| 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 | — |
| Forte Asset Management, LLC | | $315.2M | — |
| 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 |
| Twin Lakes Capital Management, LLC | Redwood Shores, CA | $314.7M | — |
| Wealth Management Strategies, Inc. | Pittsburgh, PA | $314.7M | — |
| Vista Advisor Group, LLC | Walnut Creek, CA | $314.6M | — |
| Define Financial, LLC | San Diego, CA | $314.6M | — |
| Granite Capital Management, LLC | Oakland, CA | $314.6M | — |
| Horter Investment Management, LLC | Cincinnati, OH | $314.5M | — |
| The Fauser Group, LLC | Mercer Island, WA | $314.5M | — |
| The Future Fund LLC | Chicago, IL | $314.4M | — |
| Bernard Wealth Management Corp. | Royal Oak, MI | $314.2M | — |
| Templeton & Phillips Capital Management, LLC | Lookout Mountain, TN | $314.2M | 2 |
| Magnate Advisory Services, LLC | Louisville, KY | $314.1M | — |
| Ricketts Financial, LLC | Louisville, KY | $314M | — |
| Tieton Capital Management, LLC | Yakima, WA | $314M | — |
| Greylock Capital Management, LLC | Stamford, CT | $313.9M | 1 |
| Legacy Wealth Management Inc. | Manassas, VA | $313.9M | — |
| Certified Tax Service, Inc. | Chicago, IL | $313.9M | — |
| Values Added Financial LLC | | $313.7M | — |
| Paradigm, Strategies in Wealth Management, LLC | Maple Grove, MN | $313.7M | — |
| Trust Advisory Group Ltd | Birmingham, AL | $313.5M | — |
| Carolina Wealth Advisors, LLC | Myrtle Beach, SC | $313.4M | — |
| Melone Private Wealth, LLC | Auburn Hills, MI | $313.2M | — |
| Jaguar Growth Asset Management, LLC | Miami, FL | $313.1M | 4 |
| Hunter Street Partners, LP | Wayzata, MN | $313M | 4 |
| Scott Marsh Financial, LLC | | $313M | — |
| Hawkeye Capital Management, LLC | Miami Beach, FL | $312.8M | 1 |
| Jpc Wealth Management, Inc. | Petaluma, CA | $312.7M | — |
| Brady Family Wealth, LLC | Saint Louis, MO | $312.7M | — |