| Saas Capital, LLC | Cincinnati, OH | $244.9M | 9 |
| W Advisors LLC | Germantown, TN | $244.9M | — |
| Metronome Capital LLP | London, London | $244.9M | 1 |
| Integras Partners, LLC | Alpharetta, GA | $244.8M | — |
| Merrion Investment Management Co, LLC | Cranford, NJ | $244.8M | — |
| Kultura Capital Management LP | Park City, UT | $244.7M | 2 |
| Mjr Financial LLC | Austin, TX | $244.7M | — |
| Leon Capital Management, LLC | Dallas, TX | $244.7M | 16 |
| Clear Ridge Wealth Management, LLC | Kalamazoo, MI | $244.6M | — |
| Boyce & Associates Wealth Consulting, Inc. | Cedar Park, TX | $244.6M | — |
| Impact Engine Management, Pbc | Chicago, IL | $244.5M | 6 |
| City Different Holdings LP | Santa Fe, NM | $244.4M | 4 |
| Lederer & Associates Investment Counsel | Long Beach, CA | $244.3M | — |
| Gulfstream CM, LLC | Summit, NJ | $244.2M | 2 |
| Bazis Private Wealth, LLC | Omaha, NE | $244.1M | — |
| Bandera Partners LLC | Brooklyn, NY | $244.1M | 1 |
| Tyr Capital Advisors, LLC | Overland Park, KS | $244.1M | 1 |
| Shorevest Partners, Ltd. | Tortola | $244M | 3 |
| Richardson Wealth (USA) Limited | Toronto, Ontario | $243.9M | — |
| Ares Financial Consulting LLC | Calabasas, CA | $243.9M | — |
| Invera Wealth Advisors LLC | | $243.8M | — |
| Legacy Solutions, LLC | Kennett Square, PA | $243.8M | — |
| Abundant Wealth Management LLC | Stamford, CT | $243.8M | — |
| Foundation Capital Management, LLC | East Norriton, PA | $243.8M | — |
| Stegent Equity Advisors Inc. | Houston, TX | $243.7M | — |
| Pinnacle Wealth Management Group, Inc. | Plymouth, MI | $243.7M | — |
| Evergreen Capital Associates LLC | Plainsboro, NJ | $243.6M | 6 |
| Brahma Management LLC | | $243.6M | 5 |
| Jason a Prattes Financial Inc | Newport Beach, CA | $243.6M | 5 |
| Pursue Wealth Partners, LLC | | $243.4M | — |
| Jre Advisors LLC | New York, NY | $243.3M | 2 |
| Exit Wealth Advisors, LLC | Alpharetta, GA | $243.2M | — |
| Rinaldi Wealth Management, Inc. | Bonita Springs, FL | $243.2M | — |
| Capstone Wealth Management Group, Inc. | Bend, OR | $243M | — |
| Retirewise Tax and Wealth Advisors, Inc. | Topeka, KS | $242.9M | — |
| 210 Wealth Management, Inc. | Morton, IL | $242.8M | — |
| Zephyr Investment Management, Inc. | Westlake Village, CA | $242.8M | — |
| Matthias Private Wealth, LLC | Winter Park, FL | $242.8M | — |
| Blue Spark Capital Advisors LLC | New York, NY | $242.8M | — |
| Plante Moran Real Estate Investment Advisors, LLC | Southfield, MI | $242.8M | — |
| Blalock Williams, LLC | Alexander City, AL | $242.6M | — |
| Chiron Capital Management, LLC | Tallahassee, FL | $242.6M | — |
| Little Harbor Advisors, LLC | Marblehead, MA | $242.6M | 1 |
| Cladis Investment Advisory LLC | Billings, MT | $242.6M | — |
| Rayburn West Financial Services LLC | Nashville, TN | $242.6M | — |
| Seminole Advisory Services, LLC | Bellair Bluffs, FL | $242.5M | 1 |
| Waypoint Wealth Management, LLC | Timonium, MD | $242.5M | — |
| Munn Wealth Management, LLC | Maumee, OH | $242.3M | — |
| Bain Capital Public Equity, LP | Boston, MA | $242.2M | 2 |
| Anson Capital, Inc. | Tyrone, GA | $242.2M | — |