| Sightline Wealth Advisors, LLC | Groton, CT | $354.2M | — |
| Life Planning Partners, Inc. | Jacksonville, FL | $354M | — |
| Tencore Partners, LP | New York, NY | $354M | 3 |
| Pursell Management Co. LLC | Peachtree Corners, GA | $354M | — |
| Oak Barrel Wealth Advisory LLC | Reston, VA | $353.7M | — |
| Wayfinding Financial, LLC | Lynnwood, WA | $353.5M | — |
| Targeted Financial Services, LLC | Seminole, FL | $353.4M | — |
| Dxd Ss Fund Management, LLC | Albuquerque, NM | $353.4M | 21 |
| Catenary Alternatives Asset Management, LLC | Miami, FL | $353.3M | 1 |
| Avory & Company, LLC. | Miami, FL | $353.2M | — |
| Next Management Advisors, LLC | New York, NY | $353.1M | 3 |
| Southbridge Advisors, LLC | Marieta, GA | $353.1M | — |
| 10talents Investors, LLC | Foxborough, MA | $353M | 23 |
| Norris Financial Group, LLC | Greenville, SC | $353M | — |
| Cayside Partners, LLC | Jupiter, FL | $353M | — |
| Black Maple Capital Management LP | Milwaukee, WI | $352.9M | 2 |
| Envision Financial LLC | Brookfield, WI | $352.9M | — |
| Forager Capital Management, LLC | Birmingham, AL | $352.9M | 2 |
| Trail Ridge Investment Advisors, LLC | Fort Collins, CO | $352.9M | — |
| Validus Growth Investors, LLC | Irvine, CA | $352.9M | — |
| Jdm Financial Group LLC | | $352.8M | — |
| Grattan Financial Strategies, Inc. | San Gabriel, CA | $352.8M | — |
| Fortress Financial Group, LLC | Rochester, MN | $352.3M | — |
| Elysium Wealth Management, LLC | South Jordan, UT | $352.3M | — |
| Cpc Equity Advisors, LP | El Segundo, CA | $352.2M | 10 |
| Innovative Advisory Partners, LLC | Hixson, TN | $352.1M | — |
| Clarendon Private LLC | Boston, MA | $352.1M | — |
| Cherry Creek Investment Advisors Inc | Englewood, CO | $351.9M | — |
| Heitman International LLC | London | $351.8M | 1 |
| R.t. Jones Capital Equities Management Inc. | St. Louis, MO | $351.8M | — |
| Laraway Financial Advisors, Inc. | St. Cloud, MN | $351.5M | — |
| Swan Capital, LLC | | $351.4M | 6 |
| Caldwell Advisors, LLC | Brentwood, TN | $351.4M | — |
| Aca/Prudent Investors Planning Corporation | Green Brook, NJ | $351.4M | — |
| Gfo Advisory Services, LLC | Greenwich, CT | $351.3M | 8 |
| Dean Roland Russell, LLC | San Diego, CA | $351.2M | — |
| Foresight Capital Management Advisors, Inc. | Saline, MI | $351.1M | — |
| Sitrin Capital Management, LLC | Century City, CA | $351.1M | — |
| Hutto Retirement Advisors, LLC | Colleyville, TX | $351.1M | — |
| Elite Capital Management Group, LLC | | $350.9M | — |
| Entrust Financial LLC | Wayne, PA | $350.9M | — |
| Three Bearings Fiduciary Advisors, Inc. | Hampton, NH | $350.7M | — |
| Panoramic Investment Advisors, LLC | Glendale, CO | $350.6M | — |
| Norcap Investment Management, L.P. | Austin, TX | $350.6M | 5 |
| Bridgewater Asset Management LLC | Chesterfield, MO | $350.5M | — |
| Forman Capital, LLC | Delray Beach, FL | $350.5M | 14 |
| V2 Financial Group, LLC | | $350.5M | — |
| Jones Road Capital Management, L.P. | New York, NY | $350.4M | 1 |
| Protocol Vc LLC | | $350.4M | — |
| Maestria Partners LLC | Atlanta, GA | $350.4M | 1 |