| Cox Capital Management LLC | Andover, MA | $361M | — |
| Dearborn Capital Management, LLC | Chicago, IL | $360.9M | — |
| Sierra Investment Management, LLC | Santa Monica, CA | $360.9M | — |
| Wpg Advisers, LLC | Baltimore, MD | $360.9M | 1 |
| Transcendent Capital Group LLC | Edmond, OK | $360.7M | — |
| Cordis Financial, LLC | Minneapolis, MN | $360.7M | — |
| Sonata Capital Group Inc | Seattle, WA | $360.7M | — |
| Goldman Lancaster, Inc. | Long Beach, CA | $360.5M | — |
| Outcome Driven Strategies, LLC | Hunt Valley, MD | $360.4M | — |
| Cascade Investment Advisors, Inc. | Oregon City, OR | $360.4M | — |
| Acp Capital Management, LLC | Miami, FL | $360.3M | 7 |
| Jessup Wealth Management, Inc. | Dayton, OH | $360.2M | — |
| Decker Retirement Planning Inc. | Lehi, UT | $359.9M | — |
| U. S. Boston Capital Corporation | Lincoln, MA | $359.8M | — |
| Bco Wealth Management, LLC | Carlsbad, NM | $359.8M | — |
| Cook & Bynum Capital Management, LLC | Birmingham, AL | $359.8M | 3 |
| Kessler Investment Group, LLC | Columbus, IN | $359.7M | — |
| Lynk Capital Management Company, LLC | Jacksonville, FL | $359.6M | 1 |
| Novak & Powell Financial Services, Inc. | St. Petersburg, FL | $359.5M | — |
| Washington Park Capital Management, LLC | Portland, OR | $359.5M | — |
| The David J. Yvars Group Inc. | | $359.3M | — |
| Clearwave Capital, LLC | Upland, CA | $359.2M | — |
| Seros Financial, LLC | Gilbert, AZ | $359.2M | — |
| Abbot Financial Management, Inc | Andover, MA | $358.9M | — |
| Ayrton Capital LLC | Westport, CT | $358.9M | 1 |
| Ridgepath Capital Management LLC | Knoxville, TN | $358.9M | — |
| Tsa Wealth Management LLC | Houston, TX | $358.8M | — |
| Aurora Investment Managers, LLC | Naples, FL | $358.7M | — |
| Robertson Opportunity Capital, LLC | Dallas, TX | $358.7M | 2 |
| Lifeway Financial Corporation | Plano, TX | $358.7M | — |
| Cloverfields Capital Group, LP | Minneapolis, MN | $358.7M | — |
| Flight Deck Capital, LP | San Francisco, CA | $358.7M | 1 |
| Silver Point Private Credit Fund Management, LLC | Greenwich, CT | $358.6M | — |
| Point Windward Advisors, Inc. | New York, NY | $358.6M | — |
| US Asset Management, LLC | Pittsburgh, PA | $358.5M | — |
| Marketriders, Inc. | Des Peres, MO | $358.4M | — |
| Consolidated Capital Management, LLC | Burbank, CA | $358.4M | — |
| Ais Capital Management L.P. | Wilton, CT | $358.3M | 2 |
| Bluestem Financial Advisors, LLC | Savoy, IL | $358.2M | — |
| Prufid Financial Advisors LLC | | $358M | — |
| Pillar Financial Advisors, LLC | Louisville, KY | $357.9M | — |
| Heritage Wealth Management, Inc. | Houston, TX | $357.8M | — |
| Ca Adviser, LLC | Philadelphia, PA | $357.7M | 2 |
| Access Wealth Management, LLC | Louisville, KY | $357.7M | — |
| Islay Capital Management, LLC | Lubbock, TX | $357.7M | 2 |
| Applied Capital LLC | Little Rock, AR | $357.5M | — |
| Conservative Wealth Management LLC | | $357.5M | — |
| Magarian Capital Management, LLC | San Antonio, TX | $357.5M | 1 |
| Papamarkou Wellner Asset Management, Inc. | New York, NY | $357.5M | 1 |
| Lifespan Financial Strategies, Inc. | Weston, FL | $357.4M | — |