| 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 | — |
| Xy Investment Solutions, LLC | Bozeman, MT | $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 | 2 |
| Vergent Asset Management LLP | London | $1.25B | 2 |
| Albany Road Investment Advisers, LLC | Dedham, MA | $1.25B | — |
| Neo Ivy Capital Management, LLC | New York, NY | $1.24B | 1 |
| TD Capital Management LLC | Memphis, TN | $1.24B | — |
| Gilman Hill Asset Management, LLC | New Canaan, CT | $1.24B | — |
| Northwest Financial Advisors LLC | Herndon, VA | $1.24B | — |
| Blackbarn Capital Partners LP | New York, NY | $1.24B | 1 |
| Mt Asset Management, LLC | Matawan, NJ | $1.24B | — |
| Prometheus Wealth Management Sam | Monaco | $1.24B | — |
| Alternative Capital Fund Management LLC | Englewood Cliffs, NJ | $1.24B | 3 |
| Kpp Advisory Services LLC | Louisville, KY | $1.24B | — |
| Verde Servicos Internacionais S.A. | Sao Paulo | $1.24B | 6 |
| Fwl Investment Management, LLC | Dallas, TX | $1.24B | — |
| Kore Advisors LP | Boynton Beach, FL | $1.24B | 3 |
| Sivia Capital Partners, LLC | Mill Valley, CA | $1.24B | 1 |
| Ge Vernova Investment Advisers, LLC | Stamford, CT | $1.24B | — |
| Solel Partners LP | Boston, MA | $1.24B | 1 |
| Opal Wealth Advisors, LLC | Jericho, NY | $1.24B | — |
| Corbel Management, LLC | Los Angeles, CA | $1.24B | 17 |
| Arlington Financial Advisors, LLC | Santa Barbara, CA | $1.24B | — |
| Acon Latam Management, L.L.C. | Washington, DC | $1.24B | 19 |
| Agl US DL Management LLC | New York, NY | $1.24B | — |
| Seven Grand Managers LLC | Bronxville, NY | $1.24B | 2 |
| Wealth Dimensions Group, Ltd. | Cincinnati, OH | $1.24B | — |
| Great Waters Wealth Management | Shoreview, MN | $1.24B | — |
| Oaktop Capital Management II, L.P. | Chatham, NJ | $1.23B | 2 |
| Kwb Wealth | Redlands, CA | $1.23B | — |
| M Financial Asset Management, Inc. | Portland, OR | $1.23B | — |
| Middleton & Company Inc. | Boston, MA | $1.23B | — |
| Aspire Capital Advisors LLC | Seattle, WA | $1.23B | — |
| Graves Light Lenhart Wealth, Inc. | Harrisonburg, VA | $1.23B | — |
| Three Seasons Wealth | Salt Lake City, UT | $1.23B | — |
| Kwmg, LLC | Overland Park, KS | $1.23B | — |
| Themes Management Company LLC | Greenwich, CT | $1.23B | — |