| Davidson Advisory Group, LLC | Charlotte, NC | $223.5M | — |
| Noble Wealth Management, Inc. | Newport Beach, CA | $223.4M | — |
| Valley Brook Capital Group, Inc. | Venetia, PA | $223.3M | — |
| Branson Frank a Inc | Palo Alto, CA | $223.2M | — |
| Wincap Financial LLC | Boston, MA | $223.1M | — |
| Spring Capital Management, LLC | Amarillo, TX | $223M | — |
| Essential Investment Partners, LLC | Englewood, CO | $223M | — |
| Whalen Wealth Management Inc. | Las Vegas, NV | $223M | — |
| Tortuga Wealth Management, Inc. | Torrance, CA | $222.9M | — |
| Three Peaks Capital Management, LLC | Castle Rock, CO | $222.9M | — |
| Pgp Advisors, LLC | Ketchum, ID | $222.8M | 1 |
| Davinci Financial Designs LLC | Columbia, SC | $222.8M | — |
| Carey Consulting Wealth Management, Inc. | San Ramon, CA | $222.8M | — |
| Aldebaran Financial Inc | Kingsport, TN | $222.8M | — |
| Sharpepoint, LLC | Phoenix, AZ | $222.8M | 1 |
| Crossgen Wealth LLC | Greenville, NC | $222.8M | — |
| Milestones Private Investment Advisors LLC | Fairport, NY | $222.6M | — |
| Innealta Capital, LLC | | $222.4M | — |
| Rwm Capital, LLC | Sugar Land, TX | $222.4M | — |
| Kmt Wealth Management, LLC | Hermosa Beach, CA | $222.4M | — |
| Capital Preservation Partners Inc. | Bronxville, NY | $222.4M | — |
| Kerusso Capital Management, LLC | Winston-Salem, NC | $222.4M | — |
| Flax Pond Capital, LLC | | $222.3M | — |
| Rwq Financial Management Services, Inc. | | $222.3M | — |
| Colrain Capital LLC | Boston, MA | $222.2M | — |
| MacLean Capital Advisors, LLC | Indian Wells, CA | $222.1M | — |
| Phillip James Consulting Co. | Plymouth, MN | $222.1M | — |
| Ring Mountain Capital, LLC | Tiburon, CA | $222.1M | — |
| Mangan Wealth Management, Inc. | Seattle, WA | $222M | — |
| Bischoff Wealth Management Group, LLC | Greenwood, IN | $222M | — |
| Sincerus Advisory, LLC | | $222M | — |
| Cross Border Wealth, LLC | New York, NY | $221.9M | — |
| Mfg Family Office LLC | Cdmx | $221.8M | — |
| Via IV Investments, LLC | Burr Ridge, IL | $221.8M | — |
| Addicus Advisory, LLC | Tupelo, MS | $221.7M | 41 |
| Optimize Financial Inc. | Irvine, CA | $221.7M | — |
| Global Strategic Management Inc | Dorado, PR | $221.6M | — |
| Pacific Park Financial, Inc. | Laguna Hills, CA | $221.6M | — |
| Bond Tech Inc | Bellbrook, OH | $221.6M | — |
| Hager Investment Management Services, LLC | New London, NH | $221.6M | — |
| Diazo, LLC | Henderson, NV | $221.6M | — |
| Avantra Family Wealth, Inc. | Mechanicsburg, PA | $221.6M | — |
| Carroll Investors, Inc. | Mt Pleasant, SC | $221.4M | — |
| Riverglades Family Offices, LLC | Naples, FL | $221.4M | — |
| Lynx Advisory Partners LLC | Coral Gables, FL | $221.4M | — |
| Halcyon Global Advisors, LLC | Dallas, TX | $221.3M | — |
| Wisdom Index Advisors, LLC | Prosper, TX | $221.3M | — |
| Asset Management Advisors, LLC | Oklahoma City, OK | $221.3M | — |
| Octagon Asset Management, LLC | Charlotte, NC | $221.2M | 1 |
| Lyle, Allan Glen | San Rafael, CA | $221.2M | — |