| Eden Global Advisors LLC | New York, NY | $285.6M | 3 |
| Integrity Wealth Advisors, Inc. | Ventura, CA | $285.5M | — |
| The Palmer Knight Company | Jacksonville, FL | $285.4M | — |
| Fingerlakes Wealth Management, Inc. | Ithaca, NY | $285.4M | — |
| Ayrshire Capital Management LLC | Westport, CT | $285.1M | — |
| Oaktrust Wealth Advisors, LLC | | $285M | — |
| Tencap Wealth Coaching, LLC | South Jordan, UT | $285M | — |
| Pandora Wealth, Inc. | Las Vegas, NV | $285M | — |
| Mosaic Wealth Management LLC | Bloomington, IN | $285M | — |
| Physician Family Financial Advisors Inc | Beaverton, OR | $284.9M | — |
| Pearson Creek Capital Management LLC | Chicago, IL | $284.8M | — |
| Capital Financial Planners, LLC | Salem, OR | $284.8M | — |
| Kane Company Wealth Management, Inc. | Johnston, IA | $284.7M | — |
| Oak Advisors, LLC | Bluffton, SC | $284.7M | — |
| Cornerstone Wealth, LLC | Greeneville, TN | $284.7M | — |
| Oath Planning, LLC | Tulsa, OK | $284.7M | — |
| Martin D. Parlato & Associates, Inc. | Ponte Vedra, FL | $284.6M | — |
| Sound Stewardship, LLC | Overland Park, KS | $284.6M | — |
| Open Window Financial Solutions, Ltd. | Reno, NV | $284.4M | — |
| Full in Partners Management, LLC | New York, NY | $284.4M | 8 |
| Benningfield Financial Advisors, LLC | San Francisco, CA | $284.3M | — |
| Demian Capital | | $284.3M | — |
| Paul J. Glashofer Enterprises, Inc. | | $284.3M | — |
| Momentus Manager LLC | Arlington, VA | $284.3M | 3 |
| The Foundry Financial Group, Inc. | Laconia, NH | $284.2M | — |
| Freeman, Will & Niemeier, Inc. | Evansville, IN | $284.2M | — |
| Smith, Brown & Groover, Inc. | Macon, GA | $284.2M | — |
| Peninsula Asset Management Inc | Bradenton, FL | $284.1M | — |
| Cane Capital Partners, LLC | Saint Francisville, LA | $284.1M | — |
| Bespoke Advisory LLC | Evergreen, CO | $284M | — |
| Holder Wealth Management, Inc. | Champaign, IL | $284M | — |
| M2g Ventures LLC | Fort Worth, TX | $284M | 12 |
| Griffin Family Partners, LLC | | $283.9M | — |
| Vital Investment Management LLC | Loveland, CO | $283.9M | — |
| Capitalworks, LLC | Cleveland, OH | $283.9M | 4 |
| Meridian Financial, LLC | Holliston, MA | $283.9M | — |
| Darwins River Capital, LP | New York, NY | $283.8M | — |
| Eden Capital Management LLC | New York, NY | $283.8M | 2 |
| Fdi Wealth Management, LLC | Miami, FL | $283.8M | — |
| Kaizen Financial Advisors, LLC | Kirkland, WA | $283.7M | — |
| Legacy Investment Solutions, LLC | Boise, ID | $283.7M | — |
| Hesen & Haslam, LLC | Woodland Hills, CA | $283.7M | — |
| Priderock Fund Management Partners, LLC | Palm Beach Gardens, FL | $283.6M | 15 |
| Verisail Partners, LLC | Chamblee, GA | $283.6M | — |
| Dauntless Capital Partners LLC | Houston, TX | $283.5M | 5 |
| Zoe Financial, Inc. | New York, NY | $283.5M | — |
| Silvia McColl Wealth Management, LLC | San Diego, CA | $283.4M | — |
| Pom Investment Strategies, LLC | Raleigh, NC | $283.3M | — |
| Vergepointe Wealth Management, LLC | Lake Oswego, OR | $283.3M | — |
| Ramiah Investment Group, Inc. | Brookfield, WI | $283.3M | — |