| 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 | — |
| Heritage Haus Wealth Partners LLC | New Braunfels, TX | $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 | — |
| Corporate Consulting Group, Inc. | Tulsa, OK | $240.8M | — |
| Burrus Financial Services, Inc. | Salt Lake City, UT | $240.7M | — |
| Richmond Brothers, Inc. | Jackson, MI | $240.6M | — |
| Barker Wealth Management, LLC | Camas, WA | $240.6M | — |
| Christine Messmer, P.C. | Collegeville, PA | $240.6M | — |
| Forbes Financial Planning, Inc. | East Greenwich, RI | $240.5M | — |
| Kane Investment Management, Inc. | Los Gatos, CA | $240.5M | — |
| R. Stewart Eads Investment Counsel, Inc. | Atlanta, GA | $240.5M | — |
| Interactive Financial Advisors, Inc. | New Lenox, IL | $240.4M | — |
| Storehouse Financial LLC | Fort Worth, TX | $240.4M | — |
| Keystone Financial Services, LLC | Omaha, NE | $240.3M | — |
| Delta Capital Management LLC | Red Bank, NJ | $240.2M | — |
| Lumina Wealth Management, LLC | Wilmington, NC | $240.2M | — |
| Allied Portfolio Management, Inc. | Tucson, AZ | $240.2M | — |
| Clearfield Capital Management LP | New York, NY | $240.2M | 1 |
| Buttonwood Group Advisors LLC | Uniondale, NY | $240.2M | 24 |
| Kaiyo Wealth LLC | San Diego, CA | $240.1M | — |
| Jennings & Associates Financial Advisors, LLC | Paducah, KY | $240.1M | — |
| True Wealth Advisory Group, LLC | Miami, FL | $240.1M | — |
| Lane Brothers & Co Inc | Prescott, AZ | $240.1M | 1 |
| Ifs Group, LLC | Mechanicsburg, PA | $240M | — |
| Loyola Asset Management LLC | Coral Gables, FL | $239.9M | 1 |
| Forefront Wealth Partners, LLC | Austin, TX | $239.8M | — |
| Marest Capital, LLC | Encino, CA | $239.8M | — |
| Brewster Financial Planning LLC | Brooklyn, NY | $239.7M | — |
| Outfitter Energy Management, LLC | Houston, TX | $239.6M | 1 |
| Lifetime Wealth Management P.C. | Rockwall, TX | $239.6M | 1 |
| The Circumference Group LLC | Little Rock, AR | $239.6M | 4 |
| Gatemore Capital Management LP | Aspen, CO | $239.5M | 12 |
| Trivant Custom Portfolio Group LLC | San Diego, CA | $239.4M | — |