| Avos Capital Management, LLC | Darien, CT | $297.8M | 1 |
| Stern Capital Management, Inc. | Old Bridge, NJ | $297.7M | — |
| Sterling Bay Capital Advisers, LLC | Chicago, IL | $297.6M | 12 |
| Mercator Management (USA) LP | Princeton, NJ | $297.6M | 2 |
| Ananym Capital Management, LP | New York, NY | $297.6M | 3 |
| Tap Root Capital Management LP | Summit, NJ | $297.3M | 3 |
| Graystone Partners Wealth Management, LLC | Tempe, AZ | $297.3M | — |
| Opinicus Capital, Inc. | Tampa, FL | $297.1M | — |
| Tandemgrowth Financial Advisors, LLC | Alpharetta, GA | $297M | — |
| Calder Investment Advisors | Ada, MI | $297M | — |
| Kp Financial Management, LLC Dba Caissa Wealth Strategies | Bloomington, MN | $297M | — |
| Sterling Capital Management Inc | Brookfield, WI | $296.9M | — |
| Beacon Financial Advisors Ltd | Houston, TX | $296.9M | — |
| High Trail Capital LP | Hoboken, NJ | $296.9M | — |
| Matters Capital LLC | Coral Gables, FL | $296.8M | — |
| Adw Capital Management LLC | | $296.8M | 1 |
| USA Financial Securities LLC | Ada, MI | $296.5M | — |
| Birchbrook | Bangor, ME | $296.5M | — |
| Fearless Solutions LLC | San Antonio, TX | $296.4M | — |
| The Yanker Group, Inc. | Manchester, MO | $296.4M | — |
| Letson Investment Management, Inc. | | $296.3M | — |
| Austin Money Management Corporation | Austin, TX | $296.1M | — |
| Alpha Capital Family Office, LLC | Greenwood Village, CO | $295.9M | — |
| Palatine Hill, LLC | Birmingham, MI | $295.9M | — |
| Infusive Asset Management Inc. | New York, NY | $295.9M | — |
| Colbert Investment Management Co | Miami, FL | $295.8M | — |
| Golden Bay Advisors LLC | | $295.7M | — |
| Orchid Advisory, LLC | Dallas, TX | $295.7M | — |
| 22nw, LP | Seattle, WA | $295.6M | 1 |
| Square Advisors, LLC | London | $295.5M | — |
| Huber, Weakland & Associates, Inc. | Ellicott City, MD | $295.3M | — |
| Union Heritage Capital | Detroit, MI | $295.2M | — |
| Guild Capital Management LLC | | $295.2M | 16 |
| Douglas Capital Management Inc | Jacksonville, FL | $295.2M | — |
| Trace Wealth Advisors, LLC | | $295M | — |
| Krane Financial Solutions, LLC | Calabasas, CA | $295M | — |
| Carpenter, Claydon Advisors, Inc. | Maitland, FL | $294.9M | — |
| Pilgrims Capital Advisors, Inc. | Grandville, MI | $294.9M | — |
| Illumen Capital Management, LLC | Oakland, CA | $294.9M | 6 |
| Madison Park Capital Advisors, LLC | Seattle, WA | $294.8M | — |
| Lineage Point Capital LP | | $294.7M | — |
| Wall Capital Group, Inc. | Phoenix, AZ | $294.7M | — |
| Bright Futures Wealth Management, LLC | Webster, NY | $294.5M | — |
| Brizo Capital, LP | New York, NY | $294.5M | 1 |
| Buildgroup Management, LLC | Austin, TX | $294.4M | 4 |
| Estate Management Counselors,llc | Atlanta, GA | $294.3M | — |
| Christensen, King & Associates Investment Services, Inc. | Richland, WA | $294.3M | — |
| Baugh & Associates, LLC | Atlanta, GA | $294.2M | — |
| A.r.t. Advisors, LLC | New York, NY | $294.2M | 1 |
| Eagle Bluffs Wealth Management LLC | Columbia, MO | $294.2M | — |