| Ucap Asset Management LLC | Miami, FL | $208.2M | — |
| Longview Financial Advisors, Inc. | Huntsville, AL | $208.2M | — |
| Wellspring Capital Management LLC | New York, NY | $208.1M | 8 |
| Open Field Capital LLC | New York, NY | $208.1M | 10 |
| Alere Planning LLC | | $208M | — |
| Fulcrum Wealth Advisors, LLC | Bellevue, WA | $208M | — |
| Deseranno Corporation | Grosse Pointe Farms, MI | $208M | — |
| Guardsman Private Capital Management, Inc. | Sarasota, FL | $207.9M | — |
| Lynwood Price Capital Management LP | Austin, TX | $207.9M | 1 |
| Fairscale Capital, LLC | Nashua, NH | $207.8M | — |
| Capstar Financial Services LLC | Austin, TX | $207.8M | — |
| Orographic Financial Advisors, LLC | | $207.7M | — |
| Gates Pass Advisors, LLC | Los Altos, CA | $207.6M | — |
| Garlikov Advisors Inc | Columbus, OH | $207.6M | — |
| Terraform Wealth, LLC | Houston, TX | $207.5M | — |
| L & W Financial, LLC | College Station, TX | $207.5M | — |
| Prairieview Wealth Partners, LLC | Frankfort, IL | $207.5M | — |
| White Knight Strategic Wealth Advisors, LLC | Lawrenceville, NJ | $207.4M | — |
| Lesa Sroufe & Company, Inc. | Seattle, WA | $207.3M | — |
| Bluestone Financial Advisors, LLC | Bethesda, MD | $207.3M | — |
| Counterweight Ventures, LLC | Wilmington, NC | $207.2M | — |
| 1819 Partners, LLC | Memphis, TN | $207.1M | 4 |
| Ffo Investments LLC | Tampa, FL | $207.1M | — |
| Purtill Financial LLC | Highland Heights, OH | $207.1M | — |
| Lake Hills Wealth Management, LLC | Austin, TX | $206.9M | — |
| Wfa of San Diego, LLC | San Diego, CA | $206.9M | — |
| Burnham Sterling Asset Management LLC | Cos Cob, CT | $206.8M | 1 |
| Alliance Investment Management, LLC | Jenison, MI | $206.8M | 1 |
| Kate Capital LLC | Westport, CT | $206.8M | 1 |
| Flying Point Financial, Inc. | North Andover, MA | $206.7M | — |
| Strategic Wealth Advisors Group, Inc. | Utica, MI | $206.7M | — |
| Stillwater Wealth Management Group LLC | Juno Beach, FL | $206.6M | — |
| Foliobeyond, LLC | | $206.6M | — |
| 360 Financial Partners, LLC | Mount Pleasant, SC | $206.5M | — |
| Kenneth Frenke & Co., Inc. | Arden, NC | $206.5M | — |
| Glasgow & Associates, LLC | Wilmington, NC | $206.5M | — |
| Comunidad Fund I Manager, LLC | Austin, TX | $206.5M | 4 |
| Bauman Advisory Group, LLC | Las Vegas, NV | $206.4M | — |
| Alexis Investment Partners, LLC | | $206.4M | — |
| Cooksen Wealth, LLC | The Woodlands, TX | $206.2M | — |
| McKinley Alaska Private Investment, LLC | Anchorage, AK | $206.2M | 3 |
| Yieldpoint, L.P. | New York, NY | $206.2M | 1 |
| Adc Wealth Management, LLC | Massapequa, NY | $206.1M | — |
| Hfh Planning Inc. | | $206.1M | — |
| Parkview Asset Management, Inc. | Oakbrook Terrace, IL | $206.1M | — |
| Hardworking Capital Advisors, LLC | Palm Desert, CA | $206M | — |
| Bauer Wealth Management Inc. | Colorado Springs, CO | $205.9M | — |
| Brightpath Wealth Planning, LLC | Camarillo, CA | $205.8M | — |
| LC Vero Manager LLC | New York, NY | $205.6M | 4 |
| Kelson Asset Management LLC | | $205.6M | 23 |