| Safe Harbor Family Capital, LLC | Chapel Hill, NC | $613.9M | — |
| Elmind Capital LP | | $613.6M | 1 |
| Turas Capital Management LP | Boston, MA | $613.5M | 1 |
| Seminal Food and Nutrition Investments, LLC | Wayne, PA | $613.2M | 10 |
| Auctus Advisors LLC | Charlotte, NC | $612.9M | — |
| Capital a Wealth Management, LLC | Cranberry Twp., PA | $612.9M | — |
| Private Wealth Management Group LLC | Princeton, NJ | $612.8M | — |
| Wolff Financial Management LLC | Kalamazoo, MI | $612.7M | — |
| Atlantic Creek Investment Management, LLC | New York, NY | $612.4M | 3 |
| Wealth Watch Advisors, Inc | Englewood, CO | $612.4M | — |
| Red Lighthouse Investment Management, LLC | | $612.2M | — |
| Quartz Partners, LLC | Saratoga Springs, NY | $611.9M | — |
| Catalur Capital Management, LP | New York, NY | $611.9M | 5 |
| Mulholland Wealth Advisors, LLC | Scottsdale, AZ | $611.7M | — |
| Highmark Wealth Management LLC | St. Paul, MN | $611.7M | — |
| Financial Security Management, Inc | Lakewood, CO | $611.5M | — |
| Steffes Financial, Ltd | Overland Park, KS | $611.5M | — |
| Arbor Trust Wealth Advisors, LLC | Ann Arbor, MI | $611.4M | — |
| Peregrine Asset Advisers, Inc. | Portland, OR | $611M | — |
| Financial Plans & Strategies, Inc. | Greenwood, IN | $610.6M | — |
| Vista Investment Partners LLC | Oklahoma City, OK | $610.6M | — |
| Weinand Financial, Inc. | Lacey, WA | $610.4M | — |
| Amerra Capital Management, LLC | Englewood, NJ | $610.4M | 20 |
| Wise Planning, Inc. | | $610.3M | — |
| Soapstone Management L.P. | Bethesda, MD | $610.1M | 1 |
| Strengthening Families & Communities, LLC | Boston, MA | $610M | — |
| Keeler & Nadler Financial Planning and Wealth Management, LLC | Dublin, OH | $609.9M | — |
| Wespac Advisors Socal, LLC | Pasadena, CA | $609.8M | — |
| Woodward Diversified Capital, LLC | Bakersfield, CA | $609.7M | 12 |
| Endowment Wealth Management, Inc. | Appleton, WI | $609.2M | 11 |
| Cornerstone Wealth Advisors, Inc. | Edina, MN | $608.7M | — |
| J. Stern & Co., LLC | New York City, NY | $608.6M | 1 |
| Central Family Advisors, LLC | New York, NY | $608.3M | — |
| Rose Capital Advisors, LLC | Miami Beach, FL | $608.3M | 1 |
| Beacon Harbor Wealth Advisors, Inc. | Virginia Beach, VA | $608.3M | — |
| Inlet Private Wealth, LLC | Jupiter, FL | $608.1M | — |
| Merchants Investment Partners, LLC | New York, NY | $607.9M | 3 |
| Gradient Securities, LLC | Arden Hills, MN | $607.9M | — |
| Ironwood Wealth Management, LLC | Chandler, AZ | $607.7M | — |
| Arcapita Investment Management US Inc. | Atlanta, GA | $607.3M | 8 |
| Drake & Associates, LLC | Waukesha, WI | $607.3M | — |
| The Enterprise Investment Company | Farmington Hills, MI | $607.1M | — |
| Drexel Morgan & Co. | Radnor, PA | $607M | — |
| Trinity Investors Fund Advisors, LLC | Southlake, TX | $606.6M | 56 |
| Shah Wealth Advisors, LLC | Chino Hills, CA | $606.2M | — |
| Cogentblue Wealth Advisors, LLC | Knoxville, TN | $606M | — |
| Caldwell Sutter Capital, Inc. | Sausalito, CA | $605.7M | — |
| Prostatis Group LLC | Hanover, MD | $605.4M | — |
| Tlwm, LLC | San Antonio, TX | $605.4M | — |
| Mfa Wealth Advisors, LLC | Pittsburgh, PA | $605.4M | — |