| Innova Wealth Partners, LLC | Newtown, PA | $288.2M | — |
| Kanani Advisory Group Inc. | Irvine, CA | $288.2M | — |
| Moelis Asset Catalyst Partners LLC | St. Louis, MO | $288.2M | 1 |
| Financial Independence, LLC | Warwick, RI | $288.1M | — |
| Capital Cities Investments | Indianapolis, IN | $287.9M | — |
| Optivise Advisory Services LLC | Franklin, TN | $287.9M | — |
| Factorpoint Planning, LLC | Pittsford, NY | $287.9M | — |
| Southwest Money Management Inc | | $287.9M | — |
| Grand Central Music, LP | | $287.6M | 1 |
| Liquid Capital Management LLC | Los Angeles, CA | $287.6M | 3 |
| Broadlight Capital Management, LLC | Greenwich, CT | $287.5M | 6 |
| One Wealth Map, LLC | Las Vegas, NV | $287.4M | — |
| Burkholder & Associates, LLC | Washington, DC | $287.4M | — |
| Martin Nelson & Co., Inc. | Seattle, WA | $287.3M | — |
| Valtrion Capital Management, LLC | Franklin, TN | $287.3M | — |
| Pinnacle Partner Management LLC | Seattle, WA | $287.3M | 13 |
| Valley Financial Group, Inc. | Ambler, PA | $287.2M | — |
| The Gores Group, LLC | Beverly Hills, CA | $287.2M | 2 |
| Rice Financial Consulting, Inc. | Los Gatos, CA | $287.2M | — |
| Kaizen Financial Strategies, LLC | Pleasanton, CA | $287.1M | — |
| Teeple Wealth Management, LLC | Brownsburg, IN | $287M | — |
| Perini Capital, LLC | Carlsbad, NM | $287M | 6 |
| Landmark Wealth Management, Inc. | Normal, IL | $287M | — |
| Pathways Wealth Management, Inc. | | $287M | — |
| Gap Asset Management, LLC | South Bend, IN | $287M | 2 |
| Lynx Capital Group Ltd | | $286.9M | 1 |
| Alchemi Wealth, LLC | Essex, CT | $286.9M | — |
| Skyview Financial Group, LLC | Ponte Vedra Beach, FL | $286.6M | — |
| Otto & Associates, Inc. | Norwich, VT | $286.6M | — |
| Vila, LLC | San Francisco, CA | $286.5M | 2 |
| J.f. Williams Co., Inc. | Denver, CO | $286.5M | — |
| Tritonpoint Partners, LLC | Chevy Chase, MD | $286.5M | — |
| Bau Advisors LLC | Miami, FL | $286.5M | — |
| Fig Wealth, LLC | Lafayette, CA | $286.5M | — |
| Jim Saulnier & Associates, LLC | Fort Collins, CO | $286.4M | — |
| Shaker Financial Services, LLC | Annapolis, MD | $286.3M | — |
| Lehrer Kenneth Eugene Dr | Houston, TX | $286.3M | — |
| Schulhoff & Co Inc | Cincinnati, OH | $286.3M | — |
| Rpc Private Wealth, LLC | Hinsdale, IL | $286.3M | — |
| The Holland Group, Retirement Wealth Advisors, LLC | Clearwater, FL | $286.1M | — |
| Synchronous Wealth Advisors LLC | | $286.1M | — |
| Lotusgroup Advisors, LLC | Denver, CO | $286M | — |
| Preston Wealth Advisors, LLC. | Reston, VA | $286M | 2 |
| Wesbanco Securities, Inc. | St Clairsville, OH | $285.9M | — |
| Sanchez Gaunt Capital Management, LLC | Reno, NV | $285.8M | — |
| Financial Forum, Inc. | Spokane, WA | $285.8M | — |
| Gridiron Partners, LLC | Wexford, PA | $285.8M | — |
| Rivercrest Capital Management LLC | Fort Worth, TX | $285.7M | 3 |
| Omnistar Financial Group, Inc. | Wilmington, NC | $285.7M | — |
| Gold Medal Waters, Inc. | | $285.6M | — |