| Ampersand Capital Group, L.P. | Burlingame, CA | $235.1M | 1 |
| Lind Capital Partners, LLC | Evanston, IL | $235M | — |
| Mbf Healthcare Management II, LLC | Coral Gables, FL | $235M | 2 |
| Horizon Wealth Advisors, LLC | | $235M | — |
| Kingsman Wealth Management Inc. | Pensacola, FL | $235M | — |
| Northland Capital Management, LLC | Virginia, MN | $235M | — |
| Camelot Technology Advisors, Inc. | San Francisco, CA | $234.9M | — |
| Lcw Services, LLC | Virginia Beach, VA | $234.9M | — |
| Partnership Wealth Management, LLC | Towson, MD | $234.9M | — |
| Sustainable Advisors Alliance LLC | Tulsa, OK | $234.8M | — |
| Tevis Investment Management, LLC | Plano, TX | $234.8M | — |
| Cbm Financial, LLC | Austin, TX | $234.8M | — |
| Peak Investment Advisors, Inc. | Colorado Springs, CO | $234.6M | — |
| Palacios Wealth Management, LLC | Ormond Beach, FL | $234.3M | — |
| Reef Investment Management LLC | Lehi, UT | $234.3M | 3 |
| Hba Advisors, LLC | Pasadena, CA | $234.3M | — |
| Rademacher Financial, Inc. | Lawrence, KS | $234.3M | — |
| Belleair Asset Management, LLC | Belleair Bluffs, FL | $234.3M | — |
| Primestor Investment Management, LLC | Culver City, CA | $234.2M | 4 |
| Capital Management Advisor Group, LLC | Walnut Creek, CA | $234.1M | — |
| St. Louis Financial Planners Asset Management, LLC | Chesterfield, MO | $234M | — |
| Legacy Planning Advisors, LLC | Suwanee, GA | $234M | — |
| Bonfire Financial, LLC | Colorado Springs, CO | $234M | — |
| Delta Financial Advisors, Inc | Kensington, MD | $234M | — |
| Daviman Financial, LLC | | $233.9M | — |
| Rpm Capital Partners, LLC | New York, NY | $233.9M | 4 |
| Sivik Global Healthcare, LLC | | $233.9M | 1 |
| Helium Advisors LLC | Vancouver, WA | $233.8M | 1 |
| Atlas Wealth Partners LLC | Wyomissing, PA | $233.8M | — |
| New China Capital Management Corp. | Stamford, CT | $233.7M | 2 |
| Fountain Square Asset Management, LLC | Cincinnati, OH | $233.7M | — |
| The Aranda Group Advisors, LLC | Jenkintown, PA | $233.7M | — |
| Skaana Management L.P. | | $233.7M | 1 |
| Geneva Financial Group LLC | Lakewood, NJ | $233.7M | — |
| Adaptation Financial Advisors Inc. | Oklahoma City, OK | $233.6M | — |
| Mpi Wealth Management LLC | Hinsdale, IL | $233.6M | — |
| Clutterbuck Capital Management LLC | Cleveland, OH | $233.4M | 3 |
| Catalyst Financial Nw Corporation | Gresham, OR | $233.4M | — |
| Figure 8 Investment Strategies LLC | Boise, ID | $233.4M | — |
| Windmark Investment Partners, Inc. | Wilmington, DE | $233.3M | — |
| Walker Financial Advisors, Inc. Dba California 457 Benefits | Mission Viejo, CA | $233.3M | — |
| Reynolds Channel Management, L.P. | New York, NY | $233.2M | 2 |
| Aspirean Wealth, LLC | Mill Valley, CA | $233.2M | — |
| Ironwood Wealth Management, Inc. | Hurricane, WV | $233.1M | — |
| Holos Integrated Wealth, LLC | Kennett Square, PA | $233.1M | — |
| Lscp Advisors, LLC | Austin, TX | $233.1M | 2 |
| We Alliance Wealth Advisors, Inc. | Roseville, CA | $233.1M | — |
| Anchor Wealth Management Group LLC | West Palm Beach, FL | $233M | — |
| D C Voss & Company, LLC | | $232.9M | — |
| Sundvold Capital Management LLC | Columbia, MO | $232.9M | — |