| Waterford Advisors, LLC | Orchard Park, NY | $399.1M | — |
| Stonecrest Advisors, Inc. | Austin, TX | $398.8M | — |
| Midwest Heritage Bank, Fsb | West des Moines, IA | $398.7M | — |
| Revitate Fund Advisor LLC | Newport Beach, CA | $398.6M | 7 |
| Lester Financial Group, LLC | Champaign, IL | $398.6M | — |
| Mighty Oak Strong America Investment Company | Mechanicsburg, PA | $398.4M | — |
| Tactical Infrastructure Partners, LP | New York, NY | $398.3M | 7 |
| Luminvest Wealth Management LLC | Scottsdale, AZ | $398M | — |
| Diadema Partners LP | Morristown, NJ | $397.9M | 3 |
| Concord Investment Counsel | Irvine, CA | $397.9M | — |
| Prometheus Capital Management Corp. | Yardley, PA | $397.8M | — |
| Raleigh Capital Management Inc. | Cary, NC | $397.8M | — |
| Red Wave Investments LLC | Dillsburg, PA | $397.7M | — |
| Longshore Capital Management, LLC | Chicago, IL | $397.6M | 4 |
| Perennial Advisors Group, LLC | Westford, MA | $397.4M | — |
| Fc Advisory, LLC | West Chester, PA | $397.3M | — |
| Bayard Asset Management LLC | Princeton, NJ | $397.3M | 1 |
| Iams Wealth Management, LLC | Omaha, NE | $397.2M | — |
| Webb Advisors Incorporated | Bloomington, MN | $397.2M | — |
| Sagebroadview Wealth Management, LLC | Farmington, CT | $397.2M | — |
| Ldr Capital Management, LLC | New York, NY | $397.2M | 1 |
| Beacon Financial Planning, Inc | Hyannis, MA | $397.1M | — |
| Centennial Wealth Advisory, LLC | Traverse City, MI | $397.1M | — |
| Sutton Place Investors LLC | Armonk, NY | $397M | — |
| Goodwin Investment Advisory, LLC | Woodstock, GA | $397M | — |
| Howard Wealth Management, LLC | | $397M | — |
| Anabranch Capital Management, LP | Stamford, CT | $397M | 2 |
| Miramontes Capital, LLC | Newport Beach, CA | $396.9M | — |
| New Insight Wealth Advisors | San Ramon, CA | $396.9M | — |
| Sara-Bay Financial Corp. | Sarasota, FL | $396.8M | — |
| Visionary Horizons, LLC | Knoxville, TN | $396.7M | — |
| Smedley Financial Services Inc | Salt Lake City, UT | $396.7M | — |
| Wagner Loftin Investment Services LLC | Pleasant Hill, CA | $396.4M | — |
| Matterhorn Capital Advisors, LLC | West Conshohocken, PA | $396.4M | 2 |
| Fortune Wealth Management, LLC | Dallas, TX | $396.3M | — |
| Family Wealth Advisory Group, LLC | Cincinnati, OH | $396.2M | — |
| Kirtland Financial Management, Inc. | Coral Gables, FL | $396.1M | — |
| The Visualize Group LP | New York, NY | $396.1M | 1 |
| West Ridge Advisors, LLC | Henderson, NV | $396M | — |
| Diastole Wealth Management, Inc. | Guilford, CT | $396M | 1 |
| Lesjak Planning, LLC | Westlake, OH | $396M | — |
| Poinciana Advisors Group, LLC | Palm Beach Gardens, FL | $396M | — |
| Derby Copeland Management Group, LLC | New York, NY | $395.8M | 3 |
| Gunderson Capital Management, LLC | Mount Pleasant, SC | $395.8M | — |
| Galapagos Advisory LLC | Miami, FL | $395.7M | — |
| Ecio, Inc. | Madison, WI | $395.6M | — |
| Black Dragon Capital Investment Management, LLC | | $395.6M | 15 |
| Mor Wealth Management, LLC | Philadelphia, PA | $395.6M | — |
| Mann Financial Services, Inc. | Detroit Lakes, MN | $395.5M | — |
| Portfolio, LLC | Albuquerque, NM | $395.5M | — |