| 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 | — |
| 345 Investment Advisory, LLC | Scottsdale, AZ | $295.1M | — |
| 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 | — |
| M.c. Byrd Wealth Management, LLC | Bellville, TX | $294.2M | — |
| Plus Capital Management, L.L.C. | Venice, CA | $294.2M | 15 |
| Mdt Financial Advisors, LLC | Webster, TX | $294M | — |
| Generative Investment Partners LP | Greenwich, CT | $293.9M | 5 |
| Sherwood Financial Partners, LLC | Westlake Village, CA | $293.8M | — |
| Project Level Management Company, LLC | Chicago, IL | $293.8M | 4 |
| Resolute Wealth Advisor, Inc. | Findlay, OH | $293.8M | — |
| Nuclo Wealth LLC | Houston, TX | $293.7M | — |
| Copperplate Capital LLC | Menlo Park, CA | $293.7M | 3 |
| Nextgen Growth Partners, LLC | Chicago, IL | $293.7M | 8 |
| Wisconsin Capital Management, LLC | Madison, WI | $293.6M | — |
| Newmile Capital LLC | | $293.6M | — |
| Enright, Mollin, Cascio & Ramusevic, Inc. | Elmhurst, NY | $293.5M | — |
| Private Portfolios, Inc. | San Mateo, CA | $293.5M | — |
| Trademark Financial Management, LLC | Bloomington, MN | $293.4M | — |
| Tate Wealth Management | Sacramento, CA | $293.4M | — |
| Fiduciary Financial Partners, LLC | Naperville, IL | $293.3M | — |
| Pelkonen and Associates LLC | Melville, NY | $293.3M | — |
| Greenwich Advisors, LLC | Greenwich, CT | $293.2M | — |
| Masterton Capital Management, LP | New York, NY | $293.1M | 1 |
| 22v Asset Management LLC | New York, NY | $293M | 2 |