| The Wealth Conservancy, Inc. | Boulder, CO | $260M | — |
| Archetype Advisors, LLC | Doylestown, PA | $260M | — |
| Capital Financial Advisors of New York, LLC | Clifton Park, NY | $260M | — |
| Napatree Capital LLC | Westerly, RI | $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 |
| Magarian Capital Management, LLC | San Antonio, TX | $259.7M | 1 |
| 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 | — |
| Northern Lights Advisors, Inc | Seattle, WA | $258.9M | — |
| 724 Capital, LLC | | $258.9M | — |
| Corinthian Capital Group, LLC | New York, NY | $258.8M | 2 |
| Gk Wealth Management LLC | Reno, NV | $258.8M | — |
| Pacific Capital Associates, Inc. | San Diego, CA | $258.8M | — |
| Shaker Investments, L.L.C. | Beachwood, OH | $258.8M | 1 |
| Triton Financial Group, Inc | Oklahoma City, OK | $258.7M | — |
| Ables, Iannone, Moore & Associates, Inc. | Savannah, GA | $258.7M | — |
| Financial Institution Services, LLC | | $258.7M | — |
| Up Strategic Wealth Investment Advisors, LLC | Pittsburgh, PA | $258.7M | — |
| Equity Wealth Partners, LLC | Independence, MO | $258.6M | — |
| Aft, Forsyth and Company, Inc. | Jupiter, FL | $258.6M | — |
| Redwood Family Wealth LLC | Plano, TX | $258.5M | — |
| Nabity-Jensen Investment Management, Inc. | Omaha, NE | $258.5M | — |
| Geosphere Capital Management, LLC | Miami Beach, FL | $258.4M | 2 |
| Bush Investment Group, LLC | Valdosta, GA | $258.4M | — |
| McDonough Capital Management, Inc. | Orlando, FL | $258.2M | — |
| Horizons Wealth Management, Inc. | Asheville, NC | $258.2M | — |
| Koenig Investment Advisory, LLC | Ashland, OR | $258.2M | — |
| Bruce G. Allen Investments, LLC | Denver, CO | $258.1M | — |
| Profits Plus Capital Management, LLC | Nampa, ID | $258.1M | 1 |
| Pluscios Management LLC | Evanston, IL | $258.1M | 6 |