| Amerity Wealth Management, LLC | Lakeland, FL | $338.8M | — |
| First Trust Global Portfolios Limited | London | $338.8M | — |
| Diversified Financial Management Associates, Inc. | Norwell, MA | $338.8M | — |
| Eiger Wealth Management, LLC | San Diego, CA | $338.7M | — |
| Lewis Financial Management, LLC | Raleigh, NC | $338.7M | — |
| Morgan Rio Capital Management, LLC | New York, NY | $338.7M | 5 |
| Mdrn Capital, LLC | Annapolis, MD | $338.6M | — |
| Riverspan Partners LP | Chicago, IL | $338.6M | 3 |
| Comprehensive Wealth Management, LLC | Lynnwood, WA | $338.4M | — |
| Core Compliance Group, LLC | Rock Hill, SC | $338.4M | — |
| Variant Equity Advisors, LLC | Los Angeles, CA | $338.4M | 2 |
| Wetzel Investment Advisors, Inc. | Indianapolis, IN | $338.3M | — |
| Nicholson Meyer Capital Management, Inc. | Kansas City, MO | $338.1M | — |
| Addington Financial Group LLC | | $338.1M | — |
| Mine & Arao Wealth Creation and Management, LLC | Campbell, CA | $338.1M | — |
| Navigate Financial LLC | Salt Lake City, UT | $337.9M | — |
| Boulder Wealth Advisors, LLC | Boulder, CO | $337.9M | — |
| Commerce Advisors, LLC | Memphis, TN | $337.9M | — |
| Uwharrie Investment Advisors, Inc. | Albemarle, NC | $337.8M | — |
| 325 Capital LLC | New York, NY | $337.8M | 1 |
| Assetgrade, LLC | Boston, MA | $337.7M | — |
| Lucas Group Financial Advisors, LLC | Freeport, IL | $337.7M | — |
| Mutima Capital Management LLC | New York, NY | $337.4M | 1 |
| Lenk Ladner Investment Solutions LLC | Osterville, MA | $337.3M | — |
| Wasatch Venture Management, LLC | Logan, UT | $337.3M | 22 |
| Bluedoor Private Wealth, LLC | Beverly, MA | $337.3M | — |
| Evolution Advisers, Inc. | Richmond, VA | $337.2M | — |
| Augment Infrastructure Managers Advisory LLC | Chevy Chase, MD | $337.1M | 3 |
| The Nalls Sherbakoff Group, LLC | Knoxville, TN | $337.1M | — |
| Mullaney Keating & Wright Inc | Middletown, CT | $337M | — |
| Washington Avenue Advisors, LLC | Lansing, MI | $336.9M | — |
| Valspring Capital Management, LP | | $336.9M | 1 |
| New Catalyst Strategic Partners, LLC | Washington, DC | $336.9M | 2 |
| Tru Independence Asset Management, LLC | Portland, OR | $336.9M | — |
| Vestura, LLC | Hobart, WI | $336.7M | — |
| Everstar Asset Management, LLC | Mooresville, NC | $336.7M | 5 |
| Wrapmanager Inc | Mill Valley, CA | $336.7M | — |
| Kilner Capital Advisors, LLC | Gaithersburg, MD | $336.7M | — |
| Alterna Capital Partners LLC | | $336.6M | 3 |
| Journey Financial Group, Inc. | Buffalo Grove, IL | $336.5M | — |
| Adg Wealth Management Group, LLC | Metairie, LA | $336.3M | — |
| Rps Retirement Plan Advisors | Austin, TX | $336.3M | — |
| Colony Capital Investment Advisors, LLC | Boca Raton, FL | $336.2M | 4 |
| Capital Ideas, LLC | Dallas, TX | $336.2M | — |
| Agate Pass Investment Management, LLC | Bainbridge Island, WA | $336M | — |
| Loon Lake Capital Management LP | Boston, MA | $336M | 1 |
| Cogent Strategic Wealth LLC | Chicago, IL | $336M | — |
| Bennett Selby Investments Limited Partnership | | $335.9M | — |
| Shared Vision Wealth Group, LLC | | $335.9M | — |
| Peachtree Investment Partners, LLC | | $335.8M | — |