| Versatile Capital Management L.L.C. | Chicago | $130.1M | — |
| Pebble Valley Holdings, Inc | Western Springs | $129.5M | — |
| Marcus Capital, LLC | Northfield | $129.2M | — |
| Stephen Smith Financial Inc. | Schaumburg | $129M | — |
| Bcm Capital Management LLC | Northfield | $126.3M | 2 |
| Significant Wealth Partners LLC | Cary | $126.1M | — |
| Wolf Financial Advisors LLC | Pekin | $124.9M | — |
| Midwest Financial Associates, Inc. | Rockford | $123.9M | — |
| Daly Investment Management, LLC | Mount Prospect | $123.5M | — |
| Maynerich Financial | Virden | $122.5M | — |
| Arbor Financial Services, LLC | Downers Grove | $122.2M | — |
| Laureate Wealth Management, LLC | Glen Ellyn | $121.9M | 5 |
| Blue Haven Capital, LLC | Geneva | $121.5M | — |
| Regal Advisory Services, Inc. | Glenview | $121.4M | — |
| Pathfinder Wealth Management, Inc. | Rockford | $121.4M | — |
| 4sight Wealth Advisors LLC | Skokie | $121.2M | — |
| Symmetry Wealth Management, LLC | Mount Prospect | $120.9M | — |
| Advanced Planning Advisors Group Inc. | Naperville | $120.4M | — |
| Hinsdale Associates, Inc. | Hinsdale | $120.1M | — |
| K2 Wealth Management LLC | Chicago | $120M | — |
| Copperwood Financial, Inc. | Burr Ridge | $119.6M | — |
| Yunistone Investment Group, LLC | Chicago | $119.5M | — |
| Blue Sky Investment Partners, Inc. | Evanston | $118M | — |
| Kinnamon & Associates Ltd II | Barrington | $117.6M | — |
| New Vernon Investment Management LLC | Highland Park | $115.5M | 2 |
| Copia Investment Management, LLC | Chicago | $114.8M | 1 |
| Mosaic Fi LLC | Lincolnshire | $112.8M | — |
| Fra Wealth Management LLC | O'Fallon | $112.8M | — |
| Kdm Wealth Management Inc. | Geneva | $112.2M | — |
| Orchard Capital Management, LLC | Chicago | $111.8M | — |
| Bondurant Investment Advisory, LLC | Evanston | $111.1M | — |
| Dillow Wealth Management LLC | Oak Brook | $106.3M | — |
| Financial Design Studio, Inc. | Deer Park | $105.5M | — |
| Fairway Capital Management, LLC | Chicago | $89.3M | 2 |
| Quincy Wells Advisors, LLC | Chicago | $87.3M | — |
| Rail Splitter Capital Advisers, LLC | Chicago | $61M | 1 |
| Heritage Strategic Wealth, LLC | Cary | $45.7M | — |
| Calamos Antetokounmpo Asset Management LLC | Naperville | $26.8M | — |
| Tall Pines Capital, LLC | Oak Brook | $25M | — |
| Rcp Advisors, LLC | Chicago | $21M | 2 |
| Riverwalk Capital Partners, LLC | Chicago | $16.2M | 1 |
| Keeley-Teton Advisors, LLC | Chicago | $12.6M | — |
| Castleark Alternatives, LLC | Chicago | $8.2M | 1 |
| Access Softek Advisory Services, LLC | Naperville | $7.4M | — |
| Redmont Wealth Advisors LLC | Chicago | $4.8M | — |
| Insight Securities, Inc. | Highland Park | $4.4M | — |
| Forester Capital Management Ltd | Libertyville | $3.5M | — |
| Build Whale, Inc. | Chicago | $2.5M | — |
| Zacks Intelligence LLC | Chicago | $2 | — |
| Brookstone Wealth Advisors, LLC | Wheaton | — | — |