| Beacon Retirement Planning Services Inc. | Dallas, TX | $1.3B | — |
| Mount Lucas Management LP | Newtown, PA | $1.3B | 1 |
| Madison Wealth Partners, Inc. | Madison, WI | $1.3B | — |
| Prudent Investor Advisors, LLC | Folsom, CA | $1.3B | — |
| Swan Capital Management, LLC | Durango, CO | $1.3B | — |
| Paladin Capital Management, LLC | Washington, DC | $1.3B | 22 |
| Snowwater Investment Partners, LLC | | $1.3B | — |
| Db Advisory America, Limited(ltd) | New York, NY | $1.3B | — |
| Caligan Partners, LP | New York, NY | $1.3B | 3 |
| Synergy Asset Management, LLC | Vancouver, WA | $1.3B | 1 |
| Beacon Capital Partners, LLC | Boston, MA | $1.3B | 4 |
| Prescott Group Capital Management L.L.C. | Tulsa, OK | $1.3B | 3 |
| Skerryvore Asset Management Ltd | Edinburgh | $1.3B | 1 |
| Sagewind Capital LLC | New York, NY | $1.3B | 12 |
| Ballew Advisors Inc | Jackson, MS | $1.3B | — |
| Crystal Capital Partners, LLC | Bay Harbor Islands, FL | $1.3B | 2 |
| Baldwin Investment Management, LLC | West Conshohocken, PA | $1.3B | — |
| Advantage Capital Investment Adviser, LLC | New Orleans, LA | $1.29B | 16 |
| Pinnacle Investments, LLC | East Syracuse, NY | $1.29B | — |
| Sio Capital Management, LLC | New York, NY | $1.29B | 2 |
| Biondo Investment Advisors LLC | Milford, PA | $1.29B | — |
| Woodstock Corporation | Boston, MA | $1.29B | — |
| Stansberry Asset Management, LLC | Westlake, TX | $1.29B | 3 |
| Bluestem Asset Management, LLC | Charlottesville, VA | $1.29B | 1 |
| Triangle Securities Wealth Management, Inc | Raleigh, NC | $1.29B | — |
| Bip Capital, LLC | Atlanta, GA | $1.29B | 61 |
| Zentific Investment Management Limited | Hong Kong | $1.29B | 1 |
| Arbor Investment Advisors, LLC | Winston Salem, NC | $1.29B | — |
| Silicon Valley Capital Partners, L.P. | San Jose, CA | $1.29B | — |
| Academy Asset Management, LLC | New York, NY | $1.29B | — |
| Wahed Invest LLC | New York, NY | $1.29B | — |
| Rizvi Traverse Management, LLC | West Palm Beach, FL | $1.29B | 38 |
| Ttcp Management Services, LLC | Bloomington, MN | $1.28B | 19 |
| Nishkama Capital LLC | | $1.28B | 2 |
| Canal Capital Management, LLC | Richmond, VA | $1.28B | 7 |
| Piper Sandler & Co. | Minneapolis, MN | $1.28B | — |
| Ibex Wealth Advisors, LLC | West Palm Beach, FL | $1.28B | — |
| Lord Abbett Private Credit Advisor LLC | Jersey City, NJ | $1.28B | 1 |
| Obsidian Cio LLC | New York, NY | $1.28B | — |
| New Legacy Group, LLC | New York, NY | $1.28B | 29 |
| Trigate Management LLC | Dallas, TX | $1.28B | 10 |
| Redefine Ventures LLC | Boulder, CO | $1.28B | 33 |
| Symphony Financial Partners (singapore) PTE. Ltd. | Singapore | $1.28B | 1 |
| Bigsur Wealth Management, LLC | Miami, FL | $1.28B | 1 |
| Private Capital Advisors, Inc. | Darien, CT | $1.28B | — |
| Connors Investor Services Inc | Wyomissing, PA | $1.28B | 9 |
| Framework Ventures Management LLC | San Francisco, CA | $1.28B | 6 |
| Newport Capital Group, LLC | Red Bank, NJ | $1.28B | 1 |
| American Financial Advisors Inc | Winter Park, FL | $1.28B | — |
| McDonald Partners LLC | Cleveland, OH | $1.28B | 4 |