| Farrow Financial Inc | South Burlington, VT | $280.1M | — |
| Wwm Advisory Inc. | Culver City, CA | $280.1M | — |
| Rockingstone Advisors LLC | Great Barrington, MA | $280.1M | — |
| Victus Captial Wealth, LLC | Santa Monica, CA | $280.1M | — |
| Willow Creek Capital Management, Inc. | Missoula, MT | $280M | — |
| Fathom Point Capital LLC | San Francisco, CA | $280M | 2 |
| Conquis Financial LLC | Millbrae, CA | $280M | — |
| Arg Private Wealth, LLC | Cincinnati, OH | $280M | — |
| Paladin Advisory Group, LLC | Clive, IA | $279.8M | — |
| Faith Investor Services LLC | Scottsdale, AZ | $279.7M | — |
| McBrearty Capital Management Inc | Knoxville, TN | $279.7M | — |
| Tandem Capital Management Corp | Woodcliff Lake, NJ | $279.7M | — |
| Avatar Capital Management LLC | Seattle, WA | $279.6M | 2 |
| Goldstein Capital Corp. | | $279.6M | 1 |
| Members Wealth LLC | Media, PA | $279.6M | — |
| Nucleo Capital Ltda. | Sao Paulo, Sp | $279.5M | 1 |
| Higgins & Schmidt Wealth Strategies LLC | Denver, CO | $279.5M | — |
| Mosley Wealth Management, Inc. | Anaheim, CA | $279.5M | — |
| American Financial & Tax Strategies, Inc. | New York, NY | $279.4M | — |
| American Discovery Investment Advisors, LLC | Los Angeles, CA | $279.3M | 3 |
| Pathworks Financial, Inc. | Novi, MI | $279.3M | — |
| Wells Financial Advisors, Inc. | Framingham, MA | $279.3M | — |
| Eureka Equity Partners, L.P. | Philadelphia, PA | $279.2M | 3 |
| Kurv Investment Management LLC | San Francisco, CA | $279.2M | — |
| Dwm Financial Group, Inc. | Palatine, IL | $279.2M | — |
| Kintayl Capital LP | New York, NY | $279.1M | 1 |
| Schlegel Dunn LLC | Plano, TX | $279.1M | — |
| Cottonwood Capital Advisors, LLC | Salt Lake City, UT | $279M | 4 |
| Horizon Family Wealth, Inc. | Chicago, IL | $278.8M | — |
| Fs Tactical Advisor, LLC | Philadelphia, PA | $278.8M | 2 |
| Lobscouser II, LLC | St. Louis, MO | $278.8M | — |
| Stilwell Value LLC | New York, NY | $278.7M | 5 |
| Millennial Wealth LLC | Fall City, WA | $278.7M | — |
| Superbloom Partners Management LLC | Venice, CA | $278.7M | 1 |
| Holistic Wealth Advisors | Clifton Park, NY | $278.7M | — |
| Vermillion & White Wealth Management Group LLC | Phoenixville, PA | $278.6M | — |
| Verity Wealth Advisors, LLC | Sausalito, CA | $278.5M | — |
| Wealth Advisors Group, LLC | Coralville, IA | $278.5M | — |
| Fort Henry Capital, LLC | Wheeling, WV | $278.5M | — |
| Lexington Hill Partners, LLC | Dallas, TX | $278.4M | — |
| Edenbrook Capital, LLC | Mount Kisco, NY | $278.3M | 2 |
| Guardian Asset Advisors, LLC | Mechanicsburg, PA | $278.3M | — |
| International Money Matters Private Limited | Bengaluru, Karnataka | $278.3M | — |
| Beacon Capital, LLC | Cedar Rapids, IA | $278.3M | — |
| Beacon Wealth Consultants, Inc. | Roanoke, VA | $278.3M | — |
| Citadel Investment Advisory Inc | | $278.3M | — |
| Ironwood Investment Management, LLC | Boston, MA | $278.2M | 1 |
| Friedlander, Brenda S | San Rafael, CA | $278.1M | — |
| Future Positive Management, L.L.C. | New York, NY | $278M | 17 |
| First Financial Advisory Services Inc | Westerly, RI | $278M | — |