| Bull Street Advisors, LLC | Savannah, GA | $271.9M | — |
| Triangle Peak Partners, LP | Palo Alto, CA | $271.9M | 3 |
| Invest Capital Partners, Co. | Springboro, OH | $271.9M | — |
| Advanced Retirement Solutions, LLC | | $271.9M | — |
| Crossgate Wealth Advisors, LLC | Newtown, PA | $271.9M | — |
| Generational Private Wealth LLC | | $271.9M | — |
| Fox Financial, Inc. | Wyomissing, PA | $271.8M | — |
| Tailored Wealth Solutions, LLC | Saratoga Springs, NY | $271.8M | — |
| Accrued Equities Inc. | Melville, NY | $271.8M | — |
| True Vision Mn LLC | Woodbury, MN | $271.7M | — |
| Fairlead Asset Management LLC | Greenwich, CT | $271.6M | — |
| Rahlfs Capital, LLC | | $271.6M | — |
| Sk Advisor Network, LLC | Plano, TX | $271.5M | — |
| True Blue Financial, LLC | Stevensville, MI | $271.5M | — |
| Eastgate Capital Advisors LLC | Winnetka, IL | $271.5M | — |
| Wilmington Trust Asset Management, LLC | Wilmington, DE | $271.4M | 5 |
| Round Hill Asset Management Inc | Pasadena, CA | $271.3M | 1 |
| Parsonex Advisory Services, Inc. | Englewood, CO | $271.3M | 1 |
| Healthpointcapital Management, LLC | San Diego, CA | $271.3M | 3 |
| Hutner Capital Management Inc. | Manchester, VT | $271.2M | 3 |
| Palisades Investment Partners, LLC | El Segundo, CA | $271M | — |
| Ofg Financial Services, Inc. | Topeka, KS | $271M | — |
| Councilmark Asset Management, LLC | Knoxville, TN | $270.8M | — |
| Cbg & Company, Inc. | Fishers, IN | $270.7M | — |
| Hallador Investment Advisors, Inc. | Reno, NV | $270.7M | 6 |
| Daus Financial Services, LLC | Kalamazoo, MI | $270.5M | — |
| Baypointe Partners, LLC | Stamford, CT | $270.5M | — |
| Pan Global Advisers, LLC | Newport Beach, CA | $270.5M | 1 |
| Financial Futures Limited Liability Company | Brielle, NJ | $270.5M | — |
| Private Investor Club LLC | | $270.5M | 39 |
| Prota Financial, LLC | Houston, TX | $270.4M | — |
| Foundation Energy Management, LLC | Addison, TX | $270.3M | 6 |
| Corps Capital Advisors, LLC | Southlake, TX | $270.3M | 2 |
| Sage Financial Advisors Inc. | Scottsdale, AZ | $270.3M | — |
| Raffles Capital Management, LLC | New York, NY | $270.2M | 1 |
| The Jenkins Financial Group, Inc. | Albany, GA | $270.1M | — |
| Tillridge Capital Partners, LLC | Dallas, TX | $270M | 1 |
| Leo H. Evart, Inc. | Redwood City, CA | $269.9M | — |
| Beringea, LLC | Farmington Hills, MI | $269.9M | 4 |
| Ervin Investment Management, LLC | | $269.9M | — |
| Alpha Zero LLC | Boca Raton, FL | $269.8M | — |
| Client First Capital, LLC | | $269.7M | — |
| Hawke Financial Group, LLC | Meridian, ID | $269.6M | — |
| Wallace Advisory Group, LLC | Lafayette, CA | $269.5M | — |
| Mader & Shannon Wealth Management, Inc. | Kansas City, MO | $269.4M | — |
| Hardy & Hardy Co LLC | Lima, OH | $269.4M | — |
| Atlas Fiduciary Services, Inc. | Concord, NH | $269.3M | — |
| Prosperity Wealth Planning LLC | Irvine, CA | $269.2M | — |
| Vrm Penzini Capital L.L.C. | San Juan, PR | $269.2M | 12 |
| Barr Financial Services, LLC | Winter Park, FL | $269.2M | — |