| Andalusian Credit Partners, LLC | New York, NY | $541.3M | — |
| Northmarq Fund Management, LLC | Lake Oswego, OR | $541.3M | — |
| Relation Wealth Management, Inc. | Tulsa, OK | $541.2M | — |
| Venrex Investment Management LLP | London | $541M | 26 |
| Compound Family Offices, LLC | Sarasota, FL | $540.8M | — |
| Dividend Assets Capital, LLC | Ridgeland, SC | $540.8M | — |
| Gray Private Wealth, LLC | Canton, MA | $540.7M | — |
| Consilium Investment Management LLC | Fort Lauderdale, FL | $540.6M | 2 |
| Caz Investments Registered Adviser LLC | Houston, TX | $540.6M | — |
| Ahoy Capital Management LLC | Palo Alto, CA | $540.3M | 10 |
| Oakwood Real Estate Partners, LLC | Denver, CO | $540.2M | 23 |
| Herold Advisors, Inc. | New York, NY | $540.2M | — |
| Lawrence W. Kelly & Associates, Inc. | Pasadena, CA | $540.1M | — |
| Imc Advisors, LLC | Columbus, IN | $540M | — |
| Spirit of America Management Corp | Syosset, NY | $540M | — |
| Wbi Investments, LLC | Red Bank, NJ | $539.6M | — |
| Dynamic Financial Group, LLC | Cedar Falls, IA | $539.6M | — |
| Ncm Capital Management, LLC | Ramsey, NJ | $539.4M | — |
| Wealth Advisors of Iowa, LLC | West des Moines, IA | $539.4M | — |
| K Fund Capital Management, LLC | Los Angeles, CA | $539.3M | 10 |
| River Street Advisors, LLC | Aurora, IL | $539.2M | — |
| Black Knight Wealth Management, LLC | | $539.2M | — |
| Access Wealth Planning, LLC | East Hanover, NJ | $539.1M | — |
| Mountain Hill Investment Partners | Atlantic Highlands, NJ | $539M | — |
| Euphrates Advisors LLC | Washington, DC | $539M | 3 |
| Gallacher Capital Management LLC | Lone Tree, CO | $539M | 3 |
| The Capital Advisory Group Advisory Services, LLC | Phoenix, AZ | $538.8M | — |
| Buska Wealth Management, LLC | Wausau, WI | $538.7M | — |
| Harbourvest Registered Advisers L.P. | Boston, MA | $538.7M | — |
| Morris Financial Concepts, Inc. | Mount Pleasant, SC | $538.4M | — |
| Deans Knight Capital Management Ltd. | Vancouver | $538.3M | 1 |
| Origin Credit Advisers, LLC | Denver, CO | $538M | 1 |
| Arkfeld Wealth Strategies, L.L.C. | Omaha, NE | $538M | — |
| Troob Capital Management LLC | Rye Brook, NY | $537.9M | 5 |
| Weaver Capital Management, LLC | Suwanee, GA | $537.8M | — |
| Alpha Partners Management, LLC | New York, NY | $537.5M | 28 |
| Rareview Capital LLC | Las Vegas, NV | $537.5M | — |
| Antara Capital LP | New York, NY | $537.4M | 2 |
| Aecom-Canyon Partners Real Estate Fund Advisors LLC | Dallas, TX | $537.3M | 3 |
| Bp Capital Energy Advisors, LLC | Dallas, TX | $537.2M | 6 |
| Redmond Asset Management, LLC | Henrico, VA | $537.2M | — |
| Hinds Financial Group Inc | Lakewood, CO | $536.9M | — |
| Novapoint Capital LLC | Atlanta, GA | $536.2M | — |
| J.g.hendricks Financial Services, LLC | Algonquin, IL | $536.1M | — |
| Litvak Wealth, LLC | Norwalk, CT | $536.1M | — |
| Crescat Portfolio Management LLC | Denver, CO | $536.1M | 5 |
| Ninth Avenue Capital, LP | Kansas City, MO | $536M | 1 |
| Bright Rock Capital Management LLC | Hanover, MA | $536M | — |
| Legacy Capital Group California, Inc. | Los Gatos, CA | $535.7M | — |
| Fairbridge Asset Management LLC | Darien, CT | $535.4M | 2 |