| Momentum Independent Network Inc. | Dallas, TX | $1.61B | — |
| The Gleason Group, Inc. | Prospect, KY | $1.61B | — |
| Nbt Capital Management, Inc. | Norwich, NY | $1.61B | — |
| Activant Capital Group LLC | Darien, CT | $1.61B | 19 |
| Fc Capital Management LLC | Charlotte, NC | $1.61B | 7 |
| Buchanan Street Partners, L.P. | Newport Beach, CA | $1.61B | 1 |
| Rotunda Capital Partners, LLC | Bethesda, MD | $1.61B | 12 |
| Bouchey Financial Group Ltd | Troy, NY | $1.61B | — |
| Silverarc Capital Management, LLC | Boston, MA | $1.61B | 3 |
| Financial Plan, Inc. | Bellingham, WA | $1.6B | — |
| Tanager Wealth Management LLP | London | $1.6B | — |
| Creation Investments Capital Management, LLC | Chicago, IL | $1.6B | 7 |
| Linden Global Strategies LLC | New York, NY | $1.6B | — |
| N.e.w. Advisory Services, LLC | De Pere, WI | $1.6B | — |
| Naviter Wealth, LLC | Little Rock, AR | $1.6B | — |
| Fountaincap Research & Investment (hong Kong) Co., Limited | Wan Chai | $1.6B | 1 |
| Cgn Advisors, LLC | Manhattan, KS | $1.6B | — |
| Beam Wealth Advisors, Inc. | Covington, LA | $1.6B | — |
| Alta Capital Management LLC | Salt Lake City, UT | $1.6B | — |
| Accolade Investment Advisory, LLC | Columbus, OH | $1.6B | — |
| Tribridge Partners Financial LLC | Columbia, MD | $1.6B | — |
| Blue Owl Alternative Credit Advisors II LLC | New York, NY | $1.6B | — |
| Alpha Square Group S, LLC | New York, NY | $1.6B | 35 |
| Motley Fool Wealth Management, LLC | Alexandria, VA | $1.6B | — |
| Means Investment Co., Inc. | Bangor, ME | $1.59B | 1 |
| Lone View Capital Management, L.P. | Los Angeles, CA | $1.59B | 8 |
| Sentinel Dome Partners, LLC | Burlingame, CA | $1.59B | 22 |
| Consolidated Portfolio Review Corp | Woodbury, NY | $1.59B | — |
| Tanglewood Wealth Management, Inc. | Houston, TX | $1.59B | — |
| Rollins Financial Advisors, LLC | Atlanta, GA | $1.59B | — |
| Sunstone Partners Management, LLC | San Mateo, CA | $1.59B | 8 |
| Compass Ion Advisors, LLC | Conshohocken, PA | $1.59B | — |
| Dune Real Estate Partners LP | New York, NY | $1.59B | 22 |
| Ciccarelli Advisory Services Inc | Naples, FL | $1.59B | — |
| Marshall + Sterling Wealth Advisors, Inc. | Poughkeepsie, NY | $1.59B | — |
| Painswick Capital Management LP | New York, NY | $1.59B | 3 |
| Lake Hill Capital Management, LLC | New York, NY | $1.58B | 2 |
| Duration Asset Management, LLC | Dallas, TX | $1.58B | 1 |
| Locust Point Capital, Inc. | Miami, FL | $1.58B | 4 |
| Homestead Capital USA, LLC | San Francisco, CA | $1.58B | 6 |
| Kavar Capital Partners Group, LLC | Leawood, KS | $1.58B | — |
| Sweetwater Investment Management LLC | Encinitas, CA | $1.58B | 11 |
| Credicorp Capital Advisors LLC | Miami, FL | $1.58B | — |
| Metaurus Advisors LLC | Hoboken, NJ | $1.58B | 1 |
| Ils Advisory Services, LLC | Nashville, TN | $1.58B | — |
| Thrive Wealth Management, LLC | Audubon, PA | $1.58B | — |
| Vercap Management LLC | Los Angeles, CA | $1.58B | 2 |
| Rex Advisers, LLC | Fairfield, CT | $1.58B | — |
| Petersen Hastings Wealth Advisors, Inc. | Kennewick, WA | $1.58B | — |
| Calton & Associates, Inc. | Tampa, FL | $1.58B | — |