| 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 | — |
| 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 | — |
| Torren Management, LLC | San Diego, CA | $373.5M | — |
| Morey & Quinn Wealth Partners LLC | Omaha, NE | $373.4M | — |
| Odyssean, LLC | | $373.3M | — |
| Uniwealth Advisors, Inc. | | $373.2M | — |
| Kunath Karren Rinne & Atkin LLC | Seattle, WA | $373M | — |
| Hunting Hill Global Capital, LLC | New York, NY | $373M | 3 |
| The Karras Company, Inc. | Roy, UT | $372.9M | — |
| Cannell Capital LLC | Alta, WY | $372.8M | 3 |
| Richard W. Paul & Associates, LLC | Novi, MI | $372.8M | — |
| Hibernia Wealth Partners, LLC | Baton Rouge, LA | $372.5M | — |
| Margna Peak Advisors AG | Zurich | $372.5M | — |
| Arbor Capital Management Inc | Anchorage, AK | $372.5M | — |
| Bestige Holdings, LLC | | $372.4M | 9 |
| United Brokerage Services, Inc | Parkersburg, WV | $372.3M | — |
| Lakeside Drive Management LLC | Birmingham, MI | $372.3M | 16 |
| Callahan Wealth Advisory, LLC | | $372.2M | — |
| Rpo LLC | Stamford, CT | $372.1M | 1 |
| Livelife Capital Partners LLC | Southborough, MA | $372.1M | — |
| Andrew W. Byrd & Co., L.L.C. | Nashville, TN | $372M | 6 |
| Pacific Wealth Management, LLC | San Diego, CA | $371.9M | — |
| Pinnacle Family Advisors, LLC | Springfield, MO | $371.7M | — |
| Union Strategic Advisors LLC | Blue Ash, OH | $371.6M | — |
| Olistico Wealth, LLC | Tulsa, OK | $371.5M | — |
| Guggenheim Wealth Solutions, LLC | Santa Monica, CA | $371.3M | — |
| Warther Private Wealth, LLC | Akron, OH | $371.3M | — |
| Bdt & Associates, Inc. | Yuma, AZ | $371.1M | — |
| Duvarney, Craig Douglas | | $371M | — |
| Orion Capital Management LLC | Coronado, CA | $370.9M | — |
| Macro Advisors, Inc. | York, PA | $370.9M | — |
| Helm Investment Management, LLC | Denver, CO | $370.8M | — |
| Fact Capital, L.P. | New York, NY | $370.8M | 2 |