| Venor Capital Management LP | New York, NY | $254M | 5 |
| Westco Advisory Services, Inc. | Lynbrook, NY | $254M | — |
| Canty Financial Management, Inc. | Ballston Spa, NY | $254M | — |
| Defined Wealth Management, LLC | Beaverton, OR | $254M | — |
| Addis & Hill, Incorporated | Wayne, PA | $254M | — |
| Connecticut Capital Management Group, LLC | Milford, CT | $253.9M | — |
| Green Alpha Advisors, LLC | Niwot, CO | $253.9M | — |
| Indiano Capital Management Inc. | Rochester, NY | $253.8M | — |
| Pollock Investment Advisory Corporation | | $253.8M | — |
| Mendon Capital Advisors Corp | Key Largo, FL | $253.8M | 1 |
| Toronado Partners LLC | San Francisco, CA | $253.7M | 1 |
| Pps & V Asset Management Consultants Inc | Portage, MI | $253.7M | — |
| Decatur Capital Management, Inc. | Decatur, GA | $253.7M | — |
| Gate City Capital Management, LLC | Chicago, IL | $253.6M | 1 |
| Heronetta Management, L.P. | New York, NY | $253.6M | 1 |
| Washburn Capital Management Inc. | Vero Beach, FL | $253.6M | — |
| Clear Point Advisors, Inc. | Melville, NY | $253.4M | — |
| Alpha Analytics Investment Group LLC | Los Angeles, CA | $253.4M | — |
| Impact Capital, LLC | Rockville, MD | $253.4M | — |
| Mhs Advisory Services, LLC | Maple Grove, MN | $253.3M | — |
| Blueprint Local LLC | | $253.3M | 17 |
| Entelechy LLC | | $253.3M | — |
| Maguire Investments LLC | King of Prussia, PA | $253.2M | — |
| Transcend Advisor Group, LLC | Milwaukee, WI | $253.2M | — |
| Pacific Wealth Strategies Group, Inc. | Santa Barbara, CA | $253.2M | — |
| Abf Investment Management, LLC | Miami, FL | $253.2M | 1 |
| Sterling Retirement Group of Sacramento Inc. | Roseville, CA | $253M | — |
| Elevation Capital Advisory, LLC | Bend, OR | $252.9M | — |
| Robbins Farley LLC | Bedford, NH | $252.9M | — |
| Endeavor Wealth Advisors, LLC | Pepper Pike, OH | $252.8M | — |
| Corrado Advisors, LLC | Ramsey, NJ | $252.8M | — |
| Aurora Investment Counsel | Atlanta, GA | $252.7M | — |
| Treasure Investment Management, LLC | Scottsdale, AZ | $252.7M | — |
| Ghe, LLC | Memphis, TN | $252.6M | — |
| Patrick M. Sweeney & Associates, Inc | Libertyville, IL | $252.5M | — |
| Taylor Securities Services, Inc. | Harrisburg, PA | $252.5M | — |
| Humphreys Capital, LLC | Oklahoma City, OK | $252.4M | 5 |
| Waycross Investment Management Company | Bellingham, WA | $252.4M | — |
| Lee, Kelleher, & Klein Wealth Management LLC | | $252.4M | — |
| Winters Financial Group, Inc. | Westlake Village, CA | $252.3M | — |
| Jcp Investment Management, LLC | Houston, TX | $252.3M | 2 |
| Morgan Dempsey Capital Management LLC | Milwaukee, WI | $252.3M | — |
| Db & C Advisors, LLC | Holland, MI | $252.2M | — |
| Principled Wealth Advisors, LLC | Covington, KY | $252.1M | — |
| Baird Venture Partners Management Company IV, LLC | Milwaukee, WI | $252.1M | 2 |
| Bradley & Company Private Wealth Management, LLC | | $252M | — |
| Fischer Investment Strategies, LLC | Westlake Village, CA | $251.9M | — |
| Murphy Wealth Management Group, Inc. | Fishkill, NY | $251.9M | — |
| Coinshares Asset Management (US) LLC | New York, NY | $251.9M | — |
| Advanced Financial Strategies Inc | Irvine, CA | $251.7M | — |