| Remedium Capital Partners, LLC | West Palm Beach, FL | $319M | — |
| Promontory Financial Planning, LLC | Farmington, UT | $319M | — |
| Valuewealth Services, LLC | Annapolis, MD | $319M | — |
| Antoine Williams & Associates Wealth Management, LLC | Shelburne, VT | $318.9M | — |
| Breen Wealth Management, LLC | Petaluma, CA | $318.8M | — |
| Phillip B. White Co., Inc. | San Luis Obispo, CA | $318.7M | — |
| Investments & Financial Planning, LLC | Lexington, KY | $318.7M | — |
| Goldentree Asset Management Credit Advisor LLC | New York, NY | $318.5M | — |
| General Partner, Inc. | | $318.4M | — |
| Jbr Co. Financial Management Inc. | Ardmore, OK | $318.3M | — |
| Plagens & Taylor Wealth Management, LLC | San Angelo, TX | $318.3M | — |
| Impact Investors, Inc. | | $318.2M | 1 |
| Model Wealth , Inc. | | $318.2M | — |
| Tribune Investment Group LP | New York, NY | $318.1M | 1 |
| Bayforest Capital Limited | London | $318.1M | 1 |
| Openair Financial, LLC | Southlake, TX | $318M | — |
| Catherine Avery Investment Management LLC | Longboat Key, FL | $318M | — |
| Carlson Financial, Inc. | Canby, OR | $318M | — |
| Tower View Wealth Management LLC | | $317.9M | — |
| Ransom Advisory, Ltd | | $317.9M | — |
| Navigate 401k, LLC | Birmingham, AL | $317.9M | — |
| Three Cord True Wealth Management, LLC | Beaver, PA | $317.9M | — |
| Linda S. Lubitz, Cfp?, PA | Coral Gables, FL | $317.8M | — |
| Twin Securities, Inc. | New York, NY | $317.7M | 2 |
| Deltroit Asset Management (US) LLC | | $317.7M | — |
| Legacy Financial Advisors Corporation | Bloomington, MN | $317.7M | — |
| Talara Capital Management, LLC | Montclair, NJ | $317.6M | 4 |
| Heartwood Funds, LLC | New York, NY | $317.6M | 2 |
| MacQuarie Capital Partners, LLC | New York, NY | $317.6M | 1 |
| Wealth Pro Advisors, Inc. | Sarasota, FL | $317.5M | — |
| Goode Partners LLC | New York, NY | $317.5M | 7 |
| Family Wealth Planning Partners LLC | Louisville, KY | $317.4M | — |
| Bca Private Wealth, Inc. | Greenville, SC | $317.3M | — |
| Tsp Advisors, LLC | Mercer Island, WA | $317.3M | 3 |
| Bison Creek Wealth Management LLC | | $317.3M | — |
| Redwood Wealth Management Group, LLC | Medford, NJ | $317.2M | — |
| Mendel Money Management Inc | Northbrook, IL | $317.1M | — |
| Blue Barn Wealth, LLC | Orem, UT | $317.1M | — |
| Swisher Financial Concepts, Inc. | Westerville, OH | $317M | — |
| First Financial Group Corporation | Raleigh, NC | $317M | — |
| May Barnhard Investments LLC | Bethesda, MD | $316.9M | — |
| Dkm Wealth Management, Inc. | Stockton, CA | $316.8M | — |
| Caro Investors Management, LLC | Chevy Chase, MD | $316.7M | 1 |
| The Mustico Financial Group, Inc. | Elmira, NY | $316.5M | — |
| Duet Advisory Services LLC | Bingham Farms, MI | $316.5M | — |
| Salvus Wealth Management, LLC | Red Bank, NJ | $316.5M | — |
| Oca Ventures, LLC | Chicago, IL | $316.4M | 7 |
| Ferguson-Johnson Wealth Management, Inc. | Rockville, MD | $316.4M | — |
| Harvest Management, L.L.C. | New York, NY | $316.3M | 2 |
| Wealthcollab LLC | Bellevue, WA | $316.2M | — |