| Acm Advisors, LLC | Jackson, WY | $309.4M | 6 |
| Prospect Capital Advisors, LLC | Sausalito, CA | $309.4M | 2 |
| The American Institute for Advanced Investment Management, LLP | Scottsdale, AZ | $309.3M | — |
| Western Financial Corporation | San Diego, CA | $309.2M | — |
| Milestone Asset Management Group, LLC | Avon, CT | $309M | — |
| Meriwether Wealth & Planning, LLC | Minden, LA | $308.9M | — |
| Samjo Management, LLC | New York, NY | $308.8M | 2 |
| Synergy Financial Partners, LLC | Denver, CO | $308.7M | — |
| New Perspectives, Inc. | Ridgeland, MS | $308.7M | — |
| Chronometer Partners LP | Pittsburgh, PA | $308.4M | — |
| Finivi Inc. | Westborough, MA | $308.4M | — |
| Beacon Wealthcare LLC | Raleigh, NC | $308.3M | — |
| Merit Financial Partners LLC | Maspeth, NY | $308.2M | — |
| Carriage Services Investment Advisors, Inc. | Houston, TX | $308.2M | 1 |
| Covington & Associates, Inc. | Westfield, NJ | $308.2M | — |
| Broadway Wealth Solutions, Inc. | San Antonio, TX | $308.1M | — |
| Tkg Advisors, LLC | Valparaiso, IN | $308M | — |
| S Squared Technology, LLC | | $308M | 1 |
| Battle Investment Group, LLC | Atlanta, GA | $307.9M | 3 |
| Allsquare Wealth Management, LLC | Albany, NY | $307.8M | — |
| Yim Investment Management, LLC | Honolulu, HI | $307.8M | — |
| Marathon Wealth Advisors, LLC | Boston, MA | $307.8M | — |
| Generations Wealth, LLC | Cincinnati, OH | $307.8M | — |
| Gentry Private Wealth, LLC | Wichita, KS | $307.7M | — |
| Grove Mountain Partners, LLC | Atlanta, GA | $307.7M | 4 |
| Compass Wealth Management, LLC | Atlanta, GA | $307.7M | — |
| Holland Advisory Services, Inc. | Ormond Beach, FL | $307.7M | — |
| Doma Perpetual Capital Management LLC | Miami, FL | $307.6M | 1 |
| Prepared Retirement Institute LLC | Montgomeryville, PA | $307.6M | — |
| Dunbar Associates, LLC | Monroe, CT | $307.5M | — |
| Commons Capital, LLC | Needham, MA | $307.4M | — |
| Eastbay Asset Management, LLC | | $307.4M | 1 |
| Copley Investment Management, LLC | | $307.3M | — |
| Symphony Technology Group, LLC | Menlo Park, CA | $307.3M | 7 |
| Silverpeak Real Estate Partners L.P. | New York, NY | $307.1M | 15 |
| Kevin M. Gibney and Company, LLC | Iselin, NJ | $306.9M | — |
| N10 Assets, LLC. | Greenwich, CT | $306.9M | — |
| Spectra Investment Management, LLC | Stuart, FL | $306.8M | — |
| Fenway Partners, LLC | Westerly, RI | $306.8M | 2 |
| One Wealth Capital Management, LLC | Scottsdale, AZ | $306.8M | — |
| Craft & Sage Wealth, LLC | Kansas City, MO | $306.8M | — |
| Oxford Square Management, LLC | Greenwich, CT | $306.7M | — |
| Ekanta Wealth Advisors LLC | Coconut Grove, FL | $306.7M | — |
| Gfg Wealth, LLC | Orlando, FL | $306.6M | — |
| Heritage Asset Advisors Ltd., LLP | | $306.6M | — |
| Bexil Advisers LLC | Walpole, NH | $306.6M | — |
| Blue Sky Capital Consultants Group, Inc. | Poway, CA | $306.3M | — |
| Bison Capital Group, LLC | Edmond, OK | $306.2M | 31 |
| McAllister Capital Management Corporation | Jackson, MS | $306.2M | — |
| McG Advisors LLC | Rye, NH | $306.2M | — |