| Ecosystem Investment Partners, LLC | Baltimore, MD | $1.28B | 6 |
| Bourgeon Capital Management LLC | Darien, CT | $1.28B | — |
| Sovereign's Capital Management, LLC | Atlanta, GA | $1.28B | 25 |
| Kiltearn Partners LLP | Edinburgh | $1.28B | 2 |
| Rdst Capital LLC | Seattle, WA | $1.28B | 2 |
| Capital Advantage, Inc. | Walnut Creek, CA | $1.28B | — |
| North Pier Fiduciary Management, LLC | Marina del Rey, CA | $1.28B | — |
| Pettinga Financial Advisors, LLC | Evansville, IN | $1.28B | — |
| Paul Winkler, Inc. | Goodlettsville, TN | $1.28B | — |
| Cim Investment Management Inc | Pittsburgh, PA | $1.28B | — |
| Promethos Capital, LLC | Boston, MA | $1.27B | — |
| Northstar Fiduciary Partners, LLC | | $1.27B | — |
| Keb Asset Management, LLC | Springfield, IL | $1.27B | — |
| Root Capital - Gest?o de Recursos Ltda. | S?o Paulo | $1.27B | — |
| Armstrong, Fleming & Moore, Inc. | Washington, DC | $1.27B | — |
| Promus Asset Management, LLC | Chicago, IL | $1.27B | 21 |
| L2 Asset Management, LLC | | $1.27B | 2 |
| Financial Council, LLC | Towson, MD | $1.27B | — |
| Arca Wealth, LLC | Portsmouth, NH | $1.27B | — |
| Beacon Capital Management, LLC | Franklin, TN | $1.27B | — |
| Sagehall Management LP | New York, NY | $1.27B | — |
| Kristal Advisors (sg) PTE. Ltd. | Singapore | $1.27B | — |
| Palisade Asset Management, LLC | Minneapolis, MN | $1.27B | — |
| Ophir Asset Management US LLC | Denver, CO | $1.27B | — |
| Fortitude Family Office, LLC | Scottsdale, AZ | $1.27B | 2 |
| Paul R. Ried Financial Group, LLC | Bellevue, WA | $1.27B | — |
| Greenlight Masters, LLC | New York, NY | $1.27B | 6 |
| Lexaurum Advisors, LLC | Overland Park, KS | $1.27B | — |
| Pfm Health Sciences, LP | San Francisco, CA | $1.27B | 4 |
| Managed Asset Portfolios, LLC | Rochester, MI | $1.27B | — |
| Wealthshield Partners, LLC | Cary, NC | $1.27B | — |
| Association Financial Services Inc. | Salt Lake City, UT | $1.27B | — |
| Belveron Real Estate Partners, LLC | San Francisco, CA | $1.27B | 39 |
| Madison River Capital LLC | New York, NY | $1.26B | 5 |
| Metzler-Payden, LLC | Los Angeles, CA | $1.26B | — |
| Chemistry Wealth Management LLC | New York, NY | $1.26B | — |
| Invictus Growth Management, LLC | San Mateo, CA | $1.26B | 17 |
| Silver Point Specialty Credit Fund Management, LLC | Greenwich, CT | $1.26B | — |
| Andina Capital Management, LLC | Logan, UT | $1.26B | — |
| Canal Road Capital, LLC | Miami, FL | $1.26B | 1 |
| Absher Wealth Management, LLC | Chapel Hill, NC | $1.26B | — |
| Enterprise Investors Corporation | New York, NY | $1.26B | 9 |
| Legato Capital Management, LLC | San Francisco, CA | $1.26B | — |
| Ospraie Management, LLC | Rye, NY | $1.26B | 3 |
| Montis Financial, LLC | Waltham, MA | $1.26B | — |
| Professional Advisory Services Inc | Vero Beach, FL | $1.26B | — |
| Hohimer Wealth Management, LLC | Seattle, WA | $1.26B | 2 |
| Heritage Capital Advisors, LLC | | $1.26B | — |
| Blue Sage Services, L.P. | Austin, TX | $1.26B | 5 |
| Harvey Capital Partners, L.P. | New York, NY | $1.26B | 1 |