| Janus Henderson Investors | $380.43 billion | 1,013 | 4 |
| Ptma Investment Advisors | $104.24 billion | 157 | 0 |
| Mercer Global Advisors Inc. | $84.40 billion | 1,429 | 2 |
| Transamerica Asset Management, Inc. | $65.94 billion | 53 | 5 |
| Alps Advisors, Inc. | $38.83 billion | 73 | 0 |
| Ksl Capital Partners | $25.61 billion | 135 | 0 |
| Arrowmark Colorado Holdings, LLC | $21.02 billion | 95 | 0 |
| Smith Capital Investors, LLC | $13.11 billion | 30 | 0 |
| Northwood Investors LLC | $8.97 billion | 107 | 0 |
| Elevation Point Wealth Partners, LLC | $8.29 billion | 91 | 0 |
| Revelstoke Capital Partners | $6.70 billion | 52 | 0 |
| Shelton Capital Management | $6.52 billion | 48 | 0 |
| 1888 Investments, LLC | $5.91 billion | 13 | 0 |
| Bear Creek Asset Management, LLC | $5.19 billion | 8 | 0 |
| Jfg Family Office | $4.53 billion | 62 | 0 |
| Marsico Capital Management, LLC | $4.26 billion | 26 | 0 |
| Bow River Capital | $4.20 billion | 69 | 0 |
| Harrison Street Private Wealth LLC | $4.14 billion | 35 | 0 |
| Nzs Capital LLC | $4.06 billion | 9 | 1 |
| Ima Advisory Services, Inc. | $3.90 billion | 50 | 0 |
| Bok Financial Private Wealth, Inc. | $3.72 billion | 37 | 2 |
| Sourcerock Group LLC | $3.11 billion | 16 | 3 |
| Ghp Investment Advisors Inc | $3.06 billion | 25 | 0 |
| Cambiar Investors, LLC | $2.92 billion | 28 | 0 |
| Walker & Dunlop Investment Partners, Inc. | $2.70 billion | 36 | 0 |
| Paralel Advisors LLC | $2.67 billion | 6 | 0 |
| Michaud Capital Management LLC | $2.44 billion | 19 | 0 |
| Spruceview Capital Partners LLC | $2.34 billion | 25 | 0 |
| Excellere Partners | $2.26 billion | 26 | 0 |
| Cherry Creek Family Offices | $2.02 billion | 16 | 0 |
| Freedom Funds Management Co | $1.90 billion | 9 | 0 |
| Mainline West Fund Manager LLC | $1.77 billion | 5 | 0 |
| Resource Capital Funds | $1.76 billion | 49 | 0 |
| Buck Wealth Strategies, LLC | $1.64 billion | 102 | 0 |
| Delta-v Capital, LLC | $1.57 billion | 18 | 0 |
| Lab Quantitative Strategies, LLC | $1.57 billion | 23 | 0 |
| Frontrange Capital Advisers, LLC | $1.51 billion | 29 | 0 |
| Platte River Equity | $1.50 billion | 22 | 0 |
| Class Vi Family Office, LLC | $1.50 billion | 9 | 0 |
| Mountaingate Management Co., LLC | $1.49 billion | 22 | 0 |
| The Institute | $1.37 billion | 18 | 3 |
| Capital Investment Counsel, LLC | $1.35 billion | 8 | 0 |
| Paragon Capital Management | $1.32 billion | 6 | 0 |
| Ophir Asset Management US LLC | $1.27 billion | 5 | 0 |
| Sagard Real Estate Advisors | $1.20 billion | 109 | 0 |
| Sachem Hill LLC | $1.18 billion | 8 | 0 |
| Crusonia Wealth Advisors LLC | $1.18 billion | 20 | 0 |
| Bow River Advisers, LLC | $1.16 billion | 27 | 2 |
| Ibex Investors LLC | $1.16 billion | 23 | 0 |
| Sharkey Howes & Javer Inc | $1.13 billion | 14 | 0 |
| Crest Rock Partners | $1.10 billion | 14 | 0 |
| Dream U.S. Manager LLC | $1.04 billion | 42 | 0 |
| Bayswater Management Company LP | $991.5 million | 18 | 0 |
| Maia Wealth | $973.0 million | 43 | 0 |
| Elk River Wealth Management LLC | $971.3 million | 11 | 0 |
| Uniting Wealth Partners | $934.6 million | 23 | 0 |
| Gill Capital Partners | $862.4 million | 17 | 0 |
| Manna Tree Partners, LLC | $816.2 million | 20 | 0 |
| Forum Capital Advisors LLC | $815.2 million | 69 | 0 |
| Lapis Advisers, LP | $789.5 million | 12 | 0 |
| Princeton Fund Advisors, LLC | $780.0 million | 8 | 0 |
| Tillman Hartley LLC | $746.3 million | 5 | 0 |
| Alpha Capital Management Group LLC | $734.4 million | 3 | 0 |
| Clear Creek Advisors | $722.5 million | 9 | 0 |
| Millennium Bridge Capital | $716.9 million | 13 | 0 |
| Proprietary Capital, LLC | $651.8 million | 19 | 0 |
| Triumph Capital Management | $645.6 million | 18 | 0 |
| Owl Creek Wealth Partners | $602.3 million | 5 | 0 |
| Keystone Global Partners LLC | $580.5 million | 4 | 0 |
| Edgerock Wealth Management | $578.9 million | 20 | 0 |
| Freif Advisors LLC | $569.9 million | 69 | 0 |
| Saturn Five Advisors LLC | $556.1 million | 21 | 0 |
