| Acorn Financial Advisory Services, Inc. | Reston, VA | $1.4B | — |
| Fourworld Capital Management LLC | New York, NY | $1.4B | 9 |
| St. Denis J. Villere & Co., LLC | New Orleans, LA | $1.4B | — |
| Matrix Asset Advisors Inc | White Plains, NY | $1.4B | — |
| Equity International Management, LLC | Chicago, IL | $1.4B | 13 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | $1.4B | — |
| Kudu Investment Holdings, LLC | New York, NY | $1.39B | 1 |
| Marietta Wealth Management, LLC | Marietta, GA | $1.39B | — |
| Inspirion Wealth Advisors, LLC | Libertyville, IL | $1.39B | — |
| Ironview Capital Management, LLC | Conshohocken, PA | $1.39B | 1 |
| Esm Management LLC | | $1.39B | 1 |
| Syntegra Private Wealth Group LLC | Chesterfield, MO | $1.39B | — |
| Paradice Investment Management LLC | Sydney | $1.39B | 4 |
| CC Management GP, LLC | Charlotte, NC | $1.39B | 17 |
| Hazlett, Burt & Watson, Inc. | Wheeling, WV | $1.39B | — |
| Golden Bell Partners, LLC | | $1.39B | 7 |
| Denali Advisors, LLC | San Diego, CA | $1.39B | 1 |
| Fsm Wealth Advisors, LLC | Cleveland, OH | $1.39B | — |
| Town Lane Management LP | New York, NY | $1.38B | 3 |
| Millennium Investment and Retirement Advisors, LLC | | $1.38B | — |
| Strategic Wealth Investment Group, LLC | Louisville, KY | $1.38B | — |
| The Pinnacle Financial Group | Rockville Centre, NY | $1.38B | — |
| Private Client Services, LLC | Louisville, KY | $1.38B | — |
| B.o.s.s. Retirement Advisors, LLC | Lehi, UT | $1.38B | — |
| Recurrent Investment Advisors LLC | Houston, TX | $1.38B | — |
| Level Four Capital Management | Dallas, TX | $1.38B | — |
| Cascade Financial Partners, LLC | San Diego, CA | $1.38B | — |
| Shepherd Financial Partners, LLC | Winchester, MA | $1.38B | — |
| Lykos Global Management, LP | Stamford, CT | $1.38B | 2 |
| Pandi, LLC | Kansas City, MO | $1.38B | — |
| Sg Capital Management LLC | Chicago, IL | $1.38B | 3 |
| UBS Trust Company of Puerto Rico | San Juan, PR | $1.38B | — |
| Meow Advisory, LLC | | $1.38B | — |
| Enhanced Healthcare Management Company, LLC | Santa Monica, CA | $1.38B | 13 |
| Fidelis Investors, LLC | Cranford, NJ | $1.38B | 6 |
| Lynx Asset Management Ab | Stockholm | $1.38B | — |
| Cohesive Capital Management, L.P. | New York, NY | $1.38B | 7 |
| Turning Rock Partners, L.P. | New York, NY | $1.38B | 10 |
| Neumeier Poma Investment Counsel LLC | Carmel, CA | $1.37B | 1 |
| Granville Capital, Inc. | Greensboro, NC | $1.37B | 7 |
| Lji Wealth Management, LLC | Indianapolis, IN | $1.37B | — |
| Briarwood Chase Management LLC | New York, NY | $1.37B | 5 |
| Agamerica Lending LLC | Lakeland, FL | $1.37B | 2 |
| Morgan Properties Special Situations II LLC | Conshohocken, PA | $1.37B | — |
| The Planning Center, Inc. | Moline, IL | $1.37B | — |
| Affiance Financial LLC | St. Louis Park, MN | $1.37B | — |
| Arcadia Investment Partners LLC | New York, NY | $1.37B | 74 |
| J. L. Bainbridge & Co., Inc. | Sarasota, FL | $1.37B | — |
| Rice Park Capital Management LP | Plymouth, MN | $1.37B | 7 |
| Beirne Wealth Consulting Services, LLC | Shelton, CT | $1.37B | — |