| 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 | — |
| 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 |
| Cogent Strategic Wealth LLC | Chicago, IL | $336M | — |
| 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 |
| First Dallas Securities, Inc. | Dallas, TX | $335.7M | — |
| 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 |
| 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 |
| Trisperity Advisors, LLC | Katy, TX | $335.2M | — |
| Livet Wealth, LLC | Spanish Fork, UT | $335.1M | — |
| Arwa LLC | Fort Worth, TX | $335M | — |
| Pillsbury Lake Capital, LLC | | $334.9M | 1 |
| Gotham Green Partners, LLC | Santa Monica, CA | $334.8M | 13 |
| Abra Capital Management, LP | San Francisco, CA | $334.7M | 2 |
| Molly B Investment Group LLC | Marietta, GA | $334.7M | — |
| Weik Capital Management, Inc | Wyomissing, PA | $334.7M | 2 |
| Wealthharbor Capital Group, LLC | Metairie, LA | $334.7M | — |
| Neuberger Berman Loan Advisers Europe II LP | Chicago, IL | $334.6M | 1 |
| Ginjer Am | Paris | $334.6M | — |
| Slayton Lewis Inc | Salt Lake City, UT | $334.4M | — |
| American Capital Advisory, LLC | Ketchum, ID | $334.4M | 1 |
| Hewell Financial Group, Inc. | | $334.4M | — |
| Oceaniq Capital, LLC | Palo Alto, CA | $334.2M | 3 |
| Envision Capital Management Inc | | $334.1M | — |
| Evermont Wealth, Inc. | Claremont, CA | $333.9M | — |
| Eschaton Opportunities Fund Management LP | Miami, FL | $333.9M | 2 |
| Cottage Street Advisors, LLC | Marion, MA | $333.8M | — |
| Checkpoint Capital L.P. | San Francisco, CA | $333.8M | 1 |
| Good Harbor Advisors, Inc. | Gloucester, MA | $333.7M | — |
| Strait & Sound Wealth Management LLC | | $333.7M | — |
| Congruence Capital, LLC | Los Angeles, CA | $333.5M | 1 |
| Impulsora del Fondo Mexico, Sc | Cdmx | $333.5M | — |
| Investment Partners Asset Management | Metuchen, NJ | $333.4M | — |
| Highbury Pacific Capital Corp. | Bellevue, WA | $333.3M | — |
| Vesta Wealth Management, LLC | Miami Beach, FL | $333.3M | — |
| Fairfield Financial Advisors Ltd | Wellesley, MA | $333.2M | — |