| Nelson Enterprises LLC | | $1.36B | — |
| Packerland Brokerage Services, Inc. | Green Bay, WI | $1.36B | — |
| Seiga Asset Management Limited | Hong Kong | $1.36B | 2 |
| Heartwood Partners, LLC | Norwalk, CT | $1.36B | 18 |
| 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 | — |
| 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 |
| 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 | — |