| 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 | — |
| Blackridge Asset Management, LLC | Jupiter, FL | $370.3M | — |
| Wealthspring Partners, LLC | Long Beach, CA | $370.2M | — |
| Lrz Capital LLC | Miami, FL | $370M | 2 |
| 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 | — |
| Stonebridge Wealth Systems LLC | Kearney, NE | $369.1M | — |
| Baron Financial Group LLC | Fair Lawn, NJ | $369.1M | — |
| Yosemite Capital Management, LLC | Newport Beach, CA | $369M | — |
| Aragon Global Management, LP | Miami, FL | $369M | 1 |
| Integrity Wealth Solutions LLC | Denver, CO | $369M | — |
| Tagstone Capital, Inc. | Charlotte, NC | $368.9M | — |
| Cromwell Investment Advisors, LLC | Baltimore, MD | $368.9M | — |
| Sage Capital Management LLC | | $368.6M | 1 |
| Ruggaard & Associates, LLC | Hudson, OH | $368.6M | — |
| Gaddis Premier Wealth Advisors LLC | Durant, OK | $368.5M | — |
| Aft, Forsyth & Sober, LLC | Valrico, FL | $368.5M | — |
| Persimmon Capital Management, LP | Blue Bell, PA | $368.5M | — |
| Peregrine Investment Advisors, LLC | Madison, MS | $368.4M | — |
| Highland Investment Advisors LLC | Ponte Vedra, FL | $368.3M | — |
| Lee Johnson Capital Management, LLC | Fort Worth, TX | $368.2M | — |
| Blossom Wealth Management, LLC | | $368.2M | — |
| Enhancing Capital LLC | Harrisburg, PA | $368M | 1 |
| Saxony Capital Management LLC. | Saint Louis, MO | $367.9M | — |
| Redbud Advisors LLC | Austin, TX | $367.8M | — |
| Hughes & Company Investment Partners, L.P. | Chicago, IL | $367.4M | 3 |
| Carter-Haston Investment Partners II GP, LLC | Nashville, TN | $367.2M | 2 |
| Eyre Street Capital, LLC | New York, NY | $367.2M | 1 |
| Pks Investment Advisors LLC | Salisbury, MD | $367.2M | — |
| Switchpoint Financial Planning LLC | Lehi, UT | $367.1M | — |
| Tull Financial Group, Inc. | Chesapeake, VA | $367.1M | — |
| Innovative Private Wealth Management Inc. | Somers, NY | $367M | 8 |
| Unity Partners LP | Dallas, TX | $367M | 3 |
| Strategy Financial Services, LLC | Phoenix, AZ | $366.7M | — |