| Schuchard Capital Management Inc | | $325.5M | — |
| Resolute Global Partners, Ltd. | Hamilton | $325.4M | 1 |
| Silver Lake Advisory Partners, LLC | | $325.3M | — |
| Coeli Frontier Markets Ab | Stockholm | $325.2M | — |
| Strategic Wealth Advisors, LLC | | $325.2M | — |
| Catawba River Capital | Lake Wylie, SC | $325.1M | — |
| Treiberg Wealth Management, Inc. | Tucson, AZ | $325.1M | — |
| Converse Team Financial Services, LLC | | $325M | — |
| Universal Financial Services Inc. | Guaynabo, PR | $324.6M | — |
| Whipplewood Advisors, LLC | Littleton, CO | $324.5M | — |
| Putterman, Dean Eliot | Houston, TX | $324.5M | — |
| Dhh Advisors, LLC | Princeton, NJ | $324.3M | — |
| Light Arc Capital Management LLC | Greenwich, CT | $324.1M | 1 |
| Vista Investment Management, LLC | Pittsburgh, PA | $323.9M | — |
| Kennicott Capital Management LLC | | $323.9M | — |
| Galaxy Investment Management, LLC | Uniondale, NY | $323.8M | 4 |
| Torque Asset Management LLC | | $323.8M | 2 |
| Smith W B & Co Inc | | $323.6M | — |
| Cresalta Investment Management, Inc. | Greenwood Village, CO | $323.4M | — |
| Johnson Wealth Management, LLC | Grand Forks, ND | $323.4M | — |
| 1248 Partners, LLC | Kansas City, MO | $323.4M | 7 |
| Choice Wealth Advisors LLC | Waterville, ME | $323.3M | — |
| Brown Financial Advisors, LLC | Milford, OH | $323.3M | — |
| Aull & Monroe Investment Management Corp | Mobile, AL | $323.2M | — |
| Pacific Sun Financial Corp | Los Angeles, CA | $323M | — |
| Lauer Capital Management Ltd | Sioux Falls, SD | $322.7M | — |
| Next Level Wealth Planning, LLC | Meridian, ID | $322.7M | — |
| Oriental Bank | San Juan, PR | $322.6M | — |
| Fortune Financial Advisors, LLC | Overland Park, KS | $322.6M | — |
| Carswell Investments, LLC | East Syracuse, NY | $322.5M | — |
| Rbs Wealth Management, LLC | Alto, MI | $322.3M | — |
| Forte Asset Management, LLC | | $322.3M | — |
| Osceola Capital Management, LLC | Tampa, FL | $322.3M | 3 |
| Kapstone Financial Advisors LLC | Lebanon, OH | $322.3M | — |
| Gordonmd Global Investments LP | Beverly Hills, CA | $322.3M | 4 |
| Envision Financial Transparency, LLC | | $322.3M | — |
| Reik & Co., LLC | | $322.1M | — |
| M4a3 LLC | Boulder, CO | $322M | 5 |
| Nicholson Wealth Management Group, LLC | Charleston, SC | $322M | — |
| Shum Financial Group, Inc. | Alameda, CA | $322M | — |
| Stewardship Advisory Group, LLC | Clermont, FL | $321.9M | — |
| Nelson Securities,inc. | Spokane, WA | $321.9M | — |
| Truenorth Financial Services, LLC | Seattle, WA | $321.7M | — |
| Emerson Equity LLC | San Mateo, CA | $321.7M | — |
| B.b. Graham & Company, Inc. | Orange, CA | $321.7M | — |
| Hf Advisory Group, LLC | Annapolis, MD | $321.5M | — |
| Ig4 Capital Advisors US LLC | New York, NY | $321.5M | 13 |
| Price Capital Management, Inc. | | $321.3M | 4 |
| Asset Preservation Group Inc | Grapevine, TX | $321.2M | — |
| Advisors Financial, Inc. | McLean, VA | $321.2M | — |