| Independence Wealth Advisors, LLC | Independence, OH | $210.3M | — |
| Succession Financial, Inc. | McKinney, TX | $210.3M | — |
| Sentinel Global LP | San Francisco, CA | $210.3M | 1 |
| Smart Portfolios, LLC | Lake Forest Park, WA | $210.3M | — |
| Crescent Sterling Ltd | Metairie, LA | $210.2M | — |
| Alcosta Capital Management, Inc. | San Ramon, CA | $210.2M | — |
| Atlantic Family Wealth, LLC | Coral Gables, FL | $210.1M | — |
| MacRoclimate LLC | | $210.1M | — |
| Daniel Investment Group Inc. | Royal Oak, MI | $210.1M | — |
| Pare Partners II LLC | Miami, FL | $210M | 7 |
| Cornerstone Securities LLC | Overland Park, KS | $210M | — |
| Sander Capital Advisors, Inc. | Seattle, WA | $210M | — |
| Treetop Wealth Management, LLC | Northfield, IL | $210M | — |
| Magellan Planning Group, Inc. | Atlanta, GA | $210M | — |
| Huffman & Ross Wealth Management LLC | Morgantown, WV | $210M | — |
| Lummis Asset Management, L.P. | Fort Worth, TX | $210M | — |
| Gouws Capital LLC | Charlotte, NC | $209.9M | — |
| Williams Financial, LLC | North Bennington, VT | $209.9M | — |
| Hover4pi Capital Management Limited | Hong Kong | $209.9M | 3 |
| Advisory Investor Services LLC | Miami, FL | $209.9M | — |
| T.m. Wealth Management, LLC | Reston, VA | $209.8M | — |
| The Stanich Group LLC | | $209.8M | — |
| Sunstate Wealth Management LLC | Coral Gables, FL | $209.8M | — |
| Img Wealth Management, Inc. | Jacksonville, FL | $209.7M | — |
| Telligent Investment Management, LLC | Admiralty, Hong Kong | $209.7M | 1 |
| Shellman Investment Management, LLC | Coral Gables, FL | $209.6M | — |
| Runde & Co. LLC | Seattle, WA | $209.5M | — |
| Babb Wealth Advisors LLC | Flagstaff, AZ | $209.4M | — |
| Zimmermann Alan L | | $209.2M | — |
| Cannon Beach Consultants Inc | San Ramon, CA | $209.2M | — |
| Wharton Wealth Management, LLC | Malvern, PA | $209.2M | — |
| Financial Investment Team, Inc. | Portland, OR | $209.1M | — |
| Filigree Wealth Advisors, LLC | Irvine, CA | $209.1M | — |
| Creative Investment Group LLC | Nashville, TN | $209M | — |
| Eli Circle Capital, LP | Los Angeles, CA | $209M | — |
| Werlinich Asset Management, L.L.C. | | $209M | — |
| Capital Asset Management, LLC | Denver, CO | $208.8M | — |
| Reservoir Retirement Management, LLC | Lima, OH | $208.8M | — |
| Cavu Wealth Management Inc. | Lakeside, CA | $208.8M | — |
| Madson Wealth Advisors Inc. | Santa Rosa, CA | $208.7M | — |
| Sephira Investment Advisors (UK) Limited | London | $208.7M | 2 |
| Southcol Advisors, LLC | Naples, FL | $208.7M | — |
| Clarity Wealth Development, LLC | Corvallis, OR | $208.6M | — |
| Blum Financial, LP | Richardson, TX | $208.6M | — |
| Golden Bell Financial Planning, LLC | | $208.6M | — |
| Voyager Management, LLC | Los Angeles, CA | $208.6M | 4 |
| Phoenix Realty Group LLC | New York, NY | $208.5M | 15 |
| O'Connell Investment and Insurance Services, LLC | Eugene, OR | $208.4M | — |
| Financial Life Planners LLC | Tempe, AZ | $208.4M | — |
| Sfc Financial LLC | Sunset Hills, MO | $208.3M | — |