| Highland Peak Capital, LLC | Old Greenwich, CT | $333.2M | 2 |
| Dovetail Wealth Management, LLC | Taylor, TX | $333.1M | — |
| Financial Consultants & Advisory Corporation | Indianapolis, IN | $333.1M | — |
| Dibenedetto & Associates Ltd | Loves Park, IL | $333.1M | — |
| Fields Gottscho Capital Management LLC | Charlottesville, VA | $333M | — |
| Outwing, LLC | Santa Barbara, CA | $332.8M | — |
| Blackston's Financial Advisory Group, LLC | The Villages, FL | $332.8M | — |
| Laurus Global Equity Management Inc. | Toronto | $332.7M | — |
| American Fundstars Financial Group LLC | Irvine, CA | $332.7M | 3 |
| Collab+currency Management, LLC | | $332.5M | — |
| Fall Line Capital, LLC | San Mateo, CA | $332.5M | 4 |
| Curry Webb Wealth Management LLC | Indianapolis, IN | $332.4M | — |
| Oliveira Wealth, LLC | Modesto, CA | $332.4M | — |
| Central Pine Capital, LLC | Cedarhurst, NY | $332.4M | — |
| Phoenician Resources Fund Sponsor, LLC | New York, NY | $332.2M | 3 |
| Delta Accumulation, LLC | Sausalito, CA | $332.1M | 3 |
| Nokota Management, LP | New York, NY | $332M | 1 |
| Solano Wealth Investment Advisors, LLC | Fairfield, CA | $331.9M | — |
| Opus Investment Management LLC | New York, NY | $331.9M | 21 |
| Gen Financial Management Inc. | Plymouth, MN | $331.8M | — |
| The Hogan-Knotts Financial Group, Inc. | Red Bank, NJ | $331.6M | — |
| Oceanic Investment Management Limited | Douglas | $331.5M | 1 |
| Bbjs Financial Advisors, LLC | Seattle, WA | $331.5M | — |
| Elios Financial Group, Inc. | Westlake, OH | $331.5M | — |
| Corazon Group LLC | Chicago, IL | $331.5M | 6 |
| Rainier Family Wealth, Inc. | Tacoma, WA | $331.5M | — |
| Sectoral Asset Management Inc. | Montreal, Quebec | $331.4M | 3 |
| 5t Wealth, LLC | Napa, CA | $331.4M | — |
| The McHugh Group, LLC | | $331.3M | — |
| Charles Fish Investments, Inc. | Irvine, CA | $331.3M | — |
| Cambridge Financial Group, Inc. | Columbus, OH | $331.3M | — |
| Insight Folios Inc | Charlotte, NC | $331.3M | — |
| Yoder Wealth Management, Inc. | Walnut Creek, CA | $331.2M | — |
| Copley Financial Group, Inc. | San Diego, CA | $331.2M | — |
| The Nestegg Group, Inc. | Lincolnwood, IL | $331M | — |
| Bernardi Asset Management, LLC | Northfield, IL | $331M | — |
| Edgeworth Capital Pty Ltd | Bondi Junction, New South Wales | $330.9M | 2 |
| Vigilare Wealth Management LLC | Scottsdale, AZ | $330.9M | — |
| Sandstone Asset Management Inc. | Calgary | $330.7M | — |
| Hazoor Partners, LLC | Austin, TX | $330.7M | 4 |
| General Innovation Capital, LLC | New York, NY | $330.7M | 1 |
| Signature Equity Partners, LLC | Columbus, OH | $330.6M | — |
| Lynch Asset Management, Inc. | | $330.6M | — |
| Essex Private Wealth Management LLC | Topsfield, MA | $330.5M | — |
| Dustin Blodgett Insight Capital, LLC | Concord, CA | $330.5M | — |
| Uniplan Investment Counsel, Inc. | Milwaukee, WI | $330.5M | — |
| Broadview Management, LLC | St. Louis, MO | $330.4M | 4 |
| Cypress Capital Wealth Management, LLC | Ann Arbor, MI | $330.2M | — |
| Claris Financial, LLC | Glen Allen, VA | $330.2M | — |
| Welton Investment Partners LLC | Carmel, CA | $330M | 1 |