| Great Elm Capital Management, LLC | Palm Beach Gardens, FL | $346.1M | 1 |
| Rede Wealth, LLC | Charlottesville, VA | $346.1M | — |
| Booster Asset Management, LLC | Wheaton, IL | $346.1M | — |
| Jefferies Credit Partners Europe Limited | London | $345.9M | — |
| Arcadia Investment Advisors, LLC | Eagle, ID | $345.8M | — |
| Archway Wealth Management, LLC | Kirkwood, MO | $345.7M | — |
| Vedanta Management, L.P. | New York, NY | $345.6M | 16 |
| Continuum Wealth Advisors, LLC | Saratoga Springs, NY | $345.6M | — |
| Ipcp Management, LLC | Boca Raton, FL | $345.6M | 7 |
| Placeholder Management, LLC | New York, NY | $345.4M | 3 |
| Borderless Management LLC | Clermont, FL | $345.4M | 8 |
| Bip Capital Management Services, LLC | Atlanta, GA | $345.3M | 17 |
| Fortress Planning Group, LLC | Pewaukee, WI | $345.3M | — |
| Black Toro LLC | Miami, FL | $345.1M | 1 |
| Ahakista Capital LLC | | $345M | — |
| Royal Harbor Partners, LLC | Houston, TX | $344.8M | — |
| Hicks Capital Management, LLC | Columbus, OH | $344.7M | — |
| Intrinsic Wealth Counsel, Inc. | Tempe, AZ | $344.7M | — |
| Teramo Advisors, LLC | Naples, FL | $344.7M | — |
| Nepsis, Inc. | Minneapolis, MN | $344.5M | — |
| Ger Loftin Wealth Advisors, LLC | Johns Creek, GA | $344.5M | — |
| Crescent Advisor Group, Inc. | Plano, TX | $344.4M | — |
| Guinness Atkinson Asset Management, Inc. | Pasadena, CA | $344.4M | — |
| Bell Asset Management USA Inc | | $344.3M | 2 |
| L. C. Bhandari & Co. | | $344.3M | — |
| Walser Wealth Management Company, a Limited Liability Company | Tampa, FL | $344.1M | — |
| Kellett Wealth Advisors, LLC | Cincinnati, OH | $344M | — |
| Prospera Capital Management, LLC | | $343.9M | — |
| Pachira Investments, Inc. | Dana Point, CA | $343.9M | — |
| Bourne Lent Asset Management, Inc. | Pawling, NY | $343.9M | — |
| Cambrian Capital Management, L.L.C. | Newtown Square, PA | $343.8M | 2 |
| She Ddf1 Manager LLC | Coconut Grove, FL | $343.8M | 7 |
| Pathfinder 360 Managementco, LLC | Minnetonka, MN | $343.8M | 3 |
| Garden City Management, LLC | Charlotte, NC | $343.8M | 3 |
| Attessa Capital LLC | Tucson, AZ | $343.5M | — |
| M Group Investment Advisor, LLC | | $343.5M | — |
| Formula Growth Limited | Montreal | $343.5M | 7 |
| Formula Growth Management Corp | New York, NY | $343.5M | — |
| Pegasus Capital Advisors, L.P. | Stamford, CT | $343.4M | 15 |
| Victrix Investment Advisors LLC | Stuart, FL | $343.3M | — |
| Vertrix Wealth Management, LLC | Troy, MI | $343.2M | — |
| Coordinated Financial Planning Corp | Cincinnati, OH | $343.2M | — |
| Martha's Vineyard Investment Advisors, LLC | West Tisbury, MA | $342.9M | — |
| Williams & Novak Wealth Management, LLC | Westlake Village, CA | $342.8M | — |
| Ballast Financial Advisors, LLC | West Chester, PA | $342.6M | — |
| Augment Advisors, LLC | Austin, TX | $342.6M | 38 |
| Mba Advisors LLC | Hermitage, PA | $342.6M | — |
| Diameter Dcf Advisor LLC | New York, NY | $342.6M | — |
| Athena Investment Management | | $342.1M | — |
| William Howard & Co. Financial Advisors, Inc. | Memphis, TN | $342.1M | — |