| Retirewise Tax and Wealth Advisors, Inc. | Topeka, KS | $242.9M | — |
| 210 Wealth Management, Inc. | Morton, IL | $242.8M | — |
| Zephyr Investment Management, Inc. | Westlake Village, CA | $242.8M | — |
| Matthias Private Wealth, LLC | Winter Park, FL | $242.8M | — |
| Blue Spark Capital Advisors LLC | New York, NY | $242.8M | — |
| Plante Moran Real Estate Investment Advisors, LLC | Southfield, MI | $242.8M | — |
| Blalock Williams, LLC | Alexander City, AL | $242.6M | — |
| Chiron Capital Management, LLC | Tallahassee, FL | $242.6M | — |
| Little Harbor Advisors, LLC | Marblehead, MA | $242.6M | 1 |
| Cladis Investment Advisory LLC | Billings, MT | $242.6M | — |
| Rayburn West Financial Services LLC | Nashville, TN | $242.6M | — |
| Seminole Advisory Services, LLC | Bellair Bluffs, FL | $242.5M | 1 |
| Waypoint Wealth Management, LLC | Timonium, MD | $242.5M | — |
| Munn Wealth Management, LLC | Maumee, OH | $242.3M | — |
| Bain Capital Public Equity, LP | Boston, MA | $242.2M | 2 |
| Anson Capital, Inc. | Tyrone, GA | $242.2M | — |
| Position Wealth LLC | The Woodlands, TX | $242.1M | — |
| McBroom & Associates, LLC | Las Vegas, NV | $242.1M | — |
| Intelligent Financial Strategies, LLC | Excelsior, MN | $242M | — |
| J. P. Davis, Inc. | Oro Valley, AZ | $242M | — |
| Sanchez & Zures, LLC | McLean, VA | $241.9M | — |
| Revolution Capital, LLC | Omaha, NE | $241.9M | — |
| Vanderbilt Avenue Asset Management LLC | New York, NY | $241.9M | — |
| Adolos Asset Management | | $241.8M | — |
| Robbins Financial Advisory Service Inc | Erie, PA | $241.7M | — |
| Mori Huston Partners LLC | Miami, FL | $241.6M | 1 |
| Caymus Equity Partners, LLC | Atlanta, GA | $241.6M | 12 |
| 1620 Investment Advisors, Inc. | Plymouth, MA | $241.6M | — |
| True Measure Wealth Management | Omaha, NE | $241.5M | — |
| Prism Planning Partners, LLC | Libertyville, IL | $241.5M | — |
| Wealth Management Corporation of America, Inc. | Tallahassee, FL | $241.5M | — |
| Treasure Coast Financial Planning, Inc. | Vero Beach, FL | $241.5M | — |
| Dfn Management LLC. | Tampa, FL | $241.4M | 2 |
| Maven Royalty Partners, LLC | Shreveport, LA | $241.4M | 2 |
| Constitution Capital LLC | Shelton, CT | $241.3M | — |
| Tabr Capital Management, LLC | Orange, CA | $241.2M | — |
| Turnbridge Capital, LLC | Little Elm, TX | $241.2M | 5 |
| Bland Garvey Wealth Advisors, LLC | Richardson, TX | $241.2M | — |
| Tenere Capital, LLC | New York, NY | $241.1M | 3 |
| Vvr Holdings LLC | Bellingham, WA | $241.1M | — |
| English Capital Management LLC | Bloomfield Hills, MI | $241.1M | 1 |
| Bayntree Wealth Advisors, LLC | Scottsdale, AZ | $241.1M | — |
| Barnstone Advisors LLC | Phoenixville, PA | $241.1M | — |
| Assured Retirement Financial Group, Inc. | Edina, MN | $241M | — |
| Greybull Partners LLC | Atlanta, GA | $241M | — |
| Bassam Wealth Management, LLC | Palm Beach, FL | $241M | — |
| Carlin Wealth Management Group, LLC | Austin, TX | $240.9M | — |
| Carolina Financial Advisors, Inc. | Greensboro, NC | $240.9M | — |
| Psc Capital Partners LLC | Minneapolis, MN | $240.8M | 6 |
| The Kieckhefer Group LLC | Mequon, WI | $240.8M | — |