| Anabranch Capital Management, LP | Stamford, CT | $397M | 2 |
| Miramontes Capital, LLC | Newport Beach, CA | $396.9M | — |
| New Insight Wealth Advisors | San Ramon, CA | $396.9M | — |
| Sara-Bay Financial Corp. | Sarasota, FL | $396.8M | — |
| Visionary Horizons, LLC | Knoxville, TN | $396.7M | — |
| Smedley Financial Services Inc | Salt Lake City, UT | $396.7M | — |
| Wagner Loftin Investment Services LLC | Pleasant Hill, CA | $396.4M | — |
| Matterhorn Capital Advisors, LLC | West Conshohocken, PA | $396.4M | 2 |
| Fortune Wealth Management, LLC | Dallas, TX | $396.3M | — |
| Family Wealth Advisory Group, LLC | Cincinnati, OH | $396.2M | — |
| Kirtland Financial Management, Inc. | Coral Gables, FL | $396.1M | — |
| The Visualize Group LP | New York, NY | $396.1M | 1 |
| West Ridge Advisors, LLC | Henderson, NV | $396M | — |
| Diastole Wealth Management, Inc. | Guilford, CT | $396M | 1 |
| Lesjak Planning, LLC | Westlake, OH | $396M | — |
| Poinciana Advisors Group, LLC | Palm Beach Gardens, FL | $396M | — |
| Derby Copeland Management Group, LLC | New York, NY | $395.8M | 3 |
| Gunderson Capital Management, LLC | Mount Pleasant, SC | $395.8M | — |
| Galapagos Advisory LLC | Miami, FL | $395.7M | — |
| Ecio, Inc. | Madison, WI | $395.6M | — |
| Black Dragon Capital Investment Management, LLC | | $395.6M | — |
| Mor Wealth Management, LLC | Philadelphia, PA | $395.6M | — |
| Mann Financial Services, Inc. | Detroit Lakes, MN | $395.5M | — |
| Portfolio, LLC | Albuquerque, NM | $395.5M | — |
| India Capital Management Limited | Trianon | $395.3M | — |
| Taiyo Pacific Partners L.P. | Kirkland, WA | $395.3M | 3 |
| Ka Credit Advisors II, LLC | Houston, TX | $395.2M | — |
| Gravitalix Financial LLC | Coral Springs, FL | $395.2M | — |
| Kiker Wealth Management, LLC | Jasper, GA | $395.1M | — |
| Sandler Capital Management | New York, NY | $395M | 11 |
| Quarry Hill Advisors, LLC | Saint Paul, MN | $394.8M | — |
| Reframe Wealth, LLC | Vienna, VA | $394.8M | — |
| Clarion Wealth Management Partners, LLC | Fairfax, VA | $394.8M | — |
| Gen-Wealth Partners, Inc. | Zeeland, MI | $394.8M | — |
| Abich Financial Wealth Management, LLC | Ashburn, VA | $394.7M | — |
| Familywealth Advisers LLC | Lake Mary, FL | $394.6M | — |
| Hunter Lewis LLC | Crozet, VA | $394.6M | 1 |
| Cargile Investment Management, Inc. | Midland, TX | $394.6M | — |
| Value Partners Limited | Hong Kong | $394.5M | 3 |
| Attinger, LLC | Philadelphia, PA | $394.5M | 7 |
| Aegon USA Realty Advisors, LLC | Cedar Rapids, IA | $394.5M | 1 |
| The Retirement Planning Company of New England, Inc. | Warwick, RI | $394.4M | — |
| Vawter Financial Ltd | Columbus, OH | $394.4M | — |
| Integrity Investment Advisors, LLC | | $394.3M | — |
| Mn Wealth Advisors, LLC | Overland Park, KS | $394.2M | — |
| Signet Investment Advisory Group, Inc. | Providence, RI | $394.1M | — |
| Elizabeth Park Capital Advisors, Ltd | Pepper Pike, OH | $393.9M | 4 |
| Knuff & Company LLC | Foster City, CA | $393.9M | 1 |
| Aj Advisors, LLC | Nashville, TN | $393.9M | — |
| Arsenal Venture Partners, Inc. | Winter Park, FL | $393.8M | 12 |