| Wd Rutherford LLC | Portland, OR | $250M | — |
| Dean Wealth Partners, LLC | Austin, TX | $249.8M | — |
| Oxenfree Capital LLC | Melbourne, FL | $249.8M | — |
| Tidecrest Wealth Management, LLC | Newport Beach, CA | $249.7M | — |
| Braun-Bostich & Associates Inc. | Canonsburg, PA | $249.6M | — |
| Vandalia Wealth Management Incorporated | Charleston, WV | $249.6M | — |
| Processus Wealth & Capital Management, LLC | | $249.5M | — |
| Summit Wealth Management Group, Inc. | Camarillo, CA | $249.5M | — |
| Calabasas Advisory Group, LLC | Westlake Village, CA | $249.5M | — |
| Northill Aims, LLC | Richardson, TX | $249.5M | — |
| Chancellor Financial Group LP | Wilkes-Barre, PA | $249.3M | — |
| Prairie Rivers Investments, LLC | Robinson, IL | $249.3M | — |
| E. Batoff & Co., Inc. | Tampa, FL | $249.2M | — |
| Guided Capital Wealth Management, LLC | Houston, TX | $249.2M | — |
| Bolton Partners Investment Consulting Group, Inc. | Towson, MD | $249.1M | — |
| Emergent Wealth Advisors, LLC | Williamsville, NY | $249.1M | — |
| Saf Advisors LLC | | $249M | 12 |
| Galliott Capital Advisors, LLC | Beverly Hills, CA | $249M | 5 |
| Buckhorn Resources, LP | Houston, TX | $248.9M | 7 |
| Forest Hill Capital, LLC | Little Rock, AR | $248.8M | 1 |
| Evergreen Wealth Management, LLC | Williamston, MI | $248.7M | — |
| Lakewood Asset Management, LLC | Naperville, IL | $248.7M | — |
| Michael Brady & Co., LLC | Westlake, OH | $248.6M | — |
| Cassedy Financial Group, Inc. | Tampa, FL | $248.4M | — |
| Tribeca Financial, LLC | Mesa, AZ | $248.3M | — |
| Dwd Portfolio Solutions, Inc. | Pittsburgh, PA | $248.3M | — |
| The Clifford Group LLC | Wayland, MA | $248.3M | — |
| Atwater Wealth Management, Inc. | Boston, MA | $248.2M | — |
| Luedtke & Associates LLC | | $248.2M | — |
| Mlp3, LLC | Linwood, NJ | $248.1M | — |
| Rosenwald Capital Management, Inc. | Redondo Beach, CA | $248.1M | 2 |
| Aacp Investments, LLC | New York, NY | $248.1M | 4 |
| Cedar Point Capital Partners, LLC | Cedar Rapids, IA | $248.1M | — |
| Gramercy Strategic Capital LLC | | $247.9M | — |
| Financial Management, Inc. | Little Rock, AR | $247.8M | — |
| Aegis Wealth Group, LLC | Midvale, UT | $247.7M | — |
| Focus Wealth Advisors, LLC | Houston, TX | $247.6M | — |
| Cove Capital Management Inc. | Brentwood, TN | $247.5M | — |
| Nova Wealth Management, Inc. | Bonita Springs, FL | $247.5M | — |
| Propel Bio Management, LLC | Los Angeles, CA | $247.5M | 4 |
| Wealth Intelligence, LLC | Columbus, GA | $247.5M | — |
| Keystone Financial Group, Inc. | Atlanta, GA | $247.4M | — |
| Kral Financial Advisors, LLC | | $247.4M | — |
| Sr Alternative Credit, LLC | Darien, CT | $247.4M | 4 |
| Amplius Asset Management, LLC | Blue Bell, PA | $247.3M | — |
| Bpp Wealth Solutions, LLC | Basking Ridge, NJ | $247.3M | — |
| Blueline Advisors LLC | Exeter, NH | $247.2M | — |
| Washington Growth Strategies LLC | Washington, DC | $247.2M | 1 |
| Anchor Bay Capital, Inc. | Carlsbad, CA | $247.1M | — |
| Fillmore Capital Partners, LLC | Powell, OH | $247.1M | 1 |