| Seek First Inc. | Campbell, CA | $251M | — |
| Ac Investment Management, LLC | New York, NY | $251M | 4 |
| Teton Advisors, LLC | Greenwich, CT | $250.9M | — |
| Blodgett Wealth Advisors, LLC | | $250.9M | — |
| Bios Capital Management, LP | Fort Worth, TX | $250.9M | 4 |
| The Rudd Company, LLC | Fort Worth, TX | $250.8M | — |
| Titan Fund Management, LLC | Albuquerque, NM | $250.7M | 4 |
| Deane Retirement Strategies, Inc. | New Orleans, LA | $250.7M | — |
| Ds2 Capital LLC | | $250.6M | 1 |
| The Stone Creek Group, LLC | Englewood, CO | $250.6M | 4 |
| Wealthmd Corporation | Louisville, KY | $250.5M | — |
| Amara Financial, LLC | San Francisco, CA | $250.5M | — |
| Legend Capital Advisors LLC | | $250.5M | 2 |
| Recurring Capital Management Company, LLC | Austin, TX | $250.4M | 9 |
| Mwa Investments, LLC | White Stone, VA | $250.4M | — |
| Lig Capital Management, LLC | Oklahoma City, OK | $250.4M | — |
| Farley Capital L.P. | | $250.3M | 3 |
| Fisher & Wiens Wealth Management, LLC | Danville, CA | $250.3M | — |
| Mokan Wealth Management Inc | Overland Park, KS | $250.3M | — |
| Main Street Investment Advisors, LLC | Northbrook, IL | $250.3M | — |
| Maven Equity Partners, LLC | Larkspur, CA | $250.3M | 9 |
| Cogent Private Wealth, Inc. | Orlando, FL | $250.3M | — |
| Journey Beyond Wealth, LLC | Roswell, GA | $250.3M | — |
| Tritonpoint Capital, LLC | Chevy Chase, MD | $250.2M | 2 |
| The Ehrlich Group LLC | Laguna Niguel, CA | $250.1M | — |
| Altura Wealth Advisors Inc. | Santa Clara, CA | $250.1M | — |
| Beadell a D Investment Counsel Inc | Mequon, WI | $250M | — |
| Swiss Usadvisors Ltd. | Zurich | $250M | — |
| Firstrust LLC | Daytona Beach, FL | $250M | — |
| Investology Inc. | Reston, VA | $250M | — |
| Bison Capital Advisors, LLC | Oklahoma City, OK | $250M | — |
| Qso Capital Management LLC | Fort Lauderdale, FL | $250M | 2 |
| Wd Rutherford LLC | Portland, OR | $250M | — |
| Dean Wealth Partners, LLC | Austin, TX | $249.8M | — |
| Oxenfree Capital LLC | Melbourne, FL | $249.8M | — |
| Tidecrest Wealth Management, LLC | Newport Beach, CA | $249.7M | — |
| Braun-Bostich & Associates Inc. | Canonsburg, PA | $249.6M | — |
| Vandalia Wealth Management Incorporated | Charleston, WV | $249.6M | — |
| Processus Wealth & Capital Management, LLC | | $249.5M | — |
| Summit Wealth Management Group, Inc. | Camarillo, CA | $249.5M | — |
| Calabasas Advisory Group, LLC | Westlake Village, CA | $249.5M | — |
| Northill Aims, LLC | Richardson, TX | $249.5M | — |
| Chancellor Financial Group LP | Wilkes-Barre, PA | $249.3M | — |
| Prairie Rivers Investments, LLC | Robinson, IL | $249.3M | — |
| E. Batoff & Co., Inc. | Tampa, FL | $249.2M | — |
| Guided Capital Wealth Management, LLC | Houston, TX | $249.2M | — |
| Bolton Partners Investment Consulting Group, Inc. | Towson, MD | $249.1M | — |
| Emergent Wealth Advisors, LLC | Williamsville, NY | $249.1M | — |
| Saf Advisors LLC | | $249M | 12 |
| Galliott Capital Advisors, LLC | Beverly Hills, CA | $249M | 5 |