| Fusion Capital, LLC | Mt. Pleasant, SC | $492.3M | — |
| Hanc Wealth Management, LLC | Grand Rapids, MI | $492.1M | — |
| Rpd Fund Management LLC | | $492.1M | 3 |
| Chico Wealth RIA, Inc. | Chico, CA | $492M | — |
| Brick & Kyle Associates Inc | Newtown, PA | $491.7M | — |
| Tyler Street Capital | Plymouth, MA | $491.5M | — |
| Atwater Capital, LLC | Los Angeles, CA | $491.5M | 13 |
| If Advisors, LLC | | $491.4M | — |
| Paces Ferry Wealth Advisors, LLC | Atlanta, GA | $491.2M | — |
| Permit Capital, LLC | West Conshohocken, PA | $491.1M | 3 |
| Victor Capital Partners Management Company, LP | New York, NY | $491M | 7 |
| Maryland Capital Advisors, Inc. | Chester, MD | $490.8M | — |
| Whitcomb & Hess, Inc. | Ashland, OH | $490.7M | — |
| Quantum Advisers, LLC | Houston, TX | $490.6M | 9 |
| Redstone Advisors Inc | Wichita, KS | $490.6M | — |
| Lifewealth Investments, LLC | Winter Garden, FL | $490.6M | — |
| Samalin Investment Counsel, LLC | Chappaqua, NY | $490.5M | — |
| Cypress Financial Planning, LLC | Haddon Heights, NJ | $490.4M | — |
| Synergy Fund Management Group Limited | Central | $490.3M | 5 |
| Cook Pine Capital LLC | Greenwich, CT | $490.3M | 3 |
| Tim Looney Investments, LLC | Longwood, FL | $490.3M | — |
| Daher Capital Group, LLC | Jupiter, FL | $490M | — |
| Hillcrest Credit and Income Fund II Manager, LLC | New York, NY | $490M | 2 |
| Montgomery Investment Management Inc | Rockville, MD | $490M | — |
| Mns Financial Management, L.L.C. | Fort Myers, FL | $489.2M | — |
| Iron Financial LLC | Northbrook, IL | $489.2M | 3 |
| Ifrah Financial Services, Inc. | Little Rock, AR | $489.1M | — |
| Postrock Partners LLC | Overland Park, KS | $489.1M | — |
| One Degree Advisors, Inc. | San Diego, CA | $489M | — |
| Wood Tarver Financial Group, LLC | Boise, ID | $489M | — |
| Westerly Capital Management LLC | San Francisco, CA | $488.9M | 2 |
| Wph GP, LLC | Boston, MA | $488.8M | 13 |
| Acorn Creek Capital LLC | Fort Collins, CO | $488.7M | — |
| Gordian Wealth Advisors, LLC | Mill Valley, CA | $488.7M | — |
| Parkview Ltd. | Zurich | $488.5M | — |
| Register Financial Advisors, LLC | Atlanta, GA | $488.5M | — |
| Bridgefront Capital, LLC | Austin, TX | $488.5M | — |
| Financial Avengers, Inc. | Oakland, CA | $488.4M | — |
| Objectivity Squared, LLC | Charleston, SC | $487.8M | — |
| Hixon Zuercher, LLC | Findlay, OH | $487.7M | — |
| Hrc Wealth Management, LLC | Moscow, ID | $487.4M | — |
| 44 Wealth Management LLC | Eugene, OR | $487.4M | — |
| Blt Fund Manager LLC | Stamford, CT | $487.3M | 5 |
| Brown, Lisle/Cummings, Inc. | Providence, RI | $487.3M | — |
| Argent Wealth, LLC | Ridgeland, MS | $487.3M | — |
| Abr Capital Partners, LLC | Baltimore, MD | $487.2M | 23 |
| Three Magnolias Financial Advisors, LLC | Winston Salem, NC | $487.1M | — |
| D.b. Fitzpatrick & Co., Inc. | Boise, ID | $487M | — |
| Bell & Brown Wealth Advisors, LLC | Newport Beach, CA | $486.8M | — |
| Rosenblum Silverman Sutton Sf Inc | San Francisco, CA | $486.6M | — |