| Foronjy Financial LLC | Santa Barbara, CA | $278M | — |
| Midtown Investment Advisors LLC | Miami, FL | $278M | 11 |
| Accordant Advisory Group, Inc. | Annapolis, MD | $278M | — |
| Auspicious Financial Planning, LLC | San Ramon, CA | $278M | — |
| Claren Road Private Credit Solutions LLC | New York, NY | $277.9M | — |
| Macco Financial Group, Inc. | Green Bay, WI | $277.8M | — |
| Oasis Advisors, LLC | Forest City, IA | $277.7M | — |
| Heritage Holding Management, LP | Boston, MA | $277.7M | 2 |
| Harbor Island Capital LLC | Topsfield, MA | $277.6M | — |
| Universal Financial Advisors, LLC | St. Louis, MO | $277.5M | — |
| Teucrium Investment Advisors, LLC | Burlington, VT | $277.4M | — |
| Hbe Wealth Management, LLC | Lincoln, NE | $277.4M | — |
| Kilter Group LLC | | $277.4M | — |
| Delta Capital Management, LLC | Maitland, FL | $277.4M | — |
| Tyner Capital Management Investment Counsel, Inc. | Signal Mountain, TN | $277.3M | — |
| Milestone Investments, Inc. | Charlotte, NC | $277.3M | — |
| Buckman Advisory Group LLC | Little Silver, NJ | $277.3M | — |
| Planguide Financial LLC | Southlake, TX | $277.3M | — |
| Dominion Portfolio Management, Inc. | Tampa, FL | $277.1M | — |
| Wilmington Capital Securities, LLC | Garden City, NY | $277.1M | — |
| Johkim Capital Partners Management LLC | Dallas, TX | $277M | 1 |
| The Retirement Guys Formula LLC | Maumee, OH | $276.9M | — |
| Walleye Partners LLC | Madison, WI | $276.7M | — |
| Jfr Financial Services, Inc. | Trenton, MI | $276.6M | — |
| Gs Investments, Inc. | Eagan, MN | $276.6M | — |
| Viburnum Funds Pty Ltd | Nedlands | $276.4M | 1 |
| Westbourne Investments, Inc. | Alexandria, VA | $276.4M | — |
| Centerpoint Advisory Group, LLC | Overland Park, KS | $276.3M | — |
| Hazelview Securities (US) LLC | New York, NY | $276.3M | 1 |
| Episteme Capital Partners (UK), LLP | London | $276.2M | 8 |
| Simplifi, Inc. | San Diego, CA | $276.1M | — |
| RIA Services, LLC | West Bend, WI | $276.1M | — |
| J.h. Lane Partners, LP | New York, NY | $276M | 1 |
| Strauss Wealth Advising, Inc. | Hoover, AL | $276M | — |
| Corridor Capital, LLC | Los Angeles, CA | $276M | 14 |
| Oasis Wealth Planning Advisors, LLC | | $275.9M | — |
| Tradewell Securities, LLC | Fort Wayne, IN | $275.8M | — |
| Afc Management, LLC | West Palm Beach, FL | $275.8M | — |
| Northstar Financial Planning, LLC | Windham, NH | $275.8M | — |
| Intrack Investment Management, Inc. | South Burlington, VT | $275.7M | — |
| Challenger Wealth Management | Aliso Viejo, CA | $275.5M | — |
| Kubhera Enterprises LLC | Princeton, NJ | $275.5M | 1 |
| Clarendon Capital, LLC | Tysons, VA | $275.4M | 5 |
| Spectrum Strategic Capital Management, LLC | Corvallis, OR | $275.4M | — |
| 4wealth Advisors, Inc. | Burr Ridge, IL | $275.3M | — |
| Legal Advantage Investments, Inc. | | $275.3M | — |
| O'Connor Financial Group LLC | Quincy, IL | $275.3M | — |
| Kai Wealth LLC | Chicago, IL | $275.2M | — |
| Charter Research & Investment Group Inc | Southport, CT | $275.1M | — |
| Cmr Capital Management, LLC | Pasadena, CA | $275.1M | 10 |