| Sea Cliff Partners Management, LP | San Francisco, CA | $239.4M | 1 |
| Swp Financial LLC | Encinitas, CA | $239.4M | — |
| E6 Portfolios | Midvale, UT | $239.4M | — |
| Brian Low Financial Group, LLC | Baton Rouge, LA | $239.3M | — |
| Jones Kertz & Associates, Inc. | Blaine, MN | $239.2M | — |
| Galleria Financial Advisors, LLC | Atlanta, GA | $239.2M | — |
| Heights LLC | Los Angeles, CA | $239.2M | 3 |
| Driven Investments LLC | | $239.2M | — |
| Rolek Wealth Management LLC | Berwyn, PA | $239.2M | — |
| Saos Capital, LLC | Mount Pleasant, SC | $239.1M | — |
| Birchview Capital, LP | Burlington, VT | $239.1M | 2 |
| Castanea Partners Inc. | Newton, MA | $239M | 5 |
| Footpath Ventures LP | New York, NY | $239M | 6 |
| Street Capital Partners, LLC | Indianapolis, IN | $238.9M | — |
| Orrell Capital Managment, Inc. | Livermore, CA | $238.9M | 1 |
| Orcam Financial Group, LLC | | $238.9M | — |
| Snowcap Capital Management, LLC | Dallas, TX | $238.9M | 1 |
| Investment Management & Planning LLC | Greenville, DE | $238.8M | — |
| Investors Portfolio Services LLC | Puyallup, WA | $238.8M | — |
| Mosaic Wealth Management, L.L.C. | | $238.8M | — |
| Total Wealth Planning and Management, Inc. | | $238.8M | — |
| 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 | — |
| Innovius Capital Management, LLC | San Francisco, CA | $237.9M | 7 |
| 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 | — |