| Fig Wealth, LLC | Lafayette, CA | $286.5M | — |
| Jim Saulnier & Associates, LLC | Fort Collins, CO | $286.4M | — |
| Shaker Financial Services, LLC | Annapolis, MD | $286.3M | — |
| Lehrer Kenneth Eugene Dr | Houston, TX | $286.3M | — |
| Schulhoff & Co Inc | Cincinnati, OH | $286.3M | — |
| Rpc Private Wealth, LLC | Hinsdale, IL | $286.3M | — |
| The Holland Group, Retirement Wealth Advisors, LLC | Clearwater, FL | $286.1M | — |
| Synchronous Wealth Advisors LLC | | $286.1M | — |
| Lotusgroup Advisors, LLC | Denver, CO | $286M | — |
| Preston Wealth Advisors, LLC. | Reston, VA | $286M | 2 |
| Wesbanco Securities, Inc. | St Clairsville, OH | $285.9M | — |
| Sanchez Gaunt Capital Management, LLC | Reno, NV | $285.8M | — |
| Financial Forum, Inc. | Spokane, WA | $285.8M | — |
| Gridiron Partners, LLC | Wexford, PA | $285.8M | — |
| Rivercrest Capital Management LLC | Fort Worth, TX | $285.7M | 3 |
| Omnistar Financial Group, Inc. | Wilmington, NC | $285.7M | — |
| Gold Medal Waters, Inc. | | $285.6M | — |
| Eden Global Advisors LLC | New York, NY | $285.6M | 3 |
| Integrity Wealth Advisors, Inc. | Ventura, CA | $285.5M | — |
| The Palmer Knight Company | Jacksonville, FL | $285.4M | — |
| Fingerlakes Wealth Management, Inc. | Ithaca, NY | $285.4M | — |
| New England Research & Management, Inc. | Chicago, IL | $285.2M | — |
| Ayrshire Capital Management LLC | Westport, CT | $285.1M | — |
| Oaktrust Wealth Advisors, LLC | | $285M | — |
| Tencap Wealth Coaching, LLC | South Jordan, UT | $285M | — |
| Pandora Wealth, Inc. | Oakbrook Terrace, IL | $285M | — |
| Physician Family Financial Advisors Inc | Beaverton, OR | $284.9M | — |
| Pearson Creek Capital Management LLC | Chicago, IL | $284.8M | — |
| Capital Financial Planners, LLC | Salem, OR | $284.8M | — |
| Kane Company Wealth Management, Inc. | Johnston, IA | $284.7M | — |
| Oak Advisors, LLC | Bluffton, SC | $284.7M | — |
| Cornerstone Wealth, LLC | Greeneville, TN | $284.7M | — |
| Oath Planning, LLC | Tulsa, OK | $284.7M | — |
| Martin D. Parlato & Associates, Inc. | Ponte Vedra, FL | $284.6M | — |
| Sound Stewardship, LLC | Overland Park, KS | $284.6M | — |
| Open Window Financial Solutions, Ltd. | Reno, NV | $284.4M | — |
| Full in Partners Management, LLC | New York, NY | $284.4M | 8 |
| Benningfield Financial Advisors, LLC | San Francisco, CA | $284.3M | — |
| Demian Capital | | $284.3M | — |
| Paul J. Glashofer Enterprises, Inc. | | $284.3M | — |
| Momentus Manager LLC | Arlington, VA | $284.3M | 3 |
| The Foundry Financial Group, Inc. | Laconia, NH | $284.2M | — |
| Freeman, Will & Niemeier, Inc. | Evansville, IN | $284.2M | — |
| Smith, Brown & Groover, Inc. | Macon, GA | $284.2M | — |
| Peninsula Asset Management Inc | Bradenton, FL | $284.1M | — |
| Cane Capital Partners, LLC | Saint Francisville, LA | $284.1M | — |
| Bespoke Advisory LLC | Evergreen, CO | $284M | — |
| Holder Wealth Management, Inc. | Champaign, IL | $284M | — |
| M2g Ventures LLC | Fort Worth, TX | $284M | 12 |
| Griffin Family Partners, LLC | | $283.9M | — |