| Jjp Capital Management, Inc. | Columbia, MO | $389.9M | — |
| Pacific Point Advisors, LLC | San Diego, CA | $389.6M | — |
| Green Ridge Wealth Planning LLC | Montville, NJ | $389.6M | — |
| Savoir Faire Capital Management, LP | Norwalk, CT | $389.5M | — |
| In on Capital Advisors LLC | Miami, FL | $389.4M | — |
| Solomon Api LLC | Rockledge, FL | $389M | — |
| Avisen Advisors, LLC | Sacramento, CA | $389M | — |
| Lbj Family Wealth Advisors, Ltd. | Austin, TX | $388.8M | 2 |
| Redwood Financial Planning, LLC | Scotch Plains, NJ | $388.8M | — |
| Sentinel Wealth Management, Inc. | Reston, VA | $388.8M | — |
| Know Your Options LLC | Chicago, IL | $388.8M | — |
| Monorail Securities LLC | Sarasota, FL | $388.7M | — |
| James Reed Financial Services, Inc. | Cleveland, OH | $388.6M | — |
| Costello Asset Management, Inc. | Feasterville, PA | $388.5M | — |
| Socotra Management, Inc. | Sacramento, CA | $388.5M | 5 |
| Pathways Advisory Group, Inc. | Fresno, CA | $388.5M | — |
| Trinity Investment Advisors, LLC | West Chester, PA | $388.2M | — |
| Wheelhouse Advisory Group, LLC | St. Louis, MO | $388.1M | — |
| Brian D. Lowder, Inc. | San Diego, CA | $388.1M | — |
| Joseph P. Lucia & Associates, LLC | Yorktown Heights, NY | $388M | — |
| Ridgeview Asset Management Partners, LLC | Stamford, CT | $387.9M | 6 |
| Collaborative Capital Advisors LLC | New York, NY | $387.8M | 1 |
| Resolute Wealth Strategies, LLC | Jackson, MS | $387.6M | — |
| Orso Partners, LP | South San Francisco, CA | $387.5M | — |
| Hassell Wealth Management, L.L.C. | Houma, LA | $387.4M | — |
| Braeswood Carbon Management, LLC | San Francisco, CA | $387.3M | 2 |
| Soundview Advisors, Inc. | Olympia, WA | $387.2M | — |
| MacRoview Investment Management LLC | Bethesda, MD | $387.1M | — |
| Lewis Asset Management, LLC | Lafayette, CA | $387.1M | — |
| Archvest Wealth Advisors, Inc. | Concord, CA | $387M | 1 |
| Otus Capital Management Limited | London | $387M | 1 |
| Southwest Investment Advisors, Inc. | Tucson, AZ | $386.9M | — |
| Missionpoint Partners LLC | | $386.9M | — |
| New Wave Wealth Advisors LLC | Springdale, AR | $386.8M | — |
| Vermillion Financial Advisors, Inc. | South Barrington, IL | $386.7M | — |
| Balance Wealth Partners LLC | Worthington, OH | $386.7M | — |
| Camac Partners, LLC | | $386.6M | 2 |
| 1836 Asset Management, LLC | Garland, TX | $386.6M | — |
| Canter Strategic Wealth Management, LLC | La Jolla, CA | $386.5M | — |
| Skyline Advisors, Inc. | Bellingham, WA | $386.5M | — |
| Ostrofe Financial Consultants Inc | Grass Valley, CA | $386.4M | — |
| Ds Investment Advisors | Grand Rapids, MI | $386.1M | — |
| Hd Money, Inc. | Sarasota, FL | $386.1M | — |
| Evexia Wealth, LLC | Stevens Point, WI | $386.1M | — |
| Cannon Capital Management, Inc. | Salt Lake City, UT | $386.1M | — |
| Fiscal Wisdom Wealth Management LLC | Canton, CT | $386M | — |
| Tapp Finance, Inc. | | $386M | — |
| Upstart Wealth Management, LLC | | $385.9M | — |
| Alternative Investment Advisors, LLC | Maitland, FL | $385.9M | — |
| Lowery Thomas, LLC | | $385.8M | — |