| 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 | — |
| 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 |