| Apollon Financial, LLC | Mount Pleasant, SC | $1.45B | — |
| Liquid Strategies, LLC | Atlanta, GA | $1.45B | 2 |
| Haven Global Partners, LLC | Atlanta, GA | $1.45B | 1 |
| Five Points Capital LLC | Winston-Salem, NC | $1.45B | 14 |
| Dorsey Asset Management LLC | Chicago, IL | $1.45B | 2 |
| Roc360 Advisors LLC | New York, NY | $1.45B | 4 |
| Private Capital Management, LLC | Naples, FL | $1.44B | 7 |
| Fidus Investment Advisors, LLC | Evanston, IL | $1.44B | 2 |
| Blue Point Capital Partners LLC | Cleveland, OH | $1.44B | 13 |
| Northeast Financial Group, Inc. | Allentown, PA | $1.44B | 4 |
| D'Orazio & Associates, Inc. | Vienna, VA | $1.44B | — |
| Campbell Newman Asset Management Inc | Milwaukee, WI | $1.44B | — |
| Fusion Family Wealth, LLC | Woodbury, NY | $1.44B | — |
| Spirepoint Private Client, LLC | Vero Beach, FL | $1.44B | — |
| MV Capital Management, Inc. | Bethesda, MD | $1.44B | — |
| Terracap Management LLC | Naples, FL | $1.44B | 11 |
| Pinkerton Wealth, LLC | Coeur D'Alene, ID | $1.44B | — |
| Merit Capital Partners Management, L.L.C. | Chicago, IL | $1.44B | 5 |
| Isthmus Partners, LLC | Madison, WI | $1.44B | — |
| Clearline Capital LP | New York, NY | $1.44B | 1 |
| Parkside Investments, LLC | Deerfield, IL | $1.44B | 2 |
| Mpe Mgt. Co., LLC | Cleveland, OH | $1.44B | 11 |
| Ironshore Financial, LLC | | $1.44B | — |
| Sheridan Cp, LP | Chicago, IL | $1.44B | 6 |
| Terra REIT Advisors, LLC | New York, NY | $1.44B | 7 |
| Bay Colony Advisory Group, Inc. | Concord, MA | $1.43B | — |
| Nassau Alternative Investments LLC | New York, NY | $1.43B | 3 |
| Sentry Investment Management, L.L.C. | Stevens Point, WI | $1.43B | — |
| Jgp Wealth Management, LLC | Bend, OR | $1.43B | — |
| Portside Wealth Group, LLC | Provo, UT | $1.43B | — |
| Oak City Consulting, LLC | Wake Forest, NC | $1.43B | — |
| Sanderson Wealth Management, LLC | Buffalo, NY | $1.43B | — |
| Slw Management Company LLC | San Francisco, CA | $1.43B | — |
| Osp, LLC | Edina, MN | $1.43B | 6 |
| 1832 Asset Management U.S. Inc. | Toronto, Ontario | $1.43B | 1 |
| Anderson Hoagland & Co | St. Louis, MO | $1.43B | — |
| True Private Wealth Advisors, LLC | Salem, OR | $1.43B | — |
| Man Global Private Markets (UK) Limited | London | $1.43B | 1 |
| United Advisor Group, LLC | Cincinnati, OH | $1.43B | — |
| Nottingham Advisors Inc. | Amherst, NY | $1.43B | — |
| Kryger Capital LLC | Hamilton | $1.43B | 2 |
| Eightfold Real Estate Capital, L.P. | Miami, FL | $1.43B | 11 |
| Larson Capital Management, LLC | Chesterfield, MO | $1.43B | 27 |
| Whitehawk Capital Partners LP | | $1.43B | 11 |
| The Edgar Lomax Company | Alexandria, VA | $1.42B | — |
| Ironsides Asset Advisors, LLC | Rocky Mount, NC | $1.42B | — |
| Mbl Wealth, LLC | Charlotte, NC | $1.42B | — |
| Principal Advised Services, LLC | Des Moines, IA | $1.42B | — |
| Lfm Capital, LLC | Nashville, TN | $1.42B | 9 |
| Tekne Capital Management, LLC | New York, NY | $1.42B | 17 |