| Northern Lights Advisors, Inc | Seattle, WA | $258.9M | — |
| 724 Capital, LLC | | $258.9M | — |
| Corinthian Capital Group, LLC | New York, NY | $258.8M | 2 |
| Gk Wealth Management LLC | Reno, NV | $258.8M | — |
| Pacific Capital Associates, Inc. | San Diego, CA | $258.8M | — |
| Shaker Investments, L.L.C. | Beachwood, OH | $258.8M | 1 |
| Triton Financial Group, Inc | Oklahoma City, OK | $258.7M | — |
| Ables, Iannone, Moore & Associates, Inc. | Savannah, GA | $258.7M | — |
| Financial Institution Services, LLC | | $258.7M | — |
| Up Strategic Wealth Investment Advisors, LLC | Pittsburgh, PA | $258.7M | — |
| Equity Wealth Partners, LLC | Independence, MO | $258.6M | — |
| Aft, Forsyth and Company, Inc. | Jupiter, FL | $258.6M | — |
| Redwood Family Wealth LLC | Plano, TX | $258.5M | — |
| Nabity-Jensen Investment Management, Inc. | Omaha, NE | $258.5M | — |
| Geosphere Capital Management, LLC | Miami Beach, FL | $258.4M | 2 |
| Bush Investment Group, LLC | Valdosta, GA | $258.4M | — |
| McDonough Capital Management, Inc. | Orlando, FL | $258.2M | — |
| Horizons Wealth Management, Inc. | Asheville, NC | $258.2M | — |
| Koenig Investment Advisory, LLC | Ashland, OR | $258.2M | — |
| Bruce G. Allen Investments, LLC | Denver, CO | $258.1M | — |
| Profits Plus Capital Management, LLC | Nampa, ID | $258.1M | 1 |
| Pluscios Management LLC | Evanston, IL | $258.1M | 6 |
| Malvern Capital Management, LLC | Malvern, PA | $258.1M | — |
| Kamichu Wealth Management LLC | | $258.1M | — |
| Our Wealth Guides, Inc. | Westlake Village, CA | $257.9M | — |
| Hep Partners LLC | Dallas, TX | $257.9M | 10 |
| Schaeffer Financial LLC | Rockville, MD | $257.7M | — |
| Ma Asset Management, LLC | New York, NY | $257.7M | 3 |
| Kuramo Capital Management, LLC | New York, NY | $257.7M | 6 |
| Genrock Capital Management, LP | Palm Beach, FL | $257.6M | 2 |
| Carbahal Olsen Financial Services Group LLC | Davis, CA | $257.6M | — |
| Wilkins Miller Wealth Management, LLC | Mobile, AL | $257.5M | — |
| Ike Capital, LLC | | $257.4M | — |
| Clarity Asset Management, Inc. | Ames, IA | $257.4M | — |
| Gld Advisors, LLC | Miami Beach, FL | $257.3M | 1 |
| 103 Advisory Group LLC | Chicago, IL | $257.2M | — |
| Dogwood Wealth Management, LLC | Lenexa, KS | $257.2M | — |
| W&s Brokerage Services, Inc. | Cincinnati, OH | $257.2M | — |
| Center for Asset Management, LLC | Palm Beach Gardens, FL | $257.1M | — |
| Tingey Financial Group Inc. | | $257M | — |
| New Millennium Group, LLC | Sandy, UT | $257M | — |
| Texas Family Wealth, LLC | Friendswood, TX | $257M | — |
| Independent Access Partners, LLC | Hunt Valley, MD | $256.9M | 18 |
| Red Spruce Capital, LLC | Berwyn, PA | $256.9M | — |
| Financial Advisory Services, LLC | Hanover, PA | $256.9M | — |
| Rd Lewis Holdings, Inc. | Maitland, FL | $256.8M | — |
| Stone Pine Financial Partners, LLC | Media, PA | $256.8M | — |
| Frontaura Capital LLC | Chicago, IL | $256.6M | 2 |
| Prospect Hill Management, LLC | | $256.6M | — |
| Cmg Capital Management Group, Inc. | Malvern, PA | $256.5M | 2 |