| Cascades Capital Asset Management, LLC | Greensboro, NC | $383.3M | — |
| Vista Investment Partners II, LLC | Richmond, IN | $383.1M | — |
| Keating Investment Counselors Inc | Delray Beach, FL | $383.1M | — |
| Capital Management LLC | Greensboro, NC | $383M | — |
| One + One Wealth Management, LLC | Jupiter, FL | $383M | — |
| Dougherty & Associates Financial Advisors, Inc. | Buffalo, MN | $382.9M | — |
| Canopy 360 Wealth, LLC | Ocala, FL | $382.8M | — |
| Accent Capital Management, LLC | Centerville, OH | $382.7M | — |
| Clearshares LLC | Marco Island, FL | $382.5M | — |
| Financial Planning Hawaii, Inc. | Honolulu, HI | $382.4M | — |
| Proctor Financial, Inc. | Sherborn, MA | $382.3M | — |
| Red Tortoise, LLC | Atlanta, GA | $382.3M | — |
| Carter Financial Group, Inc. | Barrington, IL | $382.2M | — |
| Destiny Capital Corporation | Denver, CO | $382.2M | — |
| Eaton Financial Holdings Company, LLC | Coral Springs, FL | $382.2M | — |
| Pictet Asset Management (USA) Corp | New York, NY | $382M | — |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | $382M | — |
| Sonoma Brands Partners II, LLC | Sonoma, CA | $382M | 8 |
| Dean Financial Services, LLC | Beavercreek, OH | $382M | — |
| Kirtland Hills Capital Management, LLC | Bratenahl, OH | $382M | — |
| Mark J Snyder Financial Services Inc | Medford, NY | $382M | — |
| Dravo Bay LLC | Rehoboth Beach, DE | $381.8M | — |
| Wolff Wiese Magana LLC | Carslbad, CA | $381.8M | — |
| Pecaut & Co. | Sioux City, IA | $381.8M | — |
| Harbour Investment Management L.L.C. | Edmonds, WA | $381.6M | — |
| Unique Wealth Strategies | Burr Ridge, IL | $381.5M | — |
| Sculati Wealth Management, LLC | Bloomfield Hills, MI | $381.5M | — |
| Lpfg, LLC | Avon, OH | $381.3M | — |
| Rf&l Wealth Management, LLC | Acton, MA | $381.1M | — |
| Rubey & Rust Capital Management, LLC | | $381M | — |
| Ims Capital Management LLC | Clackamas, OR | $380.9M | — |
| Myriad Asset Management Advisors LLC | West Palm Beach, FL | $380.9M | — |
| Resolute Capital Asset Partners LLC | Denver, CO | $380.9M | 5 |
| Wealth Benefit Advisors, LLC | Houston, TX | $380.9M | — |
| Buttonwood Capital Management, LLC | Scottsdale, AZ | $380.8M | — |
| Philosmith Capital Corporation | Stamford, CT | $380.5M | 1 |
| Scala Capital LLC | Miami, FL | $380.5M | 13 |
| Goepper Burkhardt LLC | Greenville, SC | $380.3M | — |
| Suncoast Capital Management | New Orleans, LA | $380M | — |
| Fortiter Wealth Management, LLC | Houston, TX | $379.9M | — |
| Burk Holdings LLC | Tulsa, OK | $379.9M | — |
| Optima Capital LLC | Beaverton, OR | $379.8M | — |
| Exchange Place Advisors, LLC | Sudbury, MA | $379.7M | — |
| Ironbridge Private Wealth, LLC | Austin, TX | $379.7M | — |
| Triton Pacific Healthcare Partners, LLC | San Juan Capistrano, CA | $379.6M | 4 |
| 626 Financial, LLC | Portage, MI | $379.6M | — |
| Darden Wealth Group, Inc | Ann Arbor, MI | $379.6M | — |
| Bruce & Co Inc | Chicago, IL | $379.5M | — |
| Rainier Capital Partners LP | Seattle, WA | $379.5M | 3 |
| Cmg Global Holdings, LLC | Plano, TX | $379.4M | — |