| 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 | — |
| Counterpointe Investment Management LLC | Stamford, 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 |
| 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 | — |
| Biglari Capital LLC | San Antonio, TX | $1.04B | 2 |
| Cifc Investment Management LLC | Miami, FL | $1.04B | — |
| Fitzroy Investment Advisors LLC | Aventura, FL | $1.04B | — |
| Stelac Capital Partners LLC | New York, NY | $1.04B | 36 |
| Esp Investment Advisors LLC | Dallas, TX | $1.04B | 3 |
| Red Oak Financial Group, LLC | Towson, MD | $1.04B | — |
| Ls BDC Adviser, LLC | Miami, FL | $1.04B | — |
| Dream U.S. Manager LLC | Denver, CO | $1.04B | 1 |
| Clearhaven Partners LP | Boston, MA | $1.04B | 4 |
| Violich Capital Management | Mill Valley, CA | $1.04B | — |
| Argos Wealth Advisors LLC | | $1.04B | 1 |
| Newfront Retirement Services, Inc. | San Mateo, CA | $1.04B | — |
| Ashe Capital Management, LP | Englewood Cliffs, NJ | $1.04B | 1 |
| Modern Portfolio Management Inc | Holland, OH | $1.04B | — |
| Whalerock Point Partners, LLC | West Palm Beach, FL | $1.04B | — |
| Rogers Wealth Group, Inc. | Fort Worth, TX | $1.04B | — |
| 1543 Capital LP | Greenwich, CT | $1.04B | 5 |
| Bainbridge Partners LLP | London | $1.04B | 2 |
| Rodgers Brothers, Inc. | Harmony, PA | $1.04B | — |
| Toews Corporation | Northfield, NJ | $1.04B | — |
| Peninsula Capital Partners, L.L.C. | Southfield, MI | $1.04B | 4 |
| Fierston Financial Group Inc | West Hartford, CT | $1.04B | — |
| Prosight Management, LP | Dallas, TX | $1.04B | 2 |
| 3(38) Investment Fiduciaries Inc. | Simi Valley, CA | $1.04B | — |
| Fort Sheridan Advisors LLC | Highland Park, IL | $1.03B | 1 |
| Beryl Capital Management, LLC | Redondo Beach, CA | $1.03B | 2 |
| William Mack & Associates Inc | Troy, MI | $1.03B | — |
| Gould Asset Management LLC | Claremont, CA | $1.03B | — |