| Bazis Private Wealth, LLC | Omaha, NE | $244.1M | — |
| Bandera Partners LLC | Brooklyn, NY | $244.1M | 1 |
| Tyr Capital Advisors, LLC | Overland Park, KS | $244.1M | 1 |
| Shorevest Partners, Ltd. | Tortola | $244M | 3 |
| Richardson Wealth (USA) Limited | Toronto, Ontario | $243.9M | — |
| Ares Financial Consulting LLC | Calabasas, CA | $243.9M | — |
| Invera Wealth Advisors LLC | | $243.8M | — |
| Legacy Solutions, LLC | Kennett Square, PA | $243.8M | — |
| Abundant Wealth Management LLC | Stamford, CT | $243.8M | — |
| Foundation Capital Management, LLC | East Norriton, PA | $243.8M | — |
| Stegent Equity Advisors Inc. | Houston, TX | $243.7M | — |
| Pinnacle Wealth Management Group, Inc. | Plymouth, MI | $243.7M | — |
| Evergreen Capital Associates LLC | Plainsboro, NJ | $243.6M | 6 |
| Brahma Management LLC | | $243.6M | 5 |
| Jason a Prattes Financial Inc | Newport Beach, CA | $243.6M | 5 |
| Pursue Wealth Partners, LLC | | $243.4M | — |
| Jre Advisors LLC | New York, NY | $243.3M | 2 |
| Exit Wealth Advisors, LLC | Alpharetta, GA | $243.2M | — |
| Rinaldi Wealth Management, Inc. | Bonita Springs, FL | $243.2M | — |
| Capstone Wealth Management Group, Inc. | Bend, OR | $243M | — |
| 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 | — |
| 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 | — |