| The Central Trust Bank | Jefferson City, MO | $554.1M | — |
| Total Management Group, Inc. | Melville, NY | $553.9M | — |
| Rfg Holdings Inc. | Argyle, TX | $553.8M | — |
| Global View Investment Advisors, LLC | Greenville, SC | $553.8M | — |
| Avalon Global Asset Management LLC | San Francisco, CA | $553.8M | 2 |
| Pegasus Asset Management Inc | Morristown, NJ | $553.6M | — |
| Asset Planning, Inc | Los Alamitos, CA | $553.5M | — |
| Sma Capital LLC | New York, NY | $553.5M | — |
| Sc Asset Management Asesores En Inversiones Independientes, S.A. | Mexico City | $553.4M | — |
| Creekside Partners Financial Advisers LLC | Petaluma, CA | $553.4M | — |
| Tsp Capital Management Group, LLC | Summit, NJ | $553.3M | — |
| N10 Wealth, LLC | Greenwich, CT | $553.1M | — |
| Northern Right Capital Management, L.P. | Darien, CT | $552.8M | 2 |
| Tolsma Investments, LLC | | $552.7M | — |
| Mw Advisor, LLC | New York, NY | $552.5M | 1 |
| Omega Financial Group, LLC | Santa Barbara, CA | $552.4M | — |
| Nexus One Financial Advisors LLC | Plano, TX | $552M | — |
| Alliance Wealth Advisors, LLC | Centerville, UT | $552M | — |
| Global Assets Advisory, LLC | Orlando, FL | $551.7M | — |
| The Planning Project LLC | The Woodlands, TX | $551.4M | — |
| Broadleaf Partners, LLC | Hudson, OH | $551.3M | — |
| Hst Ventures, LLC | Park City, UT | $551.1M | — |
| Frederick Financial Consultants, LLC | Frederick, MD | $551.1M | — |
| Amicus Financial Advisors, LLC | Lubbock, TX | $550.9M | — |
| Dedora Capital, Inc. | Napa, CA | $550.7M | — |
| Miramar Capital LLC | Northbrook, IL | $550.3M | — |
| Plum Island Partners LLC | New York, NY | $550M | — |
| Terramont Infrastructure Management LLC | New York, NY | $549.9M | 6 |
| Pinnacle Wealth Advisors, LLC | Clackamas, OR | $549.7M | — |
| Snider Retirement Strategies, Inc. | Bellevue, WA | $549.7M | — |
| Varcov Co. | Darien, CT | $549.6M | — |
| Harvest Investment Consultants LLC | Hunt Valley, MD | $549M | — |
| Mack & Co. Partners, LP | Dallas, TX | $549M | 4 |
| Stiles Financial Services Incorporated | Edina, MN | $548.7M | — |
| Mills Wealth Advisors, LLC | Southlake, TX | $548.7M | 2 |
| Exome Asset Management LLC | New York, NY | $548.6M | 2 |
| May Hill Capital, LLC | Cohasset, MA | $548.6M | — |
| Hamel Associates Inc | Allentown, PA | $548.3M | — |
| Cable Car Capital, LP | San Francisco, CA | $548.3M | 1 |
| Range Rock Capital LLC | Wellesley, MA | $548.3M | — |
| Big League Advance, LLC | Washington, DC | $548.3M | 6 |
| Crux Wealth Advisors | Long Beach, CA | $547.7M | — |
| Truewealth Advisors, LLC | Hoover, AL | $547.5M | — |
| Cachetech Inc. | Logan, UT | $547.4M | — |
| Rays Capital Partners Limited | Central | $547.2M | 5 |
| Adaptive Financial Consulting, LLC | Beachwood, OH | $547.1M | — |
| Hutchens & Kramer Investment Management Group, LLC | Indianapolis, IN | $546.8M | — |
| Jet Wealth Advisors | La Jolla, CA | $546.5M | — |
| Byrne Financial Freedom, LLC | Franklin, MA | $546.4M | — |
| Mach-1 Financial Group, LLC | Rogers, AR | $546.3M | — |