| Bbjs Financial Advisors, LLC | Seattle, WA | $331.5M | — |
| Elios Financial Group, Inc. | Westlake, OH | $331.5M | — |
| Corazon Group LLC | Chicago, IL | $331.5M | 6 |
| Rainier Family Wealth, Inc. | Tacoma, WA | $331.5M | — |
| Sectoral Asset Management Inc. | Montreal, Quebec | $331.4M | 3 |
| 5t Wealth, LLC | Napa, CA | $331.4M | — |
| The McHugh Group, LLC | | $331.3M | — |
| Charles Fish Investments, Inc. | Irvine, CA | $331.3M | — |
| Cambridge Financial Group, Inc. | Columbus, OH | $331.3M | — |
| Insight Folios Inc | Charlotte, NC | $331.3M | — |
| Advisorengine Portfolio Solutions Inc. | Raleigh, NC | $331.3M | — |
| Yoder Wealth Management, Inc. | Walnut Creek, CA | $331.2M | — |
| Copley Financial Group, Inc. | San Diego, CA | $331.2M | — |
| The Nestegg Group, Inc. | Lincolnwood, IL | $331M | — |
| Bernardi Asset Management, LLC | Northfield, IL | $331M | — |
| Edgeworth Capital Pty Ltd | Bondi Junction, New South Wales | $330.9M | 2 |
| Vigilare Wealth Management LLC | Scottsdale, AZ | $330.9M | — |
| Sandstone Asset Management Inc. | Calgary | $330.7M | — |
| Hazoor Partners, LLC | Austin, TX | $330.7M | 4 |
| General Innovation Capital, LLC | New York, NY | $330.7M | 1 |
| Lynch Asset Management, Inc. | | $330.6M | — |
| Essex Private Wealth Management LLC | Topsfield, MA | $330.5M | — |
| Dustin Blodgett Insight Capital, LLC | Concord, CA | $330.5M | — |
| Uniplan Investment Counsel, Inc. | Milwaukee, WI | $330.5M | — |
| Broadview Management, LLC | St. Louis, MO | $330.4M | 4 |
| Cypress Capital Wealth Management, LLC | Ann Arbor, MI | $330.2M | — |
| Claris Financial, LLC | Glen Allen, VA | $330.2M | — |
| Welton Investment Partners LLC | Carmel, CA | $330M | 1 |
| Dai Wealth, LLC | Atlanta, GA | $330M | — |
| Mai, Inc. | Lexington, KY | $329.7M | — |
| Boston Family Advisors LLC | Boston, MA | $329.7M | 1 |
| Stonebridge Financial Planning Group, LLC | Orlando, FL | $329.7M | — |
| Fluent Financial, LLC | Dallas, TX | $329.7M | — |
| Dependable Alternative Investments, LLC | Menlo Park, CA | $329.6M | — |
| Colliers Securities LLC | Minneapolis, MN | $329.6M | — |
| Paragon Financial Partners, Inc. | Woodland Hills, CA | $329.6M | — |
| N.v.n.g. Investments, Inc. | Kalamazoo, MI | $329.5M | — |
| Powers Advisory Group, LLC | Highland, IL | $329.5M | — |
| Stella Point Capital, LP | New York, NY | $329.5M | 6 |
| 501 North, LLC | New York, NY | $329.4M | 3 |
| Bryspen, Incorporated | Washington, DC | $329.3M | — |
| Gutierrez Wealth Advisory, LLC | Little Rock, AR | $329.3M | — |
| Ci Capital Partners LLC | | $329.2M | 7 |
| Pearl Planning, LLC | Dexter, MI | $329.2M | — |
| Benchmark Investment Advisors LLC | Chicago, IL | $329.2M | — |
| Wealth Management Cpas, LLC | Salt Lake City, UT | $329.2M | — |
| Power Financial Partners, LLC | Tampa, FL | $329.1M | — |
| Nwm Advisors, LLC | San Luis Obispo, CA | $329.1M | — |
| Mtc Wealth Management LLC | Tampa, FL | $329M | — |
| Techquity Capital Management, LLC | Austin, TX | $329M | 2 |