| Sackett Wealth Advisors, Inc. | Brea, CA | $212.3M | — |
| Coastwise Capital Group, LLC | La Jolla, CA | $212.2M | — |
| Altius Financial, Inc. | Denver, CO | $212.2M | — |
| Excolere Equity Partners, LLC | Los Angeles, CA | $212.2M | 5 |
| Patrick Mauro Investment Advisor, Inc. | | $212.1M | — |
| Madrid Wealth Management, LLC | Albuquerque, NM | $212.1M | — |
| Jamison Hanson Advisors LLC | Salem, OR | $212M | — |
| Bravias Capital Group, LLC | Iselin, NJ | $212M | — |
| Buchanan Wealth Management, LLC | Reston, VA | $212M | — |
| Oac Capital Advisors LLC | | $212M | — |
| Diamond Wealth Management, LLC | Alpine, UT | $212M | — |
| Jmc Management, LLC | Boston, MA | $211.9M | 6 |
| Itrust Asset Management, LLC | Lexington, KY | $211.9M | — |
| Orca Investment Management, LLC | Lake Oswego, OR | $211.7M | — |
| Rossjohnson & Associates, LLC | Plymouth, MN | $211.6M | — |
| Diamant Asset Management, Inc. | Ridgefield, CT | $211.5M | — |
| Silver Lake Capital Partners LLC | Dallas, TX | $211.5M | — |
| Krm Financial Planning & Wealth Management, LLC | St. Charles, IL | $211.5M | — |
| Regatta Research & Money Management L.L.C. | Metairie, LA | $211.5M | — |
| Virtue Asset Management LLC | Barrington, IL | $211.4M | — |
| Skylark Private Equity Partners, LP | Dallas, TX | $211.4M | 2 |
| Blue Summit Financial Group, Inc. | San Diego, CA | $211.4M | — |
| Centric Advisors, LLC | Cypress, TX | $211.3M | — |
| Thompson Davis & Co., Inc. | Richmond, VA | $211.3M | 1 |
| Personal Choice Financial Advisors, LLC | Cincinnati, OH | $211.3M | — |
| Callaway Capital Management, LLC | Nashville, TN | $211.3M | 2 |
| Peltoma Capital Partners, LLC | | $211.2M | — |
| Halbert Wealth Management, Inc. | Austin, TX | $211.2M | — |
| Apex Investment Group, LLC | Hudson, MA | $211.1M | — |
| Pinnacle Wealth Management, LLC | Roseville, CA | $211.1M | — |
| Shaffer Capital Advisers, LLC | Westerville, OH | $211.1M | — |
| Wmki Group LLC | | $211M | — |
| Phase III Advisory Services, Ltd | Buffalo Grove, IL | $210.9M | — |
| Refined Wealth Management | Salt Lake City, UT | $210.9M | — |
| Sound Financial, LLC | | $210.8M | — |
| Traub Capital Management, LLC | Needham, MA | $210.8M | — |
| Wealthcare Asset Management, LLC | Springfield, MO | $210.8M | — |
| Renaud & Company, LLC | O'Fallon, MO | $210.7M | — |
| Lattis Management LP | New York, NY | $210.7M | 2 |
| Parkstone Wealth Management, LLC | Arlington, TX | $210.6M | — |
| Albert D Mason Inc | Boston, MA | $210.6M | 1 |
| Fairbanks Capital Management, Inc. | Rancho Santa Fe, CA | $210.6M | — |
| Sky-Mountain Capital Management, Inc. | Ketchum, ID | $210.6M | — |
| Pearlstone Alternative (UK) LLP | London | $210.5M | 1 |
| Lone Peak Partners Management LP | New York, NY | $210.4M | 1 |
| Guerra Pan Advisors, LLC | | $210.4M | — |
| Fidelis Wealth Advisors, LLC | Castle Rock, CO | $210.4M | — |
| Kdt Advisors, LLC | Princeton, NJ | $210.4M | — |
| Baring Financial LLC | Bellingham, WA | $210.3M | — |
| Mark Gillam Enterprises | Fair Oaks, CA | $210.3M | — |