| Summit Financial Advisors, Inc. | Middletown, OH | $232.8M | — |
| Lizard Investors LLC | Chicago, IL | $232.8M | 1 |
| High River Resources Management LLC | Dallas, TX | $232.8M | 1 |
| Oberon Asset Management, LLC | New York, NY | $232.7M | 1 |
| Klein Pavlis & Peasley Financial, Inc. | Irvine, CA | $232.7M | — |
| Taylor Frigon Capital Management LLC | Scottsdale, AZ | $232.6M | 2 |
| Guidedmoney, LLC | | $232.6M | — |
| Foundry Financial LLC | Pasadena, CA | $232.6M | — |
| Ncp Management Holdings, Inc. | Birmingham, AL | $232.6M | 5 |
| Mount Vernon Associates Inc | Baltimore, MD | $232.5M | — |
| Integrated Capital Management, Inc. | Jessup, PA | $232.4M | — |
| Ot Management, LLC | Boston, MA | $232.4M | 40 |
| Bingham Private Wealth, LLC | San Francisco, CA | $232.4M | — |
| Trimarc Wealth Management LLC | | $232.4M | — |
| Kp Management LLC | | $232.3M | 1 |
| Millennium Capital Advisors, LLC | Little Rock, AR | $232.2M | — |
| Reshape, LLC | Boca Raton, FL | $232.2M | — |
| Sola Impact Group, LLC | Los Angeles, CA | $232.1M | 1 |
| Econ Financial Services Corporation | Harrisburg, PA | $232.1M | — |
| Chadler Investment Advisory Solutions, LLC | Fairfield, NJ | $232M | — |
| Shelter Rock Management, LLC | Jericho, NY | $232M | — |
| Conway Capital Management, Inc. | Burbank, CA | $231.9M | — |
| Crowdstreet Advisors, LLC | New York, NY | $231.9M | 30 |
| Continental Investors Services, Inc. | Longview, WA | $231.9M | — |
| Piedmont Capital Management, LLC | Whitefish, MT | $231.8M | — |
| Loudon Investment Management, LLC | West Lebanon, NH | $231.8M | — |
| Gradient Ridge Capital, L.P. | Norwalk, CT | $231.8M | 1 |
| Kingfish Capital Partners LLC | Southlake, TX | $231.8M | 9 |
| Heisten Wrenn Private Wealth, LLC | Anchorage, AK | $231.8M | — |
| Radix Financial, LLC | George Town | $231.6M | — |
| Yardley Wealth Management LLC | Yardley, PA | $231.6M | — |
| Alpha Innovations Ltd. | Hamilton | $231.5M | 3 |
| Roppel Capital Management LLC | Park Ridge, IL | $231.5M | 3 |
| Svrn Asset Management, LLC | Austin, TX | $231.5M | 2 |
| Taurus Capital Advisors, LLC | Lake Oswego, OR | $231.4M | — |
| Brx Global LP | Greenwich, CT | $231.4M | 1 |
| L&s Investment Advisors, LLC | Miami, FL | $231.4M | — |
| Financial Concepts Unlimited, Inc. | | $231.4M | — |
| Andrew Hill Investment Advisors, Inc. | Naples, FL | $231.3M | — |
| Bxm Wealth LLC | Englewood, CO | $231.3M | — |
| Vann Equity Management LLC | Plano, TX | $231.2M | — |
| Asymmetric Capital Management, LLC. | Wayzata, MN | $231.2M | — |
| Wharton Midmarket Investment Advisors Inc. | Woodbridge, CT | $231.1M | — |
| Tenzing Financial LLC | Williamsburg, VA | $231.1M | — |
| Sachem Investment Counsel LLC | | $231.1M | — |
| Apis & Heritage Capital Partners, LLC | Washington, DC | $231.1M | 4 |
| Rofi LLC | Birmingham, MI | $231M | — |
| Draper Asset Management, LLC | Smithtown, NY | $231M | — |
| Concorde Financial Resources I Inc. | York, SC | $231M | — |
| Arch Global Advisors, LLC | New York, NY | $230.9M | — |