| Northwest Wealth Management, LLC | Spencer, IA | $1.03B | — |
| Walkner Condon Financial Advisors LLC | Verona, WI | $1.03B | — |
| Ac Funds, LLC | Ridgewood, NJ | $1.03B | — |
| Ifg Advisors, LLC | St. Louis, MO | $1.03B | — |
| John Moore & Associates Inc | Albuquerque, NM | $1.03B | — |
| Harvey Investment Company, LLC | Louisville, KY | $1.03B | — |
| Ten Coves Capital, LP | Darien, CT | $1.03B | 9 |
| Burns J W & Co Inc | Dewitt, NY | $1.03B | — |
| Glen Eagle Advisors, LLC | Kingston, NJ | $1.03B | — |
| Vestwell Advisors LLC | New York, NY | $1.03B | — |
| Cardinal Capital Management Inc | Raleigh, NC | $1.03B | — |
| Astaris Capital Management LLP | London | $1.03B | 3 |
| Bass and Bell, Inc. | Little Rock, AR | $1.02B | — |
| Thayer Street Partners Management, LLC | New York, NY | $1.02B | 24 |
| Perryman Financial Advisory, Inc. | Dallas, TX | $1.02B | — |
| Alpha Omega Wealth Management, LLC | Richmond, VA | $1.02B | — |
| Stanley-Laman Group Ltd. | Berwyn, PA | $1.02B | 1 |
| Capital Investment Counsel Inc | Raleigh, NC | $1.02B | — |
| Saw Mill Capital L.L.C. | Briarcliff Manor, NY | $1.02B | 10 |
| Pettyjohn, Wood & White, Inc. | Lynchburg, VA | $1.02B | — |
| Huron Capital Partners LLC | Detroit, MI | $1.02B | 12 |
| Radianx Capital, LLC | New York, NY | $1.02B | — |
| Wedbush Fund Advisers, LLC | Pasadena, CA | $1.02B | — |
| Centricus Investment Advisors (US) LLC | Beverly Hills, CA | $1.02B | 2 |
| Soundwatch Capital, LLC | Dallas, TX | $1.02B | — |
| Northstar Company, LLC | Minneapolis, MN | $1.02B | 6 |
| Greatmark Investment Partners, Inc. | Columbus, GA | $1.02B | — |
| Zevin Asset Management, LLC | Boston, MA | $1.02B | — |
| Alpine Grove Partners LLP | New York, NY | $1.02B | 6 |
| Wm Partners, LP | Aventura, FL | $1.02B | 9 |
| Newbrook Capital Advisors LP | New York, NY | $1.02B | 3 |
| Asset Allocation Strategies, LLC | Farmington, MI | $1.02B | — |
| Breakwater Capital Group | Paramus, NJ | $1.02B | — |
| 36 South Capital Advisors LLP | London | $1.02B | 6 |
| Meg Green & Associates, Inc. | Plantation, FL | $1.02B | 1 |
| McD-Kissner GP, LLC | Overland Park, KS | $1.02B | 3 |
| Edge Natural Resources LLC | Dallas, TX | $1.02B | 4 |
| Lafleur & Godfrey LLC | Grand Rapids, MI | $1.02B | — |
| Sollinda Capital Management LLC | Miami, FL | $1.02B | — |
| Portfolio Strategies Inc Ny | Montvale, NJ | $1.02B | — |
| Gfg Capital, LLC | Miami, FL | $1.01B | — |
| Jt Stratford, LLC | Gainesville, GA | $1.01B | — |
| Verum Partners LLC | Charlotte, NC | $1.01B | — |
| Enervest Investment Services, L.L.C. | Houston, TX | $1.01B | 4 |
| Teamwork Financial Advisors, LLC | San Antonio, TX | $1.01B | — |
| Jocelyn Investment Management, LLC | San Rafael, CA | $1.01B | — |
| Archer Investment Corporation | Carmel, IN | $1.01B | — |
| Verita Strategic Wealth Partners, LLC | San Francisco, CA | $1.01B | — |
| Isometry Capital, LLC | New York, NY | $1.01B | 4 |
| Navigation Group LLC | Redwood Shores, CA | $1.01B | — |