| Fsr Wealth Management, Ltd. | Elmhurst, IL | $312.7M | — |
| Columbia Advisory Partners, LLC | Spokane, WA | $312.6M | 2 |
| Lagoda Investment Management, L.P. | New York, NY | $312.6M | — |
| Parkview US LLC | New York, NY | $312.3M | — |
| Aspen Wealth Strategies, LLC | Arvada, CO | $312.2M | — |
| Topel & Distasi Wealth Management, LLC | Berkeley, CA | $312.1M | — |
| Monere Wealth Management, Inc. | Schaumburg, IL | $312M | — |
| Glass Wealth Management Co., LLC | San Antonio, TX | $311.9M | — |
| Lake Whillans Capital Partners LLC | Plano, TX | $311.9M | 4 |
| No Fate Bwwm, LLC | Plano, TX | $311.9M | — |
| Tilia Holdings, LLC | Chicago, IL | $311.9M | 3 |
| Sunrise Manager LLC | West Palm Beach, FL | $311.8M | — |
| Northstar Financial Planners, Inc. | Plantation, FL | $311.6M | — |
| Iwealth Financial, LLC | Waseca, MN | $311.6M | — |
| Miller Capital Partners, Inc. | Troy, MI | $311.6M | — |
| Aps Wealth Management, LLC | Melville, NY | $311.5M | — |
| Lyon Wealth Advisors Group, LLC | Charlotte, NC | $311.4M | — |
| Griffiths, Dreher & Evans, P.s., Cpas | Spokane, WA | $311.4M | — |
| Optimist Ventures LLC | New York, NY | $311.3M | 2 |
| Boussard & Gavaudan America LLC | New York, NY | $311.1M | — |
| Cravens & Company Advisors, LLC | Cookeville, TN | $311.1M | — |
| Investment Professionals, LLC | Waunakee, WI | $311M | — |
| Malaga Cove Capital, LLC | Palos Verdes Estates, CA | $310.9M | — |
| Mission Financial Group, LLC | Las Vegas, NV | $310.9M | — |
| Spring Mountain Capital, LP | New York, NY | $310.9M | 5 |
| Trp Capital Advisors VI, LLC | Birmingham, MI | $310.8M | 5 |
| Waypoint Capital Partners Advisors, LLC | Stamford, CT | $310.7M | 9 |
| Constellation Capital Management LLC | | $310.7M | — |
| Prospect Hill Growth Partners, L.P. | Waltham, MA | $310.6M | 6 |
| Two Point Capital Management, Inc. | Pittsford, NY | $310.5M | — |
| Excel Wealth Management, LLC | Manchester, CT | $310.5M | — |
| General Equity Holdings LP | Brooklyn, NY | $310.4M | 3 |
| Guardian Investment Management, LLC | Tiburon, CA | $310.3M | — |
| O15 Capital Partners, LLC | Atlanta, GA | $310.3M | 2 |
| Kensington Investment Counsel, LLC | Long Beach, CA | $310.2M | — |
| Ptm Wealth Management, LLC | North Wales, PA | $310.2M | — |
| Invicta Advisors LLC | Oakmont, PA | $310.2M | — |
| Hudson Advisor Services, Inc. | Buffalo, NY | $310.1M | — |
| Thoma Capital Management LLC | Towson, MD | $310.1M | — |
| H. C. Denison Co. | Sheboygan, WI | $310M | — |
| American Wealth Management, Inc. | Alpharetta, GA | $310M | — |
| Mfa Wealth Services | Thousand Oaks, CA | $310M | — |
| Nri Wealth Management, LLC | Santa Clara, CA | $309.8M | — |
| Bill Opp Fixed Income Advisory Service, LLC | | $309.8M | — |
| Omega Wealth Management LLC | Arlington, VA | $309.7M | — |
| Windward Private Wealth Management Inc. | Overland Park, KS | $309.6M | — |
| Storr Capital, LLC | West Palm Beach, FL | $309.5M | 4 |
| Savant Partners, LLC | San Mateo, CA | $309.5M | 11 |
| Trunorth Financial Services, Inc. | Chambersburg, PA | $309.5M | — |
| Beacon Financial Strategies Corp. | Raleigh, NC | $309.4M | — |