| Lykos Global Management, LP | Stamford, CT | $1.38B | 2 |
| Pandi, LLC | Kansas City, MO | $1.38B | — |
| Sg Capital Management LLC | Chicago, IL | $1.38B | 3 |
| UBS Trust Company of Puerto Rico | San Juan, PR | $1.38B | — |
| Meow Advisory, LLC | | $1.38B | — |
| Enhanced Healthcare Management Company, LLC | Santa Monica, CA | $1.38B | 13 |
| Fidelis Investors, LLC | Cranford, NJ | $1.38B | 6 |
| Lynx Asset Management Ab | Stockholm | $1.38B | — |
| Cohesive Capital Management, L.P. | New York, NY | $1.38B | 7 |
| Turning Rock Partners, L.P. | New York, NY | $1.38B | 10 |
| Neumeier Poma Investment Counsel LLC | Carmel, CA | $1.37B | 1 |
| Granville Capital, Inc. | Greensboro, NC | $1.37B | 7 |
| Lji Wealth Management, LLC | Indianapolis, IN | $1.37B | — |
| Briarwood Chase Management LLC | New York, NY | $1.37B | 5 |
| Morgan Properties Special Situations II LLC | Conshohocken, PA | $1.37B | — |
| The Planning Center, Inc. | Moline, IL | $1.37B | — |
| Affiance Financial LLC | St. Louis Park, MN | $1.37B | — |
| Arcadia Investment Partners LLC | New York, NY | $1.37B | 74 |
| J. L. Bainbridge & Co., Inc. | Sarasota, FL | $1.37B | — |
| Rice Park Capital Management LP | Plymouth, MN | $1.37B | 7 |
| Onyx Bridge Wealth Group LLC | Tarrytown, NY | $1.37B | — |
| Institute for Wealth Management LLC | Denver, CO | $1.37B | 2 |
| Black Diamond Financial, LLC | Lutherville, MD | $1.37B | 3 |
| Next Level Private LLC | Harrison, NY | $1.37B | — |
| Seaview Investment Managers LLC | Coral Gables, FL | $1.37B | — |
| Brasa Capital Management, LP | Los Angeles, CA | $1.37B | 5 |
| Meridian Wealth Partners, LLC | East Norriton, PA | $1.37B | — |
| Mountain Capital Management, LLC | Houston, TX | $1.37B | 12 |
| Diaphanum Americas LLC | Madrid | $1.37B | — |
| Bh Credit Management LLC | Dallas, TX | $1.37B | 3 |
| Aegis Financial Corporation | McLean, VA | $1.37B | — |
| Hollow Brook Wealth Management LLC | Katonah, NY | $1.37B | — |
| Oakridge Management Group LLC | Stamford, CT | $1.37B | 8 |
| Seaside Equity Partners, LLC | San Diego, CA | $1.37B | 9 |
| Capital Advisors, Ltd., LLC | Shaker Heights, OH | $1.37B | — |
| Roosevelt Capital Management LLC | Dallas, TX | $1.37B | — |
| Oribel Capital Management, LP | New York, NY | $1.37B | 1 |
| Soma Capital Management LLC | | $1.37B | 25 |
| Sheets Smith Wealth Management | Winston Salem, NC | $1.37B | — |
| McIlrath & Eck, LLC | Arlington, WA | $1.36B | — |
| Bbva Global Wealth Advisors, Inc. | Miami, FL | $1.36B | — |
| Penn Davis McFarland Inc | Dallas, TX | $1.36B | — |
| Kera Capital Partners, Inc. | San Jose, CA | $1.36B | 9 |
| Miravast Asset Management, LLC | Newtown, PA | $1.36B | 3 |
| One Day in July LLC | Burlington, VT | $1.36B | — |
| Weathergage Capital, LLC | Austin, TX | $1.36B | 8 |
| Westminster Financial Advisory Corp | Beavercreek, OH | $1.36B | — |
| Citation Capital Management, LLC | Dallas, TX | $1.36B | 7 |
| 180 Wealth Advisors, LLC | Federal Way, WA | $1.36B | — |
| Green Century Capital Management Inc | Boston, MA | $1.36B | — |