| Allen, Mooney & Barnes Investment Advisors, LLC | Thomasville, GA | $1.07B | — |
| Fort Baker Capital Management LP | Larkspur, CA | $1.07B | 1 |
| Elwood & Goetz Wealth Advisory Group, LLC | Athens, GA | $1.07B | — |
| Mattern Capital Management, LLC | Lakewood, CO | $1.07B | — |
| American Investment Services Inc | Great Barrington, MA | $1.07B | — |
| Spinnaker Investment Group, LLC | Newport Beach, CA | $1.07B | — |
| Dsf Advisors, LLC | Boston, MA | $1.07B | 8 |
| Power Sustainable Manager US, Inc. | Miami, FL | $1.07B | 2 |
| Providence Capital Advisors, LLC | Charlotte, NC | $1.07B | — |
| Occidental Asset Management, LLC | Burlingame, CA | $1.07B | — |
| Forester Capital, L.L.C. | Stamford, CT | $1.07B | 12 |
| Hendershot Investments, Inc. | | $1.07B | — |
| Trinity Alps Capital Partners, LP | San Francisco, CA | $1.07B | 9 |
| Balboa Wealth Partners, Inc. | Scottsdale, AZ | $1.07B | — |
| Concord Wealth Partners | Abingdon, VA | $1.07B | — |
| Jackson Wealth Management, LLC | Lake Mary, FL | $1.07B | — |
| Ategenos Capital, LLC | Berwyn, PA | $1.07B | — |
| Yeske Buie Inc. | Vienna, VA | $1.07B | — |
| Parr McKnight Wealth Management Group, LLC | Minneapolis, MN | $1.07B | — |
| Ack Asset Management LLC | Greenwich, CT | $1.07B | 2 |
| St. Clair Advisors, LLC | Mayfield Heights, OH | $1.07B | — |
| Counterpointe Investment Management LLC | Stamford, CT | $1.07B | — |
| Almitas Capital LLC | Santa Monica, CA | $1.07B | 2 |
| Bourgeon Capital Management LLC | Darien, CT | $1.07B | — |
| Resources Management Corp | West Hartford, CT | $1.07B | — |
| Pivotal Advisors LLC | New York, NY | $1.07B | — |
| Rae & Lipskie Investment Counsel Inc. | Waterloo | $1.07B | — |
| Fiduciary Benefits Group | | $1.07B | — |
| Pinnbrook Capital Management LP | New York, NY | $1.07B | 1 |
| Caltius Capital Management, LP | Los Angeles, CA | $1.06B | 17 |
| Gibbs Wealth Management, LLC | Alpharetta, GA | $1.06B | — |
| Npa Asset Management, LLC | Fair Lawn, NJ | $1.06B | — |
| Spectrum Investment Advisors, Inc. | Mequon, WI | $1.06B | — |
| Isto Advisors, LLC | Troy, MI | $1.06B | — |
| Insight Wealth Strategies, LLC | San Ramon, CA | $1.06B | — |
| Uptick Partners, LLC | Nacogdoches, TX | $1.06B | — |
| Penso Advisors, LLC | New York, NY | $1.06B | 1 |
| Schnieders Capital Management, LLC. | Pasadena, CA | $1.06B | — |
| Vestia Advisors, LLC | Fort Wayne, IN | $1.06B | — |
| Talson Capital Management L.P. | Darien, CT | $1.06B | 22 |
| McGuire Investment Group, LLC | Wakefield, RI | $1.06B | — |
| Hanson & Doremus Investment Management | Burlington, VT | $1.06B | — |
| Beekman Investment Advisors, LLC | New York, NY | $1.06B | 9 |
| Talon LLC | San Juan, PR | $1.06B | — |
| Evelyn Partners Asset Management Limited | London | $1.06B | 1 |
| Avidity Partners Management LP | Dallas, TX | $1.06B | 3 |
| Fourpath Capital Management, LLC | Oklahoma City, OK | $1.06B | — |
| Gia Partners, LLC. | New York, NY | $1.06B | — |
| Clearview Financial Partners, LLC | Radnor, PA | $1.06B | — |
| Bok Financial Securities, Inc. | Tulsa, OK | $1.06B | — |