| Pathways Wealth Management, Inc. | | $287M | — |
| Gap Asset Management, LLC | South Bend, IN | $287M | 2 |
| Lynx Capital Group Ltd | | $286.9M | 1 |
| Alchemi Wealth, LLC | Essex, CT | $286.9M | — |
| Skyview Financial Group, LLC | Ponte Vedra Beach, FL | $286.6M | — |
| Otto & Associates, Inc. | Norwich, VT | $286.6M | — |
| Vila, LLC | San Francisco, CA | $286.5M | 2 |
| J.f. Williams Co., Inc. | Denver, CO | $286.5M | — |
| Tritonpoint Partners, LLC | Chevy Chase, MD | $286.5M | — |
| Bau Advisors LLC | Miami, FL | $286.5M | — |
| 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 | — |
| Jlens | New York, NY | $286.2M | — |
| 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 | — |
| Ayrshire Capital Management LLC | Westport, CT | $285.1M | — |
| Oaktrust Wealth Advisors, LLC | | $285M | — |
| Tencap Wealth Coaching, LLC | South Jordan, UT | $285M | — |
| Pandora Wealth, Inc. | Las Vegas, NV | $285M | — |
| Mosaic Wealth Management LLC | Bloomington, IN | $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 | — |