| Tableaux LLC | Great Barrington, MA | $229.7M | — |
| Cygnus Capital Advisers, LLC | Atlanta, GA | $229.7M | 1 |
| Bradford Financial Center | Clarion, IA | $229.7M | — |
| Turner Financial Group, Inc. | Pace, FL | $229.6M | — |
| Vima, LLC | Troy, MI | $229.5M | — |
| Formulate Financial LLC | | $229.4M | — |
| Lonetree Capital, LLC | New York, NY | $229.3M | 4 |
| Rightwealth Advisors, LLC | Miamisburg, OH | $229.3M | — |
| Booster, LLC | Baltimore, MD | $229.3M | — |
| Sterling Investment Advisors,llc | Bolivar, MO | $229.3M | — |
| Powell Financial, Inc. | Cornelius, NC | $229.2M | — |
| Antonelli Financial Advisors, LLC | Grosse Pointe, MI | $229.1M | — |
| Vsv Management, LLC | West Palm Beach, FL | $229.1M | 6 |
| Gideon Capital, LLC | Los Angeles, CA | $229M | 17 |
| Hippocratic Financial Advisors LLC | Westlake Village, CA | $229M | — |
| Reflection Asset Management, LLC | | $228.9M | — |
| Forsyth Street Asset Management LLC | New York, NY | $228.9M | 4 |
| Hemisphere Partners LLC | New York, NY | $228.9M | — |
| Dilation Capital Management LP | New York, NY | $228.8M | 3 |
| Bayesian Capital Management, LP | | $228.8M | — |
| Campion Asset Management, LLC | Fairfax, VA | $228.8M | — |
| Lsb Capital Management, Inc. | Ankeny, IA | $228.8M | — |
| Dfc Preferred Advisors LLC | Bozeman, MT | $228.7M | — |
| J.w. Korth & Company, Limited Partnership | Lansing, MI | $228.7M | 1 |
| Westview Management LLC | Burlington, VT | $228.6M | — |
| X Advisors, LLC | Santa Maria, CA | $228.6M | — |
| Atlasmark Financial, Inc. | Austin, TX | $228.6M | — |
| Calderwood Financial Strategies, Inc. | Houston, TX | $228.5M | — |
| Colin, Bruce Ted | | $228.5M | — |
| Jat Capital Management LP | Greenwich, CT | $228.5M | — |
| Msp Wealth Management, LLC | Klamath Falls, OR | $228.5M | — |
| Waterford Capital Investment Advisory Services LLC | Addison, TX | $228.5M | — |
| Discretionary Management Services, LLC | Overland Park, KS | $228.4M | 1 |
| Cunning Capital, LLC | | $228.4M | 1 |
| Prentice Capital Management, LP | Greenwich, CT | $228.4M | 3 |
| Meixler Investment Management, Ltd. | Show Low, AZ | $228.4M | — |
| Bay Capital Advisors, LLC | Virginia Beach, VA | $228.3M | — |
| Boyar Asset Management Inc | New York, NY | $228.2M | 2 |
| Chronim Investments Inc. | Irving, TX | $228.1M | — |
| Wealth Forward, LLC | Fargo, ND | $228.1M | — |
| Catalyst Capital Advisers LLC | Dallas, TX | $228.1M | 2 |
| Tenzing Global Management LLC | San Francisco, CA | $228.1M | 1 |
| Cascade Wealth Advisors, Inc | Wenatchee, WA | $228.1M | — |
| Beacon Financial Advisors, Inc. | Rye Brook, NY | $228M | — |
| Alterna Equity Partners Management LLC | Fort Lauderdale, FL | $228M | 3 |
| Center for Wealth Management LLC. | | $227.8M | — |
| Lansdowne Wealth Management, LLC | Mystic, CT | $227.7M | — |
| Magnolia Capital Management, Ltd. | Cold Spring, NY | $227.7M | — |
| Breach Inlet Capital Management, LLC | Mt. Pleasant, SC | $227.7M | 1 |
| Commonwealth Financial Planners Inc | Roswell, GA | $227.6M | — |