| Global Trust Wealth Management LLC | West Palm Beach, FL | $213.7M | — |
| Coastline Complete Wealth LLC | Bluffton, SC | $213.6M | — |
| Daniels & Erickson Financial Advisors, LLC | Dallas, TX | $213.6M | — |
| Argyle Capital Partners, LLC | Los Angeles, CA | $213.6M | — |
| Gunn & Company Investment Management, Inc. | Jacksonville, FL | $213.5M | — |
| Floyd, Benjamin Joseph | Texarkana, TX | $213.5M | — |
| Long Point Capital, Inc | New York, NY | $213.5M | 7 |
| Cedarwood Wealth LLC | Highlands Ranch, CO | $213.4M | — |
| Signal Tree Financial Partners LLC | Copley, OH | $213.4M | — |
| 724 Asset Management, LLC | | $213.4M | — |
| Elite Income Advisors, Inc. | Ellicott City, MD | $213.4M | — |
| Miai, Inc. | Dallas, TX | $213.3M | — |
| Lake Pacific Management Company, LLC | Dallas, TX | $213.2M | 1 |
| A.o. Wealth Advisory,llc | Urbandale, IA | $213.2M | — |
| Dominguez Wealth Management Solutions, Inc. | Williamsburg, VA | $213.1M | — |
| J.e. Simmons & Co., P.C. | Dallas, TX | $213.1M | — |
| Aifg Consultants Ltd. | Halfmoon, NY | $213M | — |
| Cygnet Financial Planning Inc. | Waterford, MI | $212.9M | — |
| Sensenig Capital Advisors, Inc. | Collegeville, PA | $212.9M | — |
| Larry Mathis Financial Planning, L.L.C. | Phoenix, AZ | $212.8M | — |
| Sacks & Associates, LLC | Warren, NJ | $212.8M | — |
| Bck Partners, Inc. | Corning, NY | $212.7M | — |
| Gibraltar Wealth Management, LLC | Abington, PA | $212.7M | 1 |
| Schmidt, Jacob Aaron | Fort Wayne, IN | $212.6M | — |
| Harding Wealth, Inc. | Tempe, AZ | $212.6M | — |
| Gen Cap America, Inc. | Nashville, TN | $212.6M | 5 |
| Up Capital Management, Inc. | | $212.6M | — |
| Urban Wealth Management Group LLC | | $212.5M | — |
| Brixton Capital Wealth Advisors, LLC | Garden City, NY | $212.4M | — |
| Sequoia Swiss Financial Advisors AG | Zurich | $212.3M | — |
| Sackett Wealth Advisors, Inc. | Brea, CA | $212.3M | — |
| Coastwise Capital Group, LLC | La Jolla, CA | $212.2M | — |
| Altius Financial, Inc. | Denver, CO | $212.2M | — |
| Excolere Equity Partners, LLC | Los Angeles, CA | $212.2M | 5 |
| Patrick Mauro Investment Advisor, Inc. | | $212.1M | — |
| Madrid Wealth Management, LLC | Albuquerque, NM | $212.1M | — |
| Jamison Hanson Advisors LLC | Salem, OR | $212M | — |
| Bravias Capital Group, LLC | Iselin, NJ | $212M | — |
| Buchanan Wealth Management, LLC | Reston, VA | $212M | — |
| Oac Capital Advisors LLC | | $212M | — |
| Diamond Wealth Management, LLC | Alpine, UT | $212M | — |
| Jmc Management, LLC | Boston, MA | $211.9M | 6 |
| Itrust Asset Management, LLC | Lexington, KY | $211.9M | — |
| Orca Investment Management, LLC | Lake Oswego, OR | $211.7M | — |
| Rossjohnson & Associates, LLC | Plymouth, MN | $211.6M | — |
| Pfs Signature Wealth LLC | Tampa, FL | $211.6M | — |
| Diamant Asset Management, Inc. | Ridgefield, CT | $211.5M | — |
| Silver Lake Capital Partners LLC | Dallas, TX | $211.5M | — |
| Krm Financial Planning & Wealth Management, LLC | St. Charles, IL | $211.5M | — |
| Regatta Research & Money Management L.L.C. | Metairie, LA | $211.5M | — |