| 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 | — |
| Golden Bell Financial Planning, LLC | | $208.6M | — |
| Blum Financial, LP | Richardson, TX | $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 | — |
| Ucap Asset Management LLC | Miami, FL | $208.2M | — |
| Longview Financial Advisors, Inc. | Huntsville, AL | $208.2M | — |
| Wellspring Capital Management LLC | New York, NY | $208.1M | 8 |
| Open Field Capital LLC | New York, NY | $208.1M | 10 |
| Alere Planning LLC | | $208M | — |
| Fulcrum Wealth Advisors, LLC | Bellevue, WA | $208M | — |
| Deseranno Corporation | Grosse Pointe Farms, MI | $208M | — |
| Guardsman Private Capital Management, Inc. | Sarasota, FL | $207.9M | — |
| Lynwood Price Capital Management LP | Austin, TX | $207.9M | 1 |
| Fairscale Capital, LLC | Nashua, NH | $207.8M | — |
| Capstar Financial Services LLC | Austin, TX | $207.8M | — |
| Orographic Financial Advisors, LLC | | $207.7M | — |
| Gates Pass Advisors, LLC | Los Altos, CA | $207.6M | — |
| Garlikov Advisors Inc | Columbus, OH | $207.6M | — |
| Terraform Wealth, LLC | Houston, TX | $207.5M | — |
| L & W Financial, LLC | College Station, TX | $207.5M | — |
| Prairieview Wealth Partners, LLC | Frankfort, IL | $207.5M | — |
| White Knight Strategic Wealth Advisors, LLC | Lawrenceville, NJ | $207.4M | — |
| Lesa Sroufe & Company, Inc. | Seattle, WA | $207.3M | — |