| Rb Capital Management, LLC | Reno, NV | $930.6M | — |
| Sandalwood Securities, Inc. | Roseland, NJ | $930.2M | 9 |
| Strategy Asset Managers L.L.C. | Pasadena, CA | $930.1M | 2 |
| Trinity Fund Advisors LLC | Miami, FL | $930M | 5 |
| Stablepoint Partners, LLC | Braintree, MA | $930M | — |
| Wick Capital Partners, LLC | Wayne, PA | $929.7M | — |
| Miri Capital Management LLC | Boston, MA | $929.7M | 3 |
| Investmark Advisory Group LLC | Shelton, CT | $929.7M | — |
| Galecki Financial Management Inc | Fort Wayne, IN | $929.5M | — |
| Oppenheimer Investment Management LLC | New York, NY | $929.4M | — |
| Canvas Wealth Advisors, LLC | Shawnee, KS | $929.2M | 7 |
| Mountain Capital Investment Advisors Inc | Westminster, CO | $929.1M | — |
| Old Mission Investment Company, LLC | Traverse City, MI | $929M | — |
| Vaquero Private Wealth, Ltd. | Dallas, TX | $928.9M | — |
| Opto Investment Management, LLC | New York, NY | $928.6M | 29 |
| Union Park Capital Management, L.P. | Boston, MA | $928.5M | 4 |
| Riversedge Advisors, LLC | Wilmington, DE | $928.4M | — |
| Glass Jacobson Investment Advisors, LLC | Owings Mills, MD | $928M | — |
| Piton Investment Management, LP | Garden City, NY | $927.9M | — |
| Blue Water Advisors LP | Boca Raton, FL | $927.9M | 5 |
| Strategic Financial Concepts, LLC | San Antonio, TX | $927.7M | — |
| Trifecta Capital Advisors, LLC | Northbrook, IL | $927.4M | — |
| Lavaca Capital, LLC | Houston, TX | $927.1M | 2 |
| The Advisory Resource Group, LLC | Tulsa, OK | $926.6M | — |
| Statheros Financial Solutions, Inc. | El Dorado Hills, CA | $926.2M | — |
| Sprinkle Financial Consultants LLC | Littleton, CO | $926.1M | — |
| B&d White Capital Company, LLC | Lakeway, TX | $925.2M | — |
| Gls Capital, LLC | Chicago, IL | $924.7M | 4 |
| Pcj Investment Counsel Ltd. | Toronto, Ontario | $924.3M | 1 |
| Riverside Partners, LLC | Boston, MA | $923.7M | 6 |
| Monticelloam, LLC | New York, NY | $923.3M | 41 |
| Kmh Wealth Management, LLC | Victoria, TX | $923.1M | — |
| Legacy Wealth Advisors, LLC | North Miami Beach, FL | $922.8M | — |
| Keudell Morrison Wealth Management, LLC | Salem, OR | $921.5M | — |
| Integrity Fixed Income Management, LLC | Orlando, FL | $921.5M | — |
| Princeton Global Asset Management LLC | Princeton, NJ | $921.3M | — |
| Castlekeep Investment Advisors LLC | Westport, CT | $920.8M | — |
| Founders Capital Management, LLC | Hartford, CT | $920.3M | — |
| Bridger Investment Partners LLC | New York, NY | $920.2M | — |
| Horst & Graben Wealth Management, LLC | Portland, OR | $920.1M | — |
| Oak Root LLC | | $920M | — |
| Long Wharf Capital LLC | Boston, MA | $919.1M | 4 |
| White Lighthouse Investment Management, Inc. | | $918.6M | — |
| Rainey & Randall Wealth Advisors, Inc. | Celebration, FL | $918.2M | — |
| Avego Management, LLC | Alpharetta, GA | $917.5M | 7 |
| Mraz, Amerine & Associates, Inc. | Modesto, CA | $917.5M | — |
| Rovin Capital LLC | Mesa, AZ | $917.3M | 2 |
| Dillon & Associates Inc | Jackson, MI | $916.4M | — |
| Charles Pratt & Company, L.L.C. | New York, NY | $916.1M | 1 |
| Strenta Investment Management Services, LLC | Miami, FL | $916.1M | 1 |