| Tiller Partners, LLC | Beverly Hills, CA | $261.5M | — |
| Sage Stone Wealth Management LLC | La Jolla, CA | $261.4M | — |
| Bullock Wealth Management Group Inc. | Bloomington, IN | $261.4M | — |
| Utopia Wealth Management, LLC | Coconut Creek, FL | $261.4M | — |
| Plante Moran Real Estate Investment Advisors, LLC | Southfield, MI | $261.3M | — |
| Elco Management Company, LLC | New York, NY | $261.2M | 1 |
| Corepath Wealth Partners LLC | Scottsdale, AZ | $261.2M | — |
| Financial Designs Wealth Management LLC | Miami, FL | $261.2M | — |
| Portfolio Advisors, Inc. | Fresno, CA | $261.2M | — |
| Cgi Plan Advisors, Inc. | Frazer, PA | $261M | — |
| Prevail Wealth Management LLC | Kirkland, WA | $260.8M | — |
| Trustwell Financial Advisors, LLC | Jacksonville, FL | $260.8M | — |
| Viawealth, LLC | Leawood, KS | $260.7M | — |
| Glr Partners, LLC | Columbia, MD | $260.7M | — |
| Dcm Advisors, LLC | New York, NY | $260.5M | — |
| Winebrenner Capital Management LLC | Louisville, KY | $260.5M | 4 |
| Arco Global Management, LLC | Guaynabo, PR | $260.4M | 1 |
| Alamar Capital Management, LLC | Santa Barbara, CA | $260.3M | — |
| Banker Investment Group Inc | West Lafayette, IN | $260.2M | — |
| Nantucket Multi Managers, LLC | Bloomfield Hills, MI | $260.2M | 3 |
| Brendel Financial Advisors LLC | Hanover, NH | $260.2M | — |
| Vistica Wealth Advisors, LLC | Carlsbad, CA | $260.1M | — |
| Rfm Financial Solutions, LLC | Mt. Pleasant, MI | $260.1M | — |
| Greenstone Belt Wealth Advisors, LLC | Chicago, IL | $260.1M | — |
| The Wealth Conservancy, Inc. | Boulder, CO | $260M | — |
| Capital Financial Advisors of New York, LLC | Clifton Park, NY | $260M | — |
| Archetype Advisors, LLC | Doylestown, PA | $260M | — |
| 1876 Partners, LP | Tomball, TX | $260M | 1 |
| Grey Rock Energy Management, LLC | Dallas, TX | $259.9M | 3 |
| Era Global Technologies LLC | New York, NY | $259.9M | 18 |
| Clark Wealth Partners, LLC | O'Fallon, IL | $259.9M | — |
| Finley Financial, LLC | Las Vegas, NV | $259.8M | — |
| Bridge Generations Wealth Management LLC | South Miami, FL | $259.8M | — |
| Proteus, LLC | Indianapolis, IN | $259.8M | 29 |
| Wovenearth Ventures, LLC | Palo Alto, CA | $259.7M | 3 |
| Ridgeline Wealth Planning LLC | Centerville, OH | $259.6M | — |
| Churchill Ncpe Advisor LLC | New York, NY | $259.5M | 1 |
| Storyone LLC | Overland Park, KS | $259.4M | — |
| Braeburn Wealth Management, LLC | Muskegon, MI | $259.4M | — |
| Private Wealth Consulting, LLC | | $259.3M | — |
| Cohen Investment Advisors, LLC | Bedford, NH | $259.3M | 1 |
| Global Financial Advisory Services, Inc. | Valencia, CA | $259.3M | — |
| Elevation Wealth Management, LLC | | $259.2M | — |
| Ishara Investments LP | Los Angeles, CA | $259.1M | 1 |
| Davis Capital Management LLC | Jacksonville, FL | $259M | — |
| Kure Advisory, LLC | Plymouth, MN | $259M | — |
| Incline Global Management, LLC | New York, NY | $259M | 2 |
| An Exceptional Life Financial, LLC | Indianapolis, IN | $258.9M | — |
| Revel Wealth Management, LLC | Elmwood Park, NJ | $258.9M | — |
| Cobblestone Asset Management LLC | Richmond, VA | $258.9M | — |