| Royal Harbor Partners, LLC | Houston, TX | $344.8M | — |
| Hicks Capital Management, LLC | Columbus, OH | $344.7M | — |
| Intrinsic Wealth Counsel, Inc. | Tempe, AZ | $344.7M | — |
| Teramo Advisors, LLC | Naples, FL | $344.7M | — |
| Nepsis, Inc. | Minneapolis, MN | $344.5M | — |
| Ger Loftin Wealth Advisors, LLC | Johns Creek, GA | $344.5M | — |
| Crescent Advisor Group, Inc. | Plano, TX | $344.4M | — |
| Guinness Atkinson Asset Management, Inc. | Pasadena, CA | $344.4M | — |
| Bell Asset Management USA Inc | | $344.3M | 2 |
| L. C. Bhandari & Co. | | $344.3M | — |
| Kellett Wealth Advisors, LLC | Cincinnati, OH | $344M | — |
| Prospera Capital Management, LLC | | $343.9M | — |
| Pachira Investments, Inc. | Dana Point, CA | $343.9M | — |
| Bourne Lent Asset Management, Inc. | Pawling, NY | $343.9M | — |
| Cambrian Capital Management, L.L.C. | Newtown Square, PA | $343.8M | 2 |
| She Ddf1 Manager LLC | Coconut Grove, FL | $343.8M | 7 |
| Pathfinder 360 Managementco, LLC | Minnetonka, MN | $343.8M | 3 |
| Garden City Management, LLC | Charlotte, NC | $343.8M | 3 |
| Attessa Capital LLC | Tucson, AZ | $343.5M | — |
| M Group Investment Advisor, LLC | | $343.5M | — |
| Formula Growth Management Corp | New York, NY | $343.5M | — |
| Formula Growth Limited | Montreal | $343.5M | 7 |
| 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 | — |
| Capstone Investment Group, LLC | Olympia, WA | $342.7M | — |
| 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 | — |
| M3 Advisory Group, LLC | Needham Heights, MA | $342M | — |
| Legacy Beyond Wealth LLC | | $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 |
| Tiemann Investment Advisors, LLC | Menlo Park, CA | $341.1M | — |
| Eukles Asset Management, LLC | Cincinnati, OH | $341.1M | — |