| Reutemann Financial Solutions, Inc. | Rockville, MD | $251.6M | — |
| Bridges Capital LLC | Fort Lauderdale, FL | $251.6M | — |
| Hc2 Capital, LLC | Dallas, TX | $251.6M | 50 |
| Aretex Capital Management, LP | New York, NY | $251.6M | 1 |
| Riverchase Wealth Management, LLC | Flower Mound, TX | $251.5M | — |
| Talisman Wealth Advisors, LLC | Mountainside, NJ | $251.3M | — |
| Windward Wealth Strategies, Inc. | Oshkosh, WI | $251.2M | — |
| Graham Capital Wealth Management, LLC | Washington, DC | $251.2M | — |
| Merced Capital, L.P. | Minnetonka, MN | $251.2M | 6 |
| Cassia Capital Partners LLC | Winston Salem, NC | $251.2M | — |
| Mariaca Wealth Management, LLC | Wellington, FL | $251.1M | — |
| Peterson Wealth Management, LLC | Sparks, NV | $251.1M | — |
| Checks & Balances, Inc. | Atlanta, GA | $251.1M | — |
| Team Financial Group, LLC | Temecula, CA | $251.1M | — |
| Windle Wealth, LLC | Oklahoma City, OK | $251M | — |
| Hmm Group LLC | Indian Wells, CA | $251M | — |
| Karlov Street Capital, LLC | Boca Raton, FL | $251M | 30 |
| Seek First Inc. | Campbell, CA | $251M | — |
| Ac Investment Management, LLC | New York, NY | $251M | 4 |
| Teton Advisors, LLC | Greenwich, CT | $250.9M | — |
| Blodgett Wealth Advisors, LLC | | $250.9M | — |
| Bios Capital Management, LP | Fort Worth, TX | $250.9M | 4 |
| The Rudd Company, LLC | Fort Worth, TX | $250.8M | — |
| Titan Fund Management, LLC | Albuquerque, NM | $250.7M | 4 |
| Deane Retirement Strategies, Inc. | New Orleans, LA | $250.7M | — |
| Ds2 Capital LLC | | $250.6M | 1 |
| The Stone Creek Group, LLC | Englewood, CO | $250.6M | 4 |
| Wealthmd Corporation | Louisville, KY | $250.5M | — |
| Amara Financial, LLC | San Francisco, CA | $250.5M | — |
| Legend Capital Advisors LLC | | $250.5M | 2 |
| Recurring Capital Management Company, LLC | Austin, TX | $250.4M | 9 |
| Mwa Investments, LLC | White Stone, VA | $250.4M | — |
| Lig Capital Management, LLC | Oklahoma City, OK | $250.4M | — |
| Farley Capital L.P. | | $250.3M | 3 |
| Fisher & Wiens Wealth Management, LLC | Danville, CA | $250.3M | — |
| Mokan Wealth Management Inc | Overland Park, KS | $250.3M | — |
| Main Street Investment Advisors, LLC | Northbrook, IL | $250.3M | — |
| Maven Equity Partners, LLC | Larkspur, CA | $250.3M | 9 |
| Cogent Private Wealth, Inc. | Orlando, FL | $250.3M | — |
| Journey Beyond Wealth, LLC | Roswell, GA | $250.3M | — |
| Tritonpoint Capital, LLC | Chevy Chase, MD | $250.2M | 2 |
| The Ehrlich Group LLC | Laguna Niguel, CA | $250.1M | — |
| Altura Wealth Advisors Inc. | Santa Clara, CA | $250.1M | — |
| Beadell a D Investment Counsel Inc | Mequon, WI | $250M | — |
| Bison Capital Advisors, LLC | Oklahoma City, OK | $250M | — |
| Swiss Usadvisors Ltd. | Zurich | $250M | — |
| Qso Capital Management LLC | Fort Lauderdale, FL | $250M | 2 |
| Firstrust LLC | Daytona Beach, FL | $250M | — |
| Investology Inc. | Reston, VA | $250M | — |
| Kutumb Investments LLC | Palm Beach Gardens, FL | $250M | — |