| Generation Partners Management, LLC | | $401.6M | 6 |
| Silver Coast Investments LLC | San Diego, CA | $401.6M | — |
| Leeward Financial Partners, LLC | | $401.5M | — |
| H. L. Ormond & Company, LLC | Greenville, NC | $401.4M | — |
| Tar River Wealth Planning, LLC | Louisburg, NC | $401.2M | — |
| Essential Partners LLC | Rancho Santa Fe,, CA | $401.1M | — |
| Rog IX, LLC | Houston, TX | $401M | — |
| Insight Strategic Wealth LLC | Knoxville, TN | $401M | — |
| The Capital Chart Room, Ltd | Fort Worth, TX | $400.9M | — |
| Valuequest Advisers, LLC | New York, NY | $400.8M | 1 |
| Helm Capital Management LLC | Seattle, WA | $400.8M | — |
| Cornerstone Financial Planning, LLC | Portsmouth, NH | $400.7M | — |
| Soundcore Capital Partners, LP | New York, NY | $400.4M | 11 |
| Burns Matteson Capital Management, LLC | Corning, NY | $400.4M | — |
| Ticino Wealth LLC | Mission Viejo, CA | $400.2M | — |
| Keyes, Stange & Wooten Wealth Management, LLC | Daytona Beach, FL | $400.1M | — |
| Golden Spark Insights Merchant Banking Group Inc. | Fairfax, VA | $400M | — |
| Sjbenen Advisory, LLC | | $399.9M | — |
| Kirkwood Financial Services LLC | San Antonio, TX | $399.8M | — |
| Silver Birch Financial LLC | | $399.5M | — |
| Threadgill Financial, LLC | The Woodlands, TX | $399.4M | — |
| Pioneer Wealth Management Group, Inc | Austin, TX | $399.2M | — |
| Trinity Wealth Management, LLC | Berwyn, PA | $399.2M | — |
| Waterford Advisors, LLC | Orchard Park, NY | $399.1M | — |
| Stonecrest Advisors, Inc. | Austin, TX | $398.8M | — |
| Midwest Heritage Bank, Fsb | West des Moines, IA | $398.7M | — |
| Revitate Fund Advisor LLC | Newport Beach, CA | $398.6M | 7 |
| Lester Financial Group, LLC | Champaign, IL | $398.6M | — |
| First Dallas Securities, Inc. | Dallas, TX | $398.4M | — |
| Mighty Oak Strong America Investment Company | Mechanicsburg, PA | $398.4M | — |
| Tactical Infrastructure Partners, LP | New York, NY | $398.3M | 7 |
| Luminvest Wealth Management LLC | Scottsdale, AZ | $398M | — |
| Diadema Partners LP | Morristown, NJ | $397.9M | 3 |
| Concord Investment Counsel | Irvine, CA | $397.9M | — |
| Prometheus Capital Management Corp. | Yardley, PA | $397.8M | — |
| Raleigh Capital Management Inc. | Cary, NC | $397.8M | — |
| Red Wave Investments LLC | Dillsburg, PA | $397.7M | — |
| Longshore Capital Management, LLC | Chicago, IL | $397.6M | 4 |
| Perennial Advisors Group, LLC | Westford, MA | $397.4M | — |
| Fc Advisory, LLC | West Chester, PA | $397.3M | — |
| Bayard Asset Management LLC | Princeton, NJ | $397.3M | 1 |
| Iams Wealth Management, LLC | Omaha, NE | $397.2M | — |
| Webb Advisors Incorporated | Bloomington, MN | $397.2M | — |
| Sagebroadview Wealth Management, LLC | Farmington, CT | $397.2M | — |
| Ldr Capital Management, LLC | New York, NY | $397.2M | 1 |
| Beacon Financial Planning, Inc | Hyannis, MA | $397.1M | — |
| Centennial Wealth Advisory, LLC | Traverse City, MI | $397.1M | — |
| Sutton Place Investors LLC | Armonk, NY | $397M | — |
| Goodwin Investment Advisory, LLC | Woodstock, GA | $397M | — |
| Howard Wealth Management, LLC | | $397M | — |