| Michael Russo Ltd | Mokena, IL | $275.1M | — |
| Klaff Realty, LP | Chicago, IL | $275M | 7 |
| Russell Capital Management, LLC | Lexington, KY | $275M | — |
| Roserock Wealth Management, LLC | Dallas, TX | $275M | — |
| Cushing Capital Partners, LLC | Delafield, WI | $274.7M | — |
| 1492 Capital Management, LLC | Milwaukee, WI | $274.6M | — |
| Berry Wealth Group, LP | Granbury, TX | $274.5M | — |
| Lumos Capital Group LLC | New York, NY | $274.5M | 6 |
| Ouellette Wealth Advisory LLC | Lexington, MA | $274.4M | — |
| Sutterfield Financial Group, Inc. | Bartlesville, OK | $274.4M | — |
| Elite Financial, Inc. | Lewiston, ID | $274.2M | — |
| Capasso Planning Partners LLC | Charleston, SC | $274.2M | — |
| Mission Hills Financial Advisory LLC | San Diego, CA | $274.1M | — |
| Chronos Wealth Management, L.L.C. | Clearwater, FL | $274M | — |
| Signature Financial Services, Ltd | Arlington Heights, IL | $274M | — |
| Private Wealth Group, LLC | Tampa, FL | $274M | — |
| Jp Wealth Management, Inc. | Mt. Pleasant, SC | $274M | — |
| Doceo Wealth, LLC | Meridian, ID | $274M | — |
| Udine Wealth Management Inc. | | $273.9M | — |
| James River Asset Management, LLC | Midlothian, VA | $273.8M | — |
| Truewealth Financial Partners, LLC | Bellevue, WA | $273.7M | — |
| Interalpen Partners, LLC | Omaha, NE | $273.7M | 9 |
| Birmingham Capital Management Co Inc | Birmingham, AL | $273.6M | — |
| Chapel Bridge Wealth Advisors, LLC | San Juan, PR | $273.6M | 1 |
| Sentinel Rock Realty Trust Inc. | Modesto, CA | $273.5M | 4 |
| Legacy Capital Wealth Management, LLC | The Woodlands, TX | $273.4M | — |
| Reckoner Capital Management LLC | New York, NY | $273.4M | — |
| Summit Investment Advisors Inc | Leawood, KS | $273.4M | — |
| Valor Financial Services, LLC | Knoxville, TN | $273.3M | — |
| Cardinal Wealth Advisory, LLC | Memphis, TN | $273.2M | — |
| Uhlmann Investment Management, L.L.C. | Skokie, IL | $273.2M | — |
| Tfp Management, LLC | Bettendorf, IA | $273M | — |
| Bluestone Wealth Management LLC | Keene, NH | $272.9M | — |
| Knox Wealth Partners Advisory, LLC | Knoxville, TN | $272.9M | — |
| Conscious Wealth Investments, LLC | Atlanta, GA | $272.8M | — |
| South Shore Capital Advisors, LLC | Boston, MA | $272.8M | — |
| Nestegg Advisors, Inc. | Hauppauge, NY | $272.7M | — |
| Retirement Strategies, Ltd. | Dublin, OH | $272.7M | — |
| E. a. Horwitz LLC | Deerfield, IL | $272.6M | — |
| Nolet Wealth Management, LLC | Fort Worth, TX | $272.6M | — |
| Alliance Wealth Management Partners LLC | Knoxville, TN | $272.4M | — |
| Mendel Capital Management, LLC | Little Rock, AR | $272.3M | — |
| Camelot Portfolios, LLC | Maumee, OH | $272.2M | — |
| 46 Peaks LLC | Newtown, PA | $272.1M | — |
| Firstmetric, LLC | Troy, MI | $272.1M | — |
| Magnolia Private Wealth, LLC | Philadelphia, PA | $272.1M | — |
| Parker Financial LLC | Silverdale, WA | $272M | — |
| Ryan Investment Management, Inc. | Basalt, CO | $272M | — |
| Sound Mark Partners, LLC | Greenwich, CT | $272M | 2 |
| Client First Investment Management LLC | West Bend, WI | $271.9M | — |