| Moneywise Inc | Forest, VA | $449.2M | — |
| Avant Management LLC | Denver, CO | $449M | 3 |
| Nikulski Financial, Inc. | Bettendorf, IA | $449M | — |
| Square Circle Ia LP | Boston, MA | $448.9M | 2 |
| Westbourne Investment Advisors Inc. | Annapolis, MD | $448.8M | — |
| Main Line Retirement Advisors, LLC | Whitefish, MT | $448.6M | — |
| Darby International Capital LLC | | $448.4M | 2 |
| Osprey Private Wealth LLC | New York, NY | $448.4M | — |
| Harbour Group Industries, Inc. | St. Louis, MO | $448.3M | 3 |
| Merit Capital Partners VI, LLC | Chicago, IL | $448.2M | 3 |
| Adkins Seale Capital Management LLC | Shreveport, LA | $448.2M | — |
| Your Advocates, Ltd., LLP | Houston, TX | $448.1M | — |
| Cadence Wealth Management LLC | Westborough, MA | $448M | — |
| Hardin Capital Partners, LLC | Greenville, SC | $447.8M | — |
| Kerrisdale Advisers, LLC | Miami Beach, FL | $447.8M | 2 |
| Ade, LLC | Baltimore, MD | $447.5M | — |
| Petra Financial Advisors Inc | Colorado Springs, CO | $447.2M | — |
| Flagship Private Wealth, LLC | Woburn, MA | $447.2M | — |
| Stephenson and Company, Inc. | San Clemente, CA | $447M | — |
| Leslie Global Wealth, LLC | Itasca, IL | $446.8M | — |
| United Advisors America Corporation | Prosper, TX | $446.5M | — |
| Wealth Navigation, LLC | Centerville, UT | $446.3M | — |
| L. K. Benson & Company, P.C. | Timonium, MD | $446.2M | — |
| Bracco Asset Management, LP | Purchase, NY | $446M | 2 |
| Peak Wealth Management, LLC | Plymouth, MI | $446M | — |
| Drc Investment Advisors, LLC | Santa Monica, CA | $446M | — |
| Roberts Wealth Advisors, LLC | Menlo Park, CA | $446M | — |
| Beaton Management Co Inc | Haverhill, MA | $445.7M | — |
| Brigham Royalties Management, LLC | Austin, TX | $445.6M | 1 |
| Arcadia Wealth Management, LLC | Manchester, NH | $445.5M | — |
| Mindset Wealth Management, LLC | Indianapolis, IN | $445.5M | — |
| Maxim Financial Advisors LLC | New York, NY | $445.5M | — |
| Newton One Investments LLC | Newark, DE | $445.5M | — |
| 4x4 Capital, LLC | New York, NY | $445.4M | 3 |
| Spectrum Wealth Advisory Group, LLC | Granite Bay, CA | $445.4M | — |
| Cwc Advisors, LLC | Lake Oswego, OR | $445.3M | 1 |
| Beaconlight Capital, LLC | New York, NY | $445.3M | 2 |
| Ssb&t Wealth Management, LLC | Fredericksburg, TX | $445.1M | — |
| Lefavi Wealth Management, Inc. | Salt Lake City, UT | $445M | — |
| Robinson Smith Wealth Advisors, LLC | South Portland, ME | $444.9M | — |
| Kenter Canyon Capital, LLC | | $444.8M | 12 |
| Holistic Financial Partners, LLC | Indianapolis, IN | $444.6M | — |
| Flower City Capital LLC | Pittsford, NY | $444.6M | 1 |
| Westriver Management, LLC | Seattle, WA | $444.4M | 27 |
| Balis Enterprises LLC | | $444.3M | — |
| CM Investment Partners LLC | New York, NY | $444.2M | 3 |
| Carlisle Tax Credits LLC | | $444.2M | 4 |
| Sage Residential Management LLC | Morristown, NJ | $444.1M | 3 |
| Noble Wealth Management P.b.c. | Greenwood Village, CO | $444.1M | — |
| Credit Capital Investments, LLC | Livingston, NJ | $444M | 3 |