| Prestige Wealth Management Group, LLC | Flemington, NJ | $666.4M | — |
| Bluechip Wealth Advisors LLC | Milton, GA | $666.4M | — |
| Beck Bode LLC | Dedham, MA | $666.4M | — |
| Hiddenite Capital Partners LP | New York, NY | $665.8M | 1 |
| Bcwm, LLC. | Overland Park, KS | $665.2M | — |
| America First Investment Advisors LLC | Omaha, NE | $665.1M | — |
| Alta Wealth Advisors LLC | Woburn, MA | $664.6M | — |
| Allen Wealth Management, LLC | Boone, NC | $664.3M | — |
| Logan Stone Capital LLC | Chicago, IL | $664.3M | 2 |
| Focused Alpha, LLC | Greenwood Village, CO | $663.9M | — |
| Gkb Partners LLC | | $663.4M | — |
| Rra Investment Management, LLC | Phoenix, AZ | $663.3M | 1 |
| McElhenny Sheffield Capital Management, LLC | Dallas, TX | $663.2M | — |
| Calvert Street Capital Partners, Inc. | Towson, MD | $663.1M | 13 |
| Diligent Investors, LLC | Redlands, CA | $663.1M | — |
| Cruden Bay Investment Management, LLC | Westlake Village, CA | $663.1M | — |
| Ironwood Financial, LLC | Tucson, AZ | $662.5M | — |
| Three Arch Wealth Management LLC | Irvine, CA | $662.4M | — |
| Harrell Investment Partners, LLC | Austin, TX | $662.4M | — |
| Westshore Wealth, LLC | Newport Beach, CA | $662.4M | — |
| Bare Financial Services Inc. | Gap, PA | $662.3M | — |
| Quattro Advisors L.L.C. | Pittsburgh, PA | $661.7M | 5 |
| Kesler, Norman & Wride, LLC | Ogden, UT | $661.4M | — |
| Lem Capital, L.P. | Philadelphia, PA | $661.4M | 3 |
| Pender Capital Management, LLC | Dallas, TX | $661.4M | 1 |
| The Genwealth Group, Inc. | Maplewood, NJ | $661.3M | — |
| Banorte Asset Management, Inc. | Houston, TX | $661.2M | — |
| Williams & Associates, Inc. | Columbia, MD | $661.1M | — |
| Riverwater Partners LLC | Milwaukee, WI | $660.9M | — |
| Truvestments Capital LLC | Sarasota, FL | $660.8M | 1 |
| Holderness Investments Co | Greensboro, NC | $660.7M | — |
| Foundation Wealth Management, LLC | Clayton, MO | $660.6M | — |
| St. James Investment Company, LLC | Southlake, TX | $660.6M | — |
| Goodlander Investment Management, LLC | Dallas, TX | $660.5M | 1 |
| Betterwealth LLC | San Jose, CA | $659.9M | — |
| Northstar Asset Management Company, LLC | Blue Bell, PA | $659.8M | — |
| Archer Capital Group Management, LLC | Los Angeles, CA | $659.6M | 10 |
| Buttonwood Financial Group, LLC | Kansas City, MO | $659.5M | — |
| Tradewinds, LLC | Raleigh, NC | $659.4M | — |
| Saints Capital Services, LLC | | $659.3M | 10 |
| Benin Management Corp | | $659.2M | — |
| Aries Wealth Management, LLC | Portland, ME | $658.6M | — |
| Purus Wealth Management, LLC | Newport Beach, CA | $658.1M | — |
| Aspen Wealth Management, LLC | Fort Worth, TX | $657.8M | — |
| Arbor Wealth Advisors LLC | Troy, MI | $657.7M | — |
| Optima Asset Management Inc | Dallas, TX | $657.4M | — |
| Spectrum Asset Management Inc | Newport Beach, CA | $657.3M | — |
| Highpost Capital, LLC | West Palm Beach, FL | $657.2M | 18 |
| Innovative Wealth Building LLC | California, MD | $657.2M | — |
| Brent Forrest & Associates, L.L.C. | San Antonio, TX | $657.1M | — |