| 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 |
| Kennedy Lewis Capital Holdings LLC | New York, NY | $1.16B | — |
| Efficient Capital Management LLC | Warrenville, IL | $1.16B | 1 |
| Northlane Capital Partners, LLC | Bethesda, MD | $1.16B | 3 |
| Apcm Wealth Management for Individuals, LLC | Anchorage, AK | $1.16B | — |
| Kerberrose Wealth Management, LLC | Shawano, WI | $1.16B | — |
| Jacobs & Company, LLC | San Francisco, CA | $1.16B | — |
| Third View Private Wealth, LLC | Westport, CT | $1.16B | — |
| Arkos Global Advisors, LLC | Houston, TX | $1.15B | — |
| Toth Financial Advisory Corp | Leesburg, VA | $1.15B | 1 |
| 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 | — |
| 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 | — |
| 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 |