| Compass Financial Advisors LLC | Fort Wayne, IN | $282.5M | — |
| Hoertkorn Richard Charles | Kentfield, CA | $282.5M | — |
| Beatrice Advisors LP | New York, NY | $282.3M | 1 |
| Carter Financial, LLC | La Jolla, CA | $282.3M | — |
| Stolz & Associates, Ps | Tacoma, WA | $282.2M | — |
| Peloton Capital Management | Indianapolis, IN | $282M | 1 |
| Hms Capital Management, LLC | Nashville, TN | $281.9M | — |
| Founders Capital Management Inc | Houston, TX | $281.8M | — |
| Caruso McLean & Co., Inc. | Utica, NY | $281.8M | — |
| Banyan Capital Management, Inc. | Atlanta, GA | $281.7M | — |
| Copperleaf Capital, LLC | Clover, SC | $281.6M | — |
| Sandbridge Investment Management, LLC | Los Angeles, CA | $281.6M | 6 |
| B.a. Schrock Wealth Management, Inc. | Wadsworth, OH | $281.6M | — |
| Palm Valley Capital Management LLC | Jacksonville Beach, FL | $281.6M | — |
| Trinity Wealth Advisors, L.L.C. | St. Louis, MO | $281.5M | — |
| Successful Portfolios LLC | Clearwater, FL | $281.5M | 3 |
| Fortitude Financial LLC | Spokane, WA | $281.5M | — |
| Bennington Financial Planning Group | Bennington, VT | $281.5M | — |
| Brookline Investments, Inc. | Birmingham, AL | $281.5M | 7 |
| Gpm Growth Investors, Inc. | Bloomfield Hills, MI | $281.3M | — |
| Miller Avenue Advisors LLC | Mill Valley, CA | $281.2M | — |
| Smith Asset Management Co., LLC | Chiefland, FL | $281.2M | — |
| Riverbend Wealth Management, LLC | Myrtle Beach, SC | $281M | — |
| Rcs Financial Planning, LLC | Annapolis, MD | $281M | — |
| Wms Advisors, LLC | Charlotte, NC | $280.9M | — |
| Seven Hills Financial, LLC | Tallahassee, FL | $280.9M | — |
| Plustick Management LLC | Charlottesville, VA | $280.8M | 1 |
| Harlan Capital Partners LLC | Palm Beach, FL | $280.8M | 6 |
| Worth Financial Advisory Group, LLC | Charlotte, NC | $280.7M | — |
| Wilson & Boucher Capital Management, LLC | | $280.4M | — |
| Ff Advisors, LLC | Manhattan Beach, CA | $280.3M | — |
| Timberchase Financial, LLC | Hoover, AL | $280.2M | — |
| Dbs Investment Advisers, LLC | Bay City, MI | $280.2M | — |
| Iridian Asset Management LLC | | $280.2M | 3 |
| Farrow Financial Inc | South Burlington, VT | $280.1M | — |
| Wwm Advisory Inc. | Culver City, CA | $280.1M | — |
| Rockingstone Advisors LLC | Great Barrington, MA | $280.1M | — |
| Victus Captial Wealth, LLC | Santa Monica, CA | $280.1M | — |
| Willow Creek Capital Management, Inc. | Missoula, MT | $280M | — |
| Fathom Point Capital LLC | San Francisco, CA | $280M | 2 |
| Conquis Financial LLC | Millbrae, CA | $280M | — |
| Arg Private Wealth, LLC | Cincinnati, OH | $280M | — |
| Paladin Advisory Group, LLC | Clive, IA | $279.8M | — |
| Faith Investor Services LLC | Scottsdale, AZ | $279.7M | — |
| McBrearty Capital Management Inc | Knoxville, TN | $279.7M | — |
| Tandem Capital Management Corp | Woodcliff Lake, NJ | $279.7M | — |
| Avatar Capital Management LLC | Seattle, WA | $279.6M | 2 |
| Goldstein Capital Corp. | | $279.6M | 1 |
| Members Wealth LLC | Media, PA | $279.6M | — |
| Nucleo Capital Ltda. | Sao Paulo, Sp | $279.5M | 1 |