| 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 |
| Cascades Capital Asset Management, LLC | Greensboro, NC | $383.3M | — |
| Vista Investment Partners II, LLC | Richmond, IN | $383.1M | — |
| Keating Investment Counselors Inc | Delray Beach, FL | $383.1M | — |
| Capital Management LLC | Greensboro, NC | $383M | — |
| One + One Wealth Management, LLC | Jupiter, FL | $383M | — |
| Dougherty & Associates Financial Advisors, Inc. | Buffalo, MN | $382.9M | — |
| Canopy 360 Wealth, LLC | Ocala, FL | $382.8M | — |
| Accent Capital Management, LLC | Centerville, OH | $382.7M | — |
| Clearshares LLC | Marco Island, FL | $382.5M | — |
| Financial Planning Hawaii, Inc. | Honolulu, HI | $382.4M | — |
| Proctor Financial, Inc. | Sherborn, MA | $382.3M | — |
| Red Tortoise, LLC | Atlanta, GA | $382.3M | — |
| Carter Financial Group, Inc. | Barrington, IL | $382.2M | — |
| Destiny Capital Corporation | Denver, CO | $382.2M | — |
| Eaton Financial Holdings Company, LLC | Coral Springs, FL | $382.2M | — |
| Pictet Asset Management (USA) Corp | New York, NY | $382M | — |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | $382M | — |
| Sonoma Brands Partners II, LLC | Sonoma, CA | $382M | 8 |
| Dean Financial Services, LLC | Beavercreek, OH | $382M | — |
| Kirtland Hills Capital Management, LLC | Bratenahl, OH | $382M | — |
| Mark J Snyder Financial Services Inc | Medford, NY | $382M | — |
| Dravo Bay LLC | Rehoboth Beach, DE | $381.8M | — |
| Wolff Wiese Magana LLC | Carslbad, CA | $381.8M | — |
| Pecaut & Co. | Sioux City, IA | $381.8M | — |