| Blueprint Partners LLC | Traverse City, MI | $292.9M | — |
| Kilterhowling LLC | Boulder, CO | $292.9M | — |
| Renaissance Venture Capital Management, Inc. | Ann Arbor, MI | $292.7M | 5 |
| Hemming& Wealth Management, Inc. | Traverse City, MI | $292.6M | — |
| Whitebark Investors LP | Incline Village, NV | $292.4M | 3 |
| Hamilton Robinson LLC | Stamford, CT | $292.4M | 6 |
| Cornerstone Financial Group,llc | Omaha, NE | $292.2M | — |
| Ec Ventures V LLC | Colorado Springs, CO | $292.2M | — |
| Luken Investment Analytics, LLC | Brentwood, TN | $292.2M | — |
| Apex Strategic Wealth, LLC | Chattanooga, TN | $292.1M | — |
| Cassady Wealth & Retirement Planning L.L.C. | Henderson, NV | $292.1M | — |
| Sempolinski, William John | Easton, MA | $292M | — |
| Efinancial Alliance, LLC | Franklin, TN | $291.9M | — |
| Jmn Financial, LLC | | $291.8M | — |
| Long Island Wealth Management, Inc. | Melville, NY | $291.7M | — |
| Madden Advisory Services, Inc. | Jacksonville, FL | $291.7M | — |
| Dudley Capital Management LLC | Middleburg, VA | $291.7M | — |
| McNaughton Wealth Management, LLC | San Diego, CA | $291.6M | — |
| Hatch Cove Capital, LLC | | $291.5M | — |
| Sugar Maple Asset Management, LLC | Sister Bay, WI | $291.5M | 1 |
| Tpg Advisors LLC | Northfield, IL | $291.5M | — |
| Millington Financial Advisors, LLC | Naperville, IL | $291.4M | — |
| The Ellerson Group Inc | Annapolis, MD | $291.2M | — |
| Kestrel Partners LLP | London | $291M | — |
| Idirect Private Credit Advisors LLC | New York, NY | $290.9M | — |
| Epiq Partners, LLC | Minneapolis, MN | $290.9M | — |
| Growth Beverage Group, LP | Chicago, IL | $290.9M | 6 |
| Vivid Wealth Management, LLC | West des Moines, IA | $290.9M | — |
| Flowering Tree Investment Management PTE. Ltd. | Singapore | $290.8M | 1 |
| 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 | — |
| 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 | 5 |
| One Stone Partners L.L.C. | Miami, FL | $289.7M | 4 |
| Money Management Financial Services LLC | Moorestown, NJ | $289.6M | — |