| Game Creek Capital, LP | Boston, MA | $329M | 2 |
| Beto Financial Group, LLC | Boise, ID | $328.8M | — |
| Fvlcrum Partners, LLC | Bethesda, MD | $328.8M | 3 |
| Ballast Capital Advisors LLC | West des Moines, IA | $328.7M | — |
| Artifex Financial Group, LLC | Oakwood, OH | $328.7M | — |
| Wolf River Capital Management, LLC | Memphis, TN | $328.7M | 20 |
| Kenney Investments Inc | Northfield, IL | $328.5M | — |
| Omc Financial Services Ltd | Dewitt, NY | $328.5M | — |
| Glide Capital LLC | Miami, FL | $328.5M | 2 |
| Torrey Growth & Income Advisors, LLC | Del Mar, CA | $328.4M | — |
| Vb&t Wealth Management LLC | Scottsdale, AZ | $328.3M | — |
| Thomas Story and Son LLC | Plymouth, IN | $328.2M | — |
| Sterneck Capital Management LLC | Kansas City, MO | $327.9M | — |
| Oxford Wealth Group, LLC | Orlando, FL | $327.9M | — |
| Weitzel Financial Services, Inc. | Dubuque, IA | $327.8M | — |
| Shore Point Advisors, LLC | Brielle, NJ | $327.7M | — |
| Fukoku Life International (america) Inc. | New York, NY | $327.7M | — |
| Hudson Capital Advisory, Inc. | Buffalo, NY | $327.7M | — |
| Financial Decisions, LLC | New York, NY | $327.7M | — |
| Cimarron Wealth Management, Inc. | Montrose, CO | $327.3M | — |
| Rye Brook Capital, LLC | Greenwich, CT | $327.3M | — |
| Level 5 Capital Partners, LLC | Atlanta, GA | $327.2M | 25 |
| Latko Wealth Management, Ltd. | Frankfort, IL | $327.2M | — |
| Greenwood Family Advisors LLC | Miami, FL | $327.1M | — |
| Pointone Family Office, LLC | Manhattan Beach, CA | $327.1M | — |
| Octavia Investments LLC | | $327M | — |
| Vinci Partners USA LLC | New York, NY | $327M | — |
| Ardent Capital Management, Inc. | Cincinnati, OH | $327M | — |
| Wilkerson Advisory Group LLC | Columbia, MO | $326.9M | — |
| Mpwm Advisory Solutions LLC | Alpharetta, GA | $326.9M | — |
| Avondale Wealth Management LLC | West Lake Hills, TX | $326.7M | — |
| Mfg Partners LLC | New York, NY | $326.6M | 19 |
| Vpwm Advisors, LLC | Plymouth, MN | $326.6M | — |
| Law & Associates Inc | Glen Echo, MD | $326.6M | — |
| Pl Capital Advisors, LLC | Naples, FL | $326.5M | 7 |
| Community Development Fund Advisors, LLC | | $326.4M | — |
| Purefi Wealth, LLC | Boston, MA | $326.4M | — |
| Base Wealth Management LLC | Lakewood Ranch, FL | $326.3M | — |
| Entrewealth, LLC | | $326.3M | — |
| Financially in Tune, LLC | Stoneham, MA | $326.2M | — |
| Pack Private Wealth, LLC | Wayzata, MN | $326.2M | — |
| Bay Rivers Group, Inc. | Williamsburg, VA | $326.2M | — |
| Hfr Asset Management, L.L.C | Chicago, IL | $326.2M | — |
| Hfr Investments, LLC | Chicago, IL | $326.2M | 2 |
| Resilient Capital Management, LLC | Dallas, TX | $326.1M | 3 |
| Hurley Capital, LLC | New York, NY | $326.1M | — |
| Centerline Wealth Advisors, LLC | Louisville, KY | $326M | — |
| Lifeplan Investment Advisors, Inc | Raleigh, NC | $326M | — |
| Healthedge Investment Partners, LLC | Tampa, FL | $325.8M | 5 |
| Patron Partners, LLC | Houston, TX | $325.7M | — |