| 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 | — |
| Worth Asset Management, LLC | Dallas, TX | $288.2M | — |
| Echo Wealth Management, LLC | Plymouth, MN | $288.2M | — |
| Innova Wealth Partners, LLC | Newtown, PA | $288.2M | — |
| Kanani Advisory Group Inc. | Irvine, CA | $288.2M | — |
| Moelis Asset Catalyst Partners LLC | St. Louis, MO | $288.2M | 1 |
| Financial Independence, LLC | Warwick, RI | $288.1M | — |
| Capital Cities Investments | Indianapolis, IN | $287.9M | — |
| Optivise Advisory Services LLC | Franklin, TN | $287.9M | — |
| Factorpoint Planning, LLC | Pittsford, NY | $287.9M | — |
| Southwest Money Management Inc | | $287.9M | — |
| Grand Central Music, LP | | $287.6M | 1 |
| Liquid Capital Management LLC | Los Angeles, CA | $287.6M | 3 |
| Broadlight Capital Management, LLC | Greenwich, CT | $287.5M | 6 |
| One Wealth Map, LLC | Las Vegas, NV | $287.4M | — |
| Burkholder & Associates, LLC | Washington, DC | $287.4M | — |
| Martin Nelson & Co., Inc. | Seattle, WA | $287.3M | — |
| Valtrion Capital Management, LLC | Franklin, TN | $287.3M | — |
| Pinnacle Partner Management LLC | Seattle, WA | $287.3M | 13 |
| Valley Financial Group, Inc. | Ambler, PA | $287.2M | — |
| The Gores Group, LLC | Beverly Hills, CA | $287.2M | 2 |
| Rice Financial Consulting, Inc. | Los Gatos, CA | $287.2M | — |
| Kaizen Financial Strategies, LLC | Pleasanton, CA | $287.1M | — |
| Teeple Wealth Management, LLC | Brownsburg, IN | $287M | — |
| Perini Capital, LLC | Carlsbad, NM | $287M | 6 |
| Landmark Wealth Management, Inc. | Normal, IL | $287M | — |