| Camden Wealth Advisors LLC | Houston, TX | $366.3M | — |
| Homage Wealth Group LLC | Houston, TX | $366.2M | — |
| Sage Advisors, LLC | New York, NY | $366.1M | 22 |
| Royal Oak Financial Advisors, LLC | Royal Oak, MI | $366.1M | — |
| Innovius Capital Management, LLC | San Francisco, CA | $366.1M | 7 |
| Epoch Capital, US, LLC | New York, NY | $366.1M | 2 |
| Royal Oak Financial Group | Worthington, OH | $366M | — |
| Asilia Credit Investments, LLC | Salt Lake City, UT | $365.9M | 7 |
| North Capital, Inc. | Salt Lake City, UT | $365.8M | — |
| Chicago Wealth Management, Inc. | Chicago, IL | $365.7M | — |
| Inflection Capital Management, LLC | San Francisco, CA | $365.6M | — |
| Asset Planning Services Inc | Covington, LA | $365.6M | — |
| Prairiewood Capital, LLC | Fargo, ND | $365.4M | — |
| Tealwood Asset Management Inc | Minneapolis, MN | $365.4M | — |
| India Capital LLC | Minneapolis, MN | $365.3M | 1 |
| Beaumont Asset Management, L.L.C. | Beaumont, TX | $365.2M | — |
| Regimen Wealth, LLC | Atlanta, GA | $365.2M | — |
| Collegiate Peaks Asset Management, LLC | Denver, CO | $365.1M | 1 |
| My Personal Cfo, LLC | Vancouver, WA | $365.1M | — |
| Kondo Wealth Advisors, Inc | Pasadena, CA | $365.1M | — |
| Evr Research LP | Richmond, VA | $365M | 1 |
| Reservoir Operations, L.P. | New York, NY | $364.8M | 5 |
| Lucerne Capital Management, LP | Greenwich, CT | $364.6M | 4 |
| Fpc Investment Advisory, Inc. | Petaluma, CA | $364.6M | — |
| Signify Wealth LLC | St. Louis, MO | $364.6M | 1 |
| Tl Private Wealth LLC | Southlake, TX | $364.5M | — |
| Shelton Wealth Management, LLC | Fort Worth, TX | $364.5M | — |
| Sebold Capital Management, Inc | Lisle, IL | $364.3M | — |
| Synergy Financial Group, Ltd | | $364.2M | — |
| Regency Capital Management Inc. | Honolulu, HI | $364.1M | 1 |
| Invenio Wealth Partners, LLC | Coral Gables, FL | $364M | — |
| Redwood Grove Capital, LLC | New York, NY | $364M | 1 |
| Croak Asset Management, LLC | Toledo, OH | $363.9M | — |
| Horizon Investment Services, LLC. | Hammond, IN | $363.8M | — |
| Maripau Wealth Management LLC | Fort Wayne, IN | $363.8M | — |
| Griffin Global Asset Management (advisor) LLC | Los Angeles, CA | $363.5M | 2 |
| Solitude Financial Services, Inc. | Charlottesville, VA | $363.5M | — |
| Decisionmap Wealth Management, LLC | Great Falls, VA | $363.4M | — |
| Greenfield Seitz Capital Management, LLC | Dallas, TX | $363.4M | — |
| Windrock Wealth Management LLC | Naperville, IL | $363.2M | 1 |
| Leonid Capital Partners, LLC | Huntington Beach, CA | $363M | 2 |
| Sarona Asset Management Inc. | Kitchener | $363M | 3 |
| Crestmont Private Wealth LLC | Boerne, TX | $363M | — |
| Marketriders, Inc. | Chesterfield, MO | $363M | — |
| Leclair Wealth Partners LLC | Dublin, OH | $363M | — |
| Riverpath Investments LLC | | $362.9M | — |
| American Alpha Advisors, LLC | New York, NY | $362.8M | — |
| C Cubed Capital Partners, LLC | Boca Raton, FL | $362.7M | 2 |
| Presper Financial Architects, LLC | Akron, OH | $362.6M | — |
| Motive Wealth Advisors, LLC | Birmingham, MI | $362.6M | — |