| Planpilot, LLC | Chicago, IL | $5.58B | — |
| Stratos Wealth Advisors LLC | Beachwood, OH | $5.57B | — |
| Sullivan Realty Capital, LLC | New York, NY | $5.57B | — |
| Antarctica Investment Advisors, LLC | New York, NY | $5.57B | 17 |
| Alphapoint, Inc. | Corona del Mar, CA | $5.56B | — |
| Balentine LLC | Atlanta, GA | $5.54B | 6 |
| Green Court Capital Management Limited | Central, Hong Kong | $5.54B | 4 |
| Vintage Ventures Advisors Ltd. | Herzliya Pituach | $5.53B | 51 |
| Aikya Investment Management Limited | London | $5.53B | 1 |
| Integrated Advisors Network LLC | Dallas, TX | $5.52B | 2 |
| Wainwright Investment Counsel LLC | Boston, MA | $5.52B | 1 |
| Smead Capital Management, Inc. | Phoenix, AZ | $5.52B | — |
| 71 West Capital Partners, LLC | Boston, MA | $5.51B | — |
| Crescent Grove Advisors, LLC | Lake Forest, IL | $5.5B | — |
| Sierra Investment Partners, Inc. | Walnut Creek, CA | $5.5B | — |
| Tuttle Capital Management, LLC | | $5.5B | — |
| Stacey Braun Associates Inc | New York, NY | $5.5B | — |
| Waldron Private Wealth, LLC | Bridgeville, PA | $5.5B | 1 |
| Cqs (US), LLC | New York, NY | $5.49B | 1 |
| Procourse Fiduciary Advisors, LLC | Carmel, IN | $5.49B | — |
| Frontier Asset Management, LLC | Sheridan, WY | $5.49B | — |
| Lowe, Brockenbrough & Company, Inc. | Richmond, VA | $5.49B | 58 |
| Integrum Holdings LP | New York, NY | $5.49B | 12 |
| Disciplined Growth Investors Inc | Minneapolis, MN | $5.48B | 3 |
| Larson Financial Group, LLC | Saint Louis, MO | $5.48B | — |
| Lime Rock Management LP | Westport, CT | $5.48B | 23 |
| Bansk Group LLC | New York, NY | $5.48B | 20 |
| Calamos Wealth Management LLC | Naperville, IL | $5.48B | — |
| Vestal Point Capital, LP | New York, NY | $5.47B | 1 |
| Monomoy Capital Management, L.P. | Greenwich, CT | $5.46B | 18 |
| Polaris Capital Management, LLC | Boston, MA | $5.45B | 3 |
| Altos Ventures Management, Inc. | Burlingame, CA | $5.45B | 57 |
| Palestra Capital Management LLC | New York, NY | $5.44B | 2 |
| Sentry Management Inc | Wichita Falls, TX | $5.44B | — |
| Stwd Investment Management, LLC | Miami Beach, FL | $5.43B | 2 |
| Bluespring Wealth Management, LLC | Austin, TX | $5.43B | — |
| Aquatic Capital Management LLC | Chicago, IL | $5.43B | 2 |
| Motive Capital Management, LLC | New York, NY | $5.42B | 37 |
| Pension Consultants Inc | Springfield, MO | $5.42B | — |
| True North Advisors, LLC | Dallas, TX | $5.42B | 34 |
| Integrity Alliance, LLC | Urbandale, IA | $5.41B | — |
| Stockbridge Partners LLC | Boston, MA | $5.41B | 1 |
| Tailwind Management LP | New York, NY | $5.41B | 22 |
| Fenimore Asset Management, Inc. | Cobleskill, NY | $5.41B | 1 |
| Wellington Funds (US) LLC | Boston, MA | $5.41B | 13 |
| Sands Capital Alternatives, LLC | Arlington, VA | $5.41B | 34 |
| Quadrant Capital Group LLC | Cincinnati, OH | $5.4B | 4 |
| Hq Capital Private Equity LLC | Miami, FL | $5.4B | 19 |
| First Sentier Infrastructure Managers (international) Limited | George Town, Grand Cayman | $5.39B | 1 |
| Bain Capital Insurance Solutions, LP | Boston, MA | $5.39B | 4 |