| Capital Impact Advisors, LLC | Boston, MA | $1.49B | — |
| Sunesis Advisors, LLC | Overland Park, KS | $1.48B | — |
| Spartan Wealth Advisory Services LLC | Bingham Farms, MI | $1.48B | — |
| Quantum Financial Advisors, LLC | Santa Monica, CA | $1.48B | — |
| Flexible Plan Investments Ltd | Bloomfield Hills, MI | $1.48B | — |
| Ranger Investment Management,l.p. | Dallas, TX | $1.48B | 1 |
| Apriem Advisors | Irvine, CA | $1.48B | — |
| Origami Capital Partners, LLC | Chicago, IL | $1.48B | 16 |
| Novaquest Capital Management, L.L.C. | | $1.48B | 13 |
| Compass Financial Group, Inc | Sioux Falls, SD | $1.48B | — |
| Gabelli & Company Investment Advisers, Inc. | Greenwich, CT | $1.48B | 10 |
| Cullinan Associates, Inc. | Louisville, KY | $1.48B | — |
| H. Barton Asset Management, LLC | San Francisco, CA | $1.48B | 15 |
| Acuitas Investments, LLC | Seattle, WA | $1.48B | 2 |
| Tbh Global Asset Management, LLC | Brentwood, TN | $1.48B | — |
| M1 Advisory Services LLC | Chicago, IL | $1.48B | — |
| Czech Asset Management, L.P. | Stamford, CT | $1.48B | 6 |
| Tsa Portfolio Management, Inc. Fka Tsa Management Inc. | Glen Head, NY | $1.48B | — |
| Nebrodi Partners, LLC | Hartford, CT | $1.48B | — |
| Kimelman & Baird, LLC | New York, NY | $1.48B | — |
| Ta Realty LLC | Boston, MA | $1.48B | 3 |
| Sargent Investment Group, LLC | Bethesda, MD | $1.48B | 1 |
| Serengeti Asset Management LP | West Palm Beach, FL | $1.48B | 20 |
| Gam USA Inc. | New York, NY | $1.47B | 5 |
| Eclectic Associates, Inc. | Fullerton, CA | $1.47B | — |
| Penwood Real Estate Investment Management, LLC | West Hartford, CT | $1.47B | 6 |
| Serenus Wealth Advisors, LLC | Santa Monica, CA | $1.47B | — |
| Hottinger & Co Limited | London | $1.47B | — |
| Spring Lake Asset Management, Inc. | | $1.47B | 2 |
| Hhm Wealth Advisors, LLC | Chattanooga, TN | $1.47B | — |
| Reliant Investment Management, LLC | Memphis, TN | $1.47B | — |
| Par Capital Management, Inc. | Boston, MA | $1.47B | 1 |
| Horan Wealth, LLC | Cincinnati, OH | $1.47B | — |
| Community Investment Management LLC | San Francisco, CA | $1.47B | 2 |
| River Wealth Advisors LLC | Camp Hill, PA | $1.47B | — |
| Feg Private Investors, LLC | Cincinnati, OH | $1.47B | 27 |
| Financial Counselors Inc | Overland Park, KS | $1.47B | — |
| Vantage Infrastructure (USA) Inc. | New York, NY | $1.47B | 1 |
| Cjm Wealth Advisers, Ltd. | Falls Church, VA | $1.47B | — |
| Cypress Point Wealth Management, LLC | Dallas, TX | $1.47B | 3 |
| Dendur Capital LP | New York, NY | $1.46B | 2 |
| Aerodigm Wealth LLC | Lake Oswego, OR | $1.46B | — |
| Activest Wealth Management, LLC | Aventura, FL | $1.46B | — |
| Raven Credit Capital Management LLC | Santa Monica, CA | $1.46B | 7 |
| Twin Tree Management, LP | Dallas, TX | $1.46B | 1 |
| Martel Wealth Advisors Inc | Vancouver, WA | $1.46B | — |
| American Mortgage Investment Partners Management, LLC | Seal Beach, CA | $1.46B | 7 |
| Brooklands Fund Management Limited | London | $1.46B | 10 |
| Forge Financial Services, LLC | Edmond, OK | $1.46B | — |
| Columbia Pacific Advisors, LLC | Seattle, WA | $1.46B | 11 |