| 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 | — |
| Old Slip Registered Investment Advisors, LLC | New York, NY | $305M | — |
| Integrity Wealth LLC | Eugene, OR | $304.8M | — |
| Tsp Investment Advisers, L.L.C. | Chicago, IL | $304.7M | 3 |
| Yon Drake & Associates Inc | Columbia, SC | $304.7M | — |
| Emc Capital Advisors, LLC | Bannockburn, IL | $304.7M | — |
| Broadview Wealth Partners, LLC | Boulder, CO | $304.7M | — |
| Black Cypress Capital Management, LLC | | $304.6M | — |
| Future Finances Inc | Columbus, OH | $304.6M | — |
| Logica Capital Advisers, LLC | Los Angeles, CA | $304.6M | 4 |
| Sims Investment Management LLC | Cincinnati, OH | $304.6M | — |
| Hergenroeder Financial Advisors, Inc. | Timonium, MD | $304.5M | — |
| Northwest Wealth Advisors, LLC | Bellingham, WA | $304.5M | — |
| Nautilus Advisors LLC | La Jolla, CA | $304.3M | — |
| Vestment Financial LLC | Chanhassen, MN | $304.3M | — |
| Northern Capital Retirement Services, Inc. | Spokane, WA | $304.2M | — |
| Oakwood Capital, Inc. | St. Louis Park, MN | $304.2M | — |
| Codex Capital Asset Management, L.L.C. | | $304.2M | — |
| Professional Financial Management, Inc. | Bozeman, MT | $304.1M | — |
| Thryve Wealth Management LLC | Santa Barbara, CA | $304M | — |
| Coltrane Asset Management, L.P. | New York, NY | $304M | 4 |
| Provider Financial, Inc. | Indianapolis, IN | $304M | — |
| Signature Resources Capital Management, LLC | Newport Beach, CA | $303.9M | — |
| Thrive Retirement Specialists L.L.C. | Royal Oak, MI | $303.9M | — |
| Gbc Investment Group LLC | | $303.9M | — |
| Key Group Management, Inc. | Fountain Hills, AZ | $303.8M | — |
| Brightwater Advisory, LLC | Tampa, FL | $303.8M | — |
| Guilbault Capital LLC | Metairie, LA | $303.8M | — |
| Ceera Investments, LLC | | $303.7M | — |