| Cross Lake Partners LP | New York, NY | $1.18B | 4 |
| Arlon Advisor LLC | New York, NY | $1.18B | 20 |
| Deerfield Financial Advisors, Inc. | Indianapolis, IN | $1.18B | — |
| Signet Financial Management, LLC | Parsippany, NJ | $1.18B | — |
| Sevenoneseven Capital Management, Ltd | Lancaster, PA | $1.18B | — |
| Kearns & Associates LLC | | $1.18B | — |
| Octagon Capital Advisors LP | New York, NY | $1.18B | 4 |
| Portland Global Advisors LLC | Portland, ME | $1.17B | — |
| Brand Asset Management Group, Inc. | Chesterfield, MO | $1.17B | — |
| Audax Pdb Management Company, LLC | New York, NY | $1.17B | — |
| Wellington Shields Capital Management, LLC | New York, NY | $1.17B | — |
| Willow Tree Capital Corp Advisors LLC | New York, NY | $1.17B | 1 |
| Vss Fund Management LLC | New York, NY | $1.17B | 13 |
| Cheviot Value Management, LLC | Beverly Hills, CA | $1.17B | — |
| Straightline Group, LLC | Troy, MI | $1.17B | — |
| Associated Investment Services, Inc. | Green Bay, WI | $1.17B | — |
| The Leuthold Group, LLC | Minneapolis, MN | $1.17B | 1 |
| Allegiant Wealth Advisors, LLC | Tulsa, OK | $1.17B | — |
| Space Capital Management LLC | New York, NY | $1.17B | 51 |
| Wpwealth LLP | Fort Worth, TX | $1.17B | — |
| Cota Capital Management, LLC | San Francisco, CA | $1.17B | 17 |
| Woodard & Co Asset Management Group Inc | Bermuda Run, NC | $1.17B | — |
| Oarsman Capital, Inc | Milwaukee, WI | $1.17B | — |
| Financial Perspectives, Inc. | Minneapolis, MN | $1.17B | — |
| Shoreview Industries V, LLC | Minneapolis, MN | $1.17B | 11 |
| Tvl Management Corporation | | $1.17B | 10 |
| Baxter Brothers Inc. | Riverside, CT | $1.17B | — |
| Agile Investment Management, LLC | | $1.17B | — |
| Agr Partners LLC | Chicago, IL | $1.17B | 9 |
| Great Lakes Retirement, Inc. | Sandusky, OH | $1.16B | — |
| Manhattan West Asset Management, LLC | Los Angeles, CA | $1.16B | 53 |
| Grafton Street Partners Management Company LLC | | $1.16B | 6 |
| L & S Advisors, Inc | Los Angeles, CA | $1.16B | — |
| Ameliora Wealth Management Ltd. | Zurich | $1.16B | — |
| The Capstreet Group, LLC | Houston, TX | $1.16B | 5 |
| Bow River Advisers, LLC | Denver, CO | $1.16B | — |
| Fortis Capital Management LLC | Bellevue, WA | $1.16B | 2 |
| Reagan Companies Asset Management, Inc | Syracuse, NY | $1.16B | — |
| Ibex Investors LLC | Denver, CO | $1.16B | 20 |
| Acre Capital Advisors, LLC | Los Angeles, CA | $1.16B | 3 |
| Sarofim Realty Advisors LLC | Houston, TX | $1.16B | 2 |
| Fulcrum Equity Partners, Inc. | Atlanta, GA | $1.16B | 8 |
| Boyne Capital Management, LLC | Miami, FL | $1.16B | 8 |
| Affinity Investment Advisors, LLC | Newport Beach, CA | $1.16B | — |
| Ntv Asset Management, LLC | Charleston, WV | $1.16B | — |
| Lake Street Private Wealth, LLC | Chicago, IL | $1.16B | — |
| Academy Capital Management | Waco, TX | $1.16B | — |
| Forest Road Asset Management LLC | Los Angeles, CA | $1.16B | 8 |
| Frazier Financial Advisors, LLC | Columbus, OH | $1.16B | — |
| Library Research Limited | Hong Kong | $1.16B | 2 |