| 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 | — |
| Cooper/Haims Advisors, LLC | Victor, NY | $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 | — |
| Sevenoneseven Capital Management, Ltd | Lancaster, PA | $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 | — |
| Audax Pdb Management Company, LLC | New York, NY | $1.17B | — |
| Wellington Shields Capital Management, LLC | New York, NY | $1.17B | — |
| Willow Tree Capital Corp Advisors LLC | New York, NY | $1.17B | 1 |
| Vss Fund Management LLC | New York, NY | $1.17B | 13 |
| Cheviot Value Management, LLC | Beverly Hills, CA | $1.17B | — |
| Straightline Group, LLC | Troy, MI | $1.17B | — |
| Associated Investment Services, Inc. | Green Bay, WI | $1.17B | — |
| The Leuthold Group, LLC | Minneapolis, MN | $1.17B | 1 |
| Allegiant Wealth Advisors, LLC | Tulsa, OK | $1.17B | — |
| Space Capital Management LLC | New York, NY | $1.17B | 51 |
| Wpwealth LLP | Fort Worth, TX | $1.17B | — |
| Cota Capital Management, LLC | San Francisco, CA | $1.17B | 17 |
| Woodard & Co Asset Management Group Inc | Bermuda Run, NC | $1.17B | — |
| Oarsman Capital, Inc | Milwaukee, WI | $1.17B | — |
| Financial Perspectives, Inc. | Minneapolis, MN | $1.17B | — |
| Shoreview Industries V, LLC | Minneapolis, MN | $1.17B | 11 |
| Tvl Management Corporation | | $1.17B | 10 |
| Baxter Brothers Inc. | Riverside, CT | $1.17B | — |
| Agile Investment Management, LLC | | $1.17B | — |
| Agr Partners LLC | Chicago, IL | $1.17B | 9 |
| Great Lakes Retirement, Inc. | Sandusky, OH | $1.16B | — |
| Manhattan West Asset Management, LLC | Los Angeles, CA | $1.16B | 53 |
| Grafton Street Partners Management Company LLC | | $1.16B | 6 |
| L & S Advisors, Inc | Los Angeles, CA | $1.16B | — |
| Ameliora Wealth Management Ltd. | Zurich | $1.16B | — |
| The Capstreet Group, LLC | Houston, TX | $1.16B | 5 |
| Bow River Advisers, LLC | Denver, CO | $1.16B | — |