| 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 | — |
| Powerhouse Assets LLC | | $214.8M | — |
| Kinwell LLC | Charleston, SC | $214.7M | — |
| Downshift Financial, LLC | | $214.7M | — |
| Archon Capital Management LLC | Seattle, WA | $214.6M | 4 |
| Hallstatt Advisors L.P. | | $214.6M | 1 |
| Eastsound Capital Advisors, LLC | | $214.6M | — |
| Uta LLC | Vancouver, WA | $214.6M | — |
| Jcsd Capital, LLC | Walnut Creek, CA | $214.6M | 3 |
| Quest Wealth Solutions, Inc. | Mansfield, OH | $214.6M | — |
| Kinetic Wealth Investment Advisors, LLC | Westlake, OH | $214.5M | — |
| Noblebridge Wealth Management, LLC | | $214.5M | — |
| Ajax Health Management Company, LLC | Menlo Park, CA | $214.5M | — |
| Boomfish Wealth Group, LLC | Alpharetta, GA | $214.4M | — |
| 4thought Financial Group Inc. | Syosset, NY | $214.3M | — |
| Continuity Wealth Management, Corp. | Portland, OR | $214.3M | — |
| Wealthtrak Capital Management, L.L.C. | Virginia Beach, VA | $214.3M | — |
| Sage Hill Capital L.L.C. | Ann Arbor, MI | $214.3M | — |
| Ponta Wealth Partners, LLC | Winter Park, FL | $214.3M | — |
| Equitas Capital Advisors,llc | New Orleans, LA | $214.2M | 1 |
| Viable Planning, LLC | | $214.2M | — |
| Objective Capital Management, LLC | Fairlawn, OH | $214.2M | — |
| Healthcor Partners Management, L.P. | | $214.1M | 3 |
| Alpha Wealth Funds, LLC | Park City, UT | $214.1M | 5 |
| Summit Portfolio Management LLC | Las Vegas, NV | $214M | — |
| Pacific Management Partners LLC | | $214M | 2 |
| Premis Advisors, LLC | Atlanta, GA | $213.9M | 1 |
| Compass Planning Associates, Inc. | | $213.9M | — |
| Ifs Advisors, LLC | Overland Park, KS | $213.8M | — |
| Retiremitten Financial LLC | Clarkston, MI | $213.8M | — |
| Locker Financial Services, LLC | Verona, NJ | $213.8M | — |
| Oze Capital LLC | Florham Park, NJ | $213.7M | 13 |
| A4 Wealth Advisors LLC | Huntersville, NC | $213.7M | — |
| Lindahl & Mansager Inc | Fairlawn, OH | $213.7M | — |