| Bloomfield Capital Holdings, LLC | Birmingham, MI | $465.7M | 5 |
| Clelland & Co Inc | San Diego, CA | $465.7M | — |
| Arrowroot Capital Management, LLC | Marina del Rey, CA | $465.5M | 9 |
| Fellowship Financial Planning, LLC | Spokane, WA | $465.3M | — |
| Bwm Planning LLC | Houston, TX | $465.3M | — |
| Sharpvue Capital, LLC | Raleigh, NC | $465.2M | 12 |
| Acumen Financial Advisors, LLC | Edina, MN | $465.2M | — |
| First Citizens Asset Management, Inc | Raleigh, NC | $465.1M | — |
| John F Suby Wealth Management LLC | Madison, WI | $464.9M | — |
| Lpwm LLC | Minneapolis, MN | $464.8M | — |
| Dew Wealth Management, LLC | Scottsdale, AZ | $464.7M | — |
| Cypress Capital Partners, LLC | Chicago, IL | $464.4M | — |
| Vert Asset Management LLC | Sausalito, CA | $464.4M | — |
| Colonial River Investments, LLC | Midlothian, VA | $464.4M | — |
| Obrien Greene & Co Inc | Media, PA | $464.3M | 1 |
| Accountants Proprietary Financial Servicenet, Inc. | Plainview, NY | $464.3M | — |
| Wisdom Fixed Income Management, LLC | Dallas, TX | $464.2M | — |
| Hofman Wealth Management, LLC | Chesterfield, MO | $464.1M | — |
| Sard Wealth Management Group, LLC | Atlanta, GA | $464M | — |
| Scoggin Management LP | New York, NY | $463.9M | 2 |
| Destra Capital Advisors LLC | Bozeman, MT | $463.8M | — |
| Independence Financial Advisors, LLC | Franklin, NH | $463.8M | — |
| Tufton Capital Management, LLC | Hunt Valley, MD | $463.8M | — |
| Mkt Advisors LLC | Carlsbad, CA | $463.7M | — |
| Monarch Wealth Strategies | Santa Barbara, CA | $463.5M | — |
| Miller Financial Services LLC | Marshall, MI | $462.9M | — |
| Plum Street Advisors, LLC | | $462.8M | — |
| Harmony Asset Management LLC | Scottsdale, AZ | $462.5M | — |
| Tidemark, LLC | San Diego, CA | $462.5M | — |
| Envision Financial Planning, LLC | Memphis, TN | $462.5M | — |
| Sam Advisors, LLC | Oakhurst, CA | $462.3M | — |
| Charter Capital Management, LLC | Brookfield, WI | $462.2M | — |
| Truman Capital Advisors, LP | Armonk, NY | $462M | 3 |
| Greenlea Lane Capital Management LLC | | $461.9M | 2 |
| Adirondack Financial Services Corp | Utica, NY | $461.8M | — |
| Sterling Fund Management, LLC | Chicago, IL | $461.6M | 8 |
| Reyl Overseas Ltd. | Zurich | $461.6M | — |
| Red Iron Group Management, LLC | Menlo Park, CA | $461.6M | 4 |
| Gainplan LLC | Bloomfield Hills, MI | $461.6M | — |
| Aof Management LLC | Los Angeles, CA | $461.5M | 5 |
| Saybrook Fund Advisors, LLC | Santa Monica, CA | $461.2M | 4 |
| True North Retirement Advisors, LLC | Clackamas, OR | $460.9M | — |
| Curio Wealth, LLC | Annapolis, MD | $460.7M | — |
| Websterrogers Financial Advisors, LLC | Florence, SC | $460.5M | — |
| Mbx Investors LLC | Farmington Hills, MI | $460.3M | 1 |
| Beta Wealth Group, Inc | San Diego, CA | $460.3M | — |
| Roth Financial Partners LLC | Kingwood, TX | $460.1M | — |
| Vermillion Wealth Management Inc. | Rosemount, MN | $459.9M | — |
| Alpha Financial Partners LLC | Lexington, KY | $459.9M | — |
| Beacon Advisors Holdings, LLC | Austin, TX | $459.6M | — |