| Andrew Hill Investment Advisors, Inc. | Naples, FL | $231.3M | — |
| Bxm Wealth LLC | Englewood, CO | $231.3M | — |
| Vann Equity Management LLC | Plano, TX | $231.2M | — |
| Asymmetric Capital Management, LLC. | Wayzata, MN | $231.2M | — |
| Wharton Midmarket Investment Advisors Inc. | Woodbridge, CT | $231.1M | — |
| Tenzing Financial LLC | Williamsburg, VA | $231.1M | — |
| Sachem Investment Counsel LLC | | $231.1M | — |
| Apis & Heritage Capital Partners, LLC | Washington, DC | $231.1M | 4 |
| Rofi LLC | Birmingham, MI | $231M | — |
| Draper Asset Management, LLC | Smithtown, NY | $231M | — |
| Concorde Financial Resources I Inc. | York, SC | $231M | — |
| Arch Global Advisors, LLC | New York, NY | $230.9M | — |
| Bluhaus Capital Management LLC | Guaynabo, PR | $230.8M | 14 |
| Unimar Financial Services, LLC | Miami, FL | $230.8M | 6 |
| Disciplined Portfolio Solutions LLC | | $230.7M | — |
| Amplify Financial, LLC | Scottsdale, AZ | $230.7M | — |
| Forest Asset Management LLC | Riverside, IL | $230.7M | — |
| Uplift Investors, LP | Darien, CT | $230.5M | 2 |
| Seventwo LLC | Denver, CO | $230.4M | 3 |
| Redwood Investment Group, Inc | Fort Bragg, CA | $230.3M | — |
| Slt Holdings LLC | Scottsdale, AZ | $230.3M | 1 |
| Austerra Wealth Management LLC | Dallas, TX | $230.3M | 2 |
| Aljen Asset Management LLC | Cedar Knolls, NJ | $230.2M | — |
| Connective Capital Management, LLC | Palo Alto, CA | $230.1M | 2 |
| Woodfield Financial Advisors, Inc. | Deer Park, IL | $230.1M | — |
| Scratch Capital LLC | Boise, ID | $230.1M | — |
| Mos Capital, Inc | | $230M | — |
| Grantvest Financial Group LLC | Matawan, NJ | $230M | — |
| Chicago Investment Advisory Council, Inc. | St. Charles, IL | $230M | — |
| Primoris Wealth Advisors, LLC | North Palm Beach, FL | $230M | — |
| Granite Islands Private Wealth, LLC | Guilford, CT | $229.9M | — |
| Lionshead Wealth Management, LLC | New York, NY | $229.8M | — |
| Bowside Capital, LLC | Charleston, SC | $229.8M | 3 |
| Wlth Capital Management, LLC | Chandler, AZ | $229.8M | — |
| Montgomery Financial Services, LLC | Ocean City, MD | $229.8M | — |
| Tableaux LLC | Great Barrington, MA | $229.7M | — |
| Cygnus Capital Advisers, LLC | Atlanta, GA | $229.7M | 1 |
| Bradford Financial Center | Clarion, IA | $229.7M | — |
| Turner Financial Group, Inc. | Pace, FL | $229.6M | — |
| Vima, LLC | Troy, MI | $229.5M | — |
| Formulate Financial LLC | | $229.4M | — |
| Lonetree Capital, LLC | New York, NY | $229.3M | 4 |
| Rightwealth Advisors, LLC | Miamisburg, OH | $229.3M | — |
| Booster, LLC | Baltimore, MD | $229.3M | — |
| Sterling Investment Advisors,llc | Bolivar, MO | $229.3M | — |
| Powell Financial, Inc. | Cornelius, NC | $229.2M | — |
| Antonelli Financial Advisors, LLC | Grosse Pointe, MI | $229.1M | — |
| Vsv Management, LLC | West Palm Beach, FL | $229.1M | 6 |
| Gideon Capital, LLC | Los Angeles, CA | $229M | 17 |
| Hippocratic Financial Advisors LLC | Westlake Village, CA | $229M | — |