| Oakwood Real Estate Partners, LLC | $540.2 million | 7 | 0 |
| Origin Credit Advisers, LLC | $538.0 million | 8 | 0 |
| Crescat Portfolio Management LLC | $536.1 million | 10 | 0 |
| Denver Wealth Management, Inc. | $529.8 million | 18 | 0 |
| Denver Pwm, LLC | $524.4 million | 6 | 0 |
| G&s Capital LLC | $475.6 million | 9 | 0 |
| Towle & Co | $473.7 million | 9 | 0 |
| Global Wealth Strategies and Associates, LLC | $457.0 million | 10 | 0 |
| Primark Advisors, LLC | $451.5 million | 12 | 0 |
| Avant Management LLC | $449.0 million | 8 | 0 |
| Shearwater Capital | $427.3 million | 4 | 0 |
| Lasalle Debt Investors, LLC | $384.7 million | 14 | 0 |
| Rallyday Partners, LLC | $384.1 million | 19 | 0 |
| Destiny Capital Corporation | $382.2 million | 11 | 0 |
| Resolute Capital Asset Partners LLC | $380.9 million | 8 | 0 |
| Helm Investment Management, LLC | $370.8 million | 3 | 0 |
| M.Z. Kark & Associates, Inc | $369.6 million | 4 | 0 |
| Integrity Wealth Solutions LLC | $369.0 million | 2 | 0 |
| Collegiate Peaks Asset Management, LLC | $365.1 million | 3 | 0 |
| Synergy Financial Partners, LLC | $308.7 million | 5 | 0 |
| Roubaix Capital, LLC | $298.9 million | 7 | 0 |
| Impactfolio LLC | $288.9 million | 3 | 0 |
| J.F. Williams Co., Inc. | $286.5 million | 4 | 0 |
| Lotusgroup Advisors | $286.0 million | 10 | 0 |
| Bear Creek Fund Advisors LLC | $282.5 million | 12 | 0 |
| Higgins & Schmidt Wealth Strategies LLC | $279.5 million | 6 | 0 |
| Peak Financial Advisors | $268.8 million | 3 | 0 |
| Bruce G. Allen Investments, LLC | $258.1 million | 2 | 0 |
| 7two | $230.4 million | 7 | 0 |
| Arrowmark Asset Management, LLC | $224.4 million | 5 | 0 |
| Thornburg Bow River Advisers, LLC. | $224.2 million | 29 | 1 |
| Highpass Asset Management LLC | $218.2 million | 2 | 0 |
| Altius Financial, Inc. | $212.2 million | 3 | 0 |
| Capital Asset Management, LLC | $208.8 million | 5 | 0 |
| Mercer Advisors Private Asset Management, Inc. | $205.6 million | 1 | 0 |
| Sanctuary Advisors | $191.5 million | 2 | 3 |
| Vanguard Capital | $190.4 million | 5 | 4 |
| Rockwood Equity Partners LLC | $189.8 million | 13 | 0 |
| Steele Street Private Wealth Management | $187.5 million | 2 | 0 |
| Bullseye Asset Management LLC | $183.9 million | 2 | 0 |
| Hoffmann Hermanson | $183.0 million | 2 | 0 |
| Lion Equity Investment Advisors, LLC | $173.5 million | 12 | 2 |
| West End Wealth Management, LLC | $170.4 million | 2 | 0 |
| Larimer Capital Corporation | $169.9 million | 4 | 1 |
| Trg Investment Advisors, LLC | $167.1 million | 6 | 0 |
| Collier Financial, Inc | $160.5 million | 2 | 0 |
| Ventana Private Wealth LLC | $158.6 million | 3 | 0 |
| Lotusgroup Capital | $156.7 million | 8 | 0 |
| Butler Financial Services | $154.7 million | 4 | 0 |
| Infinium Investment Advisors, LLC | $152.4 million | 2 | 0 |
| Horizon Wealth | $147.2 million | 7 | 0 |
| Protocol Wealth, LLC | $127.1 million | 3 | 0 |
| Peterson Financial Services LLC | $124.0 million | 2 | 0 |
| Ascentris | $121.8 million | 30 | 0 |
| Seneca Capital Management, LLC | $120.0 million | 1 | 0 |
| Walnut Level Capital LLC | $119.2 million | 3 | 0 |
| Noble Wealth Partners | $118.5 million | 3 | 0 |
| Wealth Engineers, LLC | $117.6 million | 2 | 0 |
| Columbia Benefits, LLC | $116.2 million | 1 | 0 |
| Alpine Wealth Advisors, LLC | $115.7 million | 1 | 1 |
| Meketa Capital, LLC | $106.6 million | 32 | 0 |
| 325 Fillmore LLC | $103.8 million | 2 | 0 |
| Gssg Solar, LLC | $103.4 million | 31 | 3 |
| Israel Investment Advisors, LLC | $96.3 million | 4 | 0 |
| Integrity Prosperity Security (Ips) Strategic Capital | $90.9 million | 3 | 0 |
| Kelly Intelligence | $81.7 million | 4 | 0 |
| Investment Research Corp | $76.3 million | 21 | 3 |
| World Capital Advisors, LLC | $72.0 million | 1 | 0 |
| Class Vi Ventures, LLC | $14.9 million | 3 | 0 |
| Ask Dolly | $0 | 3 | 0 |
| Scire Fund Iii Gp, LLC | $0 | 1 | 0 |
| Monticello Associates, LLC | $0 | 58 | 0 |
| Innovest Portfolio Solutions LLC | $0 | 63 | 0 |