| Montvue Capital Management, Inc. | Lynchburg, VA | $357.2M | — |
| Houlihan Financial Resource Group, Ltd. | Ashburn, VA | $357.2M | — |
| Gkv Capital Management Co Inc | Walnut Creek, CA | $357.2M | — |
| Moment Private Wealth, LLC | Saint Louis, MO | $357.2M | — |
| Symbiosis Capital Partners, LLC | Bentonville, AR | $357.2M | 2 |
| Carnegie Wealth Management, LLC | Berwyn, PA | $357.1M | — |
| Saltmarsh Financial Advisors, LLC | Pensacola, FL | $356.5M | — |
| Alcyon Wealth Advisors, LLC | Youngstown, OH | $356.5M | — |
| Fourth Dimension Wealth, LLC | Middleburg Heights, OH | $356.4M | — |
| Oakcliff Partners LLC | New York, NY | $356.3M | 2 |
| The Stolper Company L.L.C. | Tulsa, OK | $356.3M | — |
| Capstone Wealth Management Group, LLC | Dunmore, PA | $356.1M | — |
| Split Rock Private Trading and Wealth Management LLC | Cloquet, MN | $356.1M | — |
| Crawford Fund Management, LLC | Boston, MA | $356.1M | 1 |
| Monhegan Capital Management, LLC | | $356M | — |
| Armor Investment Advisors, LLC | Raleigh, NC | $356M | — |
| Arkview Capital, L.P. | Stamford, CT | $355.9M | 10 |
| Twin Point Capital LLC | New York, NY | $355.9M | 5 |
| Argyle Capital Management, LLC | Center Valley, PA | $355.7M | — |
| Stone Oak Wealth Management, LLC | San Antonio, TX | $355.6M | — |
| Griffin Black, LLC | Redwood City, CA | $355.5M | — |
| Acorn Capital Advisors, LLC | New York, NY | $355.3M | 2 |
| Financial Planning Navigators Corp | Maple Grove, MN | $355.1M | — |
| Sepulveda Management LLC | Los Angeles, CA | $355.1M | 3 |
| South Lakeview, LLC | | $355M | — |
| Clay Northam Wealth Management, LLC | Huntington Beach, CA | $354.9M | — |
| Hanover Advisors, Inc | Seneca, SC | $354.9M | — |
| Bull Harbor Capital LLC. | Bethesda, MD | $354.8M | — |
| Wfg Capital Advisors, LLC | Mobile, AL | $354.8M | — |
| Bridge City Capital, LLC | Lake Oswego, OR | $354.7M | — |
| Resurgent Financial Advisors LLC | Atlanta, GA | $354.7M | — |
| Lexington Research and Capital Group, LLC | Fayetteville, AR | $354.5M | — |
| Lloyd Harbor Capital Management, LLC | Cold Spring Harbor, NY | $354.5M | 2 |
| Capstone Wealth Management, Inc. | Billings, MT | $354.3M | — |
| Wealth Advisors Northwest LLC | Portland, OR | $354.3M | — |
| Stance Capital LLC | Boston, MA | $354.2M | — |
| Sightline Wealth Advisors, LLC | Groton, CT | $354.2M | — |
| Life Planning Partners, Inc. | Jacksonville, FL | $354M | — |
| Tencore Partners, LP | New York, NY | $354M | 3 |
| Pursell Management Co. LLC | Peachtree Corners, GA | $354M | — |
| Oak Barrel Wealth Advisory LLC | Reston, VA | $353.7M | — |
| Wayfinding Financial, LLC | Lynnwood, WA | $353.5M | — |
| Targeted Financial Services, LLC | Seminole, FL | $353.4M | — |
| Dxd Ss Fund Management, LLC | Albuquerque, NM | $353.4M | 21 |
| Catenary Alternatives Asset Management, LLC | Miami, FL | $353.3M | 1 |
| Avory & Company, LLC. | Miami, FL | $353.2M | — |
| Next Management Advisors, LLC | New York, NY | $353.1M | 3 |
| Southbridge Advisors, LLC | Marieta, GA | $353.1M | — |
| 10talents Investors, LLC | Foxborough, MA | $353M | 23 |
| Norris Financial Group, LLC | Greenville, SC | $353M | — |