| Verity Asset Management, Inc. | Durham, NC | $1.15B | — |
| Cvfg LLC | Shelbyville, IN | $1.15B | — |
| Generation Capital Management LLC | Pittsford, NY | $1.15B | — |
| Ern Financial, LLC | Middleton, WI | $1.15B | — |
| Longview Wealth Management, Inc. | Atlanta, GA | $1.15B | — |
| Kelleher Financial Advisors, LLC | New York, NY | $1.15B | — |
| Cooper/Haims Advisors, LLC | Victor, NY | $1.15B | — |
| Kfg Wealth Management, LLC | Granger, IN | $1.15B | — |
| Aubrey Capital Management Limited | Edinburgh, Mid Lothian | $1.15B | 1 |
| Parliament Capital Management, LLC | San Juan, PR | $1.15B | 23 |
| Atw Partners LLC | New York, NY | $1.15B | 34 |
| Astatine Asset Management LLC | Greenwich, CT | $1.15B | 6 |
| Ab2 Capital Partners LLC | Hollywood, FL | $1.15B | — |
| Viking Fund Management LLC | Minot, ND | $1.15B | — |
| Dean Capital Management, LLC | Overland Park, KS | $1.15B | — |
| Atlas Capital Advisors Inc. | San Francisco, CA | $1.15B | — |
| Cityview Management Services, LLC | Los Angeles, CA | $1.15B | 6 |
| Corre Partners Management, LLC | New York, NY | $1.15B | 3 |
| Accel Wealth Management LLC | Waverly, IA | $1.15B | — |
| Bronte Capital Management Pty Ltd | Bondi Junction | $1.15B | 4 |
| Lucid Advisors, Inc. | Seattle, WA | $1.15B | — |
| Winston Capital Management LLC | Arlington, VA | $1.15B | 5 |
| Financial Partners Group, Inc. | Overland Park, KS | $1.15B | — |
| Aether Investment Partners, LLC | Littleton, CO | $1.14B | 8 |
| Etz Advisory, LLC | | $1.14B | — |
| Virtus Real Estate LLC | Austin, TX | $1.14B | 4 |
| Ironvine Capital Partners, LLC | Omaha, NE | $1.14B | — |
| 1ws Capital Advisors, LLC | New York, NY | $1.14B | — |
| Mark Asset Management LP | New York, NY | $1.14B | 2 |
| Liberty Hall Capital Partners, L.P. | Charleston, SC | $1.14B | 4 |
| Telemark Asset Management, LLC | Boston, MA | $1.14B | 1 |
| Ivyrock Asset Management (HK) Limited | Hong Kong | $1.14B | 3 |
| Elgethun Capital Management | Sioux Falls, SD | $1.14B | 2 |
| Fi3 Financial Advisors, LLC | Indianapolis, IN | $1.14B | 3 |
| Infinitum Asset Management, LLC | Fort Lauderdale, FL | $1.14B | 3 |
| Waterfront Wealth Inc. | Overland Park, KS | $1.14B | — |
| Foundation Resource Management, Inc. | Little Rock, AR | $1.14B | — |
| Guardian Wealth Strategies, LLC | Minneapols, MN | $1.14B | — |
| Capital Wealth Management, LLC | West Warwick, RI | $1.14B | — |
| Ignite Planners LLC | San Clemente, CA | $1.14B | 2 |
| Sterling Investors LP | New York, NY | $1.14B | 2 |
| Sonen Capital LLC | San Francisco, CA | $1.14B | 4 |
| Oak Harvest Investment Services, LLC | Houston, TX | $1.14B | — |
| Carlyle Aviation Securities Partners LLC | Miami, FL | $1.14B | 1 |
| Yosemite Management, LLC | San Francisco, CA | $1.14B | 3 |
| Castle Creek Advisors IV LLC | San Diego, CA | $1.14B | 9 |
| Psc Manager LLC | Yardley, PA | $1.14B | 43 |
| 747 Capital, LLC | New York, NY | $1.13B | 32 |
| Symbiotic Capital Management Co. LLC | Los Angeles, CA | $1.13B | 9 |
| Hm International L.L.C. | Austin, TX | $1.13B | 5 |