| Daus Financial Services, LLC | Kalamazoo, MI | $270.5M | — |
| Baypointe Partners, LLC | Stamford, CT | $270.5M | — |
| Pan Global Advisers, LLC | Newport Beach, CA | $270.5M | 1 |
| Financial Futures Limited Liability Company | Brielle, NJ | $270.5M | — |
| Private Investor Club LLC | | $270.5M | 39 |
| Prota Financial, LLC | Houston, TX | $270.4M | — |
| Foundation Energy Management, LLC | Addison, TX | $270.3M | 6 |
| Corps Capital Advisors, LLC | Southlake, TX | $270.3M | 2 |
| Sage Financial Advisors Inc. | Scottsdale, AZ | $270.3M | — |
| Raffles Capital Management, LLC | New York, NY | $270.2M | 1 |
| The Jenkins Financial Group, Inc. | Albany, GA | $270.1M | — |
| Kaleido Capital Partners Limited | Hong Kong | $270M | 1 |
| Tillridge Capital Partners, LLC | Dallas, TX | $270M | 1 |
| Leo H. Evart, Inc. | Redwood City, CA | $269.9M | — |
| Beringea, LLC | Farmington Hills, MI | $269.9M | 4 |
| Ervin Investment Management, LLC | | $269.9M | — |
| Alpha Zero LLC | Boca Raton, FL | $269.8M | — |
| Client First Capital, LLC | | $269.7M | — |
| Hawke Financial Group, LLC | Meridian, ID | $269.6M | — |
| Wallace Advisory Group, LLC | Lafayette, CA | $269.5M | — |
| Mader & Shannon Wealth Management, Inc. | Kansas City, MO | $269.4M | — |
| Hardy & Hardy Co LLC | Lima, OH | $269.4M | — |
| Atlas Fiduciary Services, Inc. | Concord, NH | $269.3M | — |
| Prosperity Wealth Planning LLC | Irvine, CA | $269.2M | — |
| Vrm Penzini Capital L.L.C. | San Juan, PR | $269.2M | 12 |
| Barr Financial Services, LLC | Winter Park, FL | $269.2M | — |
| Capitol Financial Consultants, Inc. | McLean, VA | $269.2M | — |
| Las Olas Capital Wealth LLC | Fort Lauderdale, FL | $269.1M | — |
| Ajovista, LLC | Boston, MA | $269M | 4 |
| Dunn Capital Management, LLC | Stuart, FL | $269M | — |
| Diversified Resources, LLC | Warwick, RI | $268.8M | — |
| Dorado Wealth Management LLC | | $268.8M | — |
| Schear Investment Advisers, LLC | Cincinnati, OH | $268.8M | 1 |
| Peak Financial Advisors, LLC | Denver, CO | $268.8M | — |
| Stonebridge Capital Management Inc | Los Angeles, CA | $268.7M | — |
| Byrne Asset Management, LLC | Kingston, NJ | $268.7M | — |
| Awani Capital Management LP | Washington, DC | $268.7M | 1 |
| Andrews Advisory Associates, LLC | Honolulu, HI | $268.6M | — |
| Memphis Capital Management, LLC | Memphis, TN | $268.6M | 1 |
| Remora Capital Management, LLC | Nashville, TN | $268.6M | — |
| Athos Private Wealth LLC | Holladay, UT | $268.5M | 29 |
| Astra Wealth Partners LLC | Jersey City, NJ | $268.4M | 1 |
| Sage Investment Advisers LLC | Wappingers Falls, NY | $268.4M | — |
| Cws Capital Partners LLC | Newport Beach, CA | $268.4M | 28 |
| Jmk & Associates, LLC | Spokane, WA | $268.4M | — |
| Spear Advisors LLC | | $268.4M | — |
| Karl Kapital LLC | San Francisco, CA | $268.4M | 3 |
| Bpm Wealth Advisors, LLC | San Francisco, CA | $268.3M | — |
| Kristen e. Coombs LLC | State College, PA | $268.3M | — |
| Reliant Investment Partners, LLC | Pinehurst, NC | $268.3M | — |