| Metaurus Advisors LLC | Westport, CT | $1.58B | 1 |
| Ils Advisory Services, LLC | Nashville, TN | $1.58B | — |
| Thrive Wealth Management, LLC | Audubon, PA | $1.58B | — |
| Vercap Management LLC | Los Angeles, CA | $1.58B | 2 |
| Petersen Hastings Wealth Advisors, Inc. | Kennewick, WA | $1.58B | — |
| Calton & Associates, Inc. | Tampa, FL | $1.58B | — |
| Alinda Capital Partners Ltd | Greenwich, CT | $1.58B | 6 |
| Dundee Maestro Management, LP | | $1.57B | 13 |
| Atl Advisor LP | New York, NY | $1.57B | 7 |
| Inverness Graham Investments, Inc. | Wayne, PA | $1.57B | 29 |
| Brandywine Oak Private Wealth LLC | Kennett Square, PA | $1.57B | — |
| Light Street Capital Management, LLC | Palo Alto, CA | $1.57B | 23 |
| Charter Oak Capital Management, LLC | Portsmouth, NH | $1.57B | — |
| Flat Rock Global, LLC | Jackson, WY | $1.57B | — |
| Tyche Wealth Partners LLC | Plano, TX | $1.57B | — |
| Delta-V Capital, LLC | Denver, CO | $1.57B | 25 |
| Lab Quantitative Strategies, LLC | Denver, CO | $1.57B | 3 |
| Per Stirling Capital Management, LLC | Austin, TX | $1.57B | — |
| Invst, LLC | Indianapolis, IN | $1.57B | — |
| Evertern Wealth, LLC | Naples, FL | $1.56B | — |
| Abundance Wealth Counselors, LLC | State College, PA | $1.56B | 2 |
| Goodfinch Management, LLC | San Francisco, CA | $1.56B | 15 |
| Lvm Capital Management Ltd | Portage, MI | $1.56B | — |
| Mjp Associates, Inc. | Farmington, CT | $1.56B | — |
| Godsey & Gibb Inc | Richmond, VA | $1.56B | — |
| True Freedom Investing, LLC | Coeur D'Alene, ID | $1.56B | — |
| Hercules Adviser LLC | San Mateo, CA | $1.56B | 5 |
| Royal Fund Management, LLC | Lady Lake, FL | $1.56B | — |
| Triartisan Capital Advisors LLC | West Palm Beach, FL | $1.56B | 7 |
| Oak Thistle LLC | | $1.55B | 1 |
| Burton Enright Welch | Walnut Creek, CA | $1.55B | — |
| Roble, Belko and Company, Inc. | Sewickley, PA | $1.55B | — |
| Gladstone Capital Management LLP | London | $1.55B | 1 |
| Pekin Hardy Strauss, Inc. | Chicago, IL | $1.55B | — |
| Regatta Capital Group, LLC | El Segundo, CA | $1.55B | 4 |
| Murray Financial Group, LLC | Albert Lea, MN | $1.55B | — |
| Annandale Capital, LLC | Dallas, TX | $1.55B | — |
| Keystone Capital Management, LP | Chicago, IL | $1.55B | 4 |
| Hodges Capital Management Inc | Dallas, TX | $1.55B | — |
| Ccm Investment Advisers, LLC | Columbia, SC | $1.55B | — |
| Tritonpoint Wealth, LLC | Chevy Chase, MD | $1.55B | — |
| Heartwood Wealth Advisors, LLC | Richmond, VA | $1.55B | — |
| Defilade Capital Management, L.P. | Emeryville, CA | $1.55B | 1 |
| Hark Capital Advisors LLC | New York, NY | $1.55B | — |
| Woodson Capital Management, LP | Greenwich, CT | $1.55B | 4 |
| Red Cliff Asset Management Limited | Hong Kong | $1.55B | 2 |
| Fiduciary Wealth Partners, LLC | Newton Lower Falls, MA | $1.54B | — |
| Zenyth Advisors LLC | New York, NY | $1.54B | 5 |
| Activ8 Family Office LLC | McLean, VA | $1.54B | — |
| Cutler Investment Counsel, LLC | Jacksonville, OR | $1.54B | — |