| Dwr Wealth Management, LLC | San Jose, CA | $221.2M | — |
| Coronado Resources Management LP | Dallas, TX | $221.1M | 11 |
| Global Partnerships | Seattle, WA | $221.1M | 6 |
| Para Wealth Advisors, Inc. | Camas, WA | $221M | — |
| Pullen Investment Management, LLC | Bradenton, FL | $221M | — |
| Kroon & Mitchell Asset Management LLC | Grand Rapids, MI | $220.9M | — |
| Equitycompass Investment Management, LLC | Baltimore, MD | $220.9M | — |
| Muzinich BDC Adviser, LLC | New York, NY | $220.9M | — |
| McCartney Wealth Management LLC | Saint Louis, MO | $220.7M | — |
| Acacia Partners, LLC | Austin, TX | $220.7M | 5 |
| Cedar Springs Advisors, LLC | | $220.7M | 6 |
| Ballast Asset Management, LP | Dallas, TX | $220.7M | — |
| Strategic Financial Planning, Inc. | Plano, TX | $220.6M | — |
| Triavera Capital LLC | Larkspur, CA | $220.6M | 1 |
| Intrinsic Value Partners, LLC | Phoenix, AZ | $220.6M | — |
| Hughes Warren, Inc. | Edmond, OK | $220.5M | — |
| Great Gable Advisors, LLC | Beverly Hills, CA | $220.5M | — |
| Rangeley Capital, LLC | New Canaan, CT | $220.5M | 6 |
| Haverdink Financial Management, L.L.C. | Portage, MI | $220.4M | — |
| Blvd Private Wealth, LLC | Prospect, KY | $220.4M | — |
| Lovett Investment Consulting LLC | | $220.3M | — |
| Asset Management Strategies, Inc. | Indianapolis, IN | $220.2M | — |
| Sunstone Asset Management, LP | New York, NY | $220.2M | 1 |
| Terra Nova Asset Management LLC | New York, NY | $220.2M | — |
| Cabin Advisors, LLC | Overland Park, KS | $220.2M | — |
| Cornerstone Enterprises, LLC | Appleton, WI | $220.2M | — |
| Stabilis Capital Management, LP | New York, NY | $220.2M | 1 |
| Reicon Wealth Advisors, LLC | Atlanta, GA | $220.1M | 2 |
| Jericho Financial, LLP | Westerville, OH | $220M | — |
| Sargasso Partners LLP | London | $220M | 1 |
| Strategic Swiss Advisors AG | Wollerau | $220M | — |
| Robert Priske, LLC | Honolulu, HI | $219.9M | — |
| Solyco Capital LLC | Rochester, MI | $219.9M | 42 |
| Clark Monroe Blackman L.L.C. | | $219.9M | — |
| Veritas Wealth Management LLC | North Kingstown, RI | $219.9M | — |
| Ekon Advisors, LLC | St. Louis, MO | $219.8M | — |
| Rhs Financial, LLC | San Francisco, CA | $219.8M | — |
| Elevation Wealth Partners LLC | | $219.6M | — |
| The Wealth Coach, LLC | Salado, TX | $219.6M | — |
| Wealthplans, LLC | Frederick, MD | $219.6M | — |
| Tolis Advisors, LP | New York, NY | $219.6M | 1 |
| Copper Leaf Financial, LLC | Williston, VT | $219.6M | — |
| Newbridge Wealth Management, LLC | Bryn Mawr, PA | $219.5M | — |
| Skyoak Capital, Inc. | Las Vegas, NV | $219.2M | — |
| Slocum Gordon & Co LLP | Newport, RI | $219.2M | — |
| Streeter Moore & Stipe LLC | Tulsa, OK | $219.1M | — |
| Motiv8 Investments LLC | Port St Lucie, FL | $219.1M | — |
| Four Quadrant Wealth Advisors, Inc. | Carmel, IN | $219M | — |
| Forteris Wealth Management, Inc. | Armonk, NY | $219M | — |
| Ally Bridge Group (ny) LLC | New York, NY | $218.9M | 3 |