| Allied Private Wealth | Boca Raton, FL | $224.5M | — |
| Reb Capital Management, LLC | Dallas, TX | $224.5M | 1 |
| Iadvise Partners LLC | New York, NY | $224.5M | — |
| Sun Group Wealth Partners LLC | Irvine, CA | $224.5M | — |
| Arrowmark Asset Management, LLC | Denver, CO | $224.4M | — |
| Orca Wealth Management, LLC | New Port Richey, FL | $224.4M | — |
| Lionstone Partners, LLC | Boston, MA | $224.4M | 1 |
| Meritis Wealth Management, Inc. | Potomac, MD | $224.4M | — |
| Aligne Wealth Preservation & Insurance Services, LLC. | Los Angeles, CA | $224.4M | 1 |
| Old Bridge Capital Management Private Limited | Mumbai | $224.4M | — |
| McAlvany Wealth Management, LLC | Durango, CO | $224.2M | — |
| Bucket List Wealth Management, LLC | The Villages, FL | $224.2M | — |
| McAlister, Sweet & Associates, Inc. | Houston, TX | $224.2M | — |
| Thornburg Bow River Advisers, LLC. | Denver, CO | $224.2M | 1 |
| Alder Financial Group Inc | Atlanta, GA | $224.1M | — |
| Bright Angel Advisors LLC | St. Paul, MN | $224.1M | — |
| Mainstream Capital Management LLC | Los Angeles, CA | $224M | — |
| Chapman Financial Group, LLC | | $223.9M | — |
| Wealth Teams Alliance Inc. | Irvine, CA | $223.9M | — |
| Jhp Wealth Management, LLC | Centennial, CO | $223.8M | — |
| Easley Investment Consultants, Inc. | Ridgeland, MS | $223.8M | — |
| Pacific Peak Advisors, LLC | Ketchum, ID | $223.7M | — |
| Gevers Wealth Management, LLC | Issaquah, WA | $223.7M | — |
| Bd Investment Partners, LLC | Raleigh, NC | $223.7M | 3 |
| Sterling Wealth Advisors, Inc. | Plantation, FL | $223.5M | — |
| Davidson Advisory Group, LLC | Charlotte, NC | $223.5M | — |
| Noble Wealth Management, Inc. | Newport Beach, CA | $223.4M | — |
| Valley Brook Capital Group, Inc. | Venetia, PA | $223.3M | — |
| Branson Frank a Inc | Palo Alto, CA | $223.2M | — |
| Wincap Financial LLC | Boston, MA | $223.1M | — |
| Spring Capital Management, LLC | Amarillo, TX | $223M | — |
| Essential Investment Partners, LLC | Englewood, CO | $223M | — |
| Whalen Wealth Management Inc. | Las Vegas, NV | $223M | — |
| Tortuga Wealth Management, Inc. | Torrance, CA | $222.9M | — |
| Three Peaks Capital Management, LLC | Castle Rock, CO | $222.9M | — |
| Pgp Advisors, LLC | Ketchum, ID | $222.8M | 1 |
| Davinci Financial Designs LLC | Columbia, SC | $222.8M | — |
| Carey Consulting Wealth Management, Inc. | San Ramon, CA | $222.8M | — |
| Aldebaran Financial Inc | Kingsport, TN | $222.8M | — |
| Sharpepoint, LLC | Phoenix, AZ | $222.8M | 1 |
| Crossgen Wealth LLC | Greenville, NC | $222.8M | — |
| Milestones Private Investment Advisors LLC | Fairport, NY | $222.6M | — |
| Innealta Capital, LLC | | $222.4M | — |
| Rwm Capital, LLC | Sugar Land, TX | $222.4M | — |
| Kmt Wealth Management, LLC | Hermosa Beach, CA | $222.4M | — |
| Capital Preservation Partners Inc. | Bronxville, NY | $222.4M | — |
| Kerusso Capital Management, LLC | Winston-Salem, NC | $222.4M | — |
| Flax Pond Capital, LLC | | $222.3M | — |
| Rwq Financial Management Services, Inc. | | $222.3M | — |
| Ferghana Investment Partners, LP | New York, NY | $222.2M | 2 |