| Astara Capital Partners, L.P. | New York, NY | $731.9M | 16 |
| Newman Dignan & Sheerar, Inc | Providence, RI | $731.3M | — |
| Sevenbridge Financial Group, LLC | Harrisburg, PA | $731.1M | — |
| Sturbridge Capital LLC | Birmingham, MI | $730.9M | 4 |
| Quantum Financial Services Inc. | Indianapolis, IN | $730.9M | — |
| Traveka Wealth, LLC | Los Altos, CA | $730.8M | — |
| Bayhawk Capital LP | Boston, MA | $730.8M | 5 |
| Schwarz Dygos Wheeler Investment Advisors LLC | Minneapolis, MN | $730.4M | — |
| Tiller Private Wealth, Inc. | Bethlehem, PA | $730.3M | — |
| Ipswich Investment Management Company, Inc. | Beverly, MA | $730.2M | — |
| Philadelphia Financial Management of San Francisco, LLC | San Francisco, CA | $730M | 3 |
| Oak Harbor Wealth Partners, LLC | Raleigh, NC | $729.9M | — |
| Carbon Direct Capital Management LLC | New York, NY | $729.6M | 9 |
| Canby Financial Advisors, LLC | Framingham, MA | $729.4M | — |
| Unofficial Management, Inc. | New York, NY | $729.2M | 8 |
| Huber Capital Management LLC | El Segundo, CA | $729.2M | — |
| Lesko Securities, Inc. | Vestal, NY | $728.5M | — |
| Meadow Creek Wealth Advisors, LLC | Atlanta, GA | $728M | — |
| Cooperative Funeral Fund Inc | Madison, CT | $727.8M | — |
| Aaf Wealth Management, LLC | Westborough, MA | $727.6M | — |
| Pike Street Capital, LP | Seattle, WA | $727.4M | 7 |
| Tradewinds Capital Management, LLC | Bellingham, WA | $727.3M | — |
| Quantum Financial Planning Services, Inc. | Spokane, WA | $727.2M | — |
| Axq Capital, LP | Jersey City, NJ | $727.1M | — |
| Silver Heights Capital Management Inc. | Toronto, Ontario | $727.1M | — |
| Virtus Family Office, LLC | El Paso, TX | $726.9M | 2 |
| Smith & Howard Wealth Management, LLC | Atlanta, GA | $726.9M | — |
| Trgp Investment Partners, LP | Stamford, CT | $726.8M | 10 |
| Woodstock Wealth Management, Inc. | Woodstock, GA | $726.6M | — |
| Kaydan Wealth Management, Inc. | Fenton, MI | $726.5M | — |
| Haddington Ventures, LLC | Houston, TX | $726.4M | 4 |
| Fs Credit Income Advisor, LLC | Philadelphia, PA | $726.2M | — |
| Renaissance Investment Group, LLC | Lenox, MA | $726.1M | — |
| Great Point Wealth Advisors, LLC | Boston, MA | $725.8M | 1 |
| Hampshire Investment Management Company, LLC | Morristown, NJ | $725.7M | 24 |
| Bright Financial Advisors, Inc. | Portage, MI | $725.5M | — |
| Incasa LLC | Miami, FL | $725.2M | — |
| The Patten Group, Inc. | Chattanooga, TN | $725.1M | — |
| Parker Investment Management, LLC | | $725.1M | — |
| Colton Groome Financial Advisors, LLC | Asheville, NC | $724.9M | — |
| Trunorth Capital Management, L.L.C. | Kalamazoo, MI | $724.5M | — |
| Wealthstar Advisors, LLC | Plano, TX | $723.6M | — |
| Meridian Investment Counsel, Inc. | | $723.4M | — |
| The Cypress Funds LLC | Los Angeles, CA | $723.2M | 1 |
| 3fourteen & Smi Advisory Services, LLC | Columbus, IN | $723M | — |
| Cora Capital Advisors LLC | Marlton, NJ | $722.9M | — |
| Minichmacgregor Wealth Management, LLC | Saratoga Springs, NY | $722.9M | — |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale, FL | $722.8M | — |
| Clear Creek Wealth Management, LLC | Denver, CO | $722.5M | — |
| Jmac Enterprises LLC | Newtown, PA | $722.4M | — |