| 6th Street Advisors, LLC | Daphne, AL | $256.5M | — |
| Vienna Asset Management LLC | Saratoga, CA | $256.5M | — |
| Delarme Wealth Management, Inc. | Palos Verdes Estates, CA | $256.5M | — |
| Avicene Investment Management LP | New York, NY | $256.5M | — |
| Estate & Trust Advisors, Inc. | Riverwoods, IL | $256.5M | — |
| Tudor Financial, Inc. | Dayton, OH | $256.3M | — |
| Zephyr Management, L.P. | New York, NY | $256.3M | 27 |
| Argo Wealth Advisory, LLC | McLean, VA | $256.2M | — |
| Richardson Financial Services Inc. | Medway, MA | $256.1M | — |
| Alpha Advisors, LLC | Richmond, VA | $256.1M | — |
| Casilio Leitch Investments, LLC | Walnut Creek, CA | $256M | — |
| Fairview Partners Investment Management LLC | Seattle, WA | $256M | 3 |
| Fairview Asset Management LLC | San Juan, PR | $256M | 10 |
| Five Talents Financial Management Group LLC | West des Moines, IA | $256M | — |
| Donald Smith, L.P. | New York, NY | $256M | — |
| Sonoma West LLC | | $255.9M | — |
| Certis Capital Management, Inc. | Santa Barbara, CA | $255.9M | — |
| Capital Z Asset Management, LLC | | $255.9M | — |
| Plotkin Financial Advisors, LLC | Chevy Chase, MD | $255.9M | — |
| Muirfield Wealth Advisors LLC | Charlotte, NC | $255.8M | — |
| Krusen Capital Management, LLC | West Palm Beach, FL | $255.7M | 1 |
| Winona Capital Management, LLC | Chicago, IL | $255.6M | 7 |
| Delaware Avenue Wealth Planners, LLC | Wilmington, DE | $255.6M | — |
| Releve Financial Group, LLC | Scottsdale, AZ | $255.6M | — |
| Inceptiv Management, LP | Culver City, CA | $255.5M | 3 |
| Cwci LLC | Washington, DC | $255.5M | 5 |
| Sound Investment Management Inc | Tualatin, OR | $255.5M | — |
| Smp Asset Management, LLC | | $255.4M | 1 |
| International Private Wealth Advisors LLC | San Diego, CA | $255.3M | — |
| Secured Retirement Advisors, LLC | St Louis Park, MN | $255.1M | — |
| Garrison Murphy Wealth Management, LLC | | $255.1M | 2 |
| Pathwise Wealth Partners, LLC | Walnut Creek, CA | $255M | — |
| Grant Private Wealth Management, Inc. | Pleasanton, CA | $255M | — |
| Acap Asset Management, Inc. | Studio City, CA | $255M | — |
| Koa Wealth Management, LLC | | $254.9M | — |
| Modern Capital Advisors, LLC | Raleigh, NC | $254.8M | — |
| Ridge Creek Global, Inc. | | $254.8M | — |
| Game Plan Financial Advisors, LLC | Westlake, Oh, OH | $254.7M | — |
| Cap Partners, LLC | Franklin, TN | $254.7M | — |
| Hartmann Taylor Wealth Management, LLC | Dallas, TX | $254.6M | — |
| Wasatch Investment Fund Manager, LLC | Logan, UT | $254.6M | 5 |
| Glenorchy Capital Limited | | $254.4M | 1 |
| Blacktower Financial Management (US) LLC | Orlando, FL | $254.4M | — |
| O'Brien Investment Management, LLC | Torrance, CA | $254.3M | — |
| Westpark Wealth Advisors, Inc. | Houston, TX | $254.3M | — |
| Madrone Investment Advisory, LLC | San Rafael, CA | $254.3M | — |
| Mendota Financial Group, LLC | Madison, WI | $254.2M | — |
| Family Fiduciary Services, Inc. | Beverly, MA | $254.2M | — |
| Riverwest Investment Management, LLC | New York, NY | $254.1M | — |
| Integrated Wealth Management, Inc. | Uniontown, OH | $254.1M | — |