| Coury Firm Asset Management LLC | Pittsburgh, PA | $1.32B | 1 |
| Newlight Partners LP | New York, NY | $1.32B | 2 |
| Clark Asset Management, LLC | | $1.32B | — |
| Second Line Capital, LLC | Metairie, LA | $1.32B | — |
| U.S. Global Investors, Inc. | San Antonio, TX | $1.32B | — |
| Chilton Investment Company, Inc. | Stamford, CT | $1.32B | 3 |
| Iron Gate Global Advisors, LLC | North Salt Lake, UT | $1.32B | — |
| Steigerwald, Gordon & Koch Inc. | Leesburg, VA | $1.32B | — |
| Allie Family Office LLC | Miami, FL | $1.32B | — |
| North Castle Partners, LLC | New York, NY | $1.32B | 11 |
| Live Oak Private Wealth, LLC | Wilmington, NC | $1.32B | — |
| Marble Harbor Investment Counsel, LLC | Boston, MA | $1.32B | 2 |
| River Partners Capital Management, LP | New York, NY | $1.32B | 10 |
| Wallington Asset Management, LLC | Indianapolis, IN | $1.32B | — |
| Goldenx Company | Woburn, MA | $1.32B | — |
| Awm Investment Company Inc | New York, NY | $1.32B | 8 |
| New England Professional Planning Group Inc. | Westerly, RI | $1.32B | — |
| Paragon Capital Management | Denver, CO | $1.32B | — |
| Otro Capital Management, LLC | New York, NY | $1.32B | 5 |
| Savoie Capital LLC | Chicago, IL | $1.32B | 1 |
| Lvm Capital Management Ltd | Portage, MI | $1.31B | — |
| Chequers Financial Management LLC | San Francisco, CA | $1.31B | — |
| Capital Investment Services of America Inc | Milwaukee, WI | $1.31B | — |
| Valley National Advisers Inc | Bethlehem, PA | $1.31B | — |
| Virtue Capital Management, LLC | Brentwood, TN | $1.31B | — |
| Barnes Pettey Financial Advisors, LLC | Clarksdale, MS | $1.31B | — |
| Topsail Wealth Management LLC | Charlotte, NC | $1.31B | — |
| Northampton Capital Partners LLC | Miami, FL | $1.31B | 6 |
| Ofs CLO Management II, LLC | Chicago, IL | $1.31B | 5 |
| Triplepoint Advisers LLC | Menlo Park, CA | $1.31B | 1 |
| Rcm Ga Manager LLC | New York, NY | $1.31B | — |
| Metacapital Management, L.P. | New York, NY | $1.31B | 2 |
| Beacon Retirement Planning Services Inc. | Dallas, TX | $1.3B | — |
| Mount Lucas Management LP | Newtown, PA | $1.3B | 1 |
| Madison Wealth Partners, Inc. | Madison, WI | $1.3B | — |
| Prudent Investor Advisors, LLC | Folsom, CA | $1.3B | — |
| Pbmares Wealth Management LLC | Williamsburg, VA | $1.3B | — |
| Swan Capital Management, LLC | Durango, CO | $1.3B | — |
| Paladin Capital Management, LLC | Washington, DC | $1.3B | 22 |
| Db Advisory America, Limited(ltd) | New York, NY | $1.3B | — |
| Snowwater Investment Partners, LLC | | $1.3B | — |
| Caligan Partners, LP | New York, NY | $1.3B | 3 |
| Synergy Asset Management, LLC | Vancouver, WA | $1.3B | 1 |
| Beacon Capital Partners, LLC | Boston, MA | $1.3B | 4 |
| Prescott Group Capital Management L.L.C. | Tulsa, OK | $1.3B | 3 |
| Skerryvore Asset Management Ltd | Edinburgh | $1.3B | 1 |
| Sagewind Capital LLC | New York, NY | $1.3B | 12 |
| Ballew Advisors Inc | Jackson, MS | $1.3B | — |
| Crystal Capital Partners, LLC | Bay Harbor Islands, FL | $1.3B | 2 |
| Baldwin Investment Management, LLC | West Conshohocken, PA | $1.3B | — |