| Onyx Bridge Wealth Group LLC | Tarrytown, NY | $1.37B | — |
| Institute for Wealth Management LLC | Denver, CO | $1.37B | 2 |
| Black Diamond Financial, LLC | Lutherville, MD | $1.37B | 3 |
| Next Level Private LLC | Harrison, NY | $1.37B | — |
| Seaview Investment Managers LLC | Coral Gables, FL | $1.37B | — |
| Brasa Capital Management, LP | Los Angeles, CA | $1.37B | 5 |
| Meridian Wealth Partners, LLC | East Norriton, PA | $1.37B | — |
| Mountain Capital Management, LLC | Houston, TX | $1.37B | 12 |
| Diaphanum Americas LLC | Madrid | $1.37B | — |
| Bh Credit Management LLC | Dallas, TX | $1.37B | 3 |
| Aegis Financial Corporation | McLean, VA | $1.37B | — |
| Hollow Brook Wealth Management LLC | Katonah, NY | $1.37B | — |
| Oakridge Management Group LLC | Stamford, CT | $1.37B | 8 |
| Seaside Equity Partners, LLC | San Diego, CA | $1.37B | 9 |
| Asset Risk Consultants (UK) Limited | London | $1.37B | — |
| Capital Advisors, Ltd., LLC | Shaker Heights, OH | $1.37B | — |
| Roosevelt Capital Management LLC | Dallas, TX | $1.37B | — |
| Oribel Capital Management, LP | New York, NY | $1.37B | 1 |
| Soma Capital Management LLC | | $1.37B | 25 |
| Sheets Smith Wealth Management | Winston Salem, NC | $1.37B | — |
| McIlrath & Eck, LLC | Arlington, WA | $1.36B | — |
| Bbva Global Wealth Advisors, Inc. | Miami, FL | $1.36B | — |
| Penn Davis McFarland Inc | Dallas, TX | $1.36B | — |
| Kera Capital Partners, Inc. | San Jose, CA | $1.36B | 6 |
| Miravast Asset Management, LLC | Newtown, PA | $1.36B | 3 |
| One Day in July LLC | Burlington, VT | $1.36B | — |
| Weathergage Capital, LLC | Austin, TX | $1.36B | 8 |
| Westminster Financial Advisory Corp | Beavercreek, OH | $1.36B | — |
| Citation Capital Management, LLC | Dallas, TX | $1.36B | 7 |
| 180 Wealth Advisors, LLC | Federal Way, WA | $1.36B | — |
| Nelson Enterprises LLC | | $1.36B | — |
| Packerland Brokerage Services, Inc. | Green Bay, WI | $1.36B | — |
| Heartwood Partners, LLC | Norwalk, CT | $1.36B | 18 |
| Seiga Asset Management Limited | Hong Kong | $1.36B | 2 |
| Cornerstone Capital, Inc. | Palo Alto, CA | $1.36B | — |
| Sgroi Wealth Advisory Group LLC | West Seneca, NY | $1.36B | — |
| Midwest Capital Advisors, LLC | Grand Rapids, MI | $1.36B | — |
| Symphony Financial, Ltd. Co. | Houston, TX | $1.35B | — |
| Galvin, Gaustad & Stein, LLC | Scottsdale, AZ | $1.35B | — |
| Ally Bridge Group (pe) LLC | New York, NY | $1.35B | 7 |
| Chi-Rho Financial, LLC | Atlanta, GA | $1.35B | 5 |
| Total Investment Management, Inc. | Scottsdale, AZ | $1.35B | — |
| Hobe Mountain Capital Management LLC | West Palm Beach, FL | $1.35B | — |
| Barlow Wealth Partners, LLC | Louisville, KY | $1.35B | — |
| Pleiad Investment Advisors Limited | Hong Kong | $1.35B | 6 |
| Gallant Capital Partners LLC | Los Angeles, CA | $1.35B | 13 |
| Capital Investment Counsel, LLC | Denver, CO | $1.35B | — |
| Innovatus Capital Partners, LLC | New York, NY | $1.35B | 12 |
| 1315 Capital, LLC | Philadelphia, PA | $1.35B | 11 |
| Fin Venture Capital Management LLC | San Francisco, CA | $1.35B | 21 |