| Virtue Asset Management LLC | Barrington, IL | $211.4M | — |
| Skylark Private Equity Partners, LP | Dallas, TX | $211.4M | 2 |
| Vista Point Asset Management LLC | Irvine, CA | $211.4M | — |
| Blue Summit Financial Group, Inc. | San Diego, CA | $211.4M | — |
| Centric Advisors, LLC | Cypress, TX | $211.3M | — |
| Thompson Davis & Co., Inc. | Richmond, VA | $211.3M | 1 |
| Personal Choice Financial Advisors, LLC | Cincinnati, OH | $211.3M | — |
| Callaway Capital Management, LLC | Nashville, TN | $211.3M | 2 |
| Peltoma Capital Partners, LLC | | $211.2M | — |
| Halbert Wealth Management, Inc. | Austin, TX | $211.2M | — |
| Apex Investment Group, LLC | Hudson, MA | $211.1M | — |
| Pinnacle Wealth Management, LLC | Roseville, CA | $211.1M | — |
| Shaffer Capital Advisers, LLC | Westerville, OH | $211.1M | — |
| Wmki Group LLC | | $211M | — |
| Phase III Advisory Services, Ltd | Buffalo Grove, IL | $210.9M | — |
| Refined Wealth Management | Salt Lake City, UT | $210.9M | — |
| Sound Financial, LLC | | $210.8M | — |
| Traub Capital Management, LLC | Needham, MA | $210.8M | — |
| Wealthcare Asset Management, LLC | Springfield, MO | $210.8M | — |
| Renaud & Company, LLC | O'Fallon, MO | $210.7M | — |
| Parkstone Wealth Management, LLC | Arlington, TX | $210.6M | — |
| Albert D Mason Inc | Boston, MA | $210.6M | 1 |
| Fairbanks Capital Management, Inc. | Rancho Santa Fe, CA | $210.6M | — |
| Sky-Mountain Capital Management, Inc. | Ketchum, ID | $210.6M | — |
| Pearlstone Alternative (UK) LLP | London | $210.5M | 1 |
| Lone Peak Partners Management LP | New York, NY | $210.4M | 1 |
| Guerra Pan Advisors, LLC | | $210.4M | — |
| Fidelis Wealth Advisors, LLC | Castle Rock, CO | $210.4M | — |
| Kdt Advisors, LLC | Princeton, NJ | $210.4M | — |
| Baring Financial LLC | Bellingham, WA | $210.3M | — |
| Mark Gillam Enterprises | Fair Oaks, CA | $210.3M | — |
| Independence Wealth Advisors, LLC | Independence, OH | $210.3M | — |
| Succession Financial, Inc. | McKinney, TX | $210.3M | — |
| Sentinel Global LP | San Francisco, CA | $210.3M | 1 |
| Smart Portfolios, LLC | Lake Forest Park, WA | $210.3M | — |
| Crescent Sterling Ltd | Metairie, LA | $210.2M | — |
| Alcosta Capital Management, Inc. | San Ramon, CA | $210.2M | — |
| Atlantic Family Wealth, LLC | Coral Gables, FL | $210.1M | — |
| MacRoclimate LLC | | $210.1M | — |
| Daniel Investment Group Inc. | Royal Oak, MI | $210.1M | — |
| Pare Partners II LLC | Miami, FL | $210M | 7 |
| Cornerstone Securities LLC | Overland Park, KS | $210M | — |
| Sander Capital Advisors, Inc. | Seattle, WA | $210M | — |
| Treetop Wealth Management, LLC | Northfield, IL | $210M | — |
| Magellan Planning Group, Inc. | Atlanta, GA | $210M | — |
| Huffman & Ross Wealth Management LLC | Morgantown, WV | $210M | — |
| Lummis Asset Management, L.P. | Fort Worth, TX | $210M | — |
| Gouws Capital LLC | Charlotte, NC | $209.9M | — |
| Williams Financial, LLC | North Bennington, VT | $209.9M | — |
| Hover4pi Capital Management Limited | Hong Kong | $209.9M | 3 |