| Sequoia Wealth Management Group LLC | | $238.4M | — |
| Broadmark Asset Management LLC | Dallas, TX | $238.4M | — |
| Goldenstone Wealth Management, LLC | El Dorado Hills, CA | $238.3M | — |
| Sector Analysts LLC | Allentown, PA | $238.2M | — |
| Graphene Capital Management LP | New York, NY | $238.1M | 1 |
| Alexander Capital Wealth Management LLC | Red Bank, NJ | $238.1M | — |
| Rachor Investment Advisory Services, LLC | Linden, MI | $238.1M | — |
| Kelley Investments, LLC | | $238M | — |
| 3j Capital Partners Ltd | Sao Paulo | $238M | — |
| Golden Road Advisors LLC | Tampa, FL | $237.7M | — |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina, NC | $237.7M | — |
| Fortune 45, LLC. | Gonzales, LA | $237.7M | — |
| Gsa Capital Partners (new York) LP | New York, NY | $237.6M | — |
| Lighthouse Wealth Management, Inc. | Ashland, OH | $237.6M | — |
| Carlsbad Wealth Advisory Group, Inc. | Carlsbad, CA | $237.6M | — |
| Montcalm Tcr LLC | San Francisco, CA | $237.5M | 1 |
| Cohen & Company Financial Management, LLC | New York, NY | $237.4M | 5 |
| Everest Wealth Management, LLC | Leawood, KS | $237.4M | — |
| Leicht Financial Planning and Wealth Management, Inc. | Parsippany, NJ | $237.4M | — |
| Capital Financial Group, Inc. | Littleton, CO | $237.4M | — |
| Redemption Capital Partners, LLC | Midland, TX | $237.3M | — |
| Centennial Advisors, LLC | Austin, TX | $237.3M | 1 |
| North American Wealth Advisors Inc. | Jordan, MN | $237.3M | — |
| Pento Portfolio Strategies, LLC | Naples, FL | $237.3M | — |
| Elderado Financial, Inc | Montrose, CO | $237.2M | — |
| Soundcore Capital Partners, LLC | New York, NY | $237.2M | 6 |
| Fort Vancouver Investment Management, LLC | Vancouver, WA | $237.1M | — |
| Cambridge Wealth Advisors, LLC | | $237M | — |
| Valterra Partners LLC | Austin, TX | $237M | 5 |
| Minerva Planning Group, Inc. | Decatur, GA | $236.9M | — |
| A3 Capital Advisors, LLC | Houston, TX | $236.8M | — |
| Clarity Wealth Management, L.L.C. | Gilbert, AZ | $236.8M | — |
| Axiom Investment Management LLC | New York, NY | $236.8M | — |
| Your Private Client Group, Inc. | | $236.7M | — |
| Nvest Wealth Strategies, Inc. | Powell, OH | $236.7M | — |
| Springvest Wealth Management, LLC | Dallas, TX | $236.6M | — |
| Level Wealth Management LLC | Greensboro, NC | $236.5M | — |
| Spectrum Financial Inc | Virginia Beach, VA | $236.5M | — |
| Schamberger, Greylak & Utterback Wealth Management, LLC | La Crosse, WI | $236.4M | — |
| Castle Wealth Planning LLC | Santa Barbara, CA | $236.4M | — |
| Lanier Financial Group LLC | Athens, GA | $236.2M | — |
| Rule One Partners, LLC | Moreland, GA | $236.2M | 1 |
| Sygnus Capital Pr LLC | Guaynabo, PR | $236.2M | 11 |
| Millares Asset Management, LLC | Coral Gables, FL | $236.2M | — |
| Ipsen Advisor Group LLC | Little Rock, AR | $236.1M | — |
| R2 Capital Strategies, LLC | Lincoln, NE | $236M | — |
| Arlington Capital Management, Inc. | Arlington Heights, IL | $235.9M | — |
| Heritage Financial Counselors, LLC | Bedminster, NJ | $235.9M | — |
| Spectrum Planning & Advisory Services Inc. | San Diego, CA | $235.7M | — |
| Crosslayer Capital Management LLC | | $235.6M | 2 |