| Corporate Consulting Group, Inc. | Tulsa, OK | $240.8M | — |
| Burrus Financial Services, Inc. | Salt Lake City, UT | $240.7M | — |
| Richmond Brothers, Inc. | Jackson, MI | $240.6M | — |
| Barker Wealth Management, LLC | Camas, WA | $240.6M | — |
| Christine Messmer, P.C. | Collegeville, PA | $240.6M | — |
| Forbes Financial Planning, Inc. | East Greenwich, RI | $240.5M | — |
| Kane Investment Management, Inc. | Los Gatos, CA | $240.5M | — |
| R. Stewart Eads Investment Counsel, Inc. | Atlanta, GA | $240.5M | — |
| Interactive Financial Advisors, Inc. | New Lenox, IL | $240.4M | — |
| Storehouse Financial LLC | Fort Worth, TX | $240.4M | — |
| Keystone Financial Services, LLC | Omaha, NE | $240.3M | — |
| Delta Capital Management LLC | Red Bank, NJ | $240.2M | — |
| Lumina Wealth Management, LLC | Wilmington, NC | $240.2M | — |
| Allied Portfolio Management, Inc. | Tucson, AZ | $240.2M | — |
| Clearfield Capital Management LP | New York, NY | $240.2M | 1 |
| Buttonwood Group Advisors LLC | Uniondale, NY | $240.2M | 24 |
| Kaiyo Wealth LLC | San Diego, CA | $240.1M | — |
| Jennings & Associates Financial Advisors, LLC | Paducah, KY | $240.1M | — |
| True Wealth Advisory Group, LLC | Miami, FL | $240.1M | — |
| Lane Brothers & Co Inc | Prescott, AZ | $240.1M | 1 |
| Ifs Group, LLC | Mechanicsburg, PA | $240M | — |
| Loyola Asset Management LLC | Coral Gables, FL | $239.9M | 1 |
| Forefront Wealth Partners, LLC | Austin, TX | $239.8M | — |
| Marest Capital, LLC | Encino, CA | $239.8M | — |
| Brewster Financial Planning LLC | Brooklyn, NY | $239.7M | — |
| Outfitter Energy Management, LLC | Houston, TX | $239.6M | 1 |
| The Circumference Group LLC | Little Rock, AR | $239.6M | 4 |
| Gatemore Capital Management LP | Aspen, CO | $239.5M | 12 |
| Trivant Custom Portfolio Group LLC | San Diego, CA | $239.4M | — |
| Sea Cliff Partners Management, LP | San Francisco, CA | $239.4M | 1 |
| Swp Financial LLC | Encinitas, CA | $239.4M | — |
| E6 Portfolios | Midvale, UT | $239.4M | — |
| Brian Low Financial Group, LLC | Baton Rouge, LA | $239.3M | — |
| Jones Kertz & Associates, Inc. | Blaine, MN | $239.2M | — |
| Galleria Financial Advisors, LLC | Atlanta, GA | $239.2M | — |
| Heights LLC | Los Angeles, CA | $239.2M | 3 |
| Driven Investments LLC | | $239.2M | — |
| Rolek Wealth Management LLC | Berwyn, PA | $239.2M | — |
| Saos Capital, LLC | Mount Pleasant, SC | $239.1M | — |
| Birchview Capital, LP | Burlington, VT | $239.1M | 12 |
| Castanea Partners Inc. | Newton, MA | $239M | 5 |
| Footpath Ventures LP | New York, NY | $239M | 6 |
| Street Capital Partners, LLC | Indianapolis, IN | $238.9M | — |
| Orrell Capital Managment, Inc. | Livermore, CA | $238.9M | 1 |
| Orcam Financial Group, LLC | | $238.9M | — |
| Snowcap Capital Management, LLC | Dallas, TX | $238.9M | 1 |
| Investment Management & Planning LLC | Greenville, DE | $238.8M | — |
| Investors Portfolio Services LLC | Puyallup, WA | $238.8M | — |
| Mosaic Wealth Management, L.L.C. | | $238.8M | — |
| Total Wealth Planning and Management, Inc. | | $238.8M | — |