| 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 | — |
| 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 | — |
| Mindoro Capital Partners LLC | | $226.4M | — |
| Connected Wealth Solutions, LLC | La Grande, OR | $226.4M | — |
| D.h. Hill Advisors, Inc. | Kingwood, TX | $226.4M | — |
| Mentor Capital Management Inc. | Chicago, IL | $226.4M | — |
| Bqs Financial Advisors, LLC | New York, NY | $226.4M | — |
| Walnut Grove Capital Partners, LP | Memphis, TN | $226.3M | 9 |
| Align Private Capital | Sarasota, FL | $226.2M | 2 |
| Denali Wealth Management, Inc. | Mequon, WI | $226.1M | — |
| Elevation Advisory Partners LLC | Orlando, FL | $226M | — |
| Valpey Financial Services LLC | Concord, NH | $226M | — |
| Angelus Investment Consulting, Inc. | Coral Gables, FL | $226M | — |
| Change Global Investment, LLC | New York, NY | $226M | 2 |
| Polaris Financial Partners, LLC | Westerville, OH | $226M | — |
| Bullseye Investment Management, LLC | Cincinnciati, OH | $226M | — |
| Dragus Capital, LLC | Coral Gables, FL | $225.9M | — |
| Secfi Advisory Limited | New York, NY | $225.9M | 3 |
| Professional Financial Strategies, Inc | Pittsford, NY | $225.8M | — |
| Welcy Capital Advisors LLC | Miami, FL | $225.7M | 2 |
| Evansbrook LLC | | $225.7M | — |
| Natural Capital Management, LLC | Fayetteville, AR | $225.7M | 10 |
| Magnolia Financial Planning Services, Inc. | Seneca, SC | $225.7M | 1 |
| Weis Advisory, LLC | Clive, IA | $225.6M | — |
| Global Value Investment Corporation | Milwaukee, WI | $225.6M | 1 |
| D'Arcy Capital Management, LLC | San Diego, CA | $225.6M | — |
| Red Mountain Financial Partners, LLC | Durango, CO | $225.6M | — |