| Financial Council, LLC | Towson, MD | $1.27B | — |
| Granite Bay Wealth Management, 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 | — |
| 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 | — |
| Green Century Capital Management Inc | Boston, MA | $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 |
| Bank of Hawaii | Honolulu, HI | $1.25B | — |
| Webs Creek Capital Management LP | Dallas, TX | $1.25B | 2 |
| Ullmann Wealth Partners Group, LLC | Jacksonville Beach, FL | $1.25B | — |
| James J. Burns & Company, LLC | Melville, NY | $1.25B | — |
| Amberjack Capital Partners, L.P. | Houston, TX | $1.25B | 14 |
| Insignia Capital Group, L.P. | Walnut Creek, CA | $1.25B | 6 |
| One Wealth Advisors, LLC | San Francisco, CA | $1.25B | — |
| Brookwood Investment Group LLC | Phoenix, AZ | $1.25B | — |
| Zadig Asset Management S.A. | Strassen | $1.25B | — |
| Fishman Jay a Ltd | Troy, MI | $1.25B | — |
| Arbiter Partners Capital Management, LLC | New York, NY | $1.25B | 6 |
| O'Hagan Group, Inc. | Bethlehem, PA | $1.25B | — |
| PGIM Fund Management Limited | London | $1.25B | 2 |
| Oakhurst Advisors, LLC | Los Angeles, CA | $1.25B | 15 |
| Superstate Advisers LLC | New York, NY | $1.25B | 1 |
| Vergent Asset Management LLP | London | $1.25B | 2 |
| Albany Road Investment Advisers, LLC | Dedham, MA | $1.25B | — |