| Walleye Partners LLC | Madison, WI | $276.7M | — |
| Jfr Financial Services, Inc. | Trenton, MI | $276.6M | — |
| Westbourne Investments, Inc. | Alexandria, VA | $276.4M | — |
| Centerpoint Advisory Group, LLC | Overland Park, KS | $276.3M | — |
| Hazelview Securities (US) LLC | New York, NY | $276.3M | 1 |
| Episteme Capital Partners (UK), LLP | London | $276.2M | 8 |
| Simplifi, Inc. | San Diego, CA | $276.1M | — |
| RIA Services, LLC | West Bend, WI | $276.1M | — |
| J.h. Lane Partners, LP | New York, NY | $276M | 1 |
| Strauss Wealth Advising, Inc. | Hoover, AL | $276M | — |
| Corridor Capital, LLC | Los Angeles, CA | $276M | 14 |
| Oasis Wealth Planning Advisors, LLC | | $275.9M | — |
| Afc Management, LLC | West Palm Beach, FL | $275.8M | — |
| Northstar Financial Planning, LLC | Windham, NH | $275.8M | — |
| Intrack Investment Management, Inc. | South Burlington, VT | $275.7M | — |
| Challenger Wealth Management | Aliso Viejo, CA | $275.5M | — |
| Kubhera Enterprises LLC | Princeton, NJ | $275.5M | 1 |
| Clarendon Capital, LLC | Tysons, VA | $275.4M | 5 |
| Spectrum Strategic Capital Management, LLC | Corvallis, OR | $275.4M | — |
| 4wealth Advisors, Inc. | Burr Ridge, IL | $275.3M | — |
| Legal Advantage Investments, Inc. | | $275.3M | — |
| O'Connor Financial Group LLC | Quincy, IL | $275.3M | — |
| Charter Research & Investment Group Inc | Southport, CT | $275.1M | — |
| Cmr Capital Management, LLC | Pasadena, CA | $275.1M | 10 |
| Michael Russo Ltd | Mokena, IL | $275.1M | — |
| Klaff Realty, LP | Chicago, IL | $275M | 7 |
| Russell Capital Management, LLC | Lexington, KY | $275M | — |
| Roserock Wealth Management, LLC | Dallas, TX | $275M | — |
| Cushing Capital Partners, LLC | Delafield, WI | $274.7M | — |
| 1492 Capital Management, LLC | Milwaukee, WI | $274.6M | — |
| Berry Wealth Group, LP | Granbury, TX | $274.5M | — |
| Lumos Capital Group LLC | New York, NY | $274.5M | 6 |
| Ouellette Wealth Advisory LLC | Lexington, MA | $274.4M | — |
| Sutterfield Financial Group, Inc. | Bartlesville, OK | $274.4M | — |
| Elite Financial, Inc. | Lewiston, ID | $274.2M | — |
| Capasso Planning Partners LLC | Charleston, SC | $274.2M | — |
| Mission Hills Financial Advisory LLC | San Diego, CA | $274.1M | — |
| Chronos Wealth Management, L.L.C. | Clearwater, FL | $274M | — |
| Signature Financial Services, Ltd | Arlington Heights, IL | $274M | — |
| Private Wealth Group, LLC | Tampa, FL | $274M | — |
| Jp Wealth Management, Inc. | Mt. Pleasant, SC | $274M | — |
| Doceo Wealth, LLC | Meridian, ID | $274M | — |
| Udine Wealth Management Inc. | | $273.9M | — |
| James River Asset Management, LLC | Midlothian, VA | $273.8M | — |
| Truewealth Financial Partners, LLC | Bellevue, WA | $273.7M | — |
| Interalpen Partners, LLC | Omaha, NE | $273.7M | 9 |
| Birmingham Capital Management Co Inc | Birmingham, AL | $273.6M | — |
| Chapel Bridge Wealth Advisors, LLC | San Juan, PR | $273.6M | 1 |
| Sentinel Rock Realty Trust Inc. | Modesto, CA | $273.5M | 4 |
| Legacy Capital Wealth Management, LLC | The Woodlands, TX | $273.4M | — |