| Lighthouse Wealth Management, Inc. | Ashland, OH | $237.6M | — |
| Carlsbad Wealth Advisory Group, Inc. | Carlsbad, CA | $237.6M | — |
| Montcalm Tcr LLC | San Francisco, CA | $237.5M | 1 |
| Cohen & Company Financial Management, LLC | New York, NY | $237.4M | 5 |
| Everest Wealth Management, LLC | Leawood, KS | $237.4M | — |
| Leicht Financial Planning and Wealth Management, Inc. | Parsippany, NJ | $237.4M | — |
| Capital Financial Group, Inc. | Littleton, CO | $237.4M | — |
| Redemption Capital Partners, LLC | Midland, TX | $237.3M | — |
| Centennial Advisors, LLC | Austin, TX | $237.3M | 1 |
| North American Wealth Advisors Inc. | Jordan, MN | $237.3M | — |
| Awaken Wealth Partners LLC | Houston, TX | $237.3M | — |
| Pento Portfolio Strategies, LLC | Naples, FL | $237.3M | — |
| Elderado Financial, Inc | Montrose, CO | $237.2M | — |
| Soundcore Capital Partners, LLC | New York, NY | $237.2M | 6 |
| Fort Vancouver Investment Management, LLC | Vancouver, WA | $237.1M | — |
| Cambridge Wealth Advisors, LLC | | $237M | — |
| Valterra Partners LLC | Austin, TX | $237M | 5 |
| Minerva Planning Group, Inc. | Decatur, GA | $236.9M | — |
| A3 Capital Advisors, LLC | Houston, TX | $236.8M | — |
| Clarity Wealth Management, L.L.C. | Gilbert, AZ | $236.8M | — |
| Axiom Investment Management LLC | New York, NY | $236.8M | — |
| Your Private Client Group, Inc. | | $236.7M | — |
| Nvest Wealth Strategies, Inc. | Powell, OH | $236.7M | — |
| Springvest Wealth Management, LLC | Dallas, TX | $236.6M | — |
| Level Wealth Management LLC | Greensboro, NC | $236.5M | — |
| Spectrum Financial Inc | Virginia Beach, VA | $236.5M | — |
| Schamberger, Greylak & Utterback Wealth Management, LLC | La Crosse, WI | $236.4M | — |
| Castle Wealth Planning LLC | Santa Barbara, CA | $236.4M | — |
| Lanier Financial Group LLC | Athens, GA | $236.2M | — |
| Rule One Partners, LLC | Moreland, GA | $236.2M | 1 |
| Sygnus Capital Pr LLC | Guaynabo, PR | $236.2M | 11 |
| Millares Asset Management, LLC | Coral Gables, FL | $236.2M | — |
| Ipsen Advisor Group LLC | Little Rock, AR | $236.1M | — |
| R2 Capital Strategies, LLC | Lincoln, NE | $236M | — |
| Arlington Capital Management, Inc. | Arlington Heights, IL | $235.9M | — |
| Heritage Financial Counselors, LLC | Bedminster, NJ | $235.9M | — |
| Spectrum Planning & Advisory Services Inc. | San Diego, CA | $235.7M | — |
| Crosslayer Capital Management LLC | | $235.6M | 2 |
| Crown Oak Advisors, LLC | | $235.6M | — |
| Creo Capital Partners Management LLC | Miami, FL | $235.5M | 2 |
| Nierenberg Investment Management Company, LLC | | $235.5M | 3 |
| Birch Capital Management, LLC | | $235.5M | — |
| Portland Private Wealth Management, Inc. | Portland, OR | $235.4M | — |
| Crew Capital Management, Ltd. | Cincinnati, OH | $235.4M | — |
| Hutchinson & Ziegler Financial Advisors, Inc. | San Rafael, CA | $235.4M | — |
| R.i.t. Wealth Advisors Inc. | San Luis Obispo, CA | $235.4M | — |
| Spectrum Financial Resources, LLC | Troy, MI | $235.3M | — |
| Promethium Advisors, LLC | Bethesda, MD | $235.3M | — |
| Weber Hartmann Vrijhof & Partners Ltd. | Zurich | $235.2M | — |
| Big Sioux Financial, Inc. | Watertown, SD | $235.2M | — |