| Dai Wealth, LLC | Atlanta, GA | $330M | — |
| Mai, Inc. | Lexington, KY | $329.7M | — |
| Boston Family Advisors LLC | Boston, MA | $329.7M | 1 |
| Stonebridge Financial Planning Group, LLC | Orlando, FL | $329.7M | — |
| Fluent Financial, LLC | Dallas, TX | $329.7M | — |
| Dependable Alternative Investments, LLC | Menlo Park, CA | $329.6M | — |
| Colliers Securities LLC | Minneapolis, MN | $329.6M | — |
| Paragon Financial Partners, Inc. | Woodland Hills, CA | $329.6M | — |
| N.v.n.g. Investments, Inc. | Kalamazoo, MI | $329.5M | — |
| Powers Advisory Group, LLC | Highland, IL | $329.5M | — |
| Stella Point Capital, LP | New York, NY | $329.5M | 6 |
| 501 North, LLC | New York, NY | $329.4M | 3 |
| Bryspen, Incorporated | Washington, DC | $329.3M | — |
| Gutierrez Wealth Advisory, LLC | Little Rock, AR | $329.3M | — |
| Ci Capital Partners LLC | | $329.2M | 7 |
| Pearl Planning, LLC | Dexter, MI | $329.2M | — |
| Benchmark Investment Advisors LLC | Chicago, IL | $329.2M | — |
| Wealth Management Cpas, LLC | Salt Lake City, UT | $329.2M | — |
| Power Financial Partners, LLC | Tampa, FL | $329.1M | — |
| Nwm Advisors, LLC | San Luis Obispo, CA | $329.1M | — |
| Mtc Wealth Management LLC | Tampa, FL | $329M | — |
| Techquity Capital Management, LLC | Austin, TX | $329M | 2 |
| Game Creek Capital, LP | Boston, MA | $329M | 2 |
| Beto Financial Group, LLC | Boise, ID | $328.8M | — |
| Fvlcrum Partners, LLC | Bethesda, MD | $328.8M | 3 |
| Ballast Capital Advisors LLC | West des Moines, IA | $328.7M | — |
| Artifex Financial Group, LLC | Oakwood, OH | $328.7M | — |
| Wolf River Capital Management, LLC | Memphis, TN | $328.7M | 20 |
| Kenney Investments Inc | Northfield, IL | $328.5M | — |
| Omc Financial Services Ltd | Dewitt, NY | $328.5M | — |
| Glide Capital LLC | Miami, FL | $328.5M | 2 |
| Torrey Growth & Income Advisors, LLC | Del Mar, CA | $328.4M | — |
| Vb&t Wealth Management LLC | Scottsdale, AZ | $328.3M | — |
| Thomas Story and Son LLC | Plymouth, IN | $328.2M | — |
| Sterneck Capital Management LLC | Kansas City, MO | $327.9M | — |
| Oxford Wealth Group, LLC | Orlando, FL | $327.9M | — |
| Weitzel Financial Services, Inc. | Dubuque, IA | $327.8M | — |
| Shore Point Advisors, LLC | Brielle, NJ | $327.7M | — |
| Fukoku Life International (america) Inc. | New York, NY | $327.7M | — |
| Hudson Capital Advisory, Inc. | Buffalo, NY | $327.7M | — |
| Financial Decisions, LLC | New York, NY | $327.7M | — |
| Cimarron Wealth Management, Inc. | Montrose, CO | $327.3M | — |
| Rye Brook Capital, LLC | Greenwich, CT | $327.3M | — |
| Level 5 Capital Partners, LLC | Atlanta, GA | $327.2M | 25 |
| Latko Wealth Management, Ltd. | Frankfort, IL | $327.2M | — |
| Greenwood Family Advisors LLC | Miami, FL | $327.1M | — |
| Pointone Family Office, LLC | Manhattan Beach, CA | $327.1M | — |
| Octavia Investments LLC | | $327M | — |
| Vinci Partners USA LLC | New York, NY | $327M | — |
| Ardent Capital Management, Inc. | Cincinnati, OH | $327M | — |