| Barrett Upton Capital Partners LLC | Lake Forest, IL | $182.3M | 4 |
| Riho Partners, LLC | | $182.2M | — |
| Four Tree Island Advisory LLC | Portsmouth, NH | $182.2M | — |
| Smith Asset Management Group LP | Dallas, TX | $182.2M | — |
| Financial Freedom for Dentists LLC | Snoqualmie, WA | $182.2M | — |
| Angeles Family Office, LLC | Santa Monica, CA | $182M | — |
| Allegiance Financial Advisors, Inc. | Jacksonville, FL | $181.9M | — |
| Martin Capital Advisors, LLP | San Antonio, TX | $181.9M | — |
| Freestate Advisors LLC | Overland Park, KS | $181.8M | — |
| Dark Horse Advisors LLC | | $181.7M | — |
| Trilinc Global Advisors, LLC | Manhattan Beach, CA | $181.7M | 2 |
| Financial Partners, LLC | Santa Fe, NM | $181.7M | — |
| Mrd, Inc. | | $181.7M | — |
| Emmett Investment Management, LP | New York, NY | $181.6M | 1 |
| Cannon Advisors, Inc. | Charlotte, NC | $181.6M | — |
| Epilog Partners, LP. | Boston, MA | $181.6M | 2 |
| Bradesco Global Advisors Inc. | Coral Gables, FL | $181.5M | — |
| U.S. Wealth Group, LLC | | $181.5M | — |
| Rbp Investment Advisors Inc. | | $181.5M | — |
| New Dimensions Wealth Management, L.L.C. | Allen, TX | $181.5M | — |
| Lakeshore Capital Group, Inc. | Rolling Meadows, IL | $181.5M | — |
| Spahn Wealth & Retirement LLC | Scottsdale, AZ | $181.4M | — |
| Enduring Wealth Management, LLC | Meridian, ID | $181.4M | — |
| Balanced Financial Planning, Inc. | Overland Park, KS | $181.3M | — |
| Rutherford Asset Planning, Inc. | Tampa, FL | $181.3M | — |
| Spear Advisors LLC | | $181.3M | — |
| Fpf Fa L.L.C. | Charlotte, NC | $181.3M | — |
| Private Client Asset Management, Inc. | Massapequa, NY | $181.2M | — |
| Wax Asset Management LLC | | $181.2M | — |
| Vauban Wealth Management | Guaynabo, PR | $181.2M | — |
| Murphy Clarke Williams & Stone LLC | Miami Beach, FL | $181.2M | — |
| Crews & Associates, Inc. | Little Rock, AR | $181.1M | — |
| Chronos Capital Advisors LLC | Miami, FL | $181.1M | — |
| Cole Wealth Management, LLC | Scottsdale, AZ | $181.1M | — |
| Carry Advisors LLC | Brooklyn, NY | $180.9M | — |
| Square Nine Capital, LP | Los Angeles, CA | $180.9M | 1 |
| Atmos Advisory, LLC | Pittsburgh, PA | $180.9M | — |
| Cornerstone Investment Advisors, LLC | Boulder, CO | $180.8M | — |
| Richard Bernstein Advisors LLC | New York, NY | $180.8M | — |
| Saperston Legacy Advisors, Inc. | Hamburg, NY | $180.8M | — |
| Good Steward Wealth Advisers LLC | Clarksville, TN | $180.7M | — |
| Horowitz & Company, Inc. | Fort Lauderdale, FL | $180.7M | — |
| Allegiance Financial Group, Inc. | South Portland, ME | $180.6M | — |
| Alpine Woods Capital Investors, LLC | Purchase, NY | $180.6M | 3 |
| Pereon Wealth LLC | | $180.6M | — |
| Integrity Capital Management LLC | Kingsport, TN | $180.5M | — |
| Consortium Brand Partners, LLC | | $180.5M | 7 |
| Cyr Financial Inc. | Hennepin, IL | $180.5M | — |
| Accelerated Wealth Advisors LLC | Colorado Springs, CO | $180.5M | 3 |
| Broad Reach Capital LLC | Raleigh, NC | $180.5M | — |