| Mkt Advisors LLC | Carlsbad, CA | $463.7M | — |
| Monarch Wealth Strategies | Santa Barbara, CA | $463.5M | — |
| Miller Financial Services LLC | Marshall, MI | $462.9M | — |
| Plum Street Advisors, LLC | | $462.8M | — |
| Harmony Asset Management LLC | Scottsdale, AZ | $462.5M | — |
| Tidemark, LLC | San Diego, CA | $462.5M | — |
| Envision Financial Planning, LLC | Memphis, TN | $462.5M | — |
| Sam Advisors, LLC | Oakhurst, CA | $462.3M | — |
| Charter Capital Management, LLC | Brookfield, WI | $462.2M | — |
| Truman Capital Advisors, LP | Armonk, NY | $462M | 3 |
| Greenlea Lane Capital Management LLC | | $461.9M | 2 |
| Adirondack Financial Services Corp | Utica, NY | $461.8M | — |
| Sterling Fund Management, LLC | Chicago, IL | $461.6M | 8 |
| Reyl Overseas Ltd. | Zurich | $461.6M | — |
| Red Iron Group Management, LLC | Menlo Park, CA | $461.6M | 4 |
| Gainplan LLC | Bloomfield Hills, MI | $461.6M | — |
| Aof Management LLC | Los Angeles, CA | $461.5M | 5 |
| Saybrook Fund Advisors, LLC | Santa Monica, CA | $461.2M | 4 |
| True North Retirement Advisors, LLC | Clackamas, OR | $460.9M | — |
| Curio Wealth, LLC | Annapolis, MD | $460.7M | — |
| Websterrogers Financial Advisors, LLC | Florence, SC | $460.5M | — |
| Mbx Investors LLC | Farmington Hills, MI | $460.3M | 1 |
| Beta Wealth Group, Inc | San Diego, CA | $460.3M | — |
| Roth Financial Partners LLC | Kingwood, TX | $460.1M | — |
| Vermillion Wealth Management Inc. | Rosemount, MN | $459.9M | — |
| Alpha Financial Partners LLC | Lexington, KY | $459.9M | — |
| Beacon Advisors Holdings, LLC | Austin, TX | $459.6M | — |
| Blake Schutter Theil Wealth Advisors, LLC | Dayton, OH | $459.5M | — |
| Saiph Capital, LLC | Wyckoff, NJ | $459.4M | — |
| US Select Asset Management, Inc. | | $459.3M | 5 |
| Seaside Wealth Management, Inc. | Carlsbad, CA | $459.3M | — |
| Harspring Capital Management, LLC | New York, NY | $459.1M | 2 |
| Mizzen Management LLC | Stamford, CT | $459M | 3 |
| Nia Impact Advisors, LLC | | $459M | — |
| Owen Larue, LLC | Elizabethtown, KY | $458.9M | — |
| Legacy Wealth Management, LLC | Ridgeland, MS | $458.6M | — |
| Warner Group LLC | Madison, CT | $458.5M | — |
| Strategas Asset Management, LLC | New York, NY | $458.4M | — |
| Ancor Holdings, LP | Southlake, TX | $458.4M | 12 |
| Trinity Capital Investors | Jackson, MS | $458.3M | — |
| First Nebraska Advisory LLC | North Platte, NE | $458M | — |
| Mre Management, LLC | Annapolis, MD | $458M | — |
| Paragon Private Wealth Management LLC | Lexington, KY | $457.9M | — |
| Eagle Point Income Management LLC | Greenwich, CT | $457.9M | — |
| Cambridge Capital Management, LLC | O'Fallon, IL | $457.8M | — |
| Paramount Group Real Estate Advisor LLC | New York, NY | $457.7M | 6 |
| Pursuit Wealth Management, LLC | Raleigh, NC | $457.5M | — |
| Birch Run Investments, LLC | Exton, PA | $457.5M | — |
| Corten Real Estate Management LLC | Philadelphia, PA | $457.4M | 9 |
| Palladin Consumer Retail Partners, LLC | Boston, MA | $457.3M | 16 |