| 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 | — |
| 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 |
| Archer Investment Management, LLC | | $370.8M | — |
| Juniper Capital Investment Management, L.P. | Houston, TX | $370.8M | 2 |
| Atala Financial Inc | Calabasas, CA | $370.7M | 3 |
| Langley Wealth Management, LLC | Corinth, MS | $370.6M | — |
| S & P Financial, Inc. | Ashland, OR | $370.6M | — |
| Donoghue Forlines LLC | Boston, MA | $370.5M | — |
| Cordant, Inc. | Portland, OR | $370.5M | — |
| Masonry Capital Management, LLC | Charlottesville, VA | $370.5M | 1 |
| Rebel Financial, LLC. | Groveport, OH | $370.5M | — |
| Catalyst Private Wealth, LLC | San Mateo, CA | $370.4M | — |
| Wealthspring Partners, LLC | Long Beach, CA | $370.2M | — |
| Warwick Group II, Inc. | | $369.8M | 2 |
| Cosner Financial Group, LLC | Windsor, CO | $369.8M | — |
| Willow Grove Advisors, LLC | Berkeley, CA | $369.8M | — |
| Glassy Mountain Advisors, Inc. | Bethesda, MD | $369.8M | — |
| Valued Wealth Advisors, LLC | Holladay, UT | $369.7M | — |
| Menlo Advisors LLC | Menlo Park, CA | $369.7M | 1 |
| Camden Partners Holdings, LLC | Owings Mills, MD | $369.6M | 17 |
| M.z. Kark & Associates, Inc | Denver, CO | $369.6M | — |
| One Advisory Partners, LLC | Overland Park, KS | $369.5M | — |
| SA Wealth Management LLC | Huntington, NY | $369.4M | — |