| Gcp Capital Partners LLC | New York, NY | $1.54B | 11 |
| Ycg, LLC | Austin, TX | $1.54B | — |
| Planning Alternatives Ltd | Birmingham, MI | $1.54B | — |
| Camelot Capital Partners LLC | Laguna Beach, CA | $1.54B | 2 |
| Financial Symmetry Incorporated | Raleigh, NC | $1.54B | — |
| Greenbrier Partners Capital Management, LLC | Dallas, TX | $1.54B | 1 |
| Romano Brothers and Company | Evanston, IL | $1.54B | — |
| Altravue Capital, LLC | Bellevue, WA | $1.54B | 2 |
| Robinson Capital Management, LLC | Grosse Pointe Farms, MI | $1.54B | — |
| Graticule Asset Management Asia PTE. Ltd. | Singapore | $1.54B | 1 |
| Pr Mortgage Investment Management, LLC | Mount Laurel, NJ | $1.54B | 1 |
| Sbk Financial, Inc. | Richmond, VA | $1.54B | — |
| Cnl Strategic Capital Management, LLC | Orlando, FL | $1.54B | — |
| Rwwm, Inc. | Rocklin, CA | $1.54B | 1 |
| Independent Solutions Wealth Management, LLC | Williamsville, NY | $1.54B | — |
| Strategic Wealth Group Registered Investment Advisor, LLC | Eden Prairie, MN | $1.54B | — |
| Graticule Asia Macro Advisors LLC | Singapore | $1.54B | 1 |
| Pence Capital Management, LLC | Newport Beach, CA | $1.54B | — |
| Tulsa Wealth Advisors, Inc. | Tulsa, OK | $1.54B | — |
| Meteora Capital, LLC | Boca Raton, FL | $1.54B | 6 |
| Bfsg, LLC | Irvine, CA | $1.54B | — |
| Ancora Retirement Plan Advisors, LLC | Cleveland, OH | $1.53B | — |
| Seacrest Wealth Management, LLC | Purchase, NY | $1.53B | — |
| Titan Advisors, LLC | Stamford, CT | $1.53B | 20 |
| Equitable Investment Management, LLC | New York, NY | $1.53B | — |
| Infinity Capital Advisors, LLC | Atlanta, GA | $1.53B | 10 |
| Kings Path Partners LLC | Sugar Land, TX | $1.53B | — |
| Northwest Investment Management (hong Kong) Limited | Hong Kong | $1.53B | 3 |
| Delta Asset Management, LLC | Memphis, TN | $1.53B | — |
| Triad Wealth Partners, LLC | Lawrence, KS | $1.53B | — |
| Cavu Consumer Partners, LLC | New York, NY | $1.53B | 16 |
| Capital Creek Partners, LLC | Austin, TX | $1.52B | 13 |
| Triune Financial Partners, LLC | Overland Park, KS | $1.52B | — |
| Tamar Securities, LLC | Woodland Hills, CA | $1.52B | — |
| Anderson Financial Partners, Inc. | Ponte Vedra, FL | $1.52B | — |
| Albritton Capital Management Co | Alpharetta, GA | $1.52B | — |
| Townsend & Associates, Inc. | Westminster, CO | $1.52B | — |
| Next Century Growth Investors LLC | Plymouth, MN | $1.52B | — |
| Robinhood Asset Management, LLC | Menlo Park, CA | $1.52B | — |
| Ascent Wealth Partners, LLC | New Hartford, NY | $1.52B | — |
| Glynn Capital Management, LLC | Menlo Park, CA | $1.52B | — |
| Caprock Partners Management, Inc. | Newport Beach, CA | $1.52B | 13 |
| Compak Asset Management | Newport Beach, CA | $1.52B | — |
| Catholic Investment Services, Inc. | Boston, MA | $1.52B | 7 |
| Midwest Financial Partners Investments, Inc. | St. Cloud, MN | $1.52B | — |
| Legacy Capital Wealth Partners, LLC | Little Rock, AR | $1.52B | — |
| Anchor Investment Management, LLC | Columbia, SC | $1.52B | — |
| Legacy Financial Advisors, Inc. | Covington, KY | $1.52B | — |
| Edgemoor Investment Advisors, Inc. | Bethesda, MD | $1.52B | — |
| RBC Securities, Inc. | Los Angeles, CA | $1.52B | — |