| Mindoro Capital Partners LLC | | $226.4M | — |
| Connected Wealth Solutions, LLC | La Grande, OR | $226.4M | — |
| D.h. Hill Advisors, Inc. | Kingwood, TX | $226.4M | — |
| Mentor Capital Management Inc. | Chicago, IL | $226.4M | — |
| Bqs Financial Advisors, LLC | New York, NY | $226.4M | — |
| Walnut Grove Capital Partners, LP | Memphis, TN | $226.3M | 9 |
| Align Private Capital | Sarasota, FL | $226.2M | 2 |
| Denali Wealth Management, Inc. | Mequon, WI | $226.1M | — |
| Elevation Advisory Partners LLC | Orlando, FL | $226M | — |
| Valpey Financial Services LLC | Concord, NH | $226M | — |
| Angelus Investment Consulting, Inc. | Coral Gables, FL | $226M | — |
| Polaris Financial Partners, LLC | Westerville, OH | $226M | — |
| Change Global Investment, LLC | New York, NY | $226M | 2 |
| Bullseye Investment Management, LLC | Cincinnciati, OH | $226M | — |
| Dragus Capital, LLC | Coral Gables, FL | $225.9M | — |
| Secfi Advisory Limited | New York, NY | $225.9M | 3 |
| Professional Financial Strategies, Inc | Pittsford, NY | $225.8M | — |
| Welcy Capital Advisors LLC | Miami, FL | $225.7M | 2 |
| Evansbrook LLC | | $225.7M | — |
| Dvb Private Wealth LLC | Harrisburg, PA | $225.7M | — |
| Natural Capital Management, LLC | Fayetteville, AR | $225.7M | 10 |
| Magnolia Financial Planning Services, Inc. | Seneca, SC | $225.7M | 1 |
| Weis Advisory, LLC | Clive, IA | $225.6M | — |
| Global Value Investment Corporation | Milwaukee, WI | $225.6M | 1 |
| D'Arcy Capital Management, LLC | San Diego, CA | $225.6M | — |
| Red Mountain Financial Partners, LLC | Durango, CO | $225.6M | — |
| Oceanis Financial Advisors, Inc. | Miami, FL | $225.6M | — |
| Williams Capital Management Company | Wilmette, IL | $225.6M | — |
| Simplified Wealth Management, LLC | Hattiesburg, MS | $225.5M | — |
| Miller Wealth Advisors, LLC | | $225.5M | — |
| The Tenret Company, LLC | Tampa, FL | $225.4M | — |
| Buckeye-Pacific LLC | Naples, FL | $225.4M | 2 |
| Principium Investments LLC | | $225.4M | — |
| Cais Advisors LLC | New York, NY | $225.3M | 2 |
| Mindful Wealth LLC | Glencoe, IL | $225.3M | — |
| Daniel Investment Associates, LLC | Santa Barbara, CA | $225.3M | — |
| Apex Capital Management, L.L.C. | Lafayette, LA | $225.2M | — |
| The Perspective Group, LLC | Lawrence, KS | $225.1M | — |
| Inman Jager Wealth Management, LLC | Hattiesburg, MS | $225M | — |
| 442 Capital Pty Ltd | Melbourne | $225M | — |
| Henson-Edgewater Management, LLC | Avon, OH | $225M | — |
| Principia Wealth Advisory, LLC | Dallas, TX | $225M | — |
| Capital Advisory Group, Inc. | Dallas, TX | $224.9M | — |
| Global Delta Capital, LLC | Somerville, MA | $224.9M | 1 |
| Plexo Capital Management, LLC | | $224.9M | 3 |
| Retirement Plans, Inc. | Westerville, OH | $224.9M | — |
| Bantamac Capital, LLC | Chicago, IL | $224.7M | — |
| Drawbridge Capital, LLC | Tulsa, OK | $224.6M | — |
| Wl Ross & Co. LLC | Dallas, TX | $224.6M | 3 |
| Prato Capital Management, Inc. | White Plains, NY | $224.6M | — |