| 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 | — |
| Brightlight Capital Management LP | Westport, CT | $385.8M | 1 |
| Wills Financial Group, LLC | Richmond, VA | $385.7M | — |
| Alden Investment Advisors, LLC | Wayne, PA | $385.7M | — |
| Ranch Capital Advisors Inc. | Sarasota, FL | $385.5M | — |
| Elevate Wealth Advisory, Inc. | Athens, GA | $385.5M | — |
| Realta Investment Advisors, Inc | Wilmington, DE | $385.4M | — |
| Wealth Management Resources, Inc. | Smithfield, RI | $385.2M | — |
| Wittenberg Investment Management Inc | | $385.2M | — |
| Cairn Investment Group, Inc. | Vancouver, WA | $385M | — |
| Planning Strategies, Inc. | Lancaster, PA | $384.8M | — |
| Pacific Asset Management, LLC | Gig Harbor, WA | $384.8M | — |
| Agvictus Capital Management LLC | Alpharetta, GA | $384.7M | — |
| Lasalle Debt Investors | Denver, CO | $384.7M | — |
| Promus Asset Management, LLC | Dallas, TX | $384.6M | — |
| Rallyday Partners, LLC | Denver, CO | $384.1M | 6 |
| Weathervane Asset Management LLC | Fort Lauderdale, FL | $384.1M | 65 |
| Chalkstream Capital Group, L.P. | | $384M | 2 |
| Atlantic Investment Management, Inc | New York, NY | $384M | 4 |
| Ketron Financial LLC | Novato, CA | $384M | — |
| Longview Financial Advisors, LLC | | $383.9M | — |
| Architect Equity Management, LLC | El Segundo, CA | $383.9M | 4 |
| Paragon Financial Services | Richmond, VA | $383.7M | — |
| Spartan Planning & Wealth Management, LLC | Greensboro, NC | $383.7M | — |
| Arcadia Wealth Management, Inc. | Smithtown, NY | $383.6M | — |
| Sandeep Varma Wealth Strategies, LLC | San Diego, CA | $383.6M | — |
| Volt Investment Holdings LLC | Brooklyn, NY | $383.5M | 12 |