| 4thought Financial Group Inc. | Syosset, NY | $214.3M | — |
| Continuity Wealth Management, Corp. | Portland, OR | $214.3M | — |
| Wealthtrak Capital Management, L.L.C. | Virginia Beach, VA | $214.3M | — |
| Sage Hill Capital L.L.C. | Ann Arbor, MI | $214.3M | — |
| Ponta Wealth Partners, LLC | Winter Park, FL | $214.3M | — |
| Equitas Capital Advisors,llc | New Orleans, LA | $214.2M | 1 |
| Viable Planning, LLC | | $214.2M | — |
| Objective Capital Management, LLC | Fairlawn, OH | $214.2M | — |
| Healthcor Partners Management, L.P. | | $214.1M | 3 |
| Alpha Wealth Funds, LLC | Park City, UT | $214.1M | 5 |
| Summit Portfolio Management LLC | Las Vegas, NV | $214M | — |
| Pacific Management Partners LLC | | $214M | 2 |
| Premis Advisors, LLC | Atlanta, GA | $213.9M | 1 |
| Compass Planning Associates, Inc. | | $213.9M | — |
| Ifs Advisors, LLC | Overland Park, KS | $213.8M | — |
| Retiremitten Financial LLC | Milford, MI | $213.8M | — |
| Locker Financial Services, LLC | Verona, NJ | $213.8M | — |
| Oze Capital LLC | Florham Park, NJ | $213.7M | 13 |
| A4 Wealth Advisors LLC | Huntersville, NC | $213.7M | — |
| Lindahl & Mansager Inc | Fairlawn, OH | $213.7M | — |
| Global Trust Wealth Management LLC | West Palm Beach, FL | $213.7M | — |
| Coastline Complete Wealth LLC | Bluffton, SC | $213.6M | — |
| Daniels & Erickson Financial Advisors, LLC | Dallas, TX | $213.6M | — |
| Argyle Capital Partners, LLC | Los Angeles, CA | $213.6M | — |
| Gunn & Company Investment Management, Inc. | Jacksonville, FL | $213.5M | — |
| Floyd, Benjamin Joseph | Texarkana, TX | $213.5M | — |
| Long Point Capital, Inc | New York, NY | $213.5M | 7 |
| Cedarwood Wealth LLC | Highlands Ranch, CO | $213.4M | — |
| Signal Tree Financial Partners LLC | Copley, OH | $213.4M | — |
| 724 Asset Management, LLC | | $213.4M | — |
| Elite Income Advisors, Inc. | Ellicott City, MD | $213.4M | — |
| Miai, Inc. | Dallas, TX | $213.3M | — |
| Lake Pacific Management Company, LLC | Dallas, TX | $213.2M | 1 |
| A.o. Wealth Advisory,llc | Urbandale, IA | $213.2M | — |
| Dominguez Wealth Management Solutions, Inc. | Williamsburg, VA | $213.1M | — |
| J.e. Simmons & Co., P.C. | Dallas, TX | $213.1M | — |
| Aifg Consultants Ltd. | Halfmoon, NY | $213M | — |
| Cygnet Financial Planning Inc. | Waterford, MI | $212.9M | — |
| Sensenig Capital Advisors, Inc. | Collegeville, PA | $212.9M | — |
| Larry Mathis Financial Planning, L.L.C. | Phoenix, AZ | $212.8M | — |
| Sacks & Associates, LLC | Warren, NJ | $212.8M | — |
| Bck Partners, Inc. | Corning, NY | $212.7M | — |
| Gibraltar Wealth Management, LLC | Abington, PA | $212.7M | 1 |
| Schmidt, Jacob Aaron | Fort Wayne, IN | $212.6M | — |
| Harding Wealth, Inc. | Tempe, AZ | $212.6M | — |
| Gen Cap America, Inc. | Nashville, TN | $212.6M | 5 |
| Up Capital Management, Inc. | | $212.6M | — |
| Urban Wealth Management Group LLC | | $212.5M | — |
| Brixton Capital Wealth Advisors, LLC | Garden City, NY | $212.4M | — |
| Sequoia Swiss Financial Advisors AG | Zurich | $212.3M | — |