| Crown Oak Advisors, LLC | | $235.6M | — |
| Creo Capital Partners Management LLC | Miami, FL | $235.5M | 2 |
| Nierenberg Investment Management Company, LLC | | $235.5M | 3 |
| Birch Capital Management, LLC | | $235.5M | — |
| Portland Private Wealth Management, Inc. | Portland, OR | $235.4M | — |
| Crew Capital Management, Ltd. | Cincinnati, OH | $235.4M | — |
| Hutchinson & Ziegler Financial Advisors, Inc. | San Rafael, CA | $235.4M | — |
| Spectrum Financial Resources, LLC | Troy, MI | $235.3M | — |
| Promethium Advisors, LLC | Bethesda, MD | $235.3M | — |
| Weber Hartmann Vrijhof & Partners Ltd. | Zurich | $235.2M | — |
| Big Sioux Financial, Inc. | Watertown, SD | $235.2M | — |
| Ampersand Capital Group, L.P. | Burlingame, CA | $235.1M | 1 |
| Lind Capital Partners, LLC | Evanston, IL | $235M | — |
| Mbf Healthcare Management II, LLC | Coral Gables, FL | $235M | 2 |
| Horizon Wealth Advisors, LLC | | $235M | — |
| Kingsman Wealth Management Inc. | Pensacola, FL | $235M | — |
| Northland Capital Management, LLC | Virginia, MN | $235M | — |
| Camelot Technology Advisors, Inc. | San Francisco, CA | $234.9M | — |
| Lcw Services, LLC | Virginia Beach, VA | $234.9M | — |
| Partnership Wealth Management, LLC | Towson, MD | $234.9M | — |
| Sustainable Advisors Alliance LLC | Tulsa, OK | $234.8M | — |
| Tevis Investment Management, LLC | Plano, TX | $234.8M | — |
| Cbm Financial, LLC | Austin, TX | $234.8M | — |
| Peak Investment Advisors, Inc. | Colorado Springs, CO | $234.6M | — |
| Crescent Park Management, L.P. | | $234.4M | 4 |
| Palacios Wealth Management, LLC | Ormond Beach, FL | $234.3M | — |
| Reef Investment Management LLC | Lehi, UT | $234.3M | 3 |
| Hba Advisors, LLC | Pasadena, CA | $234.3M | — |
| Rademacher Financial, Inc. | Lawrence, KS | $234.3M | — |
| Belleair Asset Management, LLC | Belleair Bluffs, FL | $234.3M | — |
| Primestor Investment Management, LLC | Culver City, CA | $234.2M | 4 |
| Capital Management Advisor Group, LLC | Walnut Creek, CA | $234.1M | — |
| St. Louis Financial Planners Asset Management, LLC | Chesterfield, MO | $234M | — |
| Legacy Planning Advisors, LLC | Suwanee, GA | $234M | — |
| Bonfire Financial, LLC | Colorado Springs, CO | $234M | — |
| Delta Financial Advisors, Inc | Kensington, MD | $234M | — |
| Daviman Financial, LLC | | $233.9M | — |
| Rpm Capital Partners, LLC | New York, NY | $233.9M | 4 |
| Sivik Global Healthcare, LLC | | $233.9M | 1 |
| Helium Advisors LLC | Vancouver, WA | $233.8M | 1 |
| Atlas Wealth Partners LLC | Wyomissing, PA | $233.8M | — |
| New China Capital Management Corp. | Stamford, CT | $233.7M | 2 |
| Fountain Square Asset Management, LLC | Cincinnati, OH | $233.7M | — |
| The Aranda Group Advisors, LLC | Jenkintown, PA | $233.7M | — |
| Skaana Management L.P. | | $233.7M | 1 |
| Geneva Financial Group LLC | Lakewood, NJ | $233.7M | — |
| Adaptation Financial Advisors Inc. | Oklahoma City, OK | $233.6M | — |
| Mpi Wealth Management LLC | Hinsdale, IL | $233.6M | — |
| Clutterbuck Capital Management LLC | Cleveland, OH | $233.4M | 3 |
| Brentview Investment Management, LLC | Northfield, IL | $233.4M | — |