| Salus Financial Advisors, LLC | | $262.6M | — |
| Newport Wealth Advisors, Inc. | Newport Beach, CA | $262.6M | — |
| Kwk Management LLC | Houston, TX | $262.5M | 2 |
| Mount Tamalpais Asset Management, LLC | Larkspur, CA | $262.5M | — |
| Empery Asset Management, LP | New York City, NY | $262.5M | 4 |
| Waterstone Financial Advisory LLC | Fort Myers, FL | $262.5M | — |
| Stark Wealth Management LLC | Bethlehem, PA | $262.5M | — |
| Pfc Capital Group Inc | Los Angeles, CA | $262.5M | — |
| Horizon Financial Services, LLC | Winston Salem, NC | $262.4M | — |
| Charleston Financial Advisors, LLC | Charleston, SC | $262.4M | — |
| Brucke Financial, Inc. | | $262.4M | — |
| Trippon Wealth Management Group LLC | Houston, TX | $262.3M | — |
| Accion Impact Management LLC | Washington, DC | $262.2M | 3 |
| 5c Investment Partners Advisor LLC | New York, NY | $262.2M | 1 |
| Spruce Point Capital Management, LLC | Riverhead, NY | $262.2M | 1 |
| Pring/Turner Capital Group, Inc. | Alamo, CA | $262.1M | — |
| Timecapital Investor Advisory Services Inc | Port Jefferson Station, NY | $262M | — |
| J. Team Financial, Inc. | Abilene, TX | $262M | 1 |
| AG Dillon Asset Management LP | New York, NY | $262M | 27 |
| Allied Asset Advisors Inc | Hometown, IL | $262M | — |
| Bradford Financial Services Corp | | $261.9M | — |
| Room40 Capital LLC | New York, NY | $261.7M | 4 |
| Kiplinger Investment Advisors, LLC. | Springboro, OH | $261.7M | — |
| Bull Oak Capital, LLC | Rancho Santa Fe, CA | $261.6M | — |
| Convoy Investments, LLC | | $261.6M | 2 |
| Tandem Wealth Advisors LLC | Phoenix, AZ | $261.5M | — |
| Wj Wealth Management, LLC | Glendale, AZ | $261.5M | — |
| Tiller Partners, LLC | Beverly Hills, CA | $261.5M | — |
| Sage Stone Wealth Management LLC | La Jolla, CA | $261.4M | — |
| Bullock Wealth Management Group Inc. | Bloomington, IN | $261.4M | — |
| Utopia Wealth Management, LLC | Coconut Creek, FL | $261.4M | — |
| Elco Management Company, LLC | New York, NY | $261.2M | 1 |
| Corepath Wealth Partners LLC | Scottsdale, AZ | $261.2M | — |
| Financial Designs Wealth Management LLC | Miami, FL | $261.2M | — |
| Portfolio Advisors, Inc. | Fresno, CA | $261.2M | — |
| Cgi Plan Advisors, Inc. | Frazer, PA | $261M | — |
| Prevail Wealth Management LLC | Kirkland, WA | $260.8M | — |
| Trustwell Financial Advisors, LLC | Jacksonville, FL | $260.8M | — |
| Viawealth, LLC | Leawood, KS | $260.7M | — |
| Glr Partners, LLC | Columbia, MD | $260.7M | — |
| Dcm Advisors, LLC | New York, NY | $260.5M | — |
| Winebrenner Capital Management LLC | Louisville, KY | $260.5M | 4 |
| Arco Global Management, LLC | Guaynabo, PR | $260.4M | 1 |
| Alamar Capital Management, LLC | Santa Barbara, CA | $260.3M | — |
| Banker Investment Group Inc | West Lafayette, IN | $260.2M | — |
| Nantucket Multi Managers, LLC | Bloomfield Hills, MI | $260.2M | 3 |
| Brendel Financial Advisors LLC | Hanover, NH | $260.2M | — |
| Vistica Wealth Advisors, LLC | Carlsbad, CA | $260.1M | — |
| Rfm Financial Solutions, LLC | Mt. Pleasant, MI | $260.1M | — |
| Greenstone Belt Wealth Advisors, LLC | Chicago, IL | $260.1M | — |