| Addington Financial Group LLC | | $338.1M | — |
| Mine & Arao Wealth Creation and Management, LLC | Campbell, CA | $338.1M | — |
| Navigate Financial LLC | Salt Lake City, UT | $337.9M | — |
| Boulder Wealth Advisors, LLC | Boulder, CO | $337.9M | — |
| Commerce Advisors, LLC | Memphis, TN | $337.9M | — |
| Uwharrie Investment Advisors, Inc. | Albemarle, NC | $337.8M | — |
| 325 Capital LLC | New York, NY | $337.8M | 1 |
| Assetgrade, LLC | Boston, MA | $337.7M | — |
| Lucas Group Financial Advisors, LLC | Freeport, IL | $337.7M | — |
| Mutima Capital Management LLC | New York, NY | $337.4M | 1 |
| Lenk Ladner Investment Solutions LLC | Osterville, MA | $337.3M | — |
| Wasatch Venture Management, LLC | Logan, UT | $337.3M | 22 |
| Bluedoor Private Wealth, LLC | Beverly, MA | $337.3M | — |
| Evolution Advisers, Inc. | Richmond, VA | $337.2M | — |
| Augment Infrastructure Managers Advisory LLC | Chevy Chase, MD | $337.1M | 3 |
| The Nalls Sherbakoff Group, LLC | Knoxville, TN | $337.1M | — |
| New England Research & Management, Inc. | Chicago, IL | $337.1M | — |
| Washington Avenue Advisors, LLC | Lansing, MI | $336.9M | — |
| Valspring Capital Management, LP | | $336.9M | 1 |
| New Catalyst Strategic Partners, LLC | Washington, DC | $336.9M | 2 |
| Tru Independence Asset Management, LLC | Portland, OR | $336.9M | — |
| Vestura, LLC | Hobart, WI | $336.7M | — |
| Everstar Asset Management, LLC | Mooresville, NC | $336.7M | 5 |
| Wrapmanager Inc | Mill Valley, CA | $336.7M | — |
| Kilner Capital Advisors, LLC | Gaithersburg, MD | $336.7M | — |
| Alterna Capital Partners LLC | | $336.6M | 3 |
| Journey Financial Group, Inc. | Buffalo Grove, IL | $336.5M | — |
| Adg Wealth Management Group, LLC | Metairie, LA | $336.3M | — |
| Rps Retirement Plan Advisors | Austin, TX | $336.3M | — |
| Martin Advisors LLC | Valencia, CA | $336.2M | — |
| Colony Capital Investment Advisors, LLC | Boca Raton, FL | $336.2M | 4 |
| Lonestar Registered Investment Advisors, LLC | Lubbock, TX | $336.2M | — |
| Capital Ideas, LLC | Dallas, TX | $336.2M | — |
| Agate Pass Investment Management, LLC | Bainbridge Island, WA | $336M | — |
| Loon Lake Capital Management LP | Boston, MA | $336M | 1 |
| Tvfp, LLC | Meridian, ID | $336M | — |
| Cogent Strategic Wealth LLC | Chicago, IL | $336M | — |
| Intrepid Investment Management, LLC | Houston, TX | $336M | 9 |
| Bennett Selby Investments Limited Partnership | | $335.9M | — |
| Shared Vision Wealth Group, LLC | | $335.9M | — |
| Peachtree Investment Partners, LLC | | $335.8M | — |
| Cross Rapids Capital LP | New York, NY | $335.8M | 4 |
| Apricus Wealth LLC | Beaufort, SC | $335.7M | — |
| Mid-American Wealth Advisory Group Inc. | Kansas City, MO | $335.6M | — |
| Seix CLO Management LLC | Park Ridge, NJ | $335.6M | 2 |
| Tomoro LLC | Colts Neck, NJ | $335.6M | — |
| Personal Financial Profiles Inc | Coral Springs, FL | $335.3M | — |
| The Menard Financial Group, LLC | Houston, TX | $335.3M | — |
| Cion Grosvenor Management, LLC | New York, NY | $335.2M | — |
| Bvp Management Company, LLC | New York, NY | $335.2M | 10 |