| Viewpoint Capital Management, LLC | Seattle, WA | $267.8M | — |
| Tradelink Capital LLC | Chicago, IL | $267.8M | 2 |
| Soviero Asset Management, LP | New York, NY | $267.7M | 1 |
| Variant Private Wealth LLC | Tysons, VA | $267.5M | — |
| Riverplace Capital Management Inc | Jacksonville, FL | $267.4M | — |
| Matriarch Wealth Management, LLC | | $267.3M | — |
| Retirementadvice | Jka | Anaheim, CA | $267.3M | — |
| Las Olas Capital Advisors, LLC | Fort Lauderdale, FL | $267.2M | 7 |
| C.m.bidwell & Associates Ltd | | $267.1M | — |
| Arsenal Capital Advisors LLC | Conshohocken, PA | $267.1M | — |
| Terra Partners Asset Management Limited | Naxxar | $266.9M | 3 |
| Win Advisors, Inc | Palm Beach Gardens, FL | $266.8M | — |
| Lionhunter Capital Management LLC | New York, NY | $266.8M | — |
| Gqg Private Capital Solutions LLC | Tacoma, WA | $266.8M | 5 |
| Decathlon Capital Management II, LLC | Park City, UT | $266.7M | 5 |
| Prosser Creek Asset Management LLC | Corte Madera, CA | $266.7M | 1 |
| Woodside Wealth Management LLC | Sudbury, MA | $266.6M | — |
| Live Oak Investment Partners, LLC | Austin, TX | $266.4M | — |
| Dynamic Wealth Group, LLC | | $266.2M | — |
| Harbour Wealth Management Group, Inc. | Daniel Island, SC | $266.2M | — |
| Wisniewski Wealth Management LLC | Dallas, TX | $266.1M | — |
| Capstone Wealth Management Group, LLC | Bend, OR | $266.1M | — |
| Tassel Capital Management, Inc. | Matthews, NC | $266M | — |
| Retirement Planology, Inc. | Alexandria, VA | $265.9M | — |
| Garnett Advisors, LLC | Denton, TX | $265.7M | — |
| Road Capital Management LP | | $265.7M | 2 |
| Cerda Munoz Advisors, Inc | Whittier, CA | $265.7M | — |
| Brentview Investment Management, LLC | Rosemont, IL | $265.7M | — |
| Raven Music Partners LLC | Palm Beach Gardens, FL | $265.4M | 7 |
| Thinagee Investments Inc. | Bethesda, MD | $265.4M | — |
| Bernzott Capital Advisors | Camarillo, CA | $265.4M | — |
| Spraker West Wealth Management, Inc | Winter Park, FL | $265.3M | — |
| Ih2 Advisors & Company | Wilmington, DE | $265.3M | — |
| Demeter Tactical Investments Corp. | Prospect, KY | $265.3M | 5 |
| Livello Capital Management LP | New York, NY | $265.2M | 2 |
| The Dala Group, LLC | Hoffman Estates, IL | $265.2M | — |
| Gordian Advisors, LLC | Tucson, AZ | $265.2M | — |
| Echelon Group, Inc. | Boise, ID | $265.2M | — |
| Cornerstone Advisors, LLC | Topeka, KS | $265.1M | — |
| Bright Wealth Management, LLC | Lewisville, TX | $265M | — |
| Kize Capital LP | New York, NY | $264.9M | 2 |
| Innova Advisors LLC | Coral Gables, FL | $264.8M | — |
| Sender Company & Partners, Inc. | New York, NY | $264.8M | 1 |
| Evergreen Private Wealth LLC | Greenwood Village, CO | $264.7M | — |
| Birch Financial Group, LLC | Keene, NH | $264.7M | — |
| Krm Wealth Management L.L.C. | Reno, NV | $264.7M | — |
| C.w. O'Conner Wealth Advisors, Inc. | Duluth, GA | $264.6M | — |
| Bnb Wealth Management, LLC | Silver Spring, MD | $264.6M | — |
| Imperium Wealth Management, LLC | San Antonio, TX | $264.6M | — |
| Wyze Wealth Advisors, LLC | Canonsburg, PA | $264.5M | — |