| Nvest Wealth Strategies, Inc. | Powell, OH | $236.7M | — |
| Springvest Wealth Management, LLC | Dallas, TX | $236.6M | — |
| Level Wealth Management LLC | Greensboro, NC | $236.5M | — |
| Spectrum Financial Inc | Virginia Beach, VA | $236.5M | — |
| Schamberger, Greylak & Utterback Wealth Management, LLC | La Crosse, WI | $236.4M | — |
| Castle Wealth Planning LLC | Santa Barbara, CA | $236.4M | — |
| Lanier Financial Group LLC | Athens, GA | $236.2M | — |
| Rule One Partners, LLC | Moreland, GA | $236.2M | 1 |
| Sygnus Capital Pr LLC | Guaynabo, PR | $236.2M | 11 |
| Millares Asset Management, LLC | Coral Gables, FL | $236.2M | — |
| Ipsen Advisor Group LLC | Little Rock, AR | $236.1M | — |
| R2 Capital Strategies, LLC | Lincoln, NE | $236M | — |
| Arlington Capital Management, Inc. | Arlington Heights, IL | $235.9M | — |
| Heritage Financial Counselors, LLC | Bedminster, NJ | $235.9M | — |
| Spectrum Planning & Advisory Services Inc. | San Diego, CA | $235.7M | — |
| Crosslayer Capital Management LLC | | $235.6M | 2 |
| Crown Oak Advisors, LLC | | $235.6M | — |
| Creo Capital Partners Management LLC | Miami, FL | $235.5M | 2 |
| Nierenberg Investment Management Company, LLC | | $235.5M | 3 |
| Birch Capital Management, LLC | | $235.5M | — |
| Portland Private Wealth Management, Inc. | Portland, OR | $235.4M | — |
| Crew Capital Management, Ltd. | Cincinnati, OH | $235.4M | — |
| Hutchinson & Ziegler Financial Advisors, Inc. | San Rafael, CA | $235.4M | — |
| Spectrum Financial Resources, LLC | Troy, MI | $235.3M | — |
| Promethium Advisors, LLC | Bethesda, MD | $235.3M | — |
| Weber Hartmann Vrijhof & Partners Ltd. | Zurich | $235.2M | — |
| Big Sioux Financial, Inc. | Watertown, SD | $235.2M | — |
| Ampersand Capital Group, L.P. | Burlingame, CA | $235.1M | 1 |
| Lind Capital Partners, LLC | Evanston, IL | $235M | — |
| Mbf Healthcare Management II, LLC | Coral Gables, FL | $235M | 2 |
| Horizon Wealth Advisors, LLC | | $235M | — |
| Kingsman Wealth Management Inc. | Pensacola, FL | $235M | — |
| Northland Capital Management, LLC | Virginia, MN | $235M | — |
| Camelot Technology Advisors, Inc. | San Francisco, CA | $234.9M | — |
| Lcw Services, LLC | Virginia Beach, VA | $234.9M | — |
| Partnership Wealth Management, LLC | Towson, MD | $234.9M | — |
| Sustainable Advisors Alliance LLC | Tulsa, OK | $234.8M | — |
| Tevis Investment Management, LLC | Plano, TX | $234.8M | — |
| Cbm Financial, LLC | Austin, TX | $234.8M | — |
| Peak Investment Advisors, Inc. | Colorado Springs, CO | $234.6M | — |
| Crescent Park Management, L.P. | | $234.4M | 4 |
| Palacios Wealth Management, LLC | Ormond Beach, FL | $234.3M | — |
| Reef Investment Management LLC | Lehi, UT | $234.3M | 3 |
| Hba Advisors, LLC | Pasadena, CA | $234.3M | — |
| Rademacher Financial, Inc. | Lawrence, KS | $234.3M | — |
| Belleair Asset Management, LLC | Belleair Bluffs, FL | $234.3M | — |
| Primestor Investment Management, LLC | Culver City, CA | $234.2M | 4 |
| Capital Management Advisor Group, LLC | Walnut Creek, CA | $234.1M | — |
| St. Louis Financial Planners Asset Management, LLC | Chesterfield, MO | $234M | — |
| Legacy Planning Advisors, LLC | Suwanee, GA | $234M | — |