| Phil a. Younker & Associates, Ltd. | | $202.2M | — |
| Johnson Lyman, Inc. | Los Altos, CA | $202.1M | — |
| Naylor Capital LLC | | $202.1M | — |
| Abbington Investment Group, LLC | South Portland, ME | $202.1M | — |
| Kcd Financial, Inc. | Green Bay, WI | $202.1M | — |
| J M Brown & Associates, Inc. | Tulsa, OK | $202.1M | — |
| Wealth Advisors, LLC | Springboro, OH | $202M | — |
| Kowalski Financial Inc. | Minneapolis, MN | $202M | — |
| Sortis Fund Manager, LLC | Portland, OR | $202M | 4 |
| Portage Wealth Inc | Oakville | $202M | — |
| Bam Wealth Management LLC | Lakewood, CO | $202M | — |
| Blong Financial, LLC | Memphis, TN | $202M | — |
| Great River Financial LLC | Plymouth, MN | $201.9M | — |
| Brixey & Meyer Capital LLC | Cincinnati, OH | $201.8M | 5 |
| Clearview Wealth Advisors, LLC | Salem, OR | $201.8M | — |
| Daner Wealth Management, LLC | Alpharetta, GA | $201.7M | — |
| Brasil Plural Investment Advisor LLC | Miami, FL | $201.6M | — |
| Capzone Management LLC | Norwalk, CT | $201.6M | 1 |
| Maxele Advisors, LLC | Webster Groves, MO | $201.6M | — |
| Level One Global Advisors, LLC | Miami, FL | $201.5M | 2 |
| Kraematon Investment Advisors, Inc. | Braintree, MA | $201.5M | — |
| Saul Wealth Advisors, LLC | Miami, FL | $201.5M | — |
| Harren Equity Partners, LLC | Charlottesville, VA | $201.4M | 2 |
| Keystone Wealth Advisors, Incorporated | Eagan, MN | $201.4M | — |
| Paradigm Wealth Advisory LLC | Bridgewater, NJ | $201.2M | — |
| Pacific Financial Strategies, Inc | Thousand Oaks, CA | $201.2M | — |
| Authentic Ventures Investment Manager, LLC | Oakland, CA | $201.2M | 14 |
| Strategic Advisory Services, LLC | Memphis, TN | $201.2M | — |
| Regents Partners, LLC | | $201.2M | 6 |
| Waverley Wealth Management LLC | Mountain View, CA | $201.2M | — |
| Upper Left Wealth Management, LLC | | $201.1M | — |
| Sterling Manor Financial, LLC | Saratoga Springs, NY | $201M | — |
| My Portfolio Guide, LLC | Seal Beach, CA | $201M | — |
| Stride Investments, LLC | Chicago, IL | $200.9M | — |
| Legion Partners Asset Management, LLC | Los Angeles, CA | $200.9M | 5 |
| Eldridge Sme Advisers, LLC | New York, NY | $200.9M | 2 |
| Blue Capital, Inc. | Omaha, NE | $200.8M | — |
| Calculated Wealth LLC | Madison, WI | $200.8M | — |
| Argo Management and Research Company, LLC | | $200.6M | 3 |
| Farrell Financial LLC | Orchard Park, NY | $200.6M | — |
| Risk Management Group, LLC | Rockville, MD | $200.5M | — |
| Emerald Bay Wealth Management LLC | Tahoe City, CA | $200.4M | — |
| U.S. Private Wealth, LLC | Palm Beach Gardens, FL | $200.3M | — |
| Urs Advisory LLC | Jupiter, FL | $200.3M | — |
| Comprehensive Money Management Services LLC | | $200.3M | — |
| Harvest Investment Advisors, LLC | | $200.3M | — |
| Weingarten Associates, L.L.C. | Lawrenceville, NJ | $200.3M | — |
| Tandem Investment Partners, LLC | Bordentown, NJ | $200.2M | — |
| Laughlin Financial LLC | Bloomington, IN | $200.2M | — |
| Post Capital Management LLC | New York, NY | $200.2M | 5 |