| Juggernaut Management, LLC | Washington, DC | $1.2B | 19 |
| Autumn Lane Advisors, LLC | Houston, TX | $1.2B | 13 |
| Breakout Capital Partners LP | New York, NY | $1.2B | 3 |
| Ursa Fund Management LLC | Danville, CA | $1.2B | 1 |
| Cedar Mountain Advisors, LLC | Lake Oswego, OR | $1.2B | — |
| Flatiron Rr LLC, Manager Series | New York, NY | $1.2B | 3 |
| BMO Nesbitt Burns Securities Ltd. | Toronto, Ontario | $1.2B | — |
| Baron Silver Stevens Financial Advisors, LLC | Boca Raton, FL | $1.2B | — |
| Modern Portfolio Consultants, LLC | Naples, FL | $1.2B | — |
| Finback Investment Partners, LLC | Coral Gables, FL | $1.2B | 11 |
| Ccg Wealth Management, LLC | San Diego, CA | $1.2B | — |
| Richard Young Associates, Ltd. | Augusta, GA | $1.2B | — |
| Silverback Asset Management, LLC | Durham, NC | $1.19B | 2 |
| Global Evolution USA, LLC | New York, NY | $1.19B | 2 |
| MacEratio LLC | Miami, FL | $1.19B | — |
| Tobias Financial Advisors, Inc. | Plantation, FL | $1.19B | — |
| Compound Global Advisors, LLC | | $1.19B | 1 |
| Guardian Capital Partners Investment Management, L.P. | Wayne, PA | $1.19B | 6 |
| Brooknoll Advisors LLC | Boston, MA | $1.19B | — |
| Black Lake Investments LLC | Wayzata, MN | $1.19B | — |
| Stone Point Credit Income Adviser LLC | Greenwich, CT | $1.19B | 1 |
| Moment Partners, LLC | San Francisco, CA | $1.19B | — |
| Hackman Capital Partners, LLC | Culver City, CA | $1.19B | 13 |
| Ram Investment Partners, LLC | Bellevue, WA | $1.19B | — |
| Aspire Growth Partners LLC | | $1.19B | — |
| Gainline Capital Partners LP | Stamford, CT | $1.19B | 2 |
| Founders Financial Alliance, LLC | Raleigh, NC | $1.19B | — |
| Tennessee Valley Asset Management Partners, LLC | Knoxville, TN | $1.19B | — |
| Crossmark Wealth Management, LLC | Houston, TX | $1.19B | — |
| Sachem Hill LLC | Denver, CO | $1.18B | 5 |
| The Partners Wealth Management, LLC | Carmel by the Sea, CA | $1.18B | — |
| Nuverse Advisors LLC | Hallandale Beach, FL | $1.18B | 1 |
| Polus Capital Management (US) Inc. | New York, NY | $1.18B | 3 |
| Waycross Partners, LLC | Louisville, KY | $1.18B | — |
| Tcp Asset Management, LLC | Upper Arlington, OH | $1.18B | — |
| Verus Financial Partners, Inc. | Richmond, VA | $1.18B | — |
| Verdad Advisers, L.P. | Boston, MA | $1.18B | 7 |
| Sikich Capital Management LLC | Springfield, IL | $1.18B | — |
| Crumly and Associates, Incorporated | Springfield, IL | $1.18B | — |
| Crusonia Wealth Advisors LLC | Denver, CO | $1.18B | — |
| Scp Investment, LP | | $1.18B | 11 |
| Dinuzzo Private Wealth, Inc. | Beaver, PA | $1.18B | — |
| Cross Lake Partners LP | New York, NY | $1.18B | 4 |
| Arlon Advisor LLC | New York, NY | $1.18B | 20 |
| Deerfield Financial Advisors, Inc. | Indianapolis, IN | $1.18B | — |
| Signet Financial Management, LLC | Parsippany, NJ | $1.18B | — |
| Kearns & Associates LLC | | $1.18B | — |
| Octagon Capital Advisors LP | New York, NY | $1.18B | 4 |
| Portland Global Advisors LLC | Portland, ME | $1.17B | — |
| Brand Asset Management Group, Inc. | Chesterfield, MO | $1.17B | — |