| Mhs Advisory Services, LLC | Maple Grove, MN | $253.3M | — |
| Blueprint Local LLC | | $253.3M | 17 |
| Entelechy LLC | | $253.3M | — |
| Maguire Investments LLC | King of Prussia, PA | $253.2M | — |
| Transcend Advisor Group, LLC | Milwaukee, WI | $253.2M | — |
| Pacific Wealth Strategies Group, Inc. | Santa Barbara, CA | $253.2M | — |
| Abf Investment Management, LLC | Miami, FL | $253.2M | 1 |
| Sterling Retirement Group of Sacramento Inc. | Roseville, CA | $253M | — |
| Elevation Capital Advisory, LLC | Bend, OR | $252.9M | — |
| Robbins Farley LLC | Bedford, NH | $252.9M | — |
| Endeavor Wealth Advisors, LLC | Pepper Pike, OH | $252.8M | — |
| Corrado Advisors, LLC | Ramsey, NJ | $252.8M | — |
| Aurora Investment Counsel | Atlanta, GA | $252.7M | — |
| Treasure Investment Management, LLC | Scottsdale, AZ | $252.7M | — |
| Ghe, LLC | Memphis, TN | $252.6M | — |
| Patrick M. Sweeney & Associates, Inc | Libertyville, IL | $252.5M | — |
| Taylor Securities Services, Inc. | Harrisburg, PA | $252.5M | — |
| Humphreys Capital, LLC | Oklahoma City, OK | $252.4M | 5 |
| Waycross Investment Management Company | Bellingham, WA | $252.4M | — |
| Lee, Kelleher, & Klein Wealth Management LLC | | $252.4M | — |
| The Abbit Management Corp | Grand Haven, MI | $252.3M | — |
| Winters Financial Group, Inc. | Westlake Village, CA | $252.3M | — |
| Jcp Investment Management, LLC | Houston, TX | $252.3M | 2 |
| Morgan Dempsey Capital Management LLC | Milwaukee, WI | $252.3M | — |
| Qca Capital Management Inc | Los Angeles, CA | $252.2M | — |
| Db & C Advisors, LLC | Holland, MI | $252.2M | — |
| Principled Wealth Advisors, LLC | Covington, KY | $252.1M | — |
| Baird Venture Partners Management Company IV, LLC | Milwaukee, WI | $252.1M | 2 |
| Bradley & Company Private Wealth Management, LLC | | $252M | — |
| Fischer Investment Strategies, LLC | Westlake Village, CA | $251.9M | — |
| Murphy Wealth Management Group, Inc. | Fishkill, NY | $251.9M | — |
| Coinshares Asset Management (US) LLC | New York, NY | $251.9M | — |
| Advanced Financial Strategies Inc | Irvine, CA | $251.7M | — |
| Reutemann Financial Solutions, Inc. | Rockville, MD | $251.6M | — |
| Bridges Capital LLC | Fort Lauderdale, FL | $251.6M | — |
| Hc2 Capital, LLC | Dallas, TX | $251.6M | 50 |
| Aretex Capital Management, LP | New York, NY | $251.6M | 1 |
| Riverchase Wealth Management, LLC | Flower Mound, TX | $251.5M | — |
| Talisman Wealth Advisors, LLC | Mountainside, NJ | $251.3M | — |
| Windward Wealth Strategies, Inc. | Oshkosh, WI | $251.2M | — |
| Graham Capital Wealth Management, LLC | Washington, DC | $251.2M | — |
| Merced Capital, L.P. | Minnetonka, MN | $251.2M | 6 |
| Cassia Capital Partners LLC | Winston Salem, NC | $251.2M | — |
| Mariaca Wealth Management, LLC | Wellington, FL | $251.1M | — |
| Peterson Wealth Management, LLC | Sparks, NV | $251.1M | — |
| Checks & Balances, Inc. | Atlanta, GA | $251.1M | — |
| Team Financial Group, LLC | Temecula, CA | $251.1M | — |
| Windle Wealth, LLC | Oklahoma City, OK | $251M | — |
| Hmm Group LLC | Indian Wells, CA | $251M | — |
| Karlov Street Capital, LLC | Boca Raton, FL | $251M | 30 |