| 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 | — |
| Councilor Wealth 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 | — |
| First Oak Wealth Management, LLC | Raleigh, NC | $316.2M | — |
| Tenon Financial LLC | Metuchen, NJ | $316M | — |
| Wealth Analytics Partners, LLC | San Diego, CA | $316M | — |
| Gibert Wealth Management, LLC | Charlotte, NC | $316M | — |
| Pacifica Partners Inc | Surrey | $316M | — |
| Matthew 25 Management Corp | Ambler, PA | $315.9M | — |
| Proactive Wealth Strategies, LLC | Marietta, GA | $315.8M | — |
| Total Solutions Enterprise LLC | Charlotte, NC | $315.8M | — |
| Kenora Financial, LLC | Des Plaines, IL | $315.8M | 1 |
| Peirce Park Group Inc. | West Chester, PA | $315.7M | — |
| 4d Advisors, LLC | Redondo Beach, CA | $315.6M | 1 |
| Garrison Point Capital, LLC | San Francisco, CA | $315.5M | — |
| Cdm Financial Counseling Services, Inc. | Norwich, CT | $315.4M | — |
| Accelerate Investment Advisors LLC | Aliso Viejo, CA | $315.4M | — |
| Camarda Financial Advisors , LLC | Fleming Island, FL | $315.4M | — |
| Walker Asset Management, LLC | | $315.3M | — |
| Cornerstone Select Advisors, LLC | St. Louis, MO | $315.3M | — |
| Lincoln Energy Holdings LLC | Englewood, CO | $315.3M | — |
| Aurelius Family Office, LLC | Bedford, NH | $315.3M | — |
| Marcellus Investment Managers Private Limited | Mumbai, Maharashtra | $315.2M | — |
| Bonner & Smith, LLC | Lubbock, TX | $314.8M | — |
| Ninepointtwo Capital LLC | Los Angeles, CA | $314.8M | 1 |