| Koa Wealth Management, LLC | | $254.9M | — |
| Modern Capital Advisors, LLC | Raleigh, NC | $254.8M | — |
| Ridge Creek Global, Inc. | | $254.8M | — |
| Game Plan Financial Advisors, LLC | Westlake, Oh, OH | $254.7M | — |
| Cap Partners, LLC | Franklin, TN | $254.7M | — |
| Hartmann Taylor Wealth Management, LLC | Dallas, TX | $254.6M | — |
| Wasatch Investment Fund Manager, LLC | Logan, UT | $254.6M | 5 |
| Glenorchy Capital Limited | | $254.4M | 1 |
| Blacktower Financial Management (US) LLC | Orlando, FL | $254.4M | — |
| O'Brien Investment Management, LLC | Torrance, CA | $254.3M | — |
| Westpark Wealth Advisors, Inc. | Houston, TX | $254.3M | — |
| Madrone Investment Advisory, LLC | San Rafael, CA | $254.3M | — |
| Mendota Financial Group, LLC | Madison, WI | $254.2M | — |
| Family Fiduciary Services, Inc. | Beverly, MA | $254.2M | — |
| Riverwest Investment Management, LLC | New York, NY | $254.1M | — |
| Integrated Wealth Management, Inc. | Uniontown, OH | $254.1M | — |
| Venor Capital Management LP | New York, NY | $254M | 5 |
| Westco Advisory Services, Inc. | Lynbrook, NY | $254M | — |
| Canty Financial Management, Inc. | Ballston Spa, NY | $254M | — |
| Defined Wealth Management, LLC | Beaverton, OR | $254M | — |
| Addis & Hill, Incorporated | Wayne, PA | $254M | — |
| Connecticut Capital Management Group, LLC | Milford, CT | $253.9M | — |
| Green Alpha Advisors, LLC | Niwot, CO | $253.9M | — |
| Indiano Capital Management Inc. | Rochester, NY | $253.8M | — |
| Pollock Investment Advisory Corporation | | $253.8M | — |
| Mendon Capital Advisors Corp | Key Largo, FL | $253.8M | 1 |
| Toronado Partners LLC | San Francisco, CA | $253.7M | 1 |
| Pps & V Asset Management Consultants Inc | Portage, MI | $253.7M | — |
| Decatur Capital Management, Inc. | Decatur, GA | $253.7M | — |
| Gate City Capital Management, LLC | Chicago, IL | $253.6M | 1 |
| Heronetta Management, L.P. | New York, NY | $253.6M | 1 |
| Washburn Capital Management Inc. | Vero Beach, FL | $253.6M | — |
| Clear Point Advisors, Inc. | Melville, NY | $253.4M | — |
| Alpha Analytics Investment Group LLC | Los Angeles, CA | $253.4M | — |
| Impact Capital, LLC | Rockville, MD | $253.4M | — |
| Mhs Advisory Services, LLC | Maple Grove, MN | $253.3M | — |
| Blueprint Local LLC | | $253.3M | 17 |
| Entelechy LLC | | $253.3M | — |
| Maguire Investments LLC | King of Prussia, PA | $253.2M | — |
| Transcend Advisor Group, LLC | Milwaukee, WI | $253.2M | — |
| Pacific Wealth Strategies Group, Inc. | Santa Barbara, CA | $253.2M | — |
| Abf Investment Management, LLC | Miami, FL | $253.2M | 1 |
| Sterling Retirement Group of Sacramento Inc. | Roseville, CA | $253M | — |
| Elevation Capital Advisory, LLC | Bend, OR | $252.9M | — |
| Robbins Farley LLC | Bedford, NH | $252.9M | — |
| Endeavor Wealth Advisors, LLC | Pepper Pike, OH | $252.8M | — |
| Corrado Advisors, LLC | Ramsey, NJ | $252.8M | — |
| Aurora Investment Counsel | Atlanta, GA | $252.7M | — |
| Treasure Investment Management, LLC | Scottsdale, AZ | $252.7M | — |
| Ghe, LLC | Memphis, TN | $252.6M | — |