| Fifth Avenue Family Office LLC | Naples, FL | $1.35B | — |
| Intellus Advisors, LLC | Naples, FL | $1.35B | — |
| Moisand Fitzgerald Tamayo, LLC | Orlando, FL | $1.35B | — |
| Gibraltar Capital Management, Inc. | Tulsa, OK | $1.35B | 4 |
| 12 West Capital Management LP | New York, NY | $1.35B | 4 |
| Cross Creek Advisors, LLC | Salt Lake City, UT | $1.35B | 16 |
| Standard Crypto Management LP | | $1.35B | 6 |
| 776 Management, LLC | | $1.35B | 31 |
| Greenpoint Group, LP | New York, NY | $1.35B | 9 |
| Msh Capital Advisors LLC | Scottsdale, AZ | $1.35B | — |
| Cohalo Advisory LLC | | $1.35B | — |
| Hill Investment Group Partners, LLC | St. Louis, MO | $1.35B | — |
| Estate Counselors, LLC | Thiensville, WI | $1.35B | — |
| Strategy Capital LLC | Los Altos, CA | $1.34B | 4 |
| Stillwater Capital Advisors, LLC | Devon, PA | $1.34B | — |
| Equity Resource Investments, LLC | Cambridge, MA | $1.34B | 62 |
| Weatherbie Capital, LLC | Boston, MA | $1.34B | 2 |
| Orangewood Partners Management LLC | New York, NY | $1.34B | 19 |
| Security Financial Services, Inc. | Fort Wayne, IN | $1.34B | — |
| Lodestar Private Asset Management LLC | Alamo, CA | $1.34B | — |
| Permira Credit LLC | San Francisco, CA | $1.34B | 3 |
| Talbot Financial, LLC | Bellevue, WA | $1.34B | — |
| Payne Capital Management, LLC | New York, NY | $1.34B | — |
| Quadcap Wealth Management, LLC | Frisco, TX | $1.34B | — |
| Financial Management Professionals Inc | Austin, TX | $1.34B | 2 |
| Cypress Wealth Services, LLC | Palm Desert, CA | $1.34B | — |
| Fco Advisors LP | New York, NY | $1.34B | 2 |
| Hunter Associates Investment Management LLC | Pittsburgh, PA | $1.34B | — |
| Colchis Capital Management, L.P. | | $1.34B | 2 |
| Aspen Capital Management | Boise, ID | $1.34B | — |
| Victory Financial Group LLC | Austin, TX | $1.34B | — |
| Salomon and Ludwin, LLC | Richmond, VA | $1.34B | — |
| Versor Investments LP | New York, NY | $1.34B | 8 |
| American Pacific Group, L.P. | Larkspur, CA | $1.34B | 4 |
| Industrial Opportunity Partners, LLC | Evanston, IL | $1.34B | 3 |
| Centennial Securities Company Inc | Grand Rapids, MI | $1.34B | — |
| Aip Management LP | Houston, TX | $1.33B | 9 |
| Inspire Advisors, LLC | Meridian, ID | $1.33B | — |
| Geometric Wealth Advisors, LLC | | $1.33B | — |
| Granite State Capital Management, LP | Greenwich, CT | $1.33B | 6 |
| Wendell David Associates Inc | Portsmouth, NH | $1.33B | — |
| Evermay Wealth Management, LLC | Arlington, VA | $1.33B | — |
| Fiduciary Financial Advisors | Grand Rapids, MI | $1.33B | 2 |
| Cws Financial Advisors LLC | Kalamazoo, MI | $1.33B | — |
| Chatterton & Associates, the Wealth Management Team, Inc. | Anaheim, CA | $1.33B | — |
| Callahan Advisors, LLC | Houston, TX | $1.33B | — |
| Old Peak Limited | Wanchai | $1.33B | 3 |
| Chadds Ford Wealth Partners, LLC | Chadds Ford, PA | $1.33B | — |
| Ggp Management, L.P. | Santa Monica, CA | $1.33B | 13 |
| Core Management II Corporation | | $1.33B | 8 |