| Bellatore Financial, Inc. | The Woodlands, TX | $638.7M | 1 |
| Acumen Wealth Advisors, LLC | Chattanooga, TN | $638.5M | 1 |
| Colorado Capital Management, Inc. | Boulder, CO | $638.4M | — |
| Hemsley Advisors, Ltd. | Chicago, IL | $638.1M | — |
| Scott & Selber, Inc. Capital Management | Houston, TX | $637.9M | — |
| Resource Financial Group, Ltd. | Wilmette, IL | $637.4M | — |
| Southern Capital Advisors, LLC | Jackson, TN | $636.9M | — |
| Timber Creek Capital Management, LLC | Boston, MA | $636.8M | — |
| Venture Investment Management Co., L.L.C. | Peapack, NJ | $636.8M | 14 |
| West Advisors, Incorporated | | $636.7M | — |
| Rock Island Capital, LLC | Oak Brook, IL | $636.6M | 13 |
| Crow's Nest Holdings LP | Richmond, VA | $636.6M | 2 |
| 503 Capital Partners, LLC | Leawood, KS | $636.4M | 8 |
| Karmel Capital Management LLC | Solana Beach, CA | $636.1M | 9 |
| Merritt Point Partners LLC | Oakland, CA | $636.1M | 2 |
| Fischer Financial Services Inc | Harrisburg, PA | $636.1M | — |
| The Roxborough Group, LLC | San Francisco, CA | $636M | 5 |
| Rowland Miller + Partners LLC | Atlanta, GA | $635.9M | — |
| Empower Financial Advisory, LLC | Glastonbury, CT | $635.8M | — |
| Hilltop Wealth Advisors, LLC | Chapel Hill, NC | $635.5M | — |
| Fire Capital Management, LLC | San Francisco, CA | $635.5M | — |
| Clare Market Investments, LLC | Dallas, TX | $635.2M | — |
| Northwest Financial Services Inc | Indianapolis, IN | $634.9M | — |
| Ugvp Management, LLC | Summit, NJ | $634.9M | 8 |
| Stanley Capital Management LLC | Houston, TX | $634.6M | 1 |
| Simcoe Capital Management, LLC | New York, NY | $633.8M | 3 |
| Central Valley Advisors, LLC | Sacramento, CA | $633.7M | — |
| Vision Retirement, LLC | Ridgewood, NJ | $633.7M | — |
| Wj Interests, LLC | Sugar Land, TX | $633.5M | — |
| Kickstand Ventures, LLC | Pittsford, NY | $633.5M | — |
| Kennedy Investment Group, Inc. | West Deptford, NJ | $633.2M | — |
| Capvisor Associates, LLC | | $633.1M | — |
| Whiterock Wealth Design, LLC | Fayetteville, AR | $632.9M | — |
| Karma Capital Advisors Pvt Ltd. | Mumbai, Maharashtra | $632.5M | 1 |
| Vickerman Investment Advisors, Inc. | Spokane, WA | $632.3M | — |
| Carlson & Company Financial Services, LLC | Topeka, KS | $632.2M | — |
| Fortem Financial Group, LLC | Palm Desert, CA | $631.9M | — |
| Vizcaya Capital, LLC | Miami, FL | $631.4M | 1 |
| Bolthouse Investments, LLC | Bakersfield, CA | $631.2M | 2 |
| Hammond, Kennedy, Whitney & Company, Inc. | | $631.2M | 5 |
| Peak Retirement Planning, Inc. | Columbus, OH | $631M | — |
| L.s.y., Inc | San Ramon, CA | $630.7M | — |
| Stuart Investment Advisors, Inc. | Austin, TX | $630.5M | — |
| Accuvest Global Advisors, Inc. | Provo, UT | $630.5M | 1 |
| Cordatus Wealth Management LLC | Yardley, PA | $630.4M | — |
| Davidson Capital Management, Inc. | Corpus Christi, TX | $630.3M | — |
| Neumann Capital Management, LLC | Foster City, CA | $630.3M | — |
| Rosel Wealth Management, LLC | Highlands Ranch, CO | $630.2M | — |
| G2 Investment Partners Management LLC | New York, NY | $630.2M | 4 |
| Searle & Co. | Greenwich, CT | $629.9M | — |