| Liberty Hall Capital Partners, L.P. | Charleston, SC | $1.14B | 4 |
| Telemark Asset Management, LLC | Boston, MA | $1.14B | 1 |
| Elgethun Capital Management | Sioux Falls, SD | $1.14B | 2 |
| Fi3 Financial Advisors, LLC | Indianapolis, IN | $1.14B | 1 |
| 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 |
| Topline Capital Management, LLC | | $1.13B | 1 |
| Goodnow Investment Group LLC | Darien, CT | $1.13B | 5 |
| Provident Investment Management, Inc. | Novi, MI | $1.13B | — |
| The de Burlo Group, Inc. | Boston, MA | $1.13B | — |
| Hm International L.L.C. | Austin, TX | $1.13B | 5 |
| Icapital Fund Advisors LLC | New York, NY | $1.13B | — |
| Amundi US Investment Advisors LLC | Boston, MA | $1.13B | — |
| Orkila Management, LLC | New York, NY | $1.13B | 17 |
| Ancora Alternatives LLC | Cleveland, OH | $1.13B | 17 |
| Scott Capital Advisors, LLC | Portland, OR | $1.13B | — |
| Godwin Capital Group, LLC | Atlanta, GA | $1.13B | 13 |
| Ellevest, Inc. | New York, NY | $1.13B | — |
| Kelly Financial Group, LLC | Bel Air, MD | $1.13B | — |
| Qvr LLC | San Francisco, CA | $1.13B | 2 |
| Patriot Financial Manager, L.P. | Radnor, PA | $1.13B | 5 |
| Mg Financial LLC | Braintree, MA | $1.13B | 21 |
| Moonrise Capital LP | Vero Beach, FL | $1.13B | 6 |
| Edge Principal Advisors, LLC | New York, NY | $1.13B | 10 |
| Meramec Financial Planners, LLC | Clayton, MO | $1.13B | — |
| Sharkey Howes & Javer Inc | Denver, CO | $1.13B | — |
| Aviance Capital Partners LLC | Naples, FL | $1.13B | — |
| Lvz, Inc. | Holland, MI | $1.13B | — |
| Trispan (USA) LLC | New York, NY | $1.13B | 20 |
| Insight Wealth Partners, LLC | Plano, TX | $1.12B | — |
| Addison Capital, LLC | Conshohocken, PA | $1.12B | — |
| Kohmann Bosshard Financial Services, LLC. | Akron, OH | $1.12B | — |
| Investcorp Absolute Return Investments LLC | New York, NY | $1.12B | 3 |
| Clg LLC | Long Beach, CA | $1.12B | — |
| Vantage Wealth Management, LLC | San Mateo, CA | $1.12B | — |
| Fiduciary Financial Group, LLC | San Rafael, CA | $1.12B | — |
| Cadinha & Co LLC | Honolulu, HI | $1.12B | — |