| Htg Investment Advisors Inc | New Canaan, CT | $1.11B | — |
| Smith Brothers Financial, LLC | Glastonbury, CT | $1.11B | — |
| Godspeed Capital Management LP | Washington, DC | $1.11B | 10 |
| Capital Advisors Wealth Management, LLC | Yakima, WA | $1.11B | — |
| Ameriserv Wealth Advisors Inc | Johnstown, PA | $1.11B | — |
| Arthur M. Cohen & Associates LLC | Northbrook, IL | $1.11B | — |
| Bearing Point Capital, LLC | Richfield, MN | $1.11B | — |
| Abry Partners III, LLC | Boston, MA | $1.11B | 4 |
| Markets Infrastructure Partners LP | New York, NY | $1.11B | 1 |
| Channing Global Advisors, LLC | Fort Lauderdale, FL | $1.11B | 3 |
| Dock Street Asset Management Inc | Palm Beach, FL | $1.11B | — |
| Newfound Research LLC | St. Petersburg, FL | $1.11B | — |
| Arq Wealth Advisors, LLC | Scottsdale, AZ | $1.11B | — |
| Heirloom Wealth Management LLC | Greenwood Village, CO | $1.11B | — |
| Crescent Cap Nt Advisors, LLC | Los Angeles, CA | $1.11B | — |
| Benchstone Capital Management LP | New York, NY | $1.11B | 1 |
| Arden Fund Management, LLC | Philadelphia, PA | $1.11B | 9 |
| Rhame & Gorrell Wealth Management, LLC | The Woodlands, TX | $1.11B | — |
| Laurel Wealth Advisors, LLC | Charlotte, NC | $1.11B | — |
| Kings Court Capital PTE. Ltd | Singapore, Singapore | $1.11B | 1 |
| Financial Advisors Network, Inc. | Tustin, CA | $1.11B | — |
| Deccan Value Investors L.P. | | $1.11B | 7 |
| Upper90 Capital Management, LP | Providence, RI | $1.11B | 31 |
| Triasima Portfolio Management Inc. | Montreal, Quebec | $1.11B | — |
| Kian Capital Partners, LLC | Charlotte, NC | $1.1B | 7 |
| Financial Advisory Corporation | Grand Rapids, MI | $1.1B | — |
| Berkeley Capital Partners, LLC | Milton, GA | $1.1B | 8 |
| Olive Technology Ventures Management, LLC | Palo Alto, CA | $1.1B | 31 |
| The Clarus Group, Inc. | Houston, TX | $1.1B | — |
| Integrity Advisory Solutions, LLC | Dallas, TX | $1.1B | — |
| Fusion Investment Advisors LLC | Dallas, TX | $1.1B | — |
| Navellier & Associates Inc | Reno, NV | $1.1B | — |
| Sb Advisory, LLC | Atlanta, GA | $1.1B | — |
| Crest Rock Management Company LP | Denver, CO | $1.1B | 4 |
| Minneapolis Portfolio Management Group, LLC | Wayzata, MN | $1.1B | — |
| Cohen Capital Advisors, LLC | Chicago, IL | $1.1B | — |
| Enclave Advisors, LLC | Austin, TX | $1.1B | — |
| Lyric Capital Management Group, L.P. | New York, NY | $1.1B | 13 |
| Nexa Equity LLC | San Francisco, CA | $1.1B | 10 |
| Nexpoint Real Estate Advisors X, L.P. | Dallas, TX | $1.1B | — |
| Bruni J V & Co | Colorado Springs, CO | $1.1B | — |
| Stage Harbor Financial, LLC | Westwood, MA | $1.1B | — |
| Asset Consulting Group, LLC | Clayton, MO | $1.1B | — |
| The Financial Consulate, Inc | Hunt Valley, MD | $1.1B | — |
| Night Owl Capital Management, LLC | Greenwich, CT | $1.1B | 1 |
| One Charles Private Wealth Services, LLC | Hingham, MA | $1.09B | — |
| Presidio Investors LLC | Austin, TX | $1.09B | 14 |
| New Harbor Capital Management, LP | Chicago, IL | $1.09B | 11 |
| Towneley Capital Management, Inc. | Laguna Hills, CA | $1.09B | — |
| Pks Advisory Services, LLC | Albany, NY | $1.09B | — |