As of July 2024, per latest ADV filings
1. HIGHLAND ASSOCIATES INC
Assets Under Management: $23,574,716,836
Client Accounts: 61
2. REGIONS INVESTMENT MANAGEMENT, INC.
Assets Under Management: $16,990,335,269
Client Accounts: 2
3. WAVERLY ADVISORS, LLC
Assets Under Management: $11,379,745,311
Client Accounts: 15,983
4. HARBERT FUND ADVISORS, INC.
Assets Under Management: $8,110,107,935
Client Accounts: 50
5. VULCAN VALUE PARTNERS LLC
Assets Under Management: $7,878,130,018
Client Accounts: 367
6. APTUS CAPITAL ADVISORS, LLC
Assets Under Management: $5,285,077,689
Client Accounts: 7,056
7. RESOURCE MANAGEMENT SERVICE, LLC
Assets Under Management: $5,188,760,000
Client Accounts: 13
8. STONEGATE INVESTMENT GROUP, LLC
Assets Under Management: $4,648,684,884
Client Accounts: 2,572
9. CONCOURSE FINANCIAL GROUP ADVISORS
Assets Under Management: $4,373,015,542
Client Accounts: 20,957
10. RFG ADVISORY, LLC
Assets Under Management: $3,859,253,984
Client Accounts: 17,871
11. STONEX ADVISORS INC.
Assets Under Management: $3,315,760,084
Client Accounts: 14,019
12. JOHNSON STERLING, INC.
Assets Under Management: $2,984,634,800
Client Accounts: 395
13. KEEL POINT, LLC
Assets Under Management: $2,940,456,131
Client Accounts: 5,548
14. THE WELCH GROUP, LLC
Assets Under Management: $2,759,780,587
Client Accounts: 3,957
15. EVERSOURCE WEALTH ADVISORS, LLC
Assets Under Management: $2,694,361,660
Client Accounts: 8,119