| Calderwood Financial Strategies, Inc. | Houston, TX | $228.5M | — |
| Colin, Bruce Ted | | $228.5M | — |
| Jat Capital Management LP | Greenwich, CT | $228.5M | — |
| Msp Wealth Management, LLC | Klamath Falls, OR | $228.5M | — |
| Waterford Capital Investment Advisory Services LLC | Addison, TX | $228.5M | — |
| Discretionary Management Services, LLC | Overland Park, KS | $228.4M | 1 |
| Cunning Capital, LLC | | $228.4M | 1 |
| Prentice Capital Management, LP | Greenwich, CT | $228.4M | 3 |
| Meixler Investment Management, Ltd. | Show Low, AZ | $228.4M | — |
| Bay Capital Advisors, LLC | Virginia Beach, VA | $228.3M | — |
| Ambrose Capital Advisors, LLC | Indianapolis, IN | $228.3M | 1 |
| Boyar Asset Management Inc | New York, NY | $228.2M | 2 |
| Chronim Investments Inc. | Irving, TX | $228.1M | — |
| Wealth Forward, LLC | Fargo, ND | $228.1M | — |
| Catalyst Capital Advisers LLC | Dallas, TX | $228.1M | 2 |
| Tenzing Global Management LLC | San Francisco, CA | $228.1M | 1 |
| Cascade Wealth Advisors, Inc | Wenatchee, WA | $228.1M | — |
| Beacon Financial Advisors, Inc. | Rye Brook, NY | $228M | — |
| Alterna Equity Partners Management LLC | Fort Lauderdale, FL | $228M | 3 |
| Center for Wealth Management LLC. | | $227.8M | — |
| Lansdowne Wealth Management, LLC | Mystic, CT | $227.7M | — |
| Magnolia Capital Management, Ltd. | Cold Spring, NY | $227.7M | — |
| Breach Inlet Capital Management, LLC | Mt. Pleasant, SC | $227.7M | 1 |
| Commonwealth Financial Planners Inc | Roswell, GA | $227.6M | — |
| Pilotage Private Wealth AG | Zurich | $227.6M | — |
| Mrp Capital Investments, LLC | Alpharetta, GA | $227.6M | — |
| Podell Financial Group LLC | Fairfield, NJ | $227.6M | — |
| The Wealthgarden F.s. LLC | El Segundo, CA | $227.6M | — |
| Sandro Wealth Management LLC | Fairfield, NJ | $227.6M | — |
| Kwk Management LLC | Houston, TX | $227.6M | 2 |
| Retireful LLC | | $227.6M | — |
| Approach Retirement Advisors, LLC | Birmingham, AL | $227.5M | — |
| Jones & Associates Premier Financial Solutions, LLC | Jacksonville, OR | $227.4M | — |
| Keynote Financial Services, LLC | Vernon, CT | $227.4M | — |
| Echo45 Advisors LLC | Walnut Creek, CA | $227.4M | — |
| Review Services Inc | Brookfield, WI | $227.4M | — |
| Capital Cs Group, LLC | Irvine, CA | $227.3M | — |
| Gilpin Wealth Management LLC | Golden, CO | $227.2M | — |
| Successful Money Strategies Inc | Fall River, MA | $227.1M | — |
| R.m.sincerbeaux Capital Management, LLC. | New York, NY | $227.1M | — |
| Dumaine Investments LLC | New Orleans, LA | $227M | — |
| Retirement Wealth Solutions LLC | Marshfield, WI | $227M | — |
| Premier Estate Planners, LLC | Clinton Township, MI | $226.9M | — |
| Alerce Investment Management, L.P. | Chicago, IL | $226.9M | 13 |
| Naples Wealth Planning, LLC | Bonita Springs, FL | $226.9M | — |
| Shikhara Investment Management LP | New York, NY | $226.9M | 1 |
| Structured Wealth Management, Inc. | Toledo, OH | $226.9M | — |
| Worldly Partners Management, LLC | Needham, MA | $226.8M | 1 |
| Perryridge Capital LP | Greenwich, CT | $226.6M | 3 |
| Arrien Investments, Inc. | Boise, ID | $226.6M | — |