| 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 | — |
| 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 |
| Lattis Management LP | New York, NY | $367.2M | 3 |
| 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 | — |
| Oder Investment Management, LLC | Woodland Hills, CA | $366.7M | — |
| T. Anton Investment House, Inc. | Madison, WI | $366.6M | — |
| Saraza Management LP | New York, NY | $366.5M | 1 |
| Fio Advisors LP | New York, NY | $366.5M | 2 |
| Jacobs Asset Management, LLC | New York, NY | $366.4M | 1 |
| Shira Ridge Wealth Management | San Rafael, CA | $366.4M | — |
| M. e. Allison & Co., Inc. | San Antonio, TX | $366.4M | — |
| Haverford Financial Services, Inc. | Radnor, PA | $366.4M | — |
| Sharper & Granite LLC | El Segundo, CA | $366.4M | — |
| Old Hickory Partners Management, LP | Austin, TX | $366.3M | 2 |
| Financial Life Advisors LLC | San Antonio, TX | $366.3M | — |
| Camden Wealth Advisors LLC | Houston, TX | $366.3M | — |
| Homage Wealth Group LLC | Houston, TX | $366.2M | — |
| Sage Advisors, LLC | New York, NY | $366.1M | 22 |
| Royal Oak Financial Advisors, LLC | Royal Oak, MI | $366.1M | — |
| Asilia Credit Investments, LLC | Salt Lake City, UT | $365.9M | 7 |
| North Capital, Inc. | Salt Lake City, UT | $365.8M | — |
| Chicago Wealth Management, Inc. | Chicago, IL | $365.7M | — |
| Inflection Capital Management, LLC | San Francisco, CA | $365.6M | — |
| Asset Planning Services Inc | Covington, LA | $365.6M | — |
| Prairiewood Capital, LLC | Fargo, ND | $365.4M | — |
| Tealwood Asset Management Inc | Minneapolis, MN | $365.4M | — |