| Acon Investments Management, LLC | Washington, DC | $192.8M | 9 |
| Fulcrum Equity Management, LLC | Plano, TX | $192.8M | — |
| Setchfield Associates LLC | Bradenton, FL | $192.8M | — |
| Arcadia Funds, LLC | Burlington, MA | $192.8M | 2 |
| Falcon Bridge Capital II, LLC | Oakland, CA | $192.7M | 2 |
| Thomas Leo Advisory, LLC | Minneapolis, MN | $192.7M | — |
| Numa Americas Corp. | Miami, FL | $192.7M | — |
| Davis Private Wealth, LLC | Royal Palm Beach, FL | $192.7M | — |
| Mozayyx Management LLC | Austin, TX | $192.7M | 4 |
| Grizzlyrock Capital, LLC | Chicago, IL | $192.7M | 2 |
| Tailwinds Wealth, LLC | Vadnais Heights, MN | $192.7M | — |
| Ebh Capital Management LLC | | $192.6M | — |
| Blue Water Life Science Advisors, LP | | $192.6M | 4 |
| Financial Elements, Inc | Rolling Meadows, IL | $192.6M | — |
| Del-Sette Capital Management, LLC | Schenectady, NY | $192.5M | — |
| Cadia Private Client LLC | Parsippany, NJ | $192.5M | — |
| Excel Capital Management Corp | Warren, NJ | $192.5M | — |
| Southern Capital Services, Inc. | Daphne, AL | $192.5M | — |
| Cig Asset Management, Inc. | Southfield, MI | $192.5M | 1 |
| Greenshields Capital LLC | El Segundo, CA | $192.5M | — |
| Park State Asset Management LLC | Beverly, MA | $192.4M | — |
| Hampton Rock Wealth Management I, LLC | Austin, TX | $192.4M | — |
| Blueheel | Dallas, TX | $192.3M | 2 |
| Dt Investment Management Ifsc LLP | Gift City, Gandhi Nagar, Gujarat | $192.3M | 1 |
| The Archer Consulting Group, LLC | Thibodaux, LA | $192.2M | — |
| Oakmont Investment Advisors, Inc. | Pittsburgh, PA | $192.2M | — |
| Gregory Lyle & Co. | | $192.2M | — |
| Vines Capital Management, LLC | Monroe, LA | $192.2M | — |
| Desert Rose Capital Management, Inc. | Meridian, ID | $192.1M | 1 |
| Belmont Private Wealth | | $192.1M | — |
| Spurstone Advisory Services, LLC | Higganum, CT | $192.1M | — |
| Investors Mosaic, LLC | | $192.1M | — |
| Southport Station Financial Management, LLC | Southport, CT | $192.1M | — |
| Incompass Financial Partners, LLC | Alpharetta, GA | $192M | — |
| Cls Financial Advisors, Inc. | Portland, OR | $192M | — |
| Rfp Financial Group, LLC | Atlanta, GA | $192M | — |
| Pettee Investors Inc | Rowayton, CT | $191.9M | — |
| First American Asset Advisory, LLC. | Garden City, NY | $191.8M | — |
| Five Pine Wealth Management Inc. | Coeur D'Alene, ID | $191.8M | — |
| K2 Financial Inc. | Glendora, CA | $191.6M | — |
| Windward Management LP | Miami Beach, FL | $191.6M | 2 |
| Old Rock Asset Management LLC | | $191.6M | — |
| Sanctuary Wealth Advisors LLC | Denver, CO | $191.5M | — |
| Phorcys Capital Partners, LLC | Alpharetta, GA | $191.5M | 2 |
| The Capital Group Fiduciary Advisors, LLC | | $191.5M | — |
| Strategic Advisory Partners, LLC | Greensboro, NC | $191.4M | — |
| Spinosa Wealth Management Group, LLC | Mandeville, LA | $191.4M | — |
| Variadic LLC | New York, NY | $191.4M | — |
| Aravalli Capital Management LP | New York, NY | $191.4M | 3 |
| Togwotee Cio, LLC | | $191.4M | — |