| 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 | — |
| Salus Financial Advisors, LLC | | $262.6M | — |
| Newport Wealth Advisors, Inc. | Newport Beach, CA | $262.6M | — |
| Mount Tamalpais Asset Management, LLC | Larkspur, CA | $262.5M | — |
| Empery Asset Management, LP | New York City, NY | $262.5M | 4 |
| Waterstone Financial Advisory LLC | Fort Myers, FL | $262.5M | — |
| Stark Wealth Management LLC | Bethlehem, PA | $262.5M | — |
| Horizon Financial Services, LLC | Winston Salem, NC | $262.4M | — |
| Charleston Financial Advisors, LLC | Charleston, SC | $262.4M | — |
| Brucke Financial, Inc. | | $262.4M | — |
| Trippon Wealth Management Group LLC | Houston, TX | $262.3M | — |
| Accion Impact Management LLC | Washington, DC | $262.2M | 3 |
| 5c Investment Partners Advisor LLC | New York, NY | $262.2M | 1 |
| Spruce Point Capital Management, LLC | Riverhead, NY | $262.2M | 1 |
| Timecapital Investor Advisory Services Inc | Port Jefferson Station, NY | $262M | — |
| J. Team Financial, Inc. | Abilene, TX | $262M | 1 |
| AG Dillon Asset Management LP | New York, NY | $262M | 27 |
| Allied Asset Advisors Inc | Hometown, IL | $262M | — |
| Bradford Financial Services Corp | | $261.9M | — |
| Room40 Capital LLC | New York, NY | $261.7M | 4 |
| Kiplinger Investment Advisors, LLC. | Springboro, OH | $261.7M | — |
| Bull Oak Capital, LLC | Rancho Santa Fe, CA | $261.6M | — |
| Convoy Investments, LLC | | $261.6M | 2 |
| Tandem Wealth Advisors LLC | Phoenix, AZ | $261.5M | — |
| Wj Wealth Management, LLC | Glendale, AZ | $261.5M | — |