| Citrine Capital, LLC | San Francisco, CA | $346.7M | — |
| Custos Family Office LLC | | $346.6M | — |
| Lodestone Wealth Management LLC | Spokane, WA | $346.5M | — |
| Angellist Asset Management, LLC | Seattle, WA | $346.5M | 22 |
| Wealth Management Group of North America, LLC | Farmington, CT | $346.4M | — |
| Long Road Investment Counsel, LLC | Kalamazoo, MI | $346.4M | — |
| Gebhardt Group, Inc | Lafayette, CA | $346.4M | — |
| Gbm Wealth Management, Inc. | Houston, TX | $346.4M | — |
| Brightline Capital Management, LLC | Miami, FL | $346.4M | 2 |
| Velocis Management, LLC | Dallas, TX | $346.4M | 8 |
| Triatomic Management LP | Palo Alto, CA | $346.3M | 8 |
| Great Elm Capital Management, LLC | Palm Beach Gardens, FL | $346.1M | 1 |
| Rede Wealth, LLC | Charlottesville, VA | $346.1M | — |
| Booster Asset Management, LLC | Wheaton, IL | $346.1M | — |
| Jefferies Credit Partners Europe Limited | London | $345.9M | — |
| Arcadia Investment Advisors, LLC | Eagle, ID | $345.8M | — |
| Archway Wealth Management, LLC | Kirkwood, MO | $345.7M | — |
| Vedanta Management, L.P. | New York, NY | $345.6M | 16 |
| Continuum Wealth Advisors, LLC | Saratoga Springs, NY | $345.6M | — |
| Ipcp Management, LLC | Boca Raton, FL | $345.6M | 7 |
| Placeholder Management, LLC | New York, NY | $345.4M | 3 |
| Borderless Management LLC | Clermont, FL | $345.4M | 8 |
| Bip Capital Management Services, LLC | Atlanta, GA | $345.3M | 17 |
| Fortress Planning Group, LLC | Pewaukee, WI | $345.3M | — |
| Black Toro LLC | Miami, FL | $345.1M | 1 |
| Ahakista Capital LLC | | $345M | — |
| Royal Harbor Partners, LLC | Houston, TX | $344.8M | — |
| Hicks Capital Management, LLC | Columbus, OH | $344.7M | — |
| Intrinsic Wealth Counsel, Inc. | Tempe, AZ | $344.7M | — |
| Teramo Advisors, LLC | Naples, FL | $344.7M | — |
| Nepsis, Inc. | Minneapolis, MN | $344.5M | — |
| Ger Loftin Wealth Advisors, LLC | Johns Creek, GA | $344.5M | — |
| Crescent Advisor Group, Inc. | Plano, TX | $344.4M | — |
| Guinness Atkinson Asset Management, Inc. | Pasadena, CA | $344.4M | — |
| Bell Asset Management USA Inc | | $344.3M | 2 |
| L. C. Bhandari & Co. | | $344.3M | — |
| Walser Wealth Management Company, a Limited Liability Company | Tampa, FL | $344.1M | — |
| Kellett Wealth Advisors, LLC | Cincinnati, OH | $344M | — |
| Prospera Capital Management, LLC | | $343.9M | — |
| Pachira Investments, Inc. | Dana Point, CA | $343.9M | — |
| Bourne Lent Asset Management, Inc. | Pawling, NY | $343.9M | — |
| Cambrian Capital Management, L.L.C. | Newtown Square, PA | $343.8M | 2 |
| She Ddf1 Manager LLC | Coconut Grove, FL | $343.8M | 7 |
| Pathfinder 360 Managementco, LLC | Minnetonka, MN | $343.8M | 3 |
| Garden City Management, LLC | Charlotte, NC | $343.8M | 3 |
| Attessa Capital LLC | Tucson, AZ | $343.5M | — |
| M Group Investment Advisor, LLC | | $343.5M | — |
| Formula Growth Limited | Montreal | $343.5M | 7 |
| Formula Growth Management Corp | New York, NY | $343.5M | — |
| Pegasus Capital Advisors, L.P. | Stamford, CT | $343.4M | 15 |