| Affinity Wealth LLC | Canton, OH | $217.5M | — |
| Callahan Capital Management Inc | Steamboat Springs, CO | $217.5M | — |
| Sun Financial, Inc. | Midvale, UT | $217.5M | — |
| Aps Management Group, Inc. | Torrance, CA | $217.4M | — |
| White Rock Capital Management, L.P. | Dallas, TX | $217.4M | 2 |
| Wealthtrust Asset Management, LLC | Destin, FL | $217.4M | — |
| Ciovacco Capital Management LLC | | $217.3M | — |
| Sheridan Capital Management, LLC | | $217.2M | — |
| Grange Capital, LLC | Beaverton, OR | $217.2M | — |
| New Horizon Financial Strategies, LLC | Ithaca, NY | $217.2M | — |
| Costello Financial Planning, Inc. | | $217.1M | — |
| Polaris Investment Advisors, LLC | Framingham, MA | $217.1M | — |
| Thor Trading Advisors, LLC | Greensburg, PA | $217M | — |
| Tucker's Farm Management Company I, L.P. | Framingham, MA | $217M | 5 |
| Cutter Financial Group LLC | Falmouth, MA | $216.9M | — |
| Paladin Wealth, LLC | Arden Hills, MN | $216.9M | — |
| Strategic Retirement Advisors, LLC | Elk Grove, CA | $216.9M | — |
| Lifetime Wealth Management P.C. | Rockwall, TX | $216.9M | — |
| Ledgewood Wealth Advisors, LLC | Exeter, NH | $216.8M | — |
| Etre LLC | Cambridge, MA | $216.8M | — |
| The Simmons Partnership, Inc | Towson, MD | $216.5M | — |
| Ffg Retirement Advisors LLC | Centennial, CO | $216.5M | — |
| Aegis Wealth Management, Inc. | Guthrie Center, IA | $216.5M | — |
| Hofer & Associates, Inc. | Thousand Oaks, CA | $216.4M | — |
| Financial Management Services of America LLC. | | $216.4M | — |
| Delta Advisory Group, Inc. | Maitland, FL | $216.3M | — |
| Core Capital Management, LLC | Chicago, IL | $216.2M | 1 |
| Prosperity Advisory Group LLC | Victor, NY | $216M | — |
| Ark Wealth Management, LLC | Austin, TX | $216M | — |
| Sky Alpha Asset Advisors LLC | Boca Raton, FL | $216M | — |
| Icp Group Investment Manager, LLC | Dallas, TX | $215.9M | 4 |
| Wedgewood Investors Inc | Erie, PA | $215.8M | — |
| Medici Capital LLC | Newport Beach, CA | $215.8M | 2 |
| Cleveland Capital Management, L.L.C. | Rocky River, OH | $215.8M | 4 |
| Vennlight Capital Management, LP | | $215.7M | — |
| Marrick Wealth, LLC | Irvine, CA | $215.6M | — |
| Kennedy Wealth & Tax Management, LLC | Southbury, CT | $215.5M | — |
| Levin Funding Group LLC | Tucson, AZ | $215.4M | — |
| Values First Advisors, Inc. | Johnson City, TN | $215.4M | — |
| Garton and Associates Financial Advisors LLC | Louisville, KY | $215.4M | — |
| Gragg & Gragg, L.L.P. | Shelby, NC | $215.4M | — |
| Illumine Investment Management, LLC | Poulsbo, WA | $215.2M | — |
| Dishmi Capital, LLC | Pasadena, CA | $215.1M | — |
| Consilium, LLC | Boulder, CO | $215M | — |
| Providence Financial and Insurance Services, Inc | Woodland Hills, CA | $215M | — |
| Financial Service Group Inc | Mount Pleasant, WI | $215M | — |
| Florian Financial Group LLC | Williamsville, NY | $215M | — |
| Broadway Advisor Group | Albany, NY | $214.9M | — |
| Caitlin John, LLC | Brighton, MI | $214.9M | — |
| Schultz Financial Group Incorporated | Reno, NV | $214.8M | — |