| Bayview Asset Management, LLC | $64.21 billion | 556 | 0 |
| We Family Offices | $17.75 billion | 65 | 0 |
| Dimension Capital Management LLC | $7.29 billion | 50 | 0 |
| Trivest Investment Advisors, LLC | $6.01 billion | 100 | 0 |
| Archpoint Investors | $4.13 billion | 11 | 0 |
| Evensky & Katz/foldes Wealth Management | $3.21 billion | 44 | 4 |
| Mas Advisors LLC | $2.56 billion | 13 | 0 |
| Tallvine Partners Management LP | $1.42 billion | 16 | 0 |
| Seaview Investment Managers LLC | $1.37 billion | 13 | 0 |
| Finback Investment Partners | $1.20 billion | 17 | 0 |
| Storge | $866.6 million | 5 | 0 |
| Amerant Investments, Inc. | $782.4 million | 35 | 1 |
| Invex Advisors LLC | $759.3 million | 8 | 0 |
| Bayshore Wealth Advisors | $740.1 million | 4 | 0 |
| Aston Capital Management | $711.8 million | 3 | 0 |
| Maximai Investment Partners, LLC | $695.8 million | 8 | 0 |
| Alti Wealth Management (US International), Inc. | $690.9 million | 10 | 0 |
| Driftwood Advisors, LLC | $568.8 million | 52 | 3 |
| Inveris US LLC | $568.4 million | 6 | 0 |
| Ceeto Capital Group, LLC | $531.4 million | 4 | 0 |
| Meridiana | $441.9 million | 5 | 0 |
| Kirtland Financial Management, Inc. | $396.1 million | 3 | 0 |
| Pinvest | $377.5 million | 4 | 0 |
| Invenio Wealth Partners, LLC | $364.0 million | 5 | 0 |
| Premia Global Advisors, LLC | $340.8 million | 3 | 0 |
| Meira Wealth | $317.8 million | 6 | 0 |
| Azzendo Wealth Advisors | $300.1 million | 7 | 0 |
| Matters Capital LLC | $296.8 million | 3 | 0 |
| Innova Advisors | $264.8 million | 4 | 0 |
| Loyola Asset Management LLC | $239.9 million | 5 | 0 |
| Millares Asset Management, LLC | $236.2 million | 3 | 0 |
| Mbf Healthcare Management Ii, LLC | $235.0 million | 11 | 0 |
| Angelus Investment Consulting, Inc. | $226.0 million | 2 | 0 |
| Dragus Capital, LLC | $225.9 million | 5 | 0 |
| Lynx Advisory Partners | $221.4 million | 7 | 0 |
| Mara River Capital Management, LP | $217.7 million | 3 | 0 |
| Atlantic Family Wealth, LLC | $210.1 million | 4 | 0 |
| Sunstate Wealth Management LLC | $209.8 million | 4 | 0 |
| Shellman Investment Management, LLC | $209.6 million | 4 | 0 |
| Bradesco Global Advisors | $181.5 million | 21 | 3 |
| Altura Capital | $159.5 million | 15 | 0 |
| Balanz | $152.6 million | 11 | 0 |
| Accumulator Operations LLC | $148.4 million | 29 | 0 |
| Entelevest, LLC | $147.0 million | 3 | 0 |
| Advantage Investing, Inc. | $138.9 million | 2 | 0 |
| Portfolio Resources Advisor Group, Inc. | $121.9 million | 17 | 2 |
| Futura Asset Advisors LLC | $114.8 million | 1 | 0 |
| Cantata Wealth Management, LLC | $101.1 million | 4 | 0 |
| Axxes Advisors I LLC | $6.8 million | 10 | 3 |
| Invex Next, LLC | $3.0 million | 8 | 0 |
| Axxes Advisors LLC | $100,000 | 10 | 3 |
| Seminario Asset Management LLC | $0 | 10 | 0 |