| Buckhorn Resources, LP | Houston, TX | $248.9M | 7 |
| Forest Hill Capital, LLC | Little Rock, AR | $248.8M | 1 |
| Evergreen Wealth Management, LLC | Williamston, MI | $248.7M | — |
| Lakewood Asset Management, LLC | Naperville, IL | $248.7M | — |
| Michael Brady & Co., LLC | Westlake, OH | $248.6M | — |
| Cassedy Financial Group, Inc. | Tampa, FL | $248.4M | — |
| Tribeca Financial, LLC | Mesa, AZ | $248.3M | — |
| Dwd Portfolio Solutions, Inc. | Pittsburgh, PA | $248.3M | — |
| The Clifford Group LLC | Wayland, MA | $248.3M | — |
| Atwater Wealth Management, Inc. | Boston, MA | $248.2M | — |
| Luedtke & Associates LLC | | $248.2M | — |
| Mlp3, LLC | Linwood, NJ | $248.1M | — |
| Rosenwald Capital Management, Inc. | Redondo Beach, CA | $248.1M | 2 |
| Aacp Investments, LLC | New York, NY | $248.1M | 4 |
| Cedar Point Capital Partners, LLC | Cedar Rapids, IA | $248.1M | — |
| Gramercy Strategic Capital LLC | | $247.9M | — |
| Aegis Wealth Group, LLC | Midvale, UT | $247.7M | — |
| Focus Wealth Advisors, LLC | Houston, TX | $247.6M | — |
| Cove Capital Management Inc. | Brentwood, TN | $247.5M | — |
| Nova Wealth Management, Inc. | Bonita Springs, FL | $247.5M | — |
| Propel Bio Management, LLC | Los Angeles, CA | $247.5M | 4 |
| Wealth Intelligence, LLC | Columbus, GA | $247.5M | — |
| Keystone Financial Group, Inc. | Atlanta, GA | $247.4M | — |
| Kral Financial Advisors, LLC | | $247.4M | — |
| Sr Alternative Credit, LLC | Darien, CT | $247.4M | 4 |
| Amplius Asset Management, LLC | Blue Bell, PA | $247.3M | — |
| Bpp Wealth Solutions, LLC | Basking Ridge, NJ | $247.3M | — |
| Blueline Advisors LLC | Exeter, NH | $247.2M | — |
| Washington Growth Strategies LLC | Washington, DC | $247.2M | 1 |
| Anchor Bay Capital, Inc. | Carlsbad, CA | $247.1M | — |
| Fillmore Capital Partners, LLC | Powell, OH | $247.1M | 1 |
| Agp Franklin, LLC | Franklin, TN | $247.1M | — |
| Baum Capital Partners Management, LLC | Kansas City, MO | $247M | 2 |
| Intervest Ltd | Chevy Chase, MD | $247M | — |
| Northern Edge Wealth Management, LLC | Marquette, MI | $246.9M | — |
| Eudaimonia Asset Management, LLC | Winchester, TN | $246.9M | — |
| Tenet Wealth Partners, LLC | Champaign, IL | $246.9M | — |
| Impact Engine Management, Pbc | Chicago, IL | $246.8M | 6 |
| Lighthouse Wealth Management, LLC | Camp Hill, PA | $246.8M | — |
| Value Investment Professionals, LLC | New York, NY | $246.7M | — |
| Julex Capital Management, LLC | Natick, MA | $246.7M | — |
| Strive Financial Group, LLC | Carmel, IN | $246.7M | — |
| Srp Capital Advisors LLC | Dallas, TX | $246.5M | 7 |
| 17 Capital Partners, LLC | Phoenix, AZ | $246.4M | — |
| Vantage Consulting Group Inc | Virginia Beach, VA | $246.3M | 9 |
| Taconic Advisors Inc. | Saugerties, NY | $246.3M | — |
| Nexxus Holdings Advisors LLC | Santa Barbara, CA | $246.2M | 3 |
| McKinney Capital Management LLC | Houston, TX | $246.1M | — |
| New England Financial Planning Group, LLC | Burlington, MA | $246.1M | — |
| The Professional Financial Company LLC | Orem, UT | $246.1M | — |