| New Rhein Healthcare Investors LLC | Philadelphia, PA | $290.8M | 6 |
| Accretive Wealth Management, LLC | San Ramon, CA | $290.7M | — |
| Leigh Baldwin & Co., LLC | Cazenovia, NY | $290.6M | — |
| Lockshield Partners, Inc. | Glasgow, KY | $290.6M | — |
| Birks Financial Corp. | Herndon, VA | $290.6M | — |
| Godshalk Welsh Capital Management, Inc. | Radnor, PA | $290.5M | — |
| Martin Capital Partners, LLC | Eugene, OR | $290.5M | — |
| Hmount Asset Management (HK) Limited | Hong Kong | $290.5M | — |
| Avalon Advisory Group LLC | Wexford, PA | $290.3M | — |
| M&b Investment Advisors, LLC | Cincinnati, OH | $290.2M | — |
| Fox Hill Wealth Management | Dedham, MA | $290.2M | — |
| Gimbal Financial, LLC | Carmel, IN | $290M | — |
| Pacific Sun Financial Corp | Los Angeles, CA | $290M | — |
| Retirement Portfolios, LLC | Lawrence, KS | $290M | — |
| Full Financial Inc. | | $290M | — |
| Cifc Private Credit Management LLC | Miami, FL | $289.9M | 1 |
| Legacy Wealth Management Group, Inc. | Lynchburg, VA | $289.8M | — |
| Pomona Wealth Management, LLC | | $289.8M | — |
| Orser Capital Management LLC | Southlake, TX | $289.8M | — |
| The Litigation Fund Manager, LLC | Mill Valley, CA | $289.7M | 6 |
| One Stone Partners L.L.C. | Miami, FL | $289.7M | 4 |
| Money Management Financial Services LLC | Moorestown, NJ | $289.6M | — |
| Fayerweather Management, LLC | Cambridge, MA | $289.6M | 2 |
| Hiley Hunt Wealth Management, Inc. | Omaha, NE | $289.6M | — |
| Watchtower Advisors, LP | Old Greenwich, CT | $289.5M | 1 |
| Family Cfo Inc | | $289.5M | — |
| Grant Koehler & Levin Ltd. | | $289.4M | — |
| Alcova Capital Management LP | New York, NY | $289.3M | 1 |
| Gradient Advisors, LLC | Arden Hills, MN | $289.3M | — |
| Aifam Group LLC | Rye, NY | $289.2M | — |
| Aiga Capital Partners LLC | Jersey City, NJ | $289.2M | 3 |
| Arba Credit Management, L.P. | Conshohocken, PA | $289.1M | 2 |
| North Star Advisory Group, LLC | Beachwood, OH | $289.1M | — |
| Guardian Wealth Management Inc. | Peoria, IL | $289.1M | — |
| Pfg Private Wealth Management, LLC | Lutz, FL | $289M | — |
| Impactfolio LLC | Denver, CO | $288.9M | — |
| Chatham Capital Management, LLC | Atlanta, GA | $288.9M | 6 |
| Power Innovation Partners, L.P. | New York, NY | $288.7M | 2 |
| Greenhouse Wealth Management, LLC | Westport, CT | $288.6M | — |
| Acadia Infrastructure Capital LP | New York, NY | $288.6M | — |
| Yellowstone Capital Partners US, LLC | Gainesville, FL | $288.6M | 4 |
| Philip Vongontard, Cfa, LLC | St.louis, MO | $288.5M | — |
| Gf Capital Asset Advisors, LLC | New York, NY | $288.5M | 7 |
| Financial Guidance Group, Inc. | | $288.4M | — |
| Hesmer Wealth Management LLC | | $288.4M | — |
| Ridgepost Capital Advisors, LLC | Dallas, TX | $288.4M | 3 |
| Traction Financial Partners, LLC | Encampment, WY | $288.4M | — |
| Palisade Americas Management LLC | New York, NY | $288.4M | — |
| Worth Asset Management, LLC | Dallas, TX | $288.2M | — |
| Echo Wealth Management, LLC | Plymouth, MN | $288.2M | — |