| Eureka Equity Partners, L.P. | Philadelphia, PA | $279.2M | 3 |
| Kurv Investment Management LLC | San Francisco, CA | $279.2M | — |
| Dwm Financial Group, Inc. | Palatine, IL | $279.2M | — |
| Kintayl Capital LP | New York, NY | $279.1M | 1 |
| Schlegel Dunn LLC | Plano, TX | $279.1M | — |
| Cottonwood Capital Advisors, LLC | Salt Lake City, UT | $279M | 4 |
| Horizon Family Wealth, Inc. | Chicago, IL | $278.8M | — |
| Fs Tactical Advisor, LLC | Philadelphia, PA | $278.8M | 2 |
| Lobscouser II, LLC | St. Louis, MO | $278.8M | — |
| Stilwell Value LLC | New York, NY | $278.7M | 5 |
| Millennial Wealth LLC | Fall City, WA | $278.7M | — |
| Superbloom Partners Management LLC | Venice, CA | $278.7M | 1 |
| Holistic Wealth Advisors | Clifton Park, NY | $278.7M | — |
| Vermillion & White Wealth Management Group LLC | Phoenixville, PA | $278.6M | — |
| Verity Wealth Advisors, LLC | Sausalito, CA | $278.5M | — |
| Wealth Advisors Group, LLC | Coralville, IA | $278.5M | — |
| Fort Henry Capital, LLC | Wheeling, WV | $278.5M | — |
| Lexington Hill Partners, LLC | Dallas, TX | $278.4M | — |
| Edenbrook Capital, LLC | Mount Kisco, NY | $278.3M | 2 |
| Guardian Asset Advisors, LLC | Mechanicsburg, PA | $278.3M | — |
| International Money Matters Private Limited | Bengaluru, Karnataka | $278.3M | — |
| Beacon Capital, LLC | Cedar Rapids, IA | $278.3M | — |
| Beacon Wealth Consultants, Inc. | Roanoke, VA | $278.3M | — |
| Citadel Investment Advisory Inc | | $278.3M | — |
| Ironwood Investment Management, LLC | Boston, MA | $278.2M | 1 |
| Friedlander, Brenda S | San Rafael, CA | $278.1M | — |
| Future Positive Management, L.L.C. | New York, NY | $278M | 17 |
| First Financial Advisory Services Inc | Westerly, RI | $278M | — |
| Foronjy Financial LLC | Santa Barbara, CA | $278M | — |
| Midtown Investment Advisors LLC | Miami, FL | $278M | 11 |
| Accordant Advisory Group, Inc. | Annapolis, MD | $278M | — |
| Auspicious Financial Planning, LLC | San Ramon, CA | $278M | — |
| Claren Road Private Credit Solutions LLC | New York, NY | $277.9M | — |
| Macco Financial Group, Inc. | Green Bay, WI | $277.8M | — |
| Oasis Advisors, LLC | Forest City, IA | $277.7M | — |
| Heritage Holding Management, LP | Boston, MA | $277.7M | 2 |
| Harbor Island Capital LLC | Topsfield, MA | $277.6M | — |
| Universal Financial Advisors, LLC | St. Louis, MO | $277.5M | — |
| Teucrium Investment Advisors, LLC | Burlington, VT | $277.4M | — |
| Hbe Wealth Management, LLC | Lincoln, NE | $277.4M | — |
| Kilter Group LLC | | $277.4M | — |
| Delta Capital Management, LLC | Maitland, FL | $277.4M | — |
| Tyner Capital Management Investment Counsel, Inc. | Signal Mountain, TN | $277.3M | — |
| Milestone Investments, Inc. | Charlotte, NC | $277.3M | — |
| Buckman Advisory Group LLC | Little Silver, NJ | $277.3M | — |
| Planguide Financial LLC | Southlake, TX | $277.3M | — |
| Dominion Portfolio Management, Inc. | Tampa, FL | $277.1M | — |
| Wilmington Capital Securities, LLC | Garden City, NY | $277.1M | — |
| Johkim Capital Partners Management LLC | Dallas, TX | $277M | 1 |
| The Retirement Guys Formula LLC | Maumee, OH | $276.9M | — |