| Salomon and Ludwin, LLC | Richmond, VA | $1.34B | — |
| Thomas J. Herzfeld Advisors, Inc. | Miami Beach, FL | $1.34B | 9 |
| American Pacific Group, L.P. | Larkspur, CA | $1.34B | 4 |
| Industrial Opportunity Partners, LLC | Evanston, IL | $1.34B | 3 |
| Centennial Securities Company Inc | Grand Rapids, MI | $1.34B | — |
| Aip Management LP | Houston, TX | $1.33B | 9 |
| Inspire Advisors, LLC | Meridian, ID | $1.33B | — |
| Geometric Wealth Advisors, LLC | | $1.33B | — |
| Granite State Capital Management, LP | Greenwich, CT | $1.33B | 6 |
| Wendell David Associates Inc | Portsmouth, NH | $1.33B | — |
| Evermay Wealth Management, LLC | Arlington, VA | $1.33B | — |
| Fiduciary Financial Advisors | Grand Rapids, MI | $1.33B | 2 |
| Cws Financial Advisors LLC | Kalamazoo, MI | $1.33B | — |
| Chatterton & Associates, the Wealth Management Team, Inc. | Anaheim, CA | $1.33B | — |
| Callahan Advisors, LLC | Houston, TX | $1.33B | — |
| Old Peak Limited | Wanchai | $1.33B | 3 |
| Chadds Ford Wealth Partners, LLC | Chadds Ford, PA | $1.33B | — |
| Ggp Management, L.P. | Santa Monica, CA | $1.33B | 13 |
| Core Management II Corporation | | $1.33B | 8 |
| 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 | — |
| 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 |
| 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 | — |
| Navellier & Associates Inc | Reno, NV | $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 |