| 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 |
| Ararat Capital Management LP | Westport, CT | $358.6M | 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 | — |
| 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 | — |
| Papamarkou Wellner Asset Management, Inc. | New York, NY | $357.5M | 1 |
| Lifespan Financial Strategies, Inc. | Weston, FL | $357.4M | — |
| Montvue Capital Management, Inc. | Lynchburg, VA | $357.2M | — |
| Houlihan Financial Resource Group, Ltd. | Ashburn, VA | $357.2M | — |
| Gkv Capital Management Co Inc | Walnut Creek, CA | $357.2M | — |
| Moment Private Wealth, LLC | Saint Louis, MO | $357.2M | — |
| Symbiosis Capital Partners, LLC | Bentonville, AR | $357.2M | 2 |
| Carnegie Wealth Management, LLC | Berwyn, PA | $357.1M | — |
| Saltmarsh Financial Advisors, LLC | Pensacola, FL | $356.5M | — |
| Alcyon Wealth Advisors, LLC | Youngstown, OH | $356.5M | — |
| Fourth Dimension Wealth, LLC | Middleburg Heights, OH | $356.4M | — |
| Oakcliff Partners LLC | New York, NY | $356.3M | 2 |
| The Stolper Company L.L.C. | Tulsa, OK | $356.3M | — |
| Capstone Wealth Management Group, LLC | Dunmore, PA | $356.1M | — |
| Split Rock Private Trading and Wealth Management LLC | Cloquet, MN | $356.1M | — |
| Crawford Fund Management, LLC | Boston, MA | $356.1M | 1 |
| Monhegan Capital Management, LLC | | $356M | — |
| Lifegoal Investments, LLC | | $356M | — |
| Armor Investment Advisors, LLC | Raleigh, NC | $356M | — |
| Arkview Capital, L.P. | Stamford, CT | $355.9M | 10 |
| Twin Point Capital LLC | New York, NY | $355.9M | 5 |
| Argyle Capital Management, LLC | Center Valley, PA | $355.7M | — |
| Stone Oak Wealth Management, LLC | San Antonio, TX | $355.6M | — |
| Griffin Black, LLC | Redwood City, CA | $355.5M | — |
| Acorn Capital Advisors, LLC | New York, NY | $355.3M | 2 |
| Harrington Investments, Incorporated | Napa, CA | $355.2M | — |
| Financial Planning Navigators Corp | Maple Grove, MN | $355.1M | — |
| Sepulveda Management LLC | Los Angeles, CA | $355.1M | 3 |
| South Lakeview, LLC | | $355M | — |