| Brio Consultants, LLC | San Francisco, CA | $1.06B | — |
| Twin Oak ETF Company | Wellesley, MA | $1.06B | — |
| Seer Capital Management LP | New York, NY | $1.06B | 5 |
| Worthpointe, LLC | | $1.06B | — |
| Bsip Slp GP, LLC | Frisco, TX | $1.06B | 17 |
| Sequent Asset Management, LLC | Houston, TX | $1.06B | — |
| Form Wealth Advisors, LLC | Lake Geneva, WI | $1.06B | — |
| Stepp & Rothwell Inc | Overland Park, KS | $1.06B | — |
| Armbruster Capital Management, Inc. | Pittsford, NY | $1.06B | — |
| Griffin Asset Management, LLC | New York, NY | $1.05B | — |
| Freedom 3 Capital, LLC | New York, NY | $1.05B | 18 |
| Preston Capital LLC | Aliso Viejo, CA | $1.05B | 2 |
| Revolvercap Management, L.P. | Teaneck, NJ | $1.05B | 3 |
| Nordea Investment Management North America, Inc. | New York, NY | $1.05B | — |
| Dgs Capital Management, LLC | Jersey City, NJ | $1.05B | — |
| Connelly Capital Management LLC | Guaynabo, PR | $1.05B | 38 |
| Goldstone Financial Group, LLC | Oakbrook Terrace, IL | $1.05B | — |
| Virtus Alternative Investment Advisers, LLC | Hartford, CT | $1.05B | — |
| Gr Financial Group, LLC | Tucson, AZ | $1.05B | — |
| Jamison Private Wealth Management, Inc. | Milton, GA | $1.05B | — |
| Faithward Advisors, LLC | Lancaster, PA | $1.05B | — |
| Arohi Asset Management PTE Ltd. | Singapore | $1.05B | 4 |
| Liberty One Investment Management, LLC | Libertyville, IL | $1.05B | — |
| Timber Bay Partners, LLC | Cincinnati, OH | $1.05B | 4 |
| Whitefort Capital Management, LP | New York, NY | $1.05B | 1 |
| Post Road Group LLC | Stamford, CT | $1.05B | 5 |
| Petiole USA Limited | New York, NY | $1.05B | — |
| Panoramika Advisors Inc. | Miami, FL | $1.05B | — |
| Southern Financial Group, LLC | Birmingham, AL | $1.05B | — |
| Coyle Financial Counsel, LLC | Glenview, IL | $1.05B | — |
| Dtcp USA LLC | Las Vegas, NV | $1.05B | 6 |
| Mack Real Estate Credit Strategies, L.P. | New York, NY | $1.05B | 11 |
| Sittner & Nelson, LLC | Eugene, OR | $1.05B | — |
| Qp Global Family Offices, LLC | Greenwich, CT | $1.05B | — |
| Matauro, LLC | New York, NY | $1.05B | — |
| Bayou City Energy Management LLC | Houston, TX | $1.05B | 7 |
| Baker Ellis Asset Management LLC | Vancouver, WA | $1.05B | — |
| Nassau Private Credit LLC | Darien, CT | $1.05B | 5 |
| Morling Financial Advisors, LLC | Fremont, CA | $1.05B | — |
| Quona Capital Management LLC | Washington, DC | $1.05B | 9 |
| Bridgeport Financial Solutions LLC | Phoenix, AZ | $1.05B | — |
| Weaver Consulting Group, LLC | Huntington Beach, CA | $1.05B | — |
| High Probability Advisors, LLC | Pittsford, NY | $1.05B | — |
| Manchester Financial Inc | Westlake Village, CA | $1.05B | — |
| Weatherford Capital Management LLC | Tampa, FL | $1.05B | 21 |
| Round Hill Music LP | Nashville, TN | $1.05B | 5 |
| Three Bridge Wealth Advisors, LLC | Los Altos, CA | $1.05B | — |
| Marble Wealth, LLC | Montgomery, AL | $1.05B | — |
| Paragon Advisors, L.L.C. | College Station, TX | $1.05B | — |
| Rpg Investment Advisory, LLC | Pleasanton, CA | $1.04B | — |