| University Ventures Funds Management, LLC | New York, NY | $362.6M | 10 |
| Income Focus Portfolio Management, LLC | Jackson, WY | $362.5M | — |
| Strategic Income Group LLC | Chandler, AZ | $362.4M | 2 |
| Round Table Capital Management, L.P. | Miami, FL | $362.4M | 4 |
| Kanbrick LLC | Charlotte, NC | $362.2M | 2 |
| Bayhunt Capital LLC | Mill Valley, CA | $362.1M | — |
| Pace Financial Advisors, Inc. | Hillsboro, OR | $362.1M | — |
| Avivar Capital, LLC | | $362.1M | — |
| Briggs Wealth Management, Inc. | Glastonbury, CT | $362M | — |
| Dynamic Market Advantage, LLC | Louisville, KY | $361.9M | — |
| Retirement Financial Solutions, LLC | Knoxville, TN | $361.7M | — |
| Mra Advisory Group | Sarasota, FL | $361.3M | — |
| Union Square Investment Co | San Francisco, CA | $361.2M | 2 |
| Mfp Financial Services, LLC | Safety Harbor, FL | $361M | — |
| Cox Capital Management LLC | Andover, MA | $361M | — |
| Dearborn Capital Management, LLC | Chicago, IL | $360.9M | — |
| Sierra Investment Management, LLC | Santa Monica, CA | $360.9M | — |
| Wpg Advisers, LLC | Baltimore, MD | $360.9M | 1 |
| Transcendent Capital Group LLC | Edmond, OK | $360.7M | — |
| Cordis Financial, LLC | Minneapolis, MN | $360.7M | — |
| Sonata Capital Group Inc | Seattle, WA | $360.7M | — |
| Goldman Lancaster, Inc. | Long Beach, CA | $360.5M | — |
| Outcome Driven Strategies, LLC | Hunt Valley, MD | $360.4M | — |
| Cascade Investment Advisors, Inc. | Oregon City, OR | $360.4M | — |
| Acp Capital Management, LLC | Miami, FL | $360.3M | 7 |
| Jessup Wealth Management, Inc. | Dayton, OH | $360.2M | — |
| Decker Retirement Planning Inc. | Lehi, UT | $359.9M | — |
| U. S. Boston Capital Corporation | Lincoln, MA | $359.8M | — |
| Bco Wealth Management, LLC | Carlsbad, NM | $359.8M | — |
| Cook & Bynum Capital Management, LLC | Birmingham, AL | $359.8M | 3 |
| Kessler Investment Group, LLC | Columbus, IN | $359.7M | — |
| Lynk Capital Management Company, LLC | Jacksonville, FL | $359.6M | 1 |
| Novak & Powell Financial Services, Inc. | St. Petersburg, FL | $359.5M | — |
| Washington Park Capital Management, LLC | Portland, OR | $359.5M | — |
| The David J. Yvars Group Inc. | | $359.3M | — |
| Clearwave Capital, LLC | Upland, CA | $359.2M | — |
| Seros Financial, LLC | Gilbert, AZ | $359.2M | — |
| Ayrton Capital LLC | Westport, CT | $358.9M | 1 |
| Ridgepath Capital Management LLC | Knoxville, TN | $358.9M | — |
| Tsa Wealth Management LLC | Houston, TX | $358.8M | — |
| Aurora Investment Managers, LLC | Naples, FL | $358.7M | — |
| Robertson Opportunity Capital, LLC | Dallas, TX | $358.7M | 2 |
| Lifeway Financial Corporation | Plano, TX | $358.7M | — |
| Cloverfields Capital Group, LP | Minneapolis, MN | $358.7M | — |
| Flight Deck Capital, LP | San Francisco, CA | $358.7M | 1 |
| Ararat Capital Management LP | Westport, CT | $358.6M | 1 |
| Silver Point Private Credit Fund Management, LLC | Greenwich, CT | $358.6M | — |
| Point Windward Advisors, Inc. | New York, NY | $358.6M | — |
| US Asset Management, LLC | Pittsburgh, PA | $358.5M | — |
| Consolidated Capital Management, LLC | Burbank, CA | $358.4M | — |