| Southwind Associates of Nj Inc. | | $299.1M | 2 |
| Gatepass Capital, LLC | Independence, OH | $299.1M | 3 |
| Genesia Investments LLC | | $299.1M | — |
| Riverpark Capital Management LLC | New York, NY | $299M | 5 |
| Dovetail Financial Group LLC | Wilmington, NC | $298.9M | — |
| Roubaix Capital, LLC | Denver, CO | $298.9M | 2 |
| Search Fund Accelerator, LLC | New Orleans, LA | $298.9M | 8 |
| Physician Wealth Solutions Inc. | | $298.9M | — |
| Osmosis Investment Management US LLC | London | $298.9M | — |
| Aqua Advisors LLC | | $298.8M | — |
| Veneroso Wealth Management Inc. | Woodbury, NY | $298.8M | — |
| Crescent Hill Partners LLC | Saratoga Springs, NY | $298.8M | — |
| Core Capital Management and Research Inc. | Houston, TX | $298.8M | — |
| Gs Gamma Advisors, LLC | New York, NY | $298.6M | 1 |
| Avid Wealth Partners, LLC | San Antonio, TX | $298.5M | — |
| Consello Management LP | New York, NY | $298.5M | 3 |
| Bowers Wealth Management, Inc. | Glenbrook, NV | $298.5M | — |
| Sarissa Capital Management LP | Greenwich, CT | $298.3M | 4 |
| Trend Trade Pro, LLC | Pasadena, CA | $298.3M | — |
| Kailasa Capital Management LLC | Pittsburgh, PA | $298.3M | 1 |
| Unison Asset Management LLC | Aventura, FL | $298.2M | 1 |
| Interwealth Management, LLC | Scottsdale, AZ | $298M | — |
| Marshall Investment Management, LLC | Greenwood Village, CO | $298M | — |
| Innovative Asset Advisors Group, LLC | Shelton, CT | $297.9M | — |
| Wrenne Financial Planning LLC | | $297.9M | — |
| Its Asset Management LP | North Haven, CT | $297.8M | — |
| 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 | — |
| Pring/Turner Capital Group, Inc. | Alamo, CA | $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 | 2 |
| Adw Capital Management LLC | | $296.8M | 1 |
| Pfc Capital Group Inc | Los Angeles, CA | $296.6M | — |
| 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 | — |