| 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 | — |
| Tradewell Securities, LLC | Fort Wayne, IN | $320.4M | — |
| 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 | — |
| 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 | — |
| 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 | — |