| Tranquilli Financial Advisor, LLC | Clinton, NJ | $199.4M | — |
| Naviquant Capital Management LLC | | $199.3M | — |
| Mountain Lake Investment Management LLC | | $199.3M | 1 |
| Sechrest Financial Services LLC | Acton, MA | $199.2M | — |
| Aio Financial, LLC | Tucson, AZ | $199.2M | — |
| Rik Saylor Financial, Inc. | Fairfield, OH | $199.2M | — |
| Financial Architects, LLC | Woodstock, GA | $199.2M | — |
| Barron Financial Group, LLP | Torrington, CT | $199.1M | — |
| Rwa Advisors, LLC | Boca Raton, FL | $199.1M | — |
| Nestlerode & Loy, Inc. | State College, PA | $199.1M | — |
| Catoctin Ridge Wealth Partner, LLC | Thurmont, MD | $199M | — |
| Bedminster L.L.C. | Bluffton, SC | $199M | — |
| Mjt & Associates Financial Advisory Group, Inc. | Montevideo, MN | $198.9M | — |
| Erickson Financial Group, LLC | Allentown, PA | $198.9M | — |
| City Capital Ventures, LLC | Chicago, IL | $198.8M | 11 |
| Capital Squared Financial LLC | Rockville, MD | $198.7M | — |
| Intercapital, LLC | Austin, TX | $198.7M | 1 |
| Invisor Financial LLC | Seneca, KS | $198.5M | — |
| Mork Capital Management, LLC | Healdsburg, CA | $198.5M | 1 |
| Prestige Wealthwide, LLC | Lehi, UT | $198.5M | — |
| Scaleworks Capital, LLC | San Antonio, TX | $198.4M | 5 |
| Cedarstone Advisors | Thousand Oaks, CA | $198.4M | — |
| Republic Digital Fund Manager LLC | New York, NY | $198.4M | 2 |
| Tfj Management, LLC | Somerville, MA | $198.4M | 2 |
| Pmg Wealth Management, Inc. | Hawthorn Woods, IL | $198.3M | — |
| Safir Wealth Advisors, LLC | | $198.2M | — |
| Atlantic Wealth Partners, LLC | Jupiter, FL | $198.1M | — |
| Welch Financial Planning, LLC | Boulder, CO | $198.1M | — |
| Gip Investment Adviser LLC | West Palm Beach, FL | $198M | 6 |
| Newport Investment Advisors Inc | Beachwood, OH | $198M | — |
| Constant Guidance Financial, LLC | North Attleboro, MA | $198M | — |
| Lieblong & Associates, Inc. | Little Rock, AR | $197.9M | 1 |
| Entasis Asset Management LLC | Brookfield, WI | $197.9M | — |
| Gladowsky Capital Management Corp | Smithtown, NY | $197.8M | — |
| Calvert Impact Advisory Services, LLC | Bethesda, MD | $197.8M | — |
| D & P Investment Advisors, Ltd. | Wakefield, RI | $197.8M | — |
| Crown Advisors Management, Inc. | Larkspur, CA | $197.8M | 1 |
| Wealth Management Group, Inc. | Winston-Salem, NC | $197.7M | — |
| Preston Advisory Services LLC | Kingman, AZ | $197.7M | — |
| Bengal Asset Management, LLC | Santa Monica, CA | $197.6M | 2 |
| Boardwalk Financial Strategies LLC | Hartland, WI | $197.6M | — |
| Attentive Investments, LLC | Stockton, CA | $197.5M | — |
| Inman Financial Services, Inc. | Portland, OR | $197.5M | — |
| Copper Beech Financial Group, LLC | Moorestown, NJ | $197.4M | — |
| Rydar Equities, Inc. | Weatherford, TX | $197.4M | — |
| Bautis Financial, LLC | Montclair, NJ | $197.4M | — |
| Aps Advisors | Jackson, CA | $197.2M | — |
| Osprey Capital Management Corp. | Miami Beach, FL | $197.2M | — |
| L Capital, LLC | Windsor, CA | $197.2M | 6 |
| Davis Wealth Advisors LLC | Salem, NH | $197.1M | — |