| Capitol Financial Consultants, Inc. | McLean, VA | $269.2M | — |
| Las Olas Capital Wealth LLC | Fort Lauderdale, FL | $269.1M | — |
| Ajovista, LLC | Boston, MA | $269M | 4 |
| Dunn Capital Management, LLC | Stuart, FL | $269M | — |
| Diversified Resources, LLC | Warwick, RI | $268.8M | — |
| Dorado Wealth Management LLC | | $268.8M | — |
| Schear Investment Advisers, LLC | Cincinnati, OH | $268.8M | 1 |
| Peak Financial Advisors, LLC | Denver, CO | $268.8M | — |
| Stonebridge Capital Management Inc | Los Angeles, CA | $268.7M | — |
| Byrne Asset Management, LLC | Kingston, NJ | $268.7M | — |
| Awani Capital Management LP | Washington, DC | $268.7M | 1 |
| Andrews Advisory Associates, LLC | Honolulu, HI | $268.6M | — |
| Memphis Capital Management, LLC | Memphis, TN | $268.6M | 1 |
| Remora Capital Management, LLC | Nashville, TN | $268.6M | — |
| Athos Private Wealth LLC | Holladay, UT | $268.5M | 29 |
| Wavvest Wealth LLC | Chicago, IL | $268.5M | — |
| Astra Wealth Partners LLC | Jersey City, NJ | $268.4M | 1 |
| Sage Investment Advisers LLC | Wappingers Falls, NY | $268.4M | — |
| Cws Capital Partners LLC | Newport Beach, CA | $268.4M | 28 |
| Jmk & Associates, LLC | Spokane, WA | $268.4M | — |
| Karl Kapital LLC | San Francisco, CA | $268.4M | 3 |
| Bpm Wealth Advisors, LLC | San Francisco, CA | $268.3M | — |
| Kristen e. Coombs LLC | State College, PA | $268.3M | — |
| Reliant Investment Partners, LLC | Pinehurst, NC | $268.3M | — |
| Viewpoint Capital Management, LLC | Seattle, WA | $267.8M | — |
| Tradelink Capital LLC | Chicago, IL | $267.8M | 2 |
| Soviero Asset Management, LP | New York, NY | $267.7M | 1 |
| Variant Private Wealth LLC | Tysons, VA | $267.5M | — |
| Riverplace Capital Management Inc | Jacksonville, FL | $267.4M | — |
| Matriarch Wealth Management, LLC | | $267.3M | — |
| Retirementadvice | Jka | Anaheim, CA | $267.3M | — |
| Las Olas Capital Advisors, LLC | Fort Lauderdale, FL | $267.2M | 7 |
| C.m.bidwell & Associates Ltd | | $267.1M | — |
| Arsenal Capital Advisors LLC | Conshohocken, PA | $267.1M | — |
| Terra Partners Asset Management Limited | Naxxar | $266.9M | 3 |
| Win Advisors, Inc | Palm Beach Gardens, FL | $266.8M | — |
| Lionhunter Capital Management LLC | New York, NY | $266.8M | — |
| Gqg Private Capital Solutions LLC | Tacoma, WA | $266.8M | 5 |
| Decathlon Capital Management II, LLC | Park City, UT | $266.7M | 5 |
| Prosser Creek Asset Management LLC | Corte Madera, CA | $266.7M | 1 |
| Woodside Wealth Management LLC | Framingham, MA | $266.6M | — |
| Live Oak Investment Partners, LLC | Austin, TX | $266.4M | — |
| Dynamic Wealth Group, LLC | | $266.2M | — |
| Harbour Wealth Management Group, Inc. | Daniel Island, SC | $266.2M | — |
| Wisniewski Wealth Management LLC | Dallas, TX | $266.1M | — |
| Capstone Wealth Management Group, LLC | Bend, OR | $266.1M | — |
| Tassel Capital Management, Inc. | Matthews, NC | $266M | — |
| Retirement Planology, Inc. | Alexandria, VA | $265.9M | — |
| Garnett Advisors, LLC | Denton, TX | $265.7M | — |
| Road Capital Management LP | | $265.7M | 2 |