| Boyd Wealth Management, LLC | Sacramento, CA | $409.8M | — |
| Professional Financial Solutions, LLC | Fairfax, VA | $409.7M | — |
| Venture Capital Fund of America III, Inc. | New York, NY | $409.6M | 9 |
| Heffernan Advisory, Inc. | Flagstaff, AZ | $409.6M | — |
| Eley Financial Management, Inc. | South Burlington, VT | $409.6M | — |
| Hilton Head Capital Partners, LLC | Hilton Head Island, SC | $409.5M | — |
| Peloton Equity LLC | Greenwich, CT | $409.5M | 7 |
| Friday Financial, Inc. | Dubuque, IA | $409.3M | — |
| Marks Wealth, LLC | Ellicott City, MD | $409.2M | — |
| Sterling Investment Management, LLC | Tucson, AZ | $409.2M | — |
| Code Waechter LLC | Tampa, FL | $409M | — |
| Truefg, LLC | Cedar Park, TX | $409M | — |
| Rooted Wealth Advisors, Inc. | Bourbonnais, IL | $408.8M | — |
| Greenridge Equity Partners, LLC | Austin, TX | $408.8M | 4 |
| Wasserstein Management, LP | New York, NY | $408.5M | 1 |
| Palouse Capital Management, Inc. | Spokane, WA | $408.5M | — |
| Capstone Capital LLC | Henderson, NV | $408.4M | — |
| New Leaf Venture Partners LLC | New York, NY | $408.4M | 9 |
| Advisory Solutions Group, LLC | Plymouth, MN | $408.4M | — |
| Range Financial Group, LLC | Tigard, OR | $408.1M | — |
| Heritage Financial, LLC | Gainesville, VA | $408M | — |
| Quad City Investment Advisors, LLC | Moline, IL | $408M | — |
| Roi Financial Planning, LLC | Clarksville, TN | $407.9M | — |
| Revere Asset Management, Inc. | Allen, TX | $407.9M | — |
| Nexus338, LLC | Cabin John, MD | $407.8M | — |
| Kom Wealth Management Group, LLC | Appleton, WI | $407.8M | — |
| Navigoe, LLC | Redondo Beach, CA | $407.8M | — |
| Maxq Asset Management LLC | Greenwood Village, CO | $407.7M | — |
| Kai Wealth LLC | Chicago, IL | $407.7M | — |
| Compass Financial Services, Inc. | West des Moines, IA | $407.4M | — |
| Wealthcare Capital Partners, LLC | West Chester, PA | $407.4M | — |
| J.r. Prunier Capital Management LLC | Holden, MA | $407M | — |
| Bridge Growth Partners, LLC | New York, NY | $407M | 4 |
| Fifth Force Management LLC | Dallas, TX | $406.9M | — |
| Keystone Financial Planning, Inc | Westlake, OH | $406.9M | — |
| Womack Wealth Management, Inc. | Manhattan Beach, CA | $406.9M | — |
| Greenberg Financial Group | Tucson, AZ | $406.9M | — |
| Henderson Brothers Financial Partners LLC | Pittsburgh, PA | $406.8M | — |
| United Wealth Management, LLC | | $406.6M | — |
| Tumwater Wealth Management, LLC | Boise, ID | $406.6M | — |
| Hurley Financial Group, Inc. | Corvallis, OR | $406.5M | — |
| Kingsmark Private Financial Advisors, LLC | Albany, GA | $406.5M | — |
| Clarity Capital Advisors, LLC | Lakewood Ranch, FL | $406.3M | — |
| Guerra Advisors Inc. | Miami, FL | $406.2M | — |
| Ballast Rock Private Wealth LLC | Charleston, SC | $405.7M | — |
| Bontempo Ohly Capital Management, LLC | Bethesda, MD | $405.7M | — |
| Palogic Value Management, L.P. | Dallas, TX | $405.5M | 3 |
| Northland Securities, Inc. | Minneapolis, MN | $405.5M | — |
| Orbis Investment Management (u.s.), L.P. | San Francisco, CA | $405.4M | 1 |
| Goodhaven Capital Management, LLC | Millburn, NJ | $405.3M | 1 |