| Cerda Munoz Advisors, Inc | Whittier, CA | $265.7M | — |
| Raven Music Partners LLC | Palm Beach Gardens, FL | $265.4M | 7 |
| Thinagee Investments Inc. | Chevy Chase, 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 |
| Tru Independence Asset Management 2, LLC | Portland, OR | $264.7M | — |
| 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 | — |
| Fuller Investment Management Company | Pasadena, CA | $264.5M | 1 |
| The Salient Zarvona Energy Fund GP, L.P. | Houston, TX | $264.3M | 4 |
| Patricof Co. LLC | New York, NY | $264.2M | 36 |
| Roi Financial Advisors, LLC | Beaverton, OR | $264.2M | — |
| Optimus Capital Advisors, LLC | Coppell, TX | $264.1M | — |
| Binnacle Investments, Inc. | Urbandale, IA | $264.1M | — |
| Wallace Hart LLC | Lexington, KY | $264M | 1 |
| Hudson Canyon Capital Management, LLC | New York, NY | $263.9M | — |
| Comprehensive Financial Planning Corporation | Richmond, VA | $263.9M | — |
| Arka Capital A.m. Ltd | | $263.8M | — |
| Welch Investment Group, LLC | Grants Pass, OR | $263.8M | — |
| Bankplus Wealth Management, LLC | Jackson, MS | $263.8M | — |
| Guidestream Financial, Inc. | Spring Arbor, MI | $263.5M | — |
| Myecfo, LLC | | $263.4M | — |
| Cq Wealth Advisors, Inc. | San Diego, CA | $263.3M | — |
| Harmony Point Wealth Advisors, Inc. | Irvine, CA | $263.2M | — |
| Millbank Dartmoor Portsmouth LLC | Asheville, NC | $263.2M | — |
| Gallagher Capital Advisors, LLC | | $263.1M | — |
| Crestwood Capital Management, L.P. | New York, NY | $263M | 3 |
| Jc Capital Advisors Group LLC | Stamford, CT | $263M | — |
| Cibra Capital LLC | | $263M | — |
| Coastal Investment Company, LLC | Winter Park, FL | $262.9M | 41 |
| Lewis & Clark Equity Partners, LLC | St. Louis, MO | $262.9M | 8 |
| Nerdwallet Wealth Partners, LLC | New York, NY | $262.8M | — |
| Redwood Financial Network Corp. | Solon, OH | $262.8M | — |
| Semus Wealth Partners, LLC | Boca Raton, FL | $262.7M | — |