| Counterweight Ventures, LLC | Wilmington, NC | $207.2M | — |
| 1819 Partners, LLC | Memphis, TN | $207.1M | 4 |
| Ffo Investments LLC | Tampa, FL | $207.1M | — |
| Purtill Financial LLC | Highland Heights, OH | $207.1M | — |
| Lake Hills Wealth Management, LLC | Austin, TX | $206.9M | — |
| Wfa of San Diego, LLC | San Diego, CA | $206.9M | — |
| Burnham Sterling Asset Management LLC | Cos Cob, CT | $206.8M | 1 |
| Alliance Investment Management, LLC | Jenison, MI | $206.8M | 1 |
| Kate Capital LLC | Westport, CT | $206.8M | 1 |
| Flying Point Financial, Inc. | North Andover, MA | $206.7M | — |
| Strategic Wealth Advisors Group, Inc. | Utica, MI | $206.7M | — |
| Stillwater Wealth Management Group LLC | Juno Beach, FL | $206.6M | — |
| Foliobeyond, LLC | | $206.6M | — |
| 360 Financial Partners, LLC | Mount Pleasant, SC | $206.5M | — |
| Kenneth Frenke & Co., Inc. | Arden, NC | $206.5M | — |
| Glasgow & Associates, LLC | Wilmington, NC | $206.5M | — |
| Comunidad Fund I Manager, LLC | Austin, TX | $206.5M | 4 |
| Bauman Advisory Group, LLC | Las Vegas, NV | $206.4M | — |
| Alexis Investment Partners, LLC | | $206.4M | — |
| Cooksen Wealth, LLC | The Woodlands, TX | $206.2M | — |
| McKinley Alaska Private Investment, LLC | Anchorage, AK | $206.2M | 3 |
| Yieldpoint, L.P. | New York, NY | $206.2M | 1 |
| Adc Wealth Management, LLC | Massapequa, NY | $206.1M | — |
| Hfh Planning Inc. | | $206.1M | — |
| Parkview Asset Management, Inc. | Oakbrook Terrace, IL | $206.1M | — |
| Hardworking Capital Advisors, LLC | Palm Desert, CA | $206M | — |
| Bauer Wealth Management Inc. | Colorado Springs, CO | $205.9M | — |
| Brightpath Wealth Planning, LLC | Camarillo, CA | $205.8M | — |
| LC Vero Manager LLC | New York, NY | $205.6M | 4 |
| Kelson Asset Management LLC | | $205.6M | 23 |
| Mercer Advisors Private Asset Management, Inc. | Denver, CO | $205.6M | 7 |
| Srt Group LLC | West Palm Beach, FL | $205.6M | 1 |
| Western Pacific Wealth Management, LP | Lake Forest, IL | $205.5M | — |
| Manhattan Global Asset Management LLC | Las Vegas, NV | $205.5M | — |
| The Putney Financial Group LLC | San Rafael, CA | $205.4M | — |
| Rookwood Wealth Management, LLC | | $205.4M | — |
| Osbon Capital Management, LLC | Boston, MA | $205.3M | 2 |
| Safebridge LLC | | $205.3M | — |
| Brown Capital Management, LLC | Little Rock, AR | $205.2M | — |
| White Rock Oil & Gas Holdings, LLC | Plano, TX | $205.1M | 4 |
| Blue Marble Investments, LLC | Santa Barbara, CA | $205.1M | — |
| Trident Management LLC | New York, NY | $205.1M | 2 |
| Krf Capital LLC | Miami, FL | $205M | 3 |
| Chesapeake Investment Management LLC | McLean, VA | $205M | — |
| Flavin Financial Services, Inc. | Melbourne, FL | $205M | — |
| 3rd Creek Investments, Inc. | | $204.9M | — |
| Kirk Capital Advisors LLC | Vienna, VA | $204.9M | — |
| Northavenue LLC | Columbus, OH | $204.8M | — |
| The Herbst Group, LLC | | $204.8M | — |
| Kohlhepp Investment Advisors, Ltd. | Doylestown, PA | $204.6M | — |