| Melfa Wealth Management, Inc. | Westborough, MA | $348.8M | — |
| Arlen Capital, LLC | Warwick, RI | $348.8M | — |
| Egi Financial, Inc. | Akron, OH | $348.7M | — |
| Gainline Financial Partners, LLC | Louisville, CO | $348.6M | — |
| Roger Wittlin Investment Advisory, LLC | | $348.5M | — |
| Carbon Collective Investing, LLC | Oakland, CA | $348.4M | — |
| Opal Capital LLC | Boca Raton, FL | $348.3M | — |
| Trill Impact Advisory Inc. | New York, NY | $348.2M | — |
| Elliott Cove Capital Management LLC | Seattle, WA | $348.2M | — |
| Smartharvest Portfolios LLC | | $348.1M | — |
| Wafd Wealth, Inc | Seattle, WA | $348.1M | — |
| American Retirement Planning Group Inc | Las Vegas, NV | $348.1M | — |
| I Squared Capital Registered Advisor LLC | Miami, FL | $348.1M | 3 |
| 4j Wealth Management, LLC | McLean, VA | $348.1M | — |
| Northstar Asset Management LLC | Berkeley Heights, NJ | $347.9M | — |
| Michels Family Financial, LLC | Fort Worth, TX | $347.9M | — |
| United Financial Planning Group LLC | Hauppauge, NY | $347.5M | — |
| Heritage Oak Wealth Advisors LLC | Santa Rosa Beach, FL | $347.4M | 4 |
| Cottonwood Ventures, LLC | Irving, TX | $347.3M | 4 |
| Arctaris Impact Investors, LLC | Wellesley, MA | $347.3M | 6 |
| Hcg Fund Management LP | Raleigh, NC | $347.3M | 10 |
| Education Growth Partners, LLC | Stamford, CT | $347.1M | 11 |
| Pflug Koory, LLC | Omaha, NE | $347M | — |
| Leconte Wealth Management, LLC | Maryville, TN | $346.8M | — |
| Right Side Capital Management, LLC | San Francisco, CA | $346.7M | 10 |
| Citrine Capital, LLC | San Francisco, CA | $346.7M | — |
| Custos Family Office LLC | | $346.6M | — |
| Lodestone Wealth Management LLC | Spokane, WA | $346.5M | — |
| Angellist Asset Management, LLC | Seattle, WA | $346.5M | 22 |
| Wealth Management Group of North America, LLC | Farmington, CT | $346.4M | — |
| Long Road Investment Counsel, LLC | Kalamazoo, MI | $346.4M | — |
| Gebhardt Group, Inc | Lafayette, CA | $346.4M | — |
| Gbm Wealth Management, Inc. | Houston, TX | $346.4M | — |
| Brightline Capital Management, LLC | Miami, FL | $346.4M | 2 |
| Velocis Management, LLC | Dallas, TX | $346.4M | 8 |
| Triatomic Management LP | Palo Alto, CA | $346.3M | 8 |
| Great Elm Capital Management, LLC | Palm Beach Gardens, FL | $346.1M | 1 |
| Rede Wealth, LLC | Charlottesville, VA | $346.1M | — |
| Booster Asset Management, LLC | Wheaton, IL | $346.1M | — |
| Jefferies Credit Partners Europe Limited | London | $345.9M | — |
| Arcadia Investment Advisors, LLC | Eagle, ID | $345.8M | — |
| Archway Wealth Management, LLC | Kirkwood, MO | $345.7M | — |
| Vedanta Management, L.P. | New York, NY | $345.6M | 16 |
| Continuum Wealth Advisors, LLC | Saratoga Springs, NY | $345.6M | — |
| Ipcp Management, LLC | Boca Raton, FL | $345.6M | 7 |
| Placeholder Management, LLC | New York, NY | $345.4M | 3 |
| Borderless Management LLC | Clermont, FL | $345.4M | 8 |
| Bip Capital Management Services, LLC | Atlanta, GA | $345.3M | 17 |
| Fortress Planning Group, LLC | Pewaukee, WI | $345.3M | — |
| Black Toro LLC | Miami, FL | $345.1M | 1 |