| Family Legacy, Inc. | Greenville, SC | $377.3M | — |
| Arrow Investment Advisors, LLC | Laurel, MD | $377.3M | — |
| New River Financial Group, LLC | Christiansburg, VA | $377.1M | — |
| Jps Financial, LLC | Westlake, OH | $377M | — |
| Northstar Advisory Group, LLC | Northfield, NJ | $377M | — |
| Commonwealth Retirement Investments LLC | Richmond, VA | $377M | — |
| Advisor Share Wealth Management, LLC | Vancouver, WA | $376.9M | — |
| Volterra Technologies LP | New York, NY | $376.9M | — |
| Olde Wealth Management, LLC | | $376.9M | — |
| Genoa Wealth, LLC | | $376.7M | — |
| Strategic Planning, Inc. | Columbus, OH | $376.6M | — |
| Icw Investment Advisors, LLC | Scottsdale, AZ | $376.6M | — |
| Kleinfelder Capital, Inc. | Cincinnati, OH | $376.6M | — |
| Palm Drive Capital LLC | New York, NY | $376.4M | 30 |
| Daiwa Capital Management Silicon Valley Inc. | Palo Alto, CA | $376.4M | — |
| Christy Capital Management, Inc. | Macon, GA | $376.3M | — |
| Concorde Financial Corporation | Dallas, TX | $376.2M | — |
| Stonecrest Wealth Management, Inc | Chandler, AZ | $375.8M | — |
| Findell Capital Management LLC | New York, NY | $375.8M | 2 |
| Prosperity Advisers, LLC | Horsham, PA | $375.8M | — |
| Dover Advisors, LLC | | $375.7M | — |
| Marin Bay Wealth Advisors, LLC | San Anselmo, CA | $375.6M | — |
| Melkonian Capital Management, LLC | New York, NY | $375.5M | 4 |
| Abbey Street, LLC | Eden Prairie, MN | $375.4M | — |
| Retirement Planning Group, LLC | Malta, NY | $375.4M | — |
| Hilton Head Financial Advisors, Inc. | Hilton Head, SC | $375.1M | — |
| Cultivar Capital, Inc. | Denton, TX | $375.1M | — |
| Bear Mountain Capital Inc. | Seattle, WA | $375M | 1 |
| Viking Partners Advisors, LLC | Cincinnati, OH | $375M | 9 |
| St. Johns Investment Management Company, LLC | Jacksonville, FL | $374.8M | — |
| Cibest Capital Advisory Services LLC | Miami, FL | $374.8M | — |
| Aventura Private Wealth, LLC | Aventura, FL | $374.8M | 4 |
| Strategent Financial, LLC | Harrisonburg, VA | $374.7M | — |
| Harrington Investments, Incorporated | Napa, CA | $374.7M | — |
| Hale Capital Management, LP | New York, NY | $374.6M | 2 |
| Carl Marks Management Company, LLC | New York, NY | $374.5M | 4 |
| Bouvel Investment Partners, LLC | Phoenixville, PA | $374.4M | — |
| Km Capital Management, Ltd. | Austin, TX | $374.4M | — |
| The Pitti Group Wealth Management, LLC | Victor, NY | $374.3M | — |
| Comprehensive Wealth Solutions, LLC | Boca Raton, FL | $374.3M | — |
| Westward Management Company II LLC | Seattle, WA | $374M | 9 |
| Aurora Private Wealth, Inc. | Totowa, NJ | $374M | — |
| Oakum Bay Capital, LLC | | $374M | 1 |
| Demars Financial Group LLC | Spokane Valley, WA | $374M | — |
| B.a. Roberts Financial Services, Inc. | Marquette, MI | $373.9M | — |
| Dorval Corporation | Maple Grove, MN | $373.9M | — |
| Walker Financial Services, Inc. | Bowling Green, KY | $373.7M | — |
| Oak Wealth Advisors LLC | Northbrook, IL | $373.7M | — |
| Capital Investment Advisors, Inc. | Washington D.c., DC | $373.6M | — |
| Torren Management, LLC | San Diego, CA | $373.5M | — |