| 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 | — |
| Acm Advisors, LLC | Jackson, WY | $309.4M | 6 |
| Prospect Capital Advisors, LLC | Sausalito, CA | $309.4M | 2 |
| The American Institute for Advanced Investment Management, LLP | Scottsdale, AZ | $309.3M | — |
| Milestone Asset Management Group, LLC | Avon, CT | $309M | — |
| Meriwether Wealth & Planning, LLC | Minden, LA | $308.9M | — |
| Samjo Management, LLC | New York, NY | $308.8M | 2 |
| Synergy Financial Partners, LLC | Denver, CO | $308.7M | — |
| New Perspectives, Inc. | Ridgeland, MS | $308.7M | — |
| Meridian Financial Advisors, LLC | Holliston, MA | $308.6M | — |
| Chronometer Partners LP | Pittsburgh, PA | $308.4M | — |
| Finivi Inc. | Westborough, MA | $308.4M | — |
| Beacon Wealthcare LLC | Raleigh, NC | $308.3M | — |
| Merit Financial Partners LLC | Maspeth, NY | $308.2M | — |
| Carriage Services Investment Advisors, Inc. | Houston, TX | $308.2M | 1 |
| Covington & Associates, Inc. | Westfield, NJ | $308.2M | — |
| Broadway Wealth Solutions, Inc. | San Antonio, TX | $308.1M | — |
| Tkg Advisors, LLC | Valparaiso, IN | $308M | — |
| S Squared Technology, LLC | | $308M | 1 |
| Battle Investment Group, LLC | Atlanta, GA | $307.9M | 3 |
| Allsquare Wealth Management, LLC | Albany, NY | $307.8M | — |
| Yim Investment Management, LLC | Honolulu, HI | $307.8M | — |
| Marathon Wealth Advisors, LLC | Boston, MA | $307.8M | — |