| Lock 8 Partners LLC | New York, NY | $414.7M | 4 |
| Momentum Advisors, LLC | New York, NY | $414.7M | 1 |
| Western Financial Corporation | San Diego, CA | $414.4M | — |
| Northeast Planning Associates, Inc. | Bedford, NH | $414M | — |
| Garner Asset Management Corporation | | $414M | — |
| Mokosak Advisory Group, LLC | Urbandale, IA | $413.9M | — |
| Gold Coast Wealth Management, LLC | Jericho, NY | $413.8M | 1 |
| Oak Asset Management, LLC | Westlake Village, CA | $413.8M | — |
| Autilus Partners LLC | Santa Monica, CA | $413.8M | 5 |
| Watershed Private Wealth LLC | Oak Brook, IL | $413.7M | — |
| Clearwell Advisors, LLC | Tampa, FL | $413.5M | 23 |
| Ted Buchan & Company, LLC | San Diego, CA | $413.2M | — |
| Caird Investment Partners, LLC | Dallas, TX | $413.2M | — |
| Grove Street Fiduciary, LLC | Peterborough, NH | $413.2M | — |
| Northbridge Financial Group, LLC | Tampa, FL | $413.1M | — |
| Sws Capital Management, LLC | New York, NY | $413.1M | 2 |
| Auldbrass Partners, LP | New York, NY | $412.9M | 5 |
| Aletheian Wealth Advisors LLC | Bellevue, WA | $412.5M | — |
| Altamont Capital Management, LLC. | Asheville, NC | $412.3M | — |
| Kerberos Capital Management LLC | Chicago, IL | $412.2M | 4 |
| Lakeside Advisors Inc | Seattle, WA | $412.2M | — |
| Auxo Investment Partners, LLC | Grand Rapids, MI | $412M | 12 |
| Bay Harbor Wealth Management, LLC | Hunt Valley, MD | $412M | — |
| Petix & Botte Company | La Mesa, CA | $411.9M | — |
| Foundation Wealth Management, LLC | Media, PA | $411.9M | — |
| Aurelius Capital Management, LP | New York, NY | $411.9M | 3 |
| Curbstone Financial Management Corporation | Manchester, NH | $411.7M | — |
| Vortus Investment Advisors, LLC | Fort Worth, TX | $411.7M | 5 |
| Grandview Asset Management LLC | Harrisburg, PA | $411.7M | — |
| Slagle Financial, LLC. | Edwardsville, IL | $411.7M | — |
| Hall Capital Management Company, Inc. | Barrington, RI | $411.6M | — |
| Yakira Capital Management, Inc. | Westport, CT | $411.6M | 1 |
| Mb, Levis & Associates,llc | Center Valley, PA | $411.6M | — |
| Hlm Management Co., LLC | Waltham, MA | $411.4M | 7 |
| Bdfs Capital LLC | Rehoboth Beach, DE | $411.3M | — |
| Zuna, LLC | Portland, OR | $411.3M | — |
| Rooney Capital Management, Inc. | | $411.2M | — |
| Guardian Wealth Management, LLC | Chattanooga, TN | $411.1M | — |
| Everest Private Wealth | Cupertino, CA | $410.8M | — |
| Copper Financial Network, LLC | Lenexa, KS | $410.7M | — |
| Access Financial Resources Inc. | Oklahoma City, OK | $410.6M | — |
| Eso Management Services LLC | San Mateo, CA | $410.6M | 5 |
| Blue Square Asset Management, LLC | New York, NY | $410.3M | 1 |
| Sunbeam Capital Management, LLC | | $410.2M | — |
| Pavaki Capital Management, LLC | | $410.1M | 1 |
| Bemanaged Financial Services, Inc. | Grand Rapids, MI | $410M | — |
| Ogborne Capital Management, LLC. | San Francisco, CA | $410M | 1 |
| Taylor Financial Group, Inc. | Roanoke, VA | $410M | — |
| Momentous Wealth Management, Inc. | Vancouver, WA | $409.9M | — |
| Sustainable Insight Capital Management, LLC | New York, NY | $409.9M | — |