| 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 | — |
| Siddhi Capital, LLC | Meridian, ID | $303.7M | 11 |
| Asia Pacific Financial Management Group, Inc. | Hagatna | $303.5M | — |
| Penney Financial, LLC | Houston, TX | $303.5M | — |
| American Trust Investment Advisors, LLC | Lebanon, NH | $303.5M | — |
| Campbell Capital Management Inc | Miami, FL | $303.3M | — |
| Integrated Financial Solutions, Inc. | Reston, VA | $303.3M | — |
| Beckerman Institutional, LLC | Ocean Grove, NJ | $303.3M | — |
| Mission Value Partners, LLC | Nashville, TN | $303.2M | 2 |
| The Operators Fund Investment Management, L.P. | New York, NY | $303M | 1 |
| Clientfirst Wealth Management, LLC | Little Rock, AR | $302.8M | — |
| Albanyadvisor Group LLC | Albany, NY | $302.8M | — |
| Breakwater Investment Management, LLC | Seattle, WA | $302.7M | — |
| Alethea Capital Management, LLC | | $302.6M | 2 |
| Mack Investment Securities, Inc. | Northfield, IL | $302.6M | — |
| Unconventional Investor, LLC | | $302.5M | — |
| Harbour Point Management LP | Darien, CT | $302.4M | 4 |
| Access Financial Group, Inc. | Chicago, IL | $302.3M | — |
| Summit Group Retirement Planners, Inc. | Exton, PA | $302.3M | — |
| Cypress Investment Management, LLC | Oakbrook Terrace, IL | $302.2M | 127 |
| Fai Advisors, Inc. | Farmington Hills, MI | $302M | — |
| Core Financial Partners Inc. | El Segundo, CA | $301.7M | — |
| Massachusetts Wealth Management, LLC | North Andover, MA | $301.5M | — |