| Carroll Advisory Group, LLC | Texarkana, TX | $341.1M | — |
| Reichard Capital, LLC | Charlotte, NC | $341M | — |
| Rm Private Wealth Management Inc. | Miami, FL | $340.9M | — |
| Weybosset Research & Management, LLC | Providence, RI | $340.9M | — |
| Premia Global Advisors, LLC | Coral Gables, FL | $340.8M | — |
| Cap Six Advisors LLC | Houston, TX | $340.8M | — |
| Phillips Wealth Planners LLC | Starkville, MS | $340.8M | — |
| Feldman Jeffrey Mark | | $340.6M | — |
| Melodeon Capital Partners, LP | Miami, FL | $340.6M | 5 |
| Scholtz & Company, L.L.C. | Stamford, CT | $340.5M | — |
| Blueprint Fund Management LLC | Greensboro, NC | $340.5M | — |
| Left Brain Wealth Management, LLC | Naperville, IL | $340.4M | 3 |
| Gunpowder Capital Management, LLC | Towson, MD | $340.4M | — |
| Post Resch Tallon Group, Inc. | Pittsford, NY | $340.2M | — |
| Aip Capital Advisors LLC | Stamford, CT | $340M | 1 |
| Eltekon Advisors, LLC. | West Lake Hills, TX | $340M | — |
| Wavvest Wealth LLC | Chicago, IL | $339.9M | — |
| The Mathes Company, Inc. | New York, NY | $339.8M | — |
| Park, Miller, LLC | Walnut Creek, CA | $339.8M | 1 |
| Quantum Portfolio Management, LLC | New York, NY | $339.6M | — |
| Insight 2811 Inc | Chicago, IL | $339.6M | — |
| Ap Wealth Management, LLC | Augusta, GA | $339.6M | — |
| Superstring Capital Management LP | New York, NY | $339.5M | 2 |
| Garnet Equity Capital Holdings, Inc. | New York, NY | $339.5M | 1 |
| Turning Point Benefit Group, Inc. | Frederick, MD | $339.4M | — |
| Keyvantage Wealth, LLC | Bethlehem, PA | $339.4M | — |
| Millennial Advisers, LLC. | New York, NY | $339.4M | 20 |
| Empeiria Capital Management, LLC | Cincinnati, OH | $339.4M | 7 |
| Hcip Advisors, LLC | Nashville, TN | $339.3M | — |
| Walser Wealth Management Company, a Limited Liability Company | Tampa, FL | $339.2M | — |
| Sarona Asset Management Inc. | Kitchener | $339.2M | 3 |
| Flexis Capital LLC | Miami, FL | $339.1M | 5 |
| Tucker Jr., Douglas, Ray | Montgomery, AL | $339M | — |
| Health Catalyst Capital Management, LLC | New York, NY | $339M | 6 |
| Cresap, Inc. | Radnor, PA | $339M | — |
| Smallwood Wealth Investment Management, LLC | Red Bank, NJ | $339M | — |
| Amerity Wealth Management, LLC | Lakeland, FL | $338.8M | — |
| First Trust Global Portfolios Limited | London | $338.8M | — |
| Diversified Financial Management Associates, Inc. | Norwell, MA | $338.8M | — |
| Eiger Wealth Management, LLC | San Diego, CA | $338.7M | — |
| Lewis Financial Management, LLC | Raleigh, NC | $338.7M | — |
| Morgan Rio Capital Management, LLC | New York, NY | $338.7M | 5 |
| Mdrn Capital, LLC | Annapolis, MD | $338.6M | — |
| Riverspan Partners LP | Chicago, IL | $338.6M | 3 |
| Comprehensive Wealth Management, LLC | Lynnwood, WA | $338.4M | — |
| Core Compliance Group, LLC | Rock Hill, SC | $338.4M | — |
| Variant Equity Advisors, LLC | Los Angeles, CA | $338.4M | 2 |
| Wetzel Investment Advisors, Inc. | Indianapolis, IN | $338.3M | — |
| Carlson Financial, Inc. | Canby, OR | $338.3M | — |
| Nicholson Meyer Capital Management, Inc. | Kansas City, MO | $338.1M | — |