| Generations Wealth, LLC | Cincinnati, OH | $307.8M | — |
| Gentry Private Wealth, LLC | Wichita, KS | $307.7M | — |
| Grove Mountain Partners, LLC | Atlanta, GA | $307.7M | 4 |
| Compass Wealth Management, LLC | Atlanta, GA | $307.7M | — |
| Holland Advisory Services, Inc. | Ormond Beach, FL | $307.7M | — |
| Doma Perpetual Capital Management LLC | Miami, FL | $307.6M | 1 |
| Prepared Retirement Institute LLC | Montgomeryville, PA | $307.6M | — |
| Dunbar Associates, LLC | Monroe, CT | $307.5M | — |
| Commons Capital, LLC | Needham, MA | $307.4M | — |
| Eastbay Asset Management, LLC | | $307.4M | 1 |
| Copley Investment Management, LLC | | $307.3M | — |
| Symphony Technology Group, LLC | Menlo Park, CA | $307.3M | 7 |
| Silverpeak Real Estate Partners L.P. | New York, NY | $307.1M | 15 |
| Kevin M. Gibney and Company, LLC | Iselin, NJ | $306.9M | — |
| N10 Assets, LLC. | Greenwich, CT | $306.9M | — |
| Spectra Investment Management, LLC | Stuart, FL | $306.8M | — |
| Fenway Partners, LLC | Westerly, RI | $306.8M | 2 |
| One Wealth Capital Management, LLC | Scottsdale, AZ | $306.8M | — |
| Craft & Sage Wealth, LLC | Kansas City, MO | $306.8M | — |
| Oxford Square Management, LLC | Greenwich, CT | $306.7M | — |
| Ekanta Wealth Advisors LLC | Coconut Grove, FL | $306.7M | — |
| Gfg Wealth, LLC | Orlando, FL | $306.6M | — |
| Heritage Asset Advisors Ltd., LLP | | $306.6M | — |
| Bexil Advisers LLC | Walpole, NH | $306.6M | — |
| Blue Sky Capital Consultants Group, Inc. | Poway, CA | $306.3M | — |
| Bison Capital Group, LLC | Edmond, OK | $306.2M | 31 |
| McAllister Capital Management Corporation | Jackson, MS | $306.2M | — |
| McG Advisors LLC | Rye, NH | $306.2M | — |
| Fidelis Im, LLC | Medford, OR | $306.1M | — |
| Oneamerica Securities, Inc. | Indianapolis, IN | $306.1M | — |
| Hancock Whitney Investment Services Inc. | New Orleans, LA | $306.1M | — |
| Tavira Financial Limited | London, England | $305.9M | — |
| Hendershott Wealth Management, LLC | Fishers, IN | $305.8M | — |
| Finer Wealth Management, Inc. | Salem, MA | $305.8M | — |
| Mountaineer Partners Management, LLC | New York, NY | $305.7M | 3 |
| Sound Capital Solutions LLC | | $305.7M | — |
| Winans International | Las Vegas, NV | $305.6M | — |
| Varra Wealth Management LLC | Louisville, CO | $305.6M | — |
| Joel Adams and Associates Inc. | Asheville, NC | $305.6M | — |
| Lwealth, LLC | Dallas, TX | $305.5M | — |
| Adalta Capital Management LLC | New York, NY | $305.5M | 1 |
| Morton Wealth Advisors | Danvers, MA | $305.5M | — |
| Victoria Capital Management, Inc. | Charleston, SC | $305.5M | — |
| Keeler Thomas Management LLC | Orem, UT | $305.5M | — |
| Rockwall Wealth Management Inc | Rockwall, TX | $305.5M | — |
| Stableford Capital LLC | Scottsdale, AZ | $305.3M | — |
| Clarus Wealth Advisors, LLC | Peoria, AZ | $305.2M | — |
| Retirement Capital Strategies, Inc. | San Jose, CA | $305.2M | — |
| Kachkovsky & Fisher, Inc. | San Diego, CA | $305.1M | — |
| Paradigm Funds Advisor LLC | Albany, NY | $305.1M | — |