| Victrix Investment Advisors LLC | Stuart, FL | $343.3M | — |
| Vertrix Wealth Management, LLC | Troy, MI | $343.2M | — |
| Coordinated Financial Planning Corp | Cincinnati, OH | $343.2M | — |
| Martha's Vineyard Investment Advisors, LLC | West Tisbury, MA | $342.9M | — |
| Williams & Novak Wealth Management, LLC | Westlake Village, CA | $342.8M | — |
| Ballast Financial Advisors, LLC | West Chester, PA | $342.6M | — |
| Augment Advisors, LLC | Austin, TX | $342.6M | 38 |
| Mba Advisors LLC | Hermitage, PA | $342.6M | — |
| Diameter Dcf Advisor LLC | New York, NY | $342.6M | — |
| Athena Investment Management | | $342.1M | — |
| William Howard & Co. Financial Advisors, Inc. | Memphis, TN | $342.1M | — |
| Legacy Beyond Wealth LLC | | $342M | — |
| M3 Advisory Group, LLC | Needham Heights, MA | $342M | — |
| Chicago Atlantic BDC Advisers, LLC | New York, NY | $342M | — |
| Eaglebrook Advisors, Inc. | New York, NY | $342M | — |
| Boyle Capital Management, L.L.C. | West des Moines, IA | $342M | — |
| Steelhead Wealth Management LLC | Glen Allen, VA | $341.9M | — |
| J. Hagan Capital, Inc. | Louisville, KY | $341.8M | — |
| Second 50 Financial LLC | Manhattan Beach, CA | $341.6M | — |
| Petros Family Wealth, LLC | Bloomington, MN | $341.6M | — |
| Astra Capital Management LLC | Washington, DC | $341.5M | 6 |
| Ergawealth Advisors, Inc. | Oak Brook, IL | $341.5M | — |
| Blue Investment Management, LLC | Miami Beach, FL | $341.4M | 2 |
| Thomas Wright Asset Management, Inc. | San Juan, PR | $341.3M | — |
| Avila Re Capital, LLC | Corte Madera, CA | $341.2M | 5 |
| Farringdon Asset Management PTE Ltd | Singapore, Singapore | $341.2M | — |
| Tiemann Investment Advisors, LLC | Menlo Park, CA | $341.1M | — |
| Eukles Asset Management, LLC | Cincinnati, OH | $341.1M | — |
| Carroll Advisory Group, LLC | Texarkana, TX | $341.1M | — |
| Reichard Capital, LLC | Charlotte, NC | $341M | — |
| Rm Private Wealth Management Inc. | Miami, FL | $340.9M | — |
| Weybosset Research & Management, LLC | Providence, RI | $340.9M | — |
| Premia Global Advisors, LLC | Coral Gables, FL | $340.8M | — |
| Cap Six Advisors LLC | Houston, TX | $340.8M | — |
| Phillips Wealth Planners LLC | Starkville, MS | $340.8M | — |
| Feldman Jeffrey Mark | | $340.6M | — |
| Melodeon Capital Partners, LP | Miami, FL | $340.6M | 5 |
| Scholtz & Company, L.L.C. | Stamford, CT | $340.5M | — |
| Blueprint Fund Management LLC | Greensboro, NC | $340.5M | — |
| Left Brain Wealth Management, LLC | Naperville, IL | $340.4M | 3 |
| Gunpowder Capital Management, LLC | Towson, MD | $340.4M | — |
| Post Resch Tallon Group, Inc. | Pittsford, NY | $340.2M | — |
| Aip Capital Advisors LLC | Stamford, CT | $340M | 1 |
| Eltekon Advisors, LLC. | West Lake Hills, TX | $340M | — |
| The Mathes Company, Inc. | New York, NY | $339.8M | — |
| Park, Miller, LLC | Walnut Creek, CA | $339.8M | 1 |
| Quantum Portfolio Management, LLC | New York, NY | $339.6M | — |
| Insight 2811 Inc | Chicago, IL | $339.6M | — |
| Ap Wealth Management, LLC | Augusta, GA | $339.6M | — |
| Superstring Capital Management LP | New York, NY | $339.5M | 2 |