| Praxis Capital Management LLC | Chicago, IL | $301.4M | 1 |
| Blue Diamond Capital Investment Advisors, LLC | Provo, UT | $301.4M | 10 |
| Seneschal Advisors, LLC | Tacoma, WA | $301.3M | — |
| Bac Capital Advisors LLC | Seattle, WA | $301.2M | — |
| Parsow Management LLC | | $301.2M | 1 |
| Ffp Wealth Management, LLC | Coon Rapids, MN | $301.1M | — |
| Kinloch Capital, LLC | Glen Allen, VA | $301.1M | — |
| Concord Management Services, LLC | Summit, NJ | $301M | 7 |
| Innovahealth Partners, LP | New York, NY | $301M | 16 |
| Retirable Inc. | New York, NY | $301M | — |
| Philip O. Johnson & Company, Ltd. | Tempe, AZ | $301M | — |
| Triveni Capital Investments LP | Stamford, CT | $300.9M | 1 |
| Vital Wealth Management, LLC | Rosemont, IL | $300.8M | — |
| Castle Ridge Asset Management Limited | Toronto, Ontario | $300.8M | 1 |
| Resolute Capital, LLC | Greenville, SC | $300.8M | — |
| Cauble & Harre Wealth Management, Inc. | St. Louis, MO | $300.6M | — |
| Transition Financial Advisors Group, LLC | | $300.6M | — |
| Lifeinvest Wealth Management, Ltd | Miami, FL | $300.5M | — |
| Mica Creek Capital LLC | Steamboat Springs, CO | $300.5M | 1 |
| Pinnacle Capital Management, LLC | East Syracuse, NY | $300.5M | — |
| Gretchen Stangier, Inc. | Clackamas, OR | $300.4M | — |
| Summit Place Financial Advisors,llc | Summit, NJ | $300.4M | — |
| Westwood Wealth Management | Los Angeles, CA | $300.4M | 1 |
| Capital Wealth Alliance, LLC | Scottsdale, AZ | $300.3M | — |
| Wealth Advisors Network, Inc. | Hastings, NE | $300.3M | — |
| Deepwork Capital, LLC | Orlando, FL | $300.2M | 8 |
| Krensavage Asset Management, LLC | New York, NY | $300.2M | 1 |
| Cloud Capital Management, LLC | Seattle, WA | $300.2M | — |
| Spreng Capital Management, Inc. | Bucyrus, OH | $300.2M | — |
| Optimum Financial Services, LLC | Jackson, MS | $300.2M | — |
| Guardian Wealth Advisors, LLC | St Louis Park, MN | $300.2M | — |
| Cathy Pareto and Associates, Inc. | Coral Gables, FL | $300.1M | — |
| Birchcreek Wealth Management, LLC | Miami Township, OH | $300.1M | — |
| Monterey Wealth Partners LLC | Atlanta, GA | $300.1M | — |
| David Kennon Incorporated | Sarasota, FL | $300M | — |
| Alliant Securities, Inc. | Liberty Lake, WA | $300M | — |
| Capital West Partners, LLC | Tucson, AZ | $300M | — |
| Silver Oak Wealth Advisors Services, LLC | Los Angeles, CA | $300M | — |
| Cic, LLC | Marco Island, FL | $299.8M | — |
| Panoramic Capital, LLC | Larkspur, CA | $299.6M | 2 |
| Stonecrop Wealth Advisors, LLC | West Chester, PA | $299.5M | — |
| Security First Financial Inc. | Swartz Creek, MI | $299.5M | — |
| Maner Wealth, LLC | Lansing, MI | $299.5M | — |
| Greenhaven Road Investment Management, LP | Greenwich, CT | $299.5M | 4 |
| Polpo Capital Management LLC | | $299.5M | 1 |
| Spwm Advisors LLC | Traverse City, MI | $299.5M | — |
| Mqs Management, LLC | New York, NY | $299.4M | 1 |
| Peterson Financial Group, Inc. | Des Moines, IA | $299.2M | — |
| Hamrick Investment Counsel, LLC | Seattle, WA | $299.2M | — |
| Kovalcik & Geraghty Wealth Partners LLP | Upper Arlington, OH | $299.1M | — |