| Cabin Advisors, LLC | Overland Park, KS | $220.2M | — |
| Cornerstone Enterprises, LLC | Appleton, WI | $220.2M | — |
| Stabilis Capital Management, LP | New York, NY | $220.2M | 1 |
| Reicon Wealth Advisors, LLC | Atlanta, GA | $220.1M | 2 |
| Jericho Financial, LLP | Westerville, OH | $220M | — |
| Sargasso Partners LLP | London | $220M | 1 |
| Family Office Investment Advisory LLC | Scottsdale, AZ | $220M | — |
| Strategic Swiss Advisors AG | Wollerau | $220M | — |
| Robert Priske, LLC | Honolulu, HI | $219.9M | — |
| Solyco Capital LLC | Rochester, MI | $219.9M | 42 |
| Clark Monroe Blackman L.L.C. | | $219.9M | — |
| Veritas Wealth Management LLC | North Kingstown, RI | $219.9M | — |
| Ekon Advisors, LLC | St. Louis, MO | $219.8M | — |
| Rhs Financial, LLC | San Francisco, CA | $219.8M | — |
| Elevation Wealth Partners LLC | | $219.6M | — |
| The Wealth Coach, LLC | Salado, TX | $219.6M | — |
| Wealthplans, LLC | Frederick, MD | $219.6M | — |
| Tolis Advisors, LP | New York, NY | $219.6M | 1 |
| Copper Leaf Financial, LLC | Williston, VT | $219.6M | — |
| Newbridge Wealth Management, LLC | Bryn Mawr, PA | $219.5M | — |
| Viburnum Funds Pty Ltd | Nedlands | $219.4M | 3 |
| Skyoak Capital, Inc. | Las Vegas, NV | $219.2M | — |
| Slocum Gordon & Co LLP | Newport, RI | $219.2M | — |
| Streeter Moore & Stipe LLC | Tulsa, OK | $219.1M | — |
| Motiv8 Investments LLC | Port St Lucie, FL | $219.1M | — |
| Four Quadrant Wealth Advisors, Inc. | Carmel, IN | $219M | — |
| Forteris Wealth Management, Inc. | Armonk, NY | $219M | — |
| Summit Financial Consulting LLC | Sterling Heights, MI | $219M | — |
| Ally Bridge Group (ny) LLC | New York, NY | $218.9M | 3 |
| Clerou Romain Pierre Walsh | | $218.9M | — |
| Emc Capital Management, LLC | Houston, TX | $218.9M | 1 |
| San Blas Advisory, Inc. | Atlanta, GA | $218.9M | — |
| Vaughan and Company Securities, Inc. | Ridgewood, NJ | $218.9M | — |
| E-Wealth Partners, LLC | Minnetonka, MN | $218.7M | — |
| Christian Investment Advisors, Inc. | New Braunfels, TX | $218.7M | — |
| Foster & Wood, Inc. | Lake Oswego, OR | $218.7M | — |
| Capital Consulting & Asset Management, Inc. | Lincoln, NE | $218.7M | — |
| Griffith & Werner, Inc. | Canton, GA | $218.6M | — |
| Strategic Planning Group, Inc. | Wellesley, MA | $218.6M | — |
| Miami Valley Portfolio Management Inc | Brookville, OH | $218.6M | — |
| Park Square Financial Group, LLC | Roswell, GA | $218.6M | — |
| Csc Upshot Ventures Management, LLC | Palo Alto, CA | $218.5M | 1 |
| Ripple Effect Asset Management LP | New York, NY | $218.4M | 1 |
| Great Hill Advisory Ltd. | Port Washington, NY | $218.4M | — |
| Alpha Financial Advisors, LLC | McLean, VA | $218.3M | — |
| Piper Heartland Healthcare Capital, LLC | Minneapolis, MN | $218.3M | 1 |
| Irth Capital Management LP | New York, NY | $218.3M | 1 |
| Strategic Asset Management LLC. | Rochester, MN | $218.3M | — |
| Highpass Asset Management LLC | Denver, CO | $218.2M | — |
| Integrated Wealthcare, LLC | Durham, NC | $218.2M | — |