| Prism Planning Partners, LLC | Libertyville | $241.5M | — |
| Interactive Financial Advisors, Inc. | New Lenox | $240.4M | — |
| Arlington Capital Management, Inc. | Arlington Heights | $235.9M | — |
| Lind Capital Partners, LLC | Evanston | $235M | — |
| Mpi Wealth Management LLC | Hinsdale | $233.6M | — |
| Lizard Investors LLC | Chicago | $232.8M | 1 |
| Roppel Capital Management LLC | Park Ridge | $231.5M | 3 |
| Forest Asset Management LLC | Riverside | $230.7M | — |
| Woodfield Financial Advisors, Inc. | Deer Park | $230.1M | — |
| Chicago Investment Advisory Council, Inc. | St. Charles | $230M | — |
| Alerce Investment Management, L.P. | Chicago | $226.9M | 13 |
| Mentor Capital Management Inc. | Chicago | $226.4M | — |
| Williams Capital Management Company | Wilmette | $225.6M | — |
| Mindful Wealth LLC | Glencoe | $225.3M | — |
| Bantamac Capital, LLC | Chicago | $224.7M | — |
| Via IV Investments, LLC | Burr Ridge | $221.8M | — |
| Madden Funds Management Ltd. | Oak Park | $217.9M | — |
| Core Capital Management, LLC | Chicago | $216.2M | 1 |
| Krm Financial Planning & Wealth Management, LLC | St. Charles | $211.5M | — |
| Virtue Asset Management LLC | Barrington | $211.4M | — |
| Phase III Advisory Services, Ltd | Buffalo Grove | $210.9M | — |
| Treetop Wealth Management, LLC | Northfield | $210M | — |
| Prairieview Wealth Partners, LLC | Frankfort | $207.5M | — |
| Parkview Asset Management, Inc. | Oakbrook Terrace | $206.1M | — |
| Western Pacific Wealth Management, LP | Lake Forest | $205.5M | — |
| Crystal Rock Capital Management, LLC. | Bannockburn | $203.9M | 1 |
| DV Capital Advisors, LLC | Chicago | $203.4M | 5 |
| Chicago Capital Management, LLC | Chicago | $202.8M | 5 |
| Stride Investments, LLC | Chicago | $200.9M | — |
| City Capital Ventures, LLC | Chicago | $198.8M | 11 |
| Pmg Wealth Management, Inc. | Hawthorn Woods | $198.3M | — |
| Trueman Brown, LLC | Lake Zurich | $196.1M | — |
| Ark Advisors LLC | Bloomington | $195.6M | — |
| American Community Wealth Management, LLC | Crystal Lake | $195.4M | — |
| Tetley Investments, LLC | Park Ridge | $193.9M | — |
| Mws Capital Consultants LLC | Chicago | $193.7M | — |
| Kinzie Capital Partners LP | Chicago | $193M | 8 |
| Grizzlyrock Capital, LLC | Chicago | $192.7M | 2 |
| Financial Elements, Inc | Rolling Meadows | $192.6M | — |
| Masus Financial Group, Ltd. | Batavia | $190.6M | — |
| Three Sixty Wealth Management, LLC | Bloomington | $190.1M | — |
| Harbour Financial Resources, Ltd | Skokie | $189.8M | — |
| Signet Private Wealth, LLC | Chicago | $189.7M | — |
| McCulley Financial Group, LLC | Westchester | $188.7M | — |
| Wall Street Financial Group, Inc. | Carlinville | $187.7M | — |
| First Analysis Capital Management LLC | Chicago | $186.2M | 8 |
| Boon Capital Advisors LLC | Northbrook | $185M | 3 |
| Equity Armor Investments, LLC | Chicago | $184.3M | — |
| Gll Investors, LLC | Chicago | $184.1M | 5 |
| Kuhn & Company Investment Counsel, LLC | Chicago | $182.7M | — |