| Elevation Wealth Partners, LLC | Walnut Creek, CA | $670.7M | — |
| First Financial Coaching, Inc. | Mt. Clemens, MI | $670.6M | — |
| Havenshare Financial, LLC | | $670.5M | — |
| Trinity Financial Advisors LLC | Columbus, OH | $670M | 1 |
| Lombard Advisers Incorporated | Baltimore, MD | $669.8M | — |
| Dynasty Equity Partners Management, LLC | New York, NY | $669.8M | 4 |
| Saxon Woods Advisors LLC | Purchase, NY | $669.6M | — |
| Pave Investment Advisors, LLC. | New York, NY | $669.6M | — |
| Stone Temple Partners LLC | New York, NY | $668.7M | 2 |
| Pacific Capital Wealth Advisors, Inc. | Corona, CA | $668.6M | — |
| Wealth Care LLC | | $668.6M | — |
| The Oak Ridge Financial Services Group, Inc | Golden Valley, MN | $668.6M | — |
| Radial Equity Partners LP | New York, NY | $668.5M | 1 |
| Koesten Hirschmann & Crabtree, Inc. | Overland Park, KS | $668.3M | — |
| Oakwell Private Wealth Management, LLC | Austin, TX | $668.1M | — |
| Capeview Capital LLP | London | $667.6M | 3 |
| Veridan Wealth LLC | West Linn, OR | $667.2M | — |
| A.w. Jones Advisors, LLC | New York, NY | $667M | 4 |
| Periscope Equity LLC | Chicago, IL | $667M | 8 |
| Opengate Capital Management, LLC | New York, NY | $666.8M | 11 |
| Investors Research Corporation | Atlanta, GA | $666.7M | — |
| Cayetano Development, LLC | Austin, TX | $666.6M | 64 |
| Prestige Wealth Management Group, LLC | Flemington, NJ | $666.4M | — |
| Bluechip Wealth Advisors LLC | Milton, GA | $666.4M | — |
| Beck Bode LLC | Dedham, MA | $666.4M | — |
| Hiddenite Capital Partners LP | New York, NY | $665.8M | 1 |
| Bcwm, LLC. | Overland Park, KS | $665.2M | — |
| America First Investment Advisors LLC | Omaha, NE | $665.1M | — |
| Alta Wealth Advisors LLC | Woburn, MA | $664.6M | — |
| Allen Wealth Management, LLC | Boone, NC | $664.3M | — |
| Logan Stone Capital LLC | Chicago, IL | $664.3M | 2 |
| Focused Alpha, LLC | Greenwood Village, CO | $663.9M | — |
| Compass Capital Corporation | Braintree, MA | $663.6M | — |
| Gkb Partners LLC | | $663.4M | — |
| Rra Investment Management, LLC | Phoenix, AZ | $663.3M | 1 |
| McElhenny Sheffield Capital Management, LLC | Dallas, TX | $663.2M | — |
| Calvert Street Capital Partners, Inc. | Towson, MD | $663.1M | 13 |
| Diligent Investors, LLC | Redlands, CA | $663.1M | — |
| Cruden Bay Investment Management, LLC | Westlake Village, CA | $663.1M | — |
| Ironwood Financial, LLC | Tucson, AZ | $662.5M | — |
| Three Arch Wealth Management LLC | Irvine, CA | $662.4M | — |
| Harrell Investment Partners, LLC | Austin, TX | $662.4M | — |
| Westshore Wealth, LLC | Newport Beach, CA | $662.4M | — |
| Bare Financial Services Inc. | Gap, PA | $662.3M | — |
| Quattro Advisors L.L.C. | Pittsburgh, PA | $661.7M | 5 |
| Kesler, Norman & Wride, LLC | Ogden, UT | $661.4M | — |
| Lem Capital, L.P. | Philadelphia, PA | $661.4M | 3 |
| Pender Capital Management, LLC | Dallas, TX | $661.4M | 1 |
| The Genwealth Group, Inc. | Maplewood, NJ | $661.3M | — |
| Banorte Asset Management, Inc. | Houston, TX | $661.2M | — |