| Psi Advisors, LLC | Tampa, FL | $800.9M | — |
| Fintech Collective Management LLC | New York, NY | $800.8M | 15 |
| Kuhn Advisors, Inc. | Durham, NC | $800.8M | — |
| Compton Wealth Advisory Group, LLC | Virginia Beach, VA | $800.3M | — |
| Laffer Tengler Investments, Inc. | Nashville, TN | $800.1M | — |
| Creekmur Asset Management, LLC | Morton, IL | $800M | — |
| Financial Focus LLC | Carlsbad, CA | $800M | — |
| Veracity Capital LLC | Atlanta, GA | $799.8M | — |
| Harris Preston & Partners, LLC | Austin, TX | $799.2M | 109 |
| Park Lane Advisors, LLC | Birmingham, AL | $799M | 3 |
| Relevant Wealth Advisors, LLC | Mill Valley, CA | $799M | — |
| Icr Partners, LLC | Nashvillle, TN | $798.7M | — |
| Carolina Wealth Management, Inc. | Greenville, NC | $798.5M | — |
| Quantum Capital Advisors, LLC | | $797.9M | 1 |
| McNamara Financial Services, Inc. | Marshfield, MA | $797.9M | — |
| Proffitt & Goodson Inc. | Knoxville, TN | $797.7M | — |
| Schiavi & Company LLC | Wilmington, DE | $797.6M | — |
| Folger Nolan Fleming Douglas Incorporated | Washington, DC | $797.4M | — |
| Parisi Gray Wealth Management, LLC | Mendham, NJ | $796M | — |
| Westwind Capital | Las Cruces, NM | $795.9M | — |
| 337 Frontier Capital, LP | New York, NY | $795.3M | 3 |
| Brady Martz Wealth Solutions, LLC | Grand Forks, ND | $795.3M | — |
| McRae Capital Management Inc. | Morristown, NJ | $795M | — |
| Q3 Asset Management Corporation | Birmingham, MI | $794.7M | — |
| Hurlow Wealth Management Group, Inc. | Bloomington, IN | $794.4M | — |
| Bhk Investment Advisors, LLC | Birmingham, AL | $794.1M | — |
| Fortress Wealth Planning, LLC | Jacksonville Beach, FL | $793.9M | — |
| Friends & Family Capital Management, LLC | Menlo Park, CA | $793.8M | 17 |
| Clayton Financial Group, LLC | St. Louis, MO | $793.8M | — |
| Wealth Management Partners, LLC | Tucson, AZ | $793.5M | — |
| Ackerman Asset Management, LLC | | $793.5M | — |
| Saturn V Capital Management LP | Austin, TX | $793.2M | 3 |
| Centric Wealth Management, LLC | Chicago, IL | $792.9M | — |
| Beau Ventures, LLC | | $792.7M | — |
| Monarch Plan Advisors | Simi Valley, CA | $792.6M | — |
| Calmwater Asset Management, LLC | El Segundo, CA | $792.5M | 5 |
| Kr Capital LP | New York, NY | $792.4M | 1 |
| Xp Advisory US, Inc. | Miami, FL | $792.3M | — |
| Carsonallaria Wealth Management, Ltd. | Glen Carbon, IL | $791.8M | — |
| Maverick Real Estate Partners LLC | New York, NY | $791.8M | 6 |
| The Wealth Collaborative, Inc. | Corona del Mar, CA | $791.6M | — |
| X-Square Capital, LLC | Guaynabo, PR | $790.9M | 3 |
| Sunpointe, LLC | St. Louis, MO | $790.7M | — |
| Marathon Capital Management LLC | Hunt Valley, MD | $790.1M | — |
| Land & Buildings Investment Management, LLC | Stamford, CT | $790.1M | 2 |
| Global Imc LLC | Solana Beach, CA | $790M | 2 |
| Lapis Advisers, LP | Denver, CO | $789.5M | 8 |
| Westhill Financial Advisors, Inc. | San Rafael, CA | $789.4M | — |
| Hoey Investments, Inc. | Coatesville, PA | $788.3M | — |
| Hale Partnership Capital Management, LLC | Charlotte, NC | $788.3M | 7 |