| Krusen Capital Management, LLC | West Palm Beach, FL | $255.7M | 1 |
| Winona Capital Management, LLC | Chicago, IL | $255.6M | 7 |
| Delaware Avenue Wealth Planners, LLC | Wilmington, DE | $255.6M | — |
| Releve Financial Group, LLC | Scottsdale, AZ | $255.6M | — |
| Inceptiv Management, LP | Culver City, CA | $255.5M | 3 |
| Cwci LLC | Washington, DC | $255.5M | 5 |
| Sound Investment Management Inc | Tualatin, OR | $255.5M | — |
| Smp Asset Management, LLC | | $255.4M | 1 |
| International Private Wealth Advisors LLC | San Diego, CA | $255.3M | — |
| Sorenson Impact Advisory, LLC | Salt Lake City, UT | $255.1M | — |
| Secured Retirement Advisors, LLC | St Louis Park, MN | $255.1M | — |
| Garrison Murphy Wealth Management, LLC | | $255.1M | 2 |
| Pathwise Wealth Partners, LLC | Walnut Creek, CA | $255M | — |
| Grant Private Wealth Management, Inc. | Pleasanton, CA | $255M | — |
| Acap Asset Management, Inc. | Studio City, CA | $255M | — |
| Koa Wealth Management, LLC | | $254.9M | — |
| Modern Capital Advisors, LLC | Raleigh, NC | $254.8M | — |
| Ridge Creek Global, Inc. | | $254.8M | — |
| Game Plan Financial Advisors, LLC | Westlake, Oh, OH | $254.7M | — |
| Cap Partners, LLC | Franklin, TN | $254.7M | — |
| Hartmann Taylor Wealth Management, LLC | Dallas, TX | $254.6M | — |
| Wasatch Investment Fund Manager, LLC | Logan, UT | $254.6M | 5 |
| Glenorchy Capital Limited | | $254.4M | 1 |
| Blacktower Financial Management (US) LLC | Orlando, FL | $254.4M | — |
| O'Brien Investment Management, LLC | Torrance, CA | $254.3M | — |
| Westpark Wealth Advisors, Inc. | Houston, TX | $254.3M | — |
| Madrone Investment Advisory, LLC | San Rafael, CA | $254.3M | — |
| Mendota Financial Group, LLC | Madison, WI | $254.2M | — |
| Family Fiduciary Services, Inc. | Beverly, MA | $254.2M | — |
| Riverwest Investment Management, LLC | New York, NY | $254.1M | — |
| Integrated Wealth Management, Inc. | Uniontown, OH | $254.1M | — |
| Venor Capital Management LP | New York, NY | $254M | 5 |
| Westco Advisory Services, Inc. | Lynbrook, NY | $254M | — |
| Canty Financial Management, Inc. | Ballston Spa, NY | $254M | — |
| Defined Wealth Management, LLC | Beaverton, OR | $254M | — |
| Addis & Hill, Incorporated | Wayne, PA | $254M | — |
| Connecticut Capital Management Group, LLC | Milford, CT | $253.9M | — |
| Green Alpha Advisors, LLC | Niwot, CO | $253.9M | — |
| Indiano Capital Management Inc. | Rochester, NY | $253.8M | — |
| Pollock Investment Advisory Corporation | | $253.8M | — |
| Mendon Capital Advisors Corp | Key Largo, FL | $253.8M | 1 |
| Toronado Partners LLC | San Francisco, CA | $253.7M | 1 |
| Pps & V Asset Management Consultants Inc | Portage, MI | $253.7M | — |
| Decatur Capital Management, Inc. | Decatur, GA | $253.7M | — |
| Gate City Capital Management, LLC | Chicago, IL | $253.6M | 1 |
| Heronetta Management, L.P. | New York, NY | $253.6M | 1 |
| Washburn Capital Management Inc. | Vero Beach, FL | $253.6M | — |
| Clear Point Advisors, Inc. | Melville, NY | $253.4M | — |
| Alpha Analytics Investment Group LLC | Los Angeles, CA | $253.4M | — |
| Impact Capital, LLC | Rockville, MD | $253.4M | — |