| Upper Left Wealth Management, LLC | | $201.1M | — |
| Sterling Manor Financial, LLC | Saratoga Springs, NY | $201M | — |
| My Portfolio Guide, LLC | Seal Beach, CA | $201M | — |
| Custom Wealth Management, LLC | Plymouth, MI | $201M | — |
| Stride Investments, LLC | Chicago, IL | $200.9M | — |
| Legion Partners Asset Management, LLC | Los Angeles, CA | $200.9M | 5 |
| Eldridge Sme Advisers, LLC | New York, NY | $200.9M | 2 |
| Blue Capital, Inc. | Omaha, NE | $200.8M | — |
| Calculated Wealth LLC | Madison, WI | $200.8M | — |
| Argo Management and Research Company, LLC | | $200.6M | 3 |
| Farrell Financial LLC | Orchard Park, NY | $200.6M | — |
| Risk Management Group, LLC | Rockville, MD | $200.5M | — |
| Emerald Bay Wealth Management LLC | Tahoe City, CA | $200.4M | — |
| U.S. Private Wealth, LLC | Palm Beach Gardens, FL | $200.3M | — |
| Urs Advisory LLC | Jupiter, FL | $200.3M | — |
| Comprehensive Money Management Services LLC | | $200.3M | — |
| Harvest Investment Advisors, LLC | | $200.3M | — |
| Weingarten Associates, L.L.C. | Lawrenceville, NJ | $200.3M | — |
| Mh & Associates Securities Management Corp | Carlsbad, CA | $200.2M | — |
| Tandem Investment Partners, LLC | Bordentown, NJ | $200.2M | — |
| Laughlin Financial LLC | Bloomington, IN | $200.2M | — |
| Post Capital Management LLC | New York, NY | $200.2M | 5 |
| Fulham & Co, Inc. | Wellesley, MA | $200.2M | 8 |
| Thompson Capital Management, LLC | | $200.1M | — |
| Chapman Investment Management, LLC | | $200.1M | — |
| Radix Organization, Inc. | New York, NY | $200.1M | — |
| Genesis Wealth Advisors, LLC | Braintree, MA | $200.1M | — |
| Amg Asset Management Group, Inc. | Cartersville, GA | $200.1M | — |
| Allen Capital Management, LLC | Vancouver, WA | $200M | — |
| Newbore Wealth Management, Inc. | Gladstone, OR | $200M | — |
| Wh Cornerstone Investments Inc. | Duxbury, MA | $200M | — |
| Ai Alpha LLC | Grand Rapids, MI | $200M | — |
| Credit Bridge Advisors LLC | | $200M | 1 |
| Hensler & Associates Wealth Management LLC | Fenton, MI | $200M | — |
| Aspen Private Advisors, LLC | Sioux Falls, SD | $199.9M | — |
| Flagship Capital Management Inc | Media, PA | $199.9M | — |
| Planning Works Advisory, Inc. | Austin, TX | $199.8M | — |
| Kapusta Financial Group, Inc. | Pittsburgh, PA | $199.6M | — |
| Lbb Holding Company LLC | Norwalk, CT | $199.5M | 2 |
| Ia Network, LLC | Charlotte, NC | $199.5M | — |
| Capital Asset Management, Inc. | Columbus, OH | $199.5M | — |
| Kg Capital Management, LLC | Saint Francisville, LA | $199.5M | — |
| Dbk Financial Counsel, LLC | Cuyahoga Falls, OH | $199.5M | — |
| Executive Financial Services Inc | Livonia, MI | $199.5M | — |
| Glenwood Investment Group, LLC | Manchester, NH | $199.4M | — |
| Diversified Investment Strategies, LLC | Baton Rouge, LA | $199.4M | 1 |
| Pingora Partners LLC | Dallas, TX | $199.4M | — |
| The Catalyst Group, Inc. | Houston, TX | $199.4M | 10 |
| Scalar Gauge Management, LLC | Dallas, TX | $199.4M | 3 |
| Miller Global Investments, L.L.C. | Dallas, TX | $199.4M | — |