| Martin D. Parlato & Associates, Inc. | Ponte Vedra, FL | $284.6M | — |
| Sound Stewardship, LLC | Overland Park, KS | $284.6M | — |
| Open Window Financial Solutions, Ltd. | Reno, NV | $284.4M | — |
| Full in Partners Management, LLC | New York, NY | $284.4M | 8 |
| Benningfield Financial Advisors, LLC | San Francisco, CA | $284.3M | — |
| Demian Capital | | $284.3M | — |
| Paul J. Glashofer Enterprises, Inc. | | $284.3M | — |
| Momentus Manager LLC | Arlington, VA | $284.3M | 3 |
| The Foundry Financial Group, Inc. | Laconia, NH | $284.2M | — |
| Freeman, Will & Niemeier, Inc. | Evansville, IN | $284.2M | — |
| Smith, Brown & Groover, Inc. | Macon, GA | $284.2M | — |
| Peninsula Asset Management Inc | Bradenton, FL | $284.1M | — |
| Cane Capital Partners, LLC | Saint Francisville, LA | $284.1M | — |
| Bespoke Advisory LLC | Evergreen, CO | $284M | — |
| Holder Wealth Management, Inc. | Champaign, IL | $284M | — |
| M2g Ventures LLC | Fort Worth, TX | $284M | 12 |
| Griffin Family Partners, LLC | | $283.9M | — |
| Vital Investment Management LLC | Loveland, CO | $283.9M | — |
| Capitalworks, LLC | Cleveland, OH | $283.9M | 4 |
| Meridian Financial, LLC | Holliston, MA | $283.9M | — |
| Darwins River Capital, LP | New York, NY | $283.8M | — |
| Eden Capital Management LLC | New York, NY | $283.8M | 2 |
| Fdi Wealth Management, LLC | Miami, FL | $283.8M | — |
| Kaizen Financial Advisors, LLC | Kirkland, WA | $283.7M | — |
| Legacy Investment Solutions, LLC | Boise, ID | $283.7M | — |
| Hesen & Haslam, LLC | Woodland Hills, CA | $283.7M | — |
| Priderock Fund Management Partners, LLC | Palm Beach Gardens, FL | $283.6M | 15 |
| Verisail Partners, LLC | Chamblee, GA | $283.6M | — |
| Dauntless Capital Partners LLC | Houston, TX | $283.5M | 5 |
| Zoe Financial, Inc. | New York, NY | $283.5M | — |
| Silvia McColl Wealth Management, LLC | San Diego, CA | $283.4M | — |
| Pom Investment Strategies, LLC | Raleigh, NC | $283.3M | — |
| Vergepointe Wealth Management, LLC | Lake Oswego, OR | $283.3M | — |
| Ramiah Investment Group, Inc. | Brookfield, WI | $283.3M | — |
| Stonebridge Wealth Management LLC | Oak Brook, IL | $283.3M | — |
| Modum Asset Management LLC | Mexico City | $283.2M | — |
| Berkshire Capital Holdings Inc | | $283M | — |
| Chris Bulman Inc. | Roseville, CA | $283M | — |
| Silverberg Bernstein Capital Management LLC | Armonk, NY | $283M | — |
| Fig Capital Management, LLC | Jacksonville, FL | $283M | 2 |
| Covingtonalsina, LLC | Jacksonville, FL | $282.9M | — |
| Cooper Capital Advisors, LLC | Encinitas, CA | $282.9M | — |
| Ejmk Ventures LLC | Itasca, IL | $282.8M | — |
| Trilinc Advisors, LLC | Manhattan Beach, CA | $282.8M | — |
| Oaktree Advisors LLC | Coopersburg, PA | $282.8M | — |
| West Horizon Capital, LLC | Princeton, NJ | $282.8M | 1 |
| Cypress Wealth Management, LLC | Oakbrook Terrace, IL | $282.7M | 1 |
| Kingsbridge Investment Partners LLC | Las Vegas, NV | $282.5M | 8 |
| Bear Creek Fund Advisors LLC | Denver, CO | $282.5M | 3 |
| Fcig Wealth Management, LLC | Plainfield, CT | $282.5M | — |