| Vertex Planning Partners, LLC | Downers Grove, IL | $1.01B | — |
| Dorsey, Wright & Associates, LLC | Richmond, VA | $1.01B | — |
| Standard Family Office, LLC | Sioux Falls, SD | $1.01B | 2 |
| 10x Capital Partners LLC | New York, NY | $1.01B | — |
| Main Management Fund Advisors, LLC | San Francisco, CA | $1.01B | — |
| Peak Asset Management, LLC | Louisville, CO | $1.01B | — |
| Fta Asset Management, LLC | Charlotte, NC | $1.01B | — |
| Growth Catalyst Partners, L.P. | Chicago, IL | $1.01B | 15 |
| Invictus Fiduciary Services, LLC | Memphis, TN | $1.01B | — |
| Lathrop Investment Management Company | Little Rock, AR | $1.01B | — |
| Fermata Advisors, LLC | Sonoma, CA | $1.01B | — |
| Anderson Growth Partners, LLC | Birmingham, AL | $1.01B | 37 |
| Vectors Research Management LLC | New York, NY | $1.01B | — |
| Nomura Asset Management U.s.a. Inc | New York, NY | $1.01B | — |
| The Northstar Group, Inc. | New York, NY | $1.01B | — |
| Mirador Capital Partners, LP | Pleasanton, CA | $1.01B | — |
| Renovo Capital, LLC | Dallas, TX | $1.01B | 8 |
| Legacy Financial Group, LLC | Des Moines, IA | $1.01B | — |
| Daybreak Fund Advisors LLC | Houston, TX | $1.01B | 6 |
| Aire Advisors, LLC | Beverly Hills, CA | $1.01B | — |
| West Paces Advisors, Inc. | Atlanta, GA | $1.01B | — |
| M Financial Investment Advisers Inc | Portland, OR | $1.01B | — |
| Great Hill Capital, LLC | | $1.01B | — |
| East Coast Asset Management, LLC | Essex, MA | $1.01B | 1 |
| Volofin Capital Management (US) LLC | Daniel Island, SC | $1.01B | 1 |
| Pya Waltman Capital, LLC | Knoxville, TN | $1.01B | — |
| McGlone Suttner Wealth Management, Inc. | Appleton, WI | $1.01B | — |
| Bhms Investments, LP | Westport, CT | $1.01B | 7 |
| Corbyn Investment Management Inc | Lutherville, MD | $1.01B | — |
| Longuevue Management Company LLC | Metairie, LA | $1.01B | 4 |
| The Quarry LP | New York, NY | $1.01B | 1 |
| Longford Capital Management, LP | Chicago, IL | $1B | 4 |
| Burling Wealth Partners, LLC | Chicago, IL | $1B | — |
| Bluesky Wealth Advisors, LLC | New Bern, NC | $1B | — |
| Msouth Equity Partners, LLC | Atlanta, GA | $1B | 2 |
| Lateral Investment Management, LLC | Burlingame, CA | $1B | 18 |
| Fincadia Advisors LLC | Melville, NY | $1B | 15 |
| Quantum Capital Management, LLC | Northfield, NJ | $1B | — |
| Hudock, Inc. | Williamsport, PA | $1B | — |
| Azimut Investment Advisors LLC | Miami, FL | $1B | — |
| Everest Financial Group LLC | Minneapolis, MN | $1B | — |
| Oliver Luxxe Assets LLC | Gladstone, NJ | $1B | 3 |
| World Equity Group, Inc. | Schaumburg, IL | $1B | — |
| Capsouth Partners, Inc. | Dothan, AL | $1B | — |
| Seeds Investor LLC | New York, NY | $1B | — |
| Fivespan Partners, LP | San Francisco, CA | $1B | 2 |
| Sachetta, LLC | Lynnfield, MA | $1B | — |
| Fortitude Family Office, LLC | Scottsdale, AZ | $1B | 2 |
| Cohen Capital Management Inc | Corte Madera, CA | $1B | — |
| Sava Capital LLC | Dorado, PR | $1B | 1 |