| Ulysses Management LLC | New York, NY | $1.42B | 2 |
| Apis Capital Advisors, LLC | New York, NY | $1.42B | 4 |
| Fourstar Wealth Advisors, LLC | Chicago, IL | $1.42B | 2 |
| Tallvine Partners Management LP | Coral Gables, FL | $1.42B | 7 |
| Mason Wells, Inc. | Milwaukee, WI | $1.42B | 4 |
| Truemark Investments, LLC | Chicago, IL | $1.42B | — |
| Virtus Advisers, LLC | Hartford, CT | $1.42B | — |
| Aa Financial Advisors, LLC | Columbus, OH | $1.42B | — |
| Water Street Capital, Inc. | Jacksonville, FL | $1.42B | 5 |
| Finser Investment Advisor | San Antonio, TX | $1.42B | — |
| V-Square Quantitative Management LLC | Chicago, IL | $1.42B | 1 |
| Wingate Wealth Advisors, Inc. | Lexington, MA | $1.42B | — |
| Ab Custom Alternative Solutions LLC | Nashville, TN | $1.42B | — |
| Equinox Partners Investment Management LLC | Stamford, CT | $1.41B | 4 |
| Diametric Capital, LP | Boston, MA | $1.41B | 2 |
| Elion Partners, LLC | Miami, FL | $1.41B | 21 |
| Chambers Energy Management, LP | Houston, TX | $1.41B | 5 |
| Zbs Partners, LLC | New York, NY | $1.41B | 8 |
| Shorecliff Asset Management Company LLC | Newport Beach, CA | $1.41B | 3 |
| Iron Point Partners, LLC | Washington, DC | $1.41B | 11 |
| Sagard Holdings Manager (US) LLC | New York City, NY | $1.41B | 1 |
| Leader Capital Corp. | Vancouver, WA | $1.41B | — |
| Souders Financial Advisors, LLC | Cincinnati, OH | $1.41B | — |
| Greene Wealth Management, LLC | Seattle, WA | $1.41B | — |
| Claro Advisors Inc. | Boston, MA | $1.41B | 1 |
| Seven Springs Wealth Group, LLC | Brentwood, TN | $1.41B | — |
| Arrington Capital Investment Management, LLC | Miami, FL | $1.41B | 3 |
| First Light Asset Management, LLC | Edina, MN | $1.41B | 3 |
| Slg Capital Management LLC | New York, NY | $1.41B | 2 |
| Ellsworth Advisors, LLC | Hudson, OH | $1.41B | 9 |
| Cumberland Investment Counsel Inc. | Toronto Ontario | $1.41B | — |
| Greenline Partners, LLC | New York, NY | $1.41B | — |
| Astignes Capital Asia PTE. Ltd. | Singapore | $1.41B | 3 |
| Marino, Stram and Associates LLC | Braintree, MA | $1.41B | — |
| Polymer Capital Management (US), LLC | New York, NY | $1.41B | — |
| Thorofare, LLC | El Segundo, CA | $1.4B | — |
| Hudson Way Capital Management, LLC | Dallas, TX | $1.4B | 4 |
| 49 Wealth Management, LLC | Austin, TX | $1.4B | — |
| Schroder Wealth Management (US) Limited | London | $1.4B | — |
| DC Capital Partners Management, L.P. | Alexandria, VA | $1.4B | 4 |
| Howard Financial Services, Ltd. | Dallas, TX | $1.4B | 31 |
| Silicon Valley Retirement Services, LLC | San Jose, CA | $1.4B | — |
| Alterna Wealth Management, Inc. | Houston, TX | $1.4B | — |
| Werba Rubin Papier Wealth Management, LLC | San Jose, CA | $1.4B | — |
| Pivot Capital Partners LLC | Chicago, IL | $1.4B | — |
| Verity and Verity, LLC | Beaufort, SC | $1.4B | — |
| Laurel Oak Wealth Management, LLC | Marlton, NJ | $1.4B | — |
| Asset Advisors Investment Management, LLC | Augusta, GA | $1.4B | — |
| Double Eagle Family Offices, LLC | Fort Worth, TX | $1.4B | 9 |