| Fortune Financial Advisors, LLC | Overland Park, KS | $322.6M | — |
| Carswell Investments, LLC | East Syracuse, NY | $322.5M | — |
| Vistamark Investments LLC | Hinsdale, IL | $322.4M | — |
| Rbs Wealth Management, LLC | Alto, MI | $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 | Washington, DC | $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 | — |
| Strategic Financial Partners, Ltd | | $321.1M | — |
| Minerva Advisors LLC | Bala Cynwyd, PA | $321M | 2 |
| Toomey Investment Management, Inc | Wallingford, CT | $321M | — |
| Founder Family Financial, LLC | Austin, TX | $321M | 3 |
| Meadowbrook Advisors Group, LLC | | $321M | — |
| Off the Chain Capital, LLC | | $321M | 2 |
| Meros Investment Management, LP | Dallas, TX | $321M | — |
| Hw Capital LLC | Santa Monica, CA | $321M | — |
| Sentinel Advisory Group, LLC | Middleton, WI | $320.8M | — |
| Awm Financial Services Inc. | The Woodlands, TX | $320.6M | — |
| 1 North Wealth Services, LLC | Annapolis, MD | $320.4M | — |
| Wsc & Company, LLC | Charlotte, NC | $320.4M | 4 |
| Robasciotti & Associates , Inc. | | $320.4M | — |
| Elevate Wealth Management, LLC | Sheridan, WY | $320.3M | — |
| Alhambra Investment Management LLC | Palmetto Bay, FL | $320.2M | — |
| Wynn Capital LLC | Augusta, GA | $320.2M | — |
| Sawyer & Co Inc | Boston, MA | $320.1M | — |
| Vista Finance, LLC | Clayton, MO | $320M | 1 |
| Secura Financial, LLC | Orange, CA | $319.9M | — |
| Lantern Wealth Advisors, LLC | Melville, NY | $319.9M | — |
| Kaname Capital, L.P. | Boston, MA | $319.7M | 1 |
| Alpha Wealth Management and Planning LLC | Novato, CA | $319.6M | — |
| Atomic Invest LLC | New York, NY | $319.5M | — |
| Wealthview Capital, LLC | Jackson, MS | $319.5M | — |
| Arroyo Investment Group, LLC | Pasadena, CA | $319.5M | — |
| Optivest, Inc. | San Juan Capistrano, CA | $319.4M | — |
| Hamilton Square Partners Management, LP | New York, NY | $319.3M | 2 |
| Theory Financial LLC | Fort Collins, CO | $319.2M | — |