| Blackhawk Capital Partners, LLC | Thiensville, WI | $452M | — |
| Virtera Partners LLC | Pepper Pike, OH | $451.8M | 6 |
| Holcombe Financial, Inc. | Atlanta, GA | $451.6M | 3 |
| Primark Advisors, LLC | Denver, CO | $451.5M | — |
| Horizon Advisors, LLC | Houston, TX | $451.4M | — |
| Edge Focus Capital Management, LLC | New York, NY | $451.3M | 3 |
| Private Wealth Advisors, LLC | Fresno, CA | $451.2M | 1 |
| Wealthspan Partners, LLC | Davenport, IA | $451.1M | — |
| Juniper Investment Company, LLC | New York, NY | $451.1M | 5 |
| Kinetic Investment Management, Inc. | Los Angeles, CA | $450.9M | — |
| Ifc Personal Money Managers, Inc. | New York, NY | $450.9M | — |
| Enzi Wealth, LLC | Austin, TX | $450.9M | — |
| Havencrest Capital Management, LLC | Dallas, TX | $450.7M | 2 |
| Stonecourt Capital LP | New York, NY | $450.5M | 5 |
| M1 Capital Management | Troy, MI | $450.4M | — |
| Nolan Management LLC | Hermosa Beach, CA | $450.4M | 3 |
| Timonier Family Office, Ltd. | Winston Salem, NC | $450.3M | — |
| Global Trust Asset Management, LLC | Palm Beach Gardens, FL | $450.2M | — |
| Waterequity LLC | Kansas City, MO | $450.2M | 5 |
| Perry Capital Partners LLC | | $450M | — |
| Mitchell & Pahl Private Wealth, LLC | Oklahoma City, OK | $449.9M | — |
| Capital Square, LLC | Athens, TN | $449.9M | — |
| Hazard & Siegel Advisory Services LLC | Dewitt, NY | $449.8M | — |
| Guidance Capital, Inc. | Louisville, KY | $449.8M | — |
| Mustard Seed Financial, LLC | Magnolia, AR | $449.4M | — |
| Quaker Wealth Management LLC | Moorestown, NJ | $449.3M | — |
| Silverleafe Capital Partners, LLC | Germantown, TN | $449.2M | — |
| Moneywise Inc | Forest, VA | $449.2M | — |
| Avant Management LLC | Denver, CO | $449M | 3 |
| Nikulski Financial, Inc. | Bettendorf, IA | $449M | — |
| Square Circle Ia LP | Boston, MA | $448.9M | 2 |
| Westbourne Investment Advisors Inc. | Annapolis, MD | $448.8M | — |
| Main Line Retirement Advisors, LLC | Whitefish, MT | $448.6M | — |
| Darby International Capital LLC | | $448.4M | 2 |
| Osprey Private Wealth LLC | New York, NY | $448.4M | — |
| Harbour Group Industries, Inc. | St. Louis, MO | $448.3M | 3 |
| Merit Capital Partners VI, LLC | Chicago, IL | $448.2M | 3 |
| Adkins Seale Capital Management LLC | Shreveport, LA | $448.2M | — |
| Your Advocates, Ltd., LLP | Houston, TX | $448.1M | — |
| Cadence Wealth Management LLC | Westborough, MA | $448M | — |
| Hardin Capital Partners, LLC | Greenville, SC | $447.8M | — |
| Kerrisdale Advisers, LLC | Miami Beach, FL | $447.8M | 2 |
| Ade, LLC | Baltimore, MD | $447.5M | — |
| Petra Financial Advisors Inc | Colorado Springs, CO | $447.2M | — |
| Flagship Private Wealth, LLC | Woburn, MA | $447.2M | — |
| Stephenson and Company, Inc. | San Clemente, CA | $447M | — |
| Leslie Global Wealth, LLC | Itasca, IL | $446.8M | — |
| United Advisors America Corporation | Prosper, TX | $446.5M | — |
| Mainstreet RIA LLC | O'Fallon, MO | $446.4M | — |
| Wealth Navigation, LLC | Centerville, UT | $446.3M | — |