| Cumberland Investment Counsel Inc. | Toronto Ontario | $1.41B | — |
| Greenline Partners, LLC | New York, NY | $1.41B | — |
| Astignes Capital Asia PTE. Ltd. | Singapore | $1.41B | 3 |
| Marino, Stram and Associates LLC | Braintree, MA | $1.41B | — |
| Polymer Capital Management (US), LLC | New York, NY | $1.41B | — |
| Adamo Capital Family Office LLC | Miami, FL | $1.4B | — |
| Thorofare, LLC | El Segundo, CA | $1.4B | — |
| Hudson Way Capital Management, LLC | Dallas, TX | $1.4B | 4 |
| 49 Wealth Management, LLC | Austin, TX | $1.4B | — |
| Schroder Wealth Management (US) Limited | London | $1.4B | — |
| DC Capital Partners Management, L.P. | Alexandria, VA | $1.4B | 4 |
| Howard Financial Services, Ltd. | Dallas, TX | $1.4B | 31 |
| Silicon Valley Retirement Services, LLC | San Jose, CA | $1.4B | — |
| Alterna Wealth Management, Inc. | Houston, TX | $1.4B | — |
| Occidental Asset Management, LLC | Burlingame, CA | $1.4B | — |
| Werba Rubin Papier Wealth Management, LLC | San Jose, CA | $1.4B | — |
| Pivot Capital Partners LLC | Chicago, IL | $1.4B | — |
| Verity and Verity, LLC | Beaufort, SC | $1.4B | — |
| Laurel Oak Wealth Management, LLC | Marlton, NJ | $1.4B | — |
| Asset Advisors Investment Management, LLC | Augusta, GA | $1.4B | — |
| Double Eagle Family Offices, LLC | Fort Worth, TX | $1.4B | 9 |
| Acorn Financial Advisory Services, Inc. | Reston, VA | $1.4B | — |
| Fourworld Capital Management LLC | New York, NY | $1.4B | 9 |
| St. Denis J. Villere & Co., LLC | New Orleans, LA | $1.4B | — |
| Matrix Asset Advisors Inc | White Plains, NY | $1.4B | — |
| Equity International Management, LLC | Chicago, IL | $1.4B | 13 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | $1.4B | — |
| Kudu Investment Holdings, LLC | New York, NY | $1.39B | 1 |
| Marietta Wealth Management, LLC | Marietta, GA | $1.39B | — |
| Inspirion Wealth Advisors, LLC | Libertyville, IL | $1.39B | — |
| Ironview Capital Management, LLC | Conshohocken, PA | $1.39B | 1 |
| Esm Management LLC | | $1.39B | 1 |
| Syntegra Private Wealth Group LLC | Chesterfield, MO | $1.39B | — |
| CC Management GP, LLC | Charlotte, NC | $1.39B | 2 |
| Elyxium Wealth LLC | Beverly Hills, CA | $1.39B | 1 |
| Range Advisory, LLC | McLean, VA | $1.39B | — |
| Hazlett, Burt & Watson, Inc. | Wheeling, WV | $1.39B | — |
| Golden Bell Partners, LLC | | $1.39B | 7 |
| Denali Advisors, LLC | San Diego, CA | $1.39B | 1 |
| Fsm Wealth Advisors, LLC | Cleveland, OH | $1.39B | — |
| Town Lane Management LP | New York, NY | $1.38B | 3 |
| Millennium Investment and Retirement Advisors, LLC | | $1.38B | — |
| Strategic Wealth Investment Group, LLC | Louisville, KY | $1.38B | — |
| The Pinnacle Financial Group | Rockville Centre, NY | $1.38B | — |
| Private Client Services, LLC | Louisville, KY | $1.38B | — |
| B.o.s.s. Retirement Advisors, LLC | Lehi, UT | $1.38B | — |
| Recurrent Investment Advisors LLC | Houston, TX | $1.38B | — |
| Level Four Capital Management | Dallas, TX | $1.38B | — |
| Cascade Financial Partners, LLC | San Diego, CA | $1.38B | — |
| Shepherd Financial Partners, LLC | Winchester, MA | $1.38B | — |