| Buttonwood Group Advisors LLC | Uniondale, NY | $240.2M | 24 |
| Kaiyo Wealth LLC | San Diego, CA | $240.1M | — |
| Jennings & Associates Financial Advisors, LLC | Paducah, KY | $240.1M | — |
| True Wealth Advisory Group, LLC | Miami, FL | $240.1M | — |
| Lane Brothers & Co Inc | Prescott, AZ | $240.1M | 1 |
| Ifs Group, LLC | Mechanicsburg, PA | $240M | — |
| Loyola Asset Management LLC | Coral Gables, FL | $239.9M | 1 |
| Forefront Wealth Partners, LLC | Austin, TX | $239.8M | — |
| Marest Capital, LLC | Encino, CA | $239.8M | — |
| Brewster Financial Planning LLC | Brooklyn, NY | $239.7M | — |
| Outfitter Energy Management, LLC | Houston, TX | $239.6M | 1 |
| The Circumference Group LLC | Little Rock, AR | $239.6M | 4 |
| Gatemore Capital Management LP | Aspen, CO | $239.5M | 12 |
| Trivant Custom Portfolio Group LLC | San Diego, CA | $239.4M | — |
| Sea Cliff Partners Management, LP | San Francisco, CA | $239.4M | 1 |
| Swp Financial LLC | Encinitas, CA | $239.4M | — |
| E6 Portfolios | Midvale, UT | $239.4M | — |
| Brian Low Financial Group, LLC | Baton Rouge, LA | $239.3M | — |
| Jones Kertz & Associates, Inc. | Blaine, MN | $239.2M | — |
| Galleria Financial Advisors, LLC | Atlanta, GA | $239.2M | — |
| Heights LLC | Los Angeles, CA | $239.2M | 3 |
| Driven Investments LLC | | $239.2M | — |
| Rolek Wealth Management LLC | Berwyn, PA | $239.2M | — |
| Saos Capital, LLC | Mount Pleasant, SC | $239.1M | — |
| Birchview Capital, LP | Burlington, VT | $239.1M | 12 |
| Castanea Partners Inc. | Newton, MA | $239M | 5 |
| Footpath Ventures LP | New York, NY | $239M | 6 |
| Street Capital Partners, LLC | Indianapolis, IN | $238.9M | — |
| Orrell Capital Managment, Inc. | Livermore, CA | $238.9M | 1 |
| Orcam Financial Group, LLC | | $238.9M | — |
| Snowcap Capital Management, LLC | Dallas, TX | $238.9M | 1 |
| Investment Management & Planning LLC | Greenville, DE | $238.8M | — |
| Investors Portfolio Services LLC | Puyallup, WA | $238.8M | — |
| Mosaic Wealth Management, L.L.C. | | $238.8M | — |
| Total Wealth Planning and Management, Inc. | | $238.8M | — |
| Cpr Investments Inc | Rochester, MI | $238.8M | — |
| Rock Hill Capital Group, LLC | Houston, TX | $238.8M | 5 |
| Gfs Wealth Management Advisors, Inc. | Shelton, CT | $238.6M | — |
| Ninth Eternity Asset Management LLC | New York, NY | $238.6M | 3 |
| Westhampton Capital, LLC | Winston-Salem, NC | $238.5M | — |
| Prossimo Advisors LLC | San Luis Obispo, CA | $238.5M | — |
| Smith Bruer Advisors, LLC | Tallahassee, FL | $238.5M | — |
| Waterwheel Capital Management, L.P. | Athens | $238.5M | 3 |
| Goalfusion Wealth Management, LLC | | $238.5M | — |
| R.h. Investment Group, LLC | Scottsdale, AZ | $238.5M | — |
| Jm2 Capital Inc. | Edmond, OK | $238.4M | — |
| Acute Investment Advisory, LLC | Mesa, AZ | $238.4M | — |
| Perella Weinberg Partners Capital Management LP | New York, NY | $238.4M | 21 |
| Strategic Wealth Capital, LLC | San Francisco, CA | $238.4M | — |
| Pf Advisors, LLC | Chadds Ford, PA | $238.4M | — |