| Pr Wealth Management Group, Inc. | East Moline, IL | $164.9M | — |
| Waterstone Wealth Advisors, LLC | | $164.9M | — |
| Financially Speaking Inc | Greenwood Village, CO | $164.8M | — |
| Wilkinson Wealth Management, LLC | Tucson, AZ | $164.7M | — |
| The Keystone Financial Alliance, LLC | Atlanta, GA | $164.7M | — |
| Paul & Co. Wealth Management, Inc. | Atascadero, CA | $164.7M | — |
| Womack Financial LLC | Dallas, TX | $164.7M | 1 |
| Shima Capital Management LLC | Irvine, CA | $164.6M | 3 |
| Woodlock Family Capital Management, LLC | | $164.6M | 1 |
| Bridgeway Wealth Management, LLC | Cedar Rapids, IA | $164.6M | — |
| Demand Wealth LLC | | $164.6M | — |
| Sage Investment Counsel LLC | Franklin, TN | $164.6M | — |
| Black Barn Financial, LLC | Austin, TX | $164.6M | — |
| Trinity Capital Management, LLC | Germantown, TN | $164.5M | — |
| Pollock Planning Associates, Inc. | | $164.5M | — |
| Bice Wealth Management LLC | Miami, FL | $164.5M | — |
| Floyd Financial Group LLC | Springfield, MO | $164.5M | — |
| Rdm Capital Associates Inc | Red Bank, NJ | $164.5M | — |
| Naples Money Management LLC | Naples, FL | $164.4M | — |
| Nobscot Investment Management LLC | Wellesley, MA | $164.2M | — |
| Lexington Avenue Capital Management, LLC | | $164.2M | — |
| Perea Capital, LLC | Houston, TX | $164.2M | 1 |
| Eagle Wealth Advisors | | $164.1M | — |
| Vericimetry Advisors LLC | | $164.1M | — |
| Tls Advisors LLC | Miami, FL | $164M | 2 |
| Ehb Financial Resources Management, Inc. | Exton, PA | $164M | — |
| Act Capital Management, LLC | Wayne, PA | $163.9M | 5 |
| McKinley Money, LLC | Eau-Claire, WI | $163.7M | — |
| Curtis Financial Planning, LLC | | $163.5M | — |
| Thirteen Twenty-Two Advisors, LLC | Fort Worth, TX | $163.5M | — |
| Capital Ip Investment Partners LP | | $163.5M | 1 |
| The Carroll Group, Inc. | | $163.4M | — |
| Risley Capital Management LLC | Ellisville, MO | $163.4M | — |
| Foundry Wealth Advisors, LLC | Baltimore, MD | $163.4M | — |
| Bell City Wealth, Inc. | Hillsboro, OH | $163.3M | — |
| Nihon Global Growth Partners Management, Inc. | New York, NY | $163.3M | 3 |
| Integrity Wealth Management, Inc. | Spokane, WA | $163.2M | — |
| Clutinger Williams & Verhoye Inc | San Diego, CA | $163.1M | — |
| Archambo Financial Advisors, Inc. | Bartlesville, OK | $163.1M | — |
| Libertas Wealth Management Group, Inc. | Columbus, OH | $163.1M | — |
| Collie Financial Planning, Inc. | Black Mountain, NC | $162.9M | — |
| Decamilla Capital Management LLC | Sacramento, CA | $162.9M | — |
| Global Brokerage Services, Inc. | Hunt Valley, MD | $162.8M | — |
| Private Wealth Management of North Carolina LLC | Henderson, NC | $162.8M | — |
| Five Eleven Family Office LLC | Garden City, NY | $162.7M | — |
| Main Advisory, Inc. | Canonsburg, PA | $162.7M | — |
| 1207 Capital Group, LLC | Juneau, AK | $162.7M | 4 |
| Westrock Asset Management, LLC | Little Rock, AR | $162.7M | 3 |
| Sagace Wealth Management, LLC | St. Petersburg, FL | $162.7M | — |
| Marquee Capital Advisors LLC | Chicago, IL | $162.7M | 5 |