| M.c. Byrd Wealth Management, LLC | Bellville, TX | $294.2M | — |
| Plus Capital Management, L.L.C. | Venice, CA | $294.2M | 15 |
| Mdt Financial Advisors, LLC | Webster, TX | $294M | — |
| Generative Investment Partners LP | Greenwich, CT | $293.9M | 5 |
| Sherwood Financial Partners, LLC | Westlake Village, CA | $293.8M | — |
| Project Level Management Company, LLC | Chicago, IL | $293.8M | 4 |
| Resolute Wealth Advisor, Inc. | Findlay, OH | $293.8M | — |
| Nuclo Wealth LLC | Houston, TX | $293.7M | — |
| Copperplate Capital LLC | Menlo Park, CA | $293.7M | 3 |
| Nextgen Growth Partners, LLC | Chicago, IL | $293.7M | 8 |
| Wisconsin Capital Management, LLC | Madison, WI | $293.6M | — |
| Newmile Capital LLC | | $293.6M | — |
| Enright, Mollin, Cascio & Ramusevic, Inc. | Elmhurst, NY | $293.5M | — |
| Private Portfolios, Inc. | San Mateo, CA | $293.5M | — |
| Trademark Financial Management, LLC | Bloomington, MN | $293.4M | — |
| Tate Wealth Management | Sacramento, CA | $293.4M | — |
| Fiduciary Financial Partners, LLC | Naperville, IL | $293.3M | — |
| Pelkonen and Associates LLC | Melville, NY | $293.3M | — |
| Greenwich Advisors, LLC | Greenwich, CT | $293.2M | — |
| Masterton Capital Management, LP | New York, NY | $293.1M | 1 |
| 22v Asset Management LLC | New York, NY | $293M | 2 |
| Blueprint Partners LLC | Traverse City, MI | $292.9M | — |
| Kilterhowling LLC | Boulder, CO | $292.9M | — |
| Renaissance Venture Capital Management, Inc. | Ann Arbor, MI | $292.7M | 5 |
| Hemming& Wealth Management, Inc. | Traverse City, MI | $292.6M | — |
| Whitebark Investors LP | Incline Village, NV | $292.4M | 3 |
| Hamilton Robinson LLC | Stamford, CT | $292.4M | 6 |
| Cornerstone Financial Group,llc | Omaha, NE | $292.2M | — |
| Ec Ventures V LLC | Colorado Springs, CO | $292.2M | — |
| Luken Investment Analytics, LLC | Brentwood, TN | $292.2M | — |
| Apex Strategic Wealth, LLC | Chattanooga, TN | $292.1M | — |
| Cassady Wealth & Retirement Planning L.L.C. | Henderson, NV | $292.1M | — |
| Sempolinski, William John | Easton, MA | $292M | — |
| Efinancial Alliance, LLC | Franklin, TN | $291.9M | — |
| Jmn Financial, LLC | | $291.8M | — |
| Long Island Wealth Management, Inc. | Melville, NY | $291.7M | — |
| Madden Advisory Services, Inc. | Jacksonville, FL | $291.7M | — |
| Dudley Capital Management LLC | Middleburg, VA | $291.7M | — |
| McNaughton Wealth Management, LLC | San Diego, CA | $291.6M | — |
| Hatch Cove Capital, LLC | | $291.5M | — |
| Sugar Maple Asset Management, LLC | Sister Bay, WI | $291.5M | 1 |
| Tpg Advisors LLC | Northfield, IL | $291.5M | — |
| Millington Financial Advisors, LLC | Naperville, IL | $291.4M | — |
| The Ellerson Group Inc | Annapolis, MD | $291.2M | — |
| Kestrel Partners LLP | London | $291M | — |
| Idirect Private Credit Advisors LLC | New York, NY | $290.9M | — |
| Epiq Partners, LLC | Minneapolis, MN | $290.9M | — |
| Growth Beverage Group, LP | Chicago, IL | $290.9M | 6 |
| Vivid Wealth Management, LLC | West des Moines, IA | $290.9M | — |
| Flowering Tree Investment Management PTE. Ltd. | Singapore | $290.8M | 1 |