| Black Maple Capital Management LP | Milwaukee, WI | $352.9M | 2 |
| Envision Financial LLC | Brookfield, WI | $352.9M | — |
| Forager Capital Management, LLC | Birmingham, AL | $352.9M | 2 |
| Trail Ridge Investment Advisors, LLC | Fort Collins, CO | $352.9M | — |
| Validus Growth Investors, LLC | Irvine, CA | $352.9M | — |
| Jdm Financial Group LLC | | $352.8M | — |
| Grattan Financial Strategies, Inc. | San Gabriel, CA | $352.8M | — |
| Fortress Financial Group, LLC | Rochester, MN | $352.3M | — |
| Elysium Wealth Management, LLC | South Jordan, UT | $352.3M | — |
| Cpc Equity Advisors, LP | El Segundo, CA | $352.2M | 10 |
| Innovative Advisory Partners, LLC | Hixson, TN | $352.1M | — |
| Clarendon Private LLC | Boston, MA | $352.1M | — |
| Cherry Creek Investment Advisors Inc | Englewood, CO | $351.9M | — |
| Heitman International LLC | London | $351.8M | 1 |
| R.t. Jones Capital Equities Management Inc. | St. Louis, MO | $351.8M | — |
| Laraway Financial Advisors, Inc. | St. Cloud, MN | $351.5M | — |
| Swan Capital, LLC | | $351.4M | 6 |
| Caldwell Advisors, LLC | Brentwood, TN | $351.4M | — |
| Aca/Prudent Investors Planning Corporation | Green Brook, NJ | $351.4M | — |
| Credit Capital Investments, LLC | Livingston, NJ | $351.3M | 3 |
| Gfo Advisory Services, LLC | Greenwich, CT | $351.3M | 8 |
| Dean Roland Russell, LLC | San Diego, CA | $351.2M | — |
| Foresight Capital Management Advisors, Inc. | Saline, MI | $351.1M | — |
| Sitrin Capital Management, LLC | Century City, CA | $351.1M | — |
| Hutto Retirement Advisors, LLC | Colleyville, TX | $351.1M | — |
| Elite Capital Management Group, LLC | | $350.9M | — |
| Entrust Financial LLC | Wayne, PA | $350.9M | — |
| Three Bearings Fiduciary Advisors, Inc. | Hampton, NH | $350.7M | — |
| Panoramic Investment Advisors, LLC | Glendale, CO | $350.6M | — |
| Norcap Investment Management, L.P. | Austin, TX | $350.6M | 5 |
| Bridgewater Asset Management LLC | Chesterfield, MO | $350.5M | — |
| Forman Capital, LLC | Delray Beach, FL | $350.5M | 14 |
| V2 Financial Group, LLC | | $350.5M | — |
| Jones Road Capital Management, L.P. | New York, NY | $350.4M | 1 |
| Protocol Vc LLC | | $350.4M | — |
| Maestria Partners LLC | Atlanta, GA | $350.4M | 1 |
| Sykon Capital LLC | Harrison, NY | $350.1M | — |
| Spx Capital Management LLC | New York, NY | $350M | 10 |
| Sonoma Allocations LLC | Santa Rosa, CA | $350M | — |
| Turn8 Private Wealth Inc. | Pointe Claire | $350M | — |
| Superior Planning, LLC | San Diego, CA | $349.6M | — |
| Manners Paul & Associates, Inc. | Marietta, GA | $349.5M | — |
| Guggenheim Private Investments, LLC | New York, NY | $349.5M | 2 |
| Donato Wealth Management, PLLC | Cedar Park, TX | $349.3M | — |
| Aragon Capital LLC | Fort Lauderdale, FL | $349.3M | — |
| Altriarch Asset Management, LLC | Charleston, SC | $349.1M | 7 |
| Fwg Investments, LLC | Lexington, KY | $349M | — |
| Willis Asset Finance Management LLC | Coconut Creek, FL | $349M | 5 |
| Jackson Creek Investment Advisors LLC | Castle Rock, CO | $349M | — |
| Brooks, Moore & Associates, Inc. | Chattanooga, TN | $348.9M | — |