| 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 | — |
| Qca Capital Management Inc | Los Angeles, CA | $312.7M | — |
| 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 | — |