| Colrain Capital LLC | Boston, MA | $222.2M | — |
| MacLean Capital Advisors, LLC | Indian Wells, CA | $222.1M | — |
| Phillip James Consulting Co. | Plymouth, MN | $222.1M | — |
| Ring Mountain Capital, LLC | Tiburon, CA | $222.1M | — |
| Mangan Wealth Management, Inc. | Seattle, WA | $222M | — |
| Bischoff Wealth Management Group, LLC | Greenwood, IN | $222M | — |
| Sincerus Advisory, LLC | | $222M | — |
| Cross Border Wealth, LLC | New York, NY | $221.9M | — |
| Mfg Family Office LLC | Cdmx | $221.8M | — |
| Via IV Investments, LLC | Burr Ridge, IL | $221.8M | — |
| Addicus Advisory, LLC | Tupelo, MS | $221.7M | 41 |
| Optimize Financial Inc. | Irvine, CA | $221.7M | — |
| Global Strategic Management Inc | Dorado, PR | $221.6M | — |
| Pacific Park Financial, Inc. | Laguna Hills, CA | $221.6M | — |
| Bond Tech Inc | Bellbrook, OH | $221.6M | — |
| Hager Investment Management Services, LLC | New London, NH | $221.6M | — |
| Diazo, LLC | Henderson, NV | $221.6M | — |
| Avantra Family Wealth, Inc. | Mechanicsburg, PA | $221.6M | — |
| Carroll Investors, Inc. | Mt Pleasant, SC | $221.4M | — |
| Riverglades Family Offices, LLC | Naples, FL | $221.4M | — |
| Lynx Advisory Partners LLC | Coral Gables, FL | $221.4M | — |
| Halcyon Global Advisors, LLC | Dallas, TX | $221.3M | — |
| Wisdom Index Advisors, LLC | Prosper, TX | $221.3M | — |
| Asset Management Advisors, LLC | Oklahoma City, OK | $221.3M | — |
| Octagon Asset Management, LLC | Charlotte, NC | $221.2M | 1 |
| Lyle, Allan Glen | San Rafael, CA | $221.2M | — |
| Dwr Wealth Management, LLC | San Jose, CA | $221.2M | — |
| Coronado Resources Management LP | Dallas, TX | $221.1M | 11 |
| Para Wealth Advisors, Inc. | Camas, WA | $221M | — |
| Pullen Investment Management, LLC | Bradenton, FL | $221M | — |
| Kroon & Mitchell Asset Management LLC | Grand Rapids, MI | $220.9M | — |
| Equitycompass Investment Management, LLC | Baltimore, MD | $220.9M | — |
| Muzinich BDC Adviser, LLC | New York, NY | $220.9M | — |
| McCartney Wealth Management LLC | Saint Louis, MO | $220.7M | — |
| Acacia Partners, LLC | Austin, TX | $220.7M | 5 |
| Cedar Springs Advisors, LLC | | $220.7M | 6 |
| Ballast Asset Management, LP | Dallas, TX | $220.7M | — |
| Strategic Financial Planning, Inc. | Plano, TX | $220.6M | — |
| Triavera Capital LLC | Larkspur, CA | $220.6M | 1 |
| Intrinsic Value Partners, LLC | Phoenix, AZ | $220.6M | — |
| Hughes Warren, Inc. | Edmond, OK | $220.5M | — |
| Great Gable Advisors, LLC | Beverly Hills, CA | $220.5M | — |
| Rangeley Capital, LLC | New Canaan, CT | $220.5M | 6 |
| Haverdink Financial Management, L.L.C. | Portage, MI | $220.4M | — |
| Blvd Private Wealth, LLC | Prospect, KY | $220.4M | — |
| Lovett Investment Consulting LLC | | $220.3M | — |
| Asset Management Strategies, Inc. | Indianapolis, IN | $220.2M | — |
| Agis Management LLC | Clearwater, FL | $220.2M | 1 |
| Sunstone Asset Management, LP | New York, NY | $220.2M | 1 |
| Terra Nova Asset Management LLC | New York, NY | $220.2M | — |