| The Lam Group, Inc. | | $507.4M | — |
| Mep Capital Management, LLC | New York, NY | $507.3M | 21 |
| Maltin Wealth Management, Inc. | | $507.2M | — |
| Pine Harbor Wealth Management LLC | Fairfax, VA | $507.1M | — |
| H I a - Helvetia Investment Advisors SA | Lugano | $506.8M | — |
| Lfl Advisers, LLC | Evanston, IL | $506.8M | 1 |
| Boone Wealth Advisors, LLC | Bellevue, WA | $506.8M | — |
| Kaufman Rossin Wealth, LLC | Miami, FL | $506.7M | — |
| Beta Capital Management LLC | Miami, FL | $506.6M | — |
| Cleveland Wealth, LLC | Cleveland, OH | $506.6M | — |
| Onyx Financial Advisors, LLC | Idaho Falls, ID | $506.4M | — |
| Blacksand Capital, LLC | Honolulu, HI | $506.3M | 11 |
| Financial & Tax Architects, LLC | St. Louis, MO | $506.2M | — |
| Bluesphere Advisors LLC | East Norriton, PA | $506.2M | — |
| Welch Capital Partners LLC | Harrison, NY | $506.2M | 1 |
| Stony Point Wealth Management Inc. | Richmond, VA | $506.1M | 1 |
| Eab Investment Group, LLC | Bala Cynwyd, PA | $506M | — |
| Park Street Capital Advisers, L.L.C. | | $505.9M | 7 |
| First Advisors National, LLC | Atlanta, GA | $505.9M | — |
| Mkd Wealth Coaches, LLC | Troy, MI | $505.7M | — |
| Global Credit Advisers, LLC | New York, NY | $505.7M | 6 |
| Hfg Wealth Management, LLC | The Woodlands, TX | $505.6M | — |
| 327 Capital Partners, LLC | San Antonio, TX | $505.5M | 8 |
| Oliver Capital Management, LLC | Seattle, WA | $505.5M | — |
| Selby Lane Capital, LLC | Charlottesville, VA | $505.4M | 7 |
| Carl P. Sherr & Co., LLC | Worcester, MA | $505.4M | — |
| Punch Card Management LP | Winter Park, FL | $505.4M | 1 |
| Bellars Harris Wealth Management, LLC | Virginia Beach, VA | $505.4M | — |
| Dougherty Wealth Advisers LLC | Minnetonka, MN | $505.4M | — |
| Capitala Private Advisors, LLC | Charlotte, NC | $505.1M | 4 |
| Perceptive Edge Investment Management, Inc. | Wayzata, MN | $505M | — |
| Accretive Wealth Partners, LLC | Parsippany, NJ | $504.5M | — |
| Black Coral Financial Advisors, LLC | Mount Olive, NJ | $504.4M | — |
| Pineridge Advisors, LLC | St. Charles, MO | $504.2M | — |
| Aquire Wealth Advisors, LLC | Salt Lake City, UT | $504M | — |
| Ducere Wealth Management, LLC | Newport Beach, CA | $503.8M | — |
| Weinberger Asset Management, Inc | Los Angeles, CA | $503.6M | — |
| 11 Capital Partners LP | Darien, CT | $503.5M | 1 |
| Etesian Wealth Advisors, Inc. | West Linn, OR | $503.3M | — |
| Drum Capital Management LLC | Stamford, CT | $503.2M | 6 |
| Smh Capital Advisors LLC | Weatherford, TX | $503.1M | — |
| Prosperity Financial Group, Inc. | San Ramon, CA | $503M | — |
| Preservation Equity Fund Advisors, LLC | Irvine, CA | $502.9M | 4 |
| Saybrook Capital Corp | Sag Harbor, NY | $502.7M | — |
| Boltwood Capital Management | Walnut Creek, CA | $502.5M | — |
| Crown Wealth Group LLC | Charlotte, NC | $502.4M | — |
| Sharp Wealth Advisory, LLC | Horsham, PA | $502.1M | — |
| Quantitative Process, LLC | Charlotte, NC | $502.1M | — |
| Investors Asset Management of Georgia Inc | Atlanta, GA | $502M | — |
| Humble Management, LLC | New York, NY | $501.6M | 2 |