| Cpr Investments Inc | Rochester, MI | $238.8M | — |
| Rock Hill Capital Group, LLC | Houston, TX | $238.8M | 5 |
| Gfs Wealth Management Advisors, Inc. | Shelton, CT | $238.6M | — |
| Ninth Eternity Asset Management LLC | New York, NY | $238.6M | 3 |
| Westhampton Capital, LLC | Winston-Salem, NC | $238.5M | — |
| Prossimo Advisors LLC | San Luis Obispo, CA | $238.5M | — |
| Smith Bruer Advisors, LLC | Tallahassee, FL | $238.5M | — |
| Waterwheel Capital Management, L.P. | Athens | $238.5M | 3 |
| Goalfusion Wealth Management, LLC | | $238.5M | — |
| R.h. Investment Group, LLC | Scottsdale, AZ | $238.5M | — |
| Jm2 Capital Inc. | Edmond, OK | $238.4M | — |
| Acute Investment Advisory, LLC | Mesa, AZ | $238.4M | — |
| Perella Weinberg Partners Capital Management LP | New York, NY | $238.4M | 21 |
| Strategic Wealth Capital, LLC | San Francisco, CA | $238.4M | — |
| Pf Advisors, LLC | Chadds Ford, PA | $238.4M | — |
| Sequoia Wealth Management Group LLC | | $238.4M | — |
| Broadmark Asset Management LLC | Dallas, TX | $238.4M | — |
| Goldenstone Wealth Management, LLC | El Dorado Hills, CA | $238.3M | — |
| Sector Analysts LLC | Allentown, PA | $238.2M | — |
| Graphene Capital Management LP | New York, NY | $238.1M | 1 |
| Alexander Capital Wealth Management LLC | Red Bank, NJ | $238.1M | — |
| Rachor Investment Advisory Services, LLC | Linden, MI | $238.1M | — |
| Kelley Investments, LLC | | $238M | — |
| 3j Capital Partners Ltd | Sao Paulo | $238M | — |
| Golden Road Advisors LLC | Tampa, FL | $237.7M | — |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina, NC | $237.7M | — |
| Fortune 45, LLC. | Gonzales, LA | $237.7M | — |
| Gsa Capital Partners (new York) LP | New York, NY | $237.6M | — |
| Lighthouse Wealth Management, Inc. | Ashland, OH | $237.6M | — |
| Carlsbad Wealth Advisory Group, Inc. | Carlsbad, CA | $237.6M | — |
| Montcalm Tcr LLC | San Francisco, CA | $237.5M | 1 |
| Cohen & Company Financial Management, LLC | New York, NY | $237.4M | 5 |
| Everest Wealth Management, LLC | Leawood, KS | $237.4M | — |
| Leicht Financial Planning and Wealth Management, Inc. | Parsippany, NJ | $237.4M | — |
| Capital Financial Group, Inc. | Littleton, CO | $237.4M | — |
| Redemption Capital Partners, LLC | Midland, TX | $237.3M | — |
| Centennial Advisors, LLC | Austin, TX | $237.3M | 1 |
| North American Wealth Advisors Inc. | Jordan, MN | $237.3M | — |
| Awaken Wealth Partners LLC | Houston, TX | $237.3M | — |
| Pento Portfolio Strategies, LLC | Naples, FL | $237.3M | — |
| Elderado Financial, Inc | Montrose, CO | $237.2M | — |
| Soundcore Capital Partners, LLC | New York, NY | $237.2M | 6 |
| Fort Vancouver Investment Management, LLC | Vancouver, WA | $237.1M | — |
| Cambridge Wealth Advisors, LLC | | $237M | — |
| Valterra Partners LLC | Austin, TX | $237M | 5 |
| Minerva Planning Group, Inc. | Decatur, GA | $236.9M | — |
| A3 Capital Advisors, LLC | Houston, TX | $236.8M | — |
| Clarity Wealth Management, L.L.C. | Gilbert, AZ | $236.8M | — |
| Axiom Investment Management LLC | New York, NY | $236.8M | — |
| Your Private Client Group, Inc. | | $236.7M | — |