| Malvern Capital Management, LLC | Malvern, PA | $258.1M | — |
| Kamichu Wealth Management LLC | | $258.1M | — |
| Our Wealth Guides, Inc. | Westlake Village, CA | $257.9M | — |
| Hep Partners LLC | Dallas, TX | $257.9M | 10 |
| Schaeffer Financial LLC | Rockville, MD | $257.7M | — |
| Ma Asset Management, LLC | Irvington, NY | $257.7M | 3 |
| Kuramo Capital Management, LLC | New York, NY | $257.7M | 6 |
| Genrock Capital Management, LP | Palm Beach, FL | $257.6M | 2 |
| Carbahal Olsen Financial Services Group LLC | Davis, CA | $257.6M | — |
| Wilkins Miller Wealth Management, LLC | Mobile, AL | $257.5M | — |
| Bermuda Investment Advisory Services Limited | Hamilton | $257.4M | — |
| Ike Capital, LLC | | $257.4M | — |
| Clarity Asset Management, Inc. | Ames, IA | $257.4M | — |
| Gld Advisors, LLC | Miami Beach, FL | $257.3M | 1 |
| 103 Advisory Group LLC | Chicago, IL | $257.2M | — |
| Dogwood Wealth Management, LLC | Lenexa, KS | $257.2M | — |
| W&s Brokerage Services, Inc. | Cincinnati, OH | $257.2M | — |
| Center for Asset Management, LLC | Palm Beach Gardens, FL | $257.1M | — |
| Tingey Financial Group Inc. | | $257M | — |
| New Millennium Group, LLC | Sandy, UT | $257M | — |
| Texas Family Wealth, LLC | Friendswood, TX | $257M | — |
| Independent Access Partners, LLC | Hunt Valley, MD | $256.9M | 18 |
| Red Spruce Capital, LLC | Berwyn, PA | $256.9M | — |
| Financial Advisory Services, LLC | Hanover, PA | $256.9M | — |
| Rd Lewis Holdings, Inc. | Maitland, FL | $256.8M | — |
| Stone Pine Financial Partners, LLC | Media, PA | $256.8M | — |
| Frontaura Capital LLC | Chicago, IL | $256.6M | 2 |
| Prospect Hill Management, LLC | | $256.6M | — |
| Cmg Capital Management Group, Inc. | Malvern, PA | $256.5M | 2 |
| 6th Street Advisors, LLC | Daphne, AL | $256.5M | — |
| Vienna Asset Management LLC | Saratoga, CA | $256.5M | — |
| Delarme Wealth Management, Inc. | Palos Verdes Estates, CA | $256.5M | — |
| Avicene Investment Management LP | New York, NY | $256.5M | — |
| Estate & Trust Advisors, Inc. | Riverwoods, IL | $256.5M | — |
| Tudor Financial, Inc. | Dayton, OH | $256.3M | — |
| Zephyr Management, L.P. | New York, NY | $256.3M | 27 |
| Argo Wealth Advisory, LLC | McLean, VA | $256.2M | — |
| Richardson Financial Services Inc. | Medway, MA | $256.1M | — |
| Alpha Advisors, LLC | Richmond, VA | $256.1M | — |
| Fairview Partners Investment Management LLC | Seattle, WA | $256M | 3 |
| Fairview Asset Management LLC | San Juan, PR | $256M | 10 |
| Casilio Leitch Investments, LLC | Walnut Creek, CA | $256M | — |
| Five Talents Financial Management Group LLC | West des Moines, IA | $256M | — |
| Swbc Investment Company | San Antonio, TX | $256M | 1 |
| Donald Smith, L.P. | New York, NY | $256M | — |
| Sonoma West LLC | | $255.9M | — |
| Certis Capital Management, Inc. | Santa Barbara, CA | $255.9M | — |
| Capital Z Asset Management, LLC | | $255.9M | — |
| Plotkin Financial Advisors, LLC | Chevy Chase, MD | $255.9M | — |
| Muirfield Wealth Advisors LLC | Charlotte, NC | $255.8M | — |