| Kahala Financial Advisors, LLC | Honolulu, HI | $203.4M | — |
| Wazee Street Capital Management LLC | Greenwood Village, CO | $203.4M | 4 |
| Wj Financial Advisors, LLC | Killingworth, CT | $203.4M | — |
| McDermott Investment Advisors, LLC | Naples, FL | $203.3M | — |
| Nhwm LLC | Cedar Knolls, NJ | $203.3M | — |
| Ball & Company Wealth Management, Inc. | | $203.1M | — |
| Independent Wealth Management, LLC | Traverse City, MI | $203M | — |
| Syntax Research, Inc. | Boca Raton, FL | $202.9M | 1 |
| Northsands Capital, L.P. | New York, NY | $202.8M | 2 |
| Harmont Fixed Income, LLC | | $202.8M | — |
| Chicago Capital Management, LLC | Chicago, IL | $202.8M | 5 |
| Forness Financial LLC | Needham, MA | $202.8M | — |
| Campbell Financial Partners, LLC | Fort Myers, FL | $202.7M | — |
| Cfm Advisors Inc | Hauppauge, NY | $202.7M | — |
| Wernau Asset Management Inc. | Gloucester, MA | $202.6M | — |
| Steelhead Capital Management, LLC | Fort Worth, TX | $202.5M | 20 |
| Keenan, LLC | Boston, MA | $202.5M | — |
| Hansen & Associates Financial Group Inc. | Roseville, CA | $202.4M | — |
| McGuire Capital Advisors, Inc. | Bethany, OK | $202.4M | — |
| Robinson Value Management, Ltd. | San Antonio, TX | $202.3M | — |
| Phil a. Younker & Associates, Ltd. | | $202.2M | — |
| Johnson Lyman, Inc. | Los Altos, CA | $202.1M | — |
| Naylor Capital LLC | | $202.1M | — |
| Abbington Investment Group, LLC | South Portland, ME | $202.1M | — |
| Kcd Financial, Inc. | Green Bay, WI | $202.1M | — |
| J M Brown & Associates, Inc. | Tulsa, OK | $202.1M | — |
| Wealth Advisors, LLC | Springboro, OH | $202M | — |
| Kowalski Financial Inc. | Minneapolis, MN | $202M | — |
| Sortis Fund Manager, LLC | Portland, OR | $202M | 4 |
| Portage Wealth Inc | Oakville | $202M | — |
| Bam Wealth Management LLC | Lakewood, CO | $202M | — |
| Blong Financial, LLC | Memphis, TN | $202M | — |
| Great River Financial LLC | Plymouth, MN | $201.9M | — |
| Brixey & Meyer Capital LLC | Cincinnati, OH | $201.8M | 5 |
| Clearview Wealth Advisors, LLC | Salem, OR | $201.8M | — |
| Daner Wealth Management, LLC | Alpharetta, GA | $201.7M | — |
| Brasil Plural Investment Advisor LLC | Miami, FL | $201.6M | — |
| Capzone Management LLC | Norwalk, CT | $201.6M | 1 |
| Maxele Advisors, LLC | Webster Groves, MO | $201.6M | — |
| Level One Global Advisors, LLC | Miami, FL | $201.5M | 2 |
| Kraematon Investment Advisors, Inc. | Braintree, MA | $201.5M | — |
| Saul Wealth Advisors, LLC | Miami, FL | $201.5M | — |
| Harren Equity Partners, LLC | Charlottesville, VA | $201.4M | 2 |
| Keystone Wealth Advisors, Incorporated | Eagan, MN | $201.4M | — |
| Paradigm Wealth Advisory LLC | Bridgewater, NJ | $201.2M | — |
| Pacific Financial Strategies, Inc | Thousand Oaks, CA | $201.2M | — |
| Authentic Ventures Investment Manager, LLC | Oakland, CA | $201.2M | 14 |
| Strategic Advisory Services, LLC | Memphis, TN | $201.2M | — |
| Regents Partners, LLC | | $201.2M | 6 |
| Waverley Wealth Management LLC | Mountain View, CA | $201.2M | — |