| Fulham & Co, Inc. | Wellesley, MA | $200.2M | 8 |
| Thompson Capital Management, LLC | | $200.1M | — |
| Chapman Investment Management, LLC | | $200.1M | — |
| Radix Organization, Inc. | New York, NY | $200.1M | — |
| Genesis Wealth Advisors, LLC | Braintree, MA | $200.1M | — |
| Amg Asset Management Group, Inc. | Cartersville, GA | $200.1M | — |
| Allen Capital Management, LLC | Vancouver, WA | $200M | — |
| Newbore Wealth Management, Inc. | Gladstone, OR | $200M | — |
| Wh Cornerstone Investments Inc. | Duxbury, MA | $200M | — |
| Ai Alpha LLC | Grand Rapids, MI | $200M | — |
| Credit Bridge Advisors LLC | | $200M | 1 |
| Hensler & Associates Wealth Management LLC | Fenton, MI | $200M | — |
| Aspen Private Advisors, LLC | Sioux Falls, SD | $199.9M | — |
| Flagship Capital Management Inc | Media, PA | $199.9M | — |
| Planning Works Advisory, Inc. | Austin, TX | $199.8M | — |
| Kapusta Financial Group, Inc. | Pittsburgh, PA | $199.6M | — |
| Lbb Holding Company LLC | Norwalk, CT | $199.5M | 2 |
| Ia Network, LLC | Charlotte, NC | $199.5M | — |
| Capital Asset Management, Inc. | Columbus, OH | $199.5M | — |
| Kg Capital Management, LLC | Saint Francisville, LA | $199.5M | — |
| Dbk Financial Counsel, LLC | Cuyahoga Falls, OH | $199.5M | — |
| Executive Financial Services Inc | Livonia, MI | $199.5M | — |
| Glenwood Investment Group, LLC | Manchester, NH | $199.4M | — |
| Diversified Investment Strategies, LLC | Baton Rouge, LA | $199.4M | 1 |
| Pingora Partners LLC | Dallas, TX | $199.4M | — |
| The Catalyst Group, Inc. | Houston, TX | $199.4M | 10 |
| Scalar Gauge Management, LLC | Dallas, TX | $199.4M | 3 |
| Miller Global Investments, L.L.C. | Dallas, TX | $199.4M | — |
| Tranquilli Financial Advisor, LLC | Clinton, NJ | $199.4M | — |
| Naviquant Capital Management LLC | | $199.3M | — |
| Mountain Lake Investment Management LLC | | $199.3M | 1 |
| Sechrest Financial Services LLC | Acton, MA | $199.2M | — |
| Aio Financial, LLC | Tucson, AZ | $199.2M | — |
| Rik Saylor Financial, Inc. | Fairfield, OH | $199.2M | — |
| Financial Architects, LLC | Woodstock, GA | $199.2M | — |
| Barron Financial Group, LLP | Torrington, CT | $199.1M | — |
| Rwa Advisors, LLC | Boca Raton, FL | $199.1M | — |
| Nestlerode & Loy, Inc. | State College, PA | $199.1M | — |
| Catoctin Ridge Wealth Partner, LLC | Thurmont, MD | $199M | — |
| Bedminster L.L.C. | Bluffton, SC | $199M | — |
| Mjt & Associates Financial Advisory Group, Inc. | Montevideo, MN | $198.9M | — |
| Erickson Financial Group, LLC | Allentown, PA | $198.9M | — |
| City Capital Ventures, LLC | Chicago, IL | $198.8M | 11 |
| Capital Squared Financial LLC | Rockville, MD | $198.7M | — |
| Intercapital, LLC | Austin, TX | $198.7M | 1 |
| Invisor Financial LLC | Seneca, KS | $198.5M | — |
| Prestige Wealthwide, LLC | Lehi, UT | $198.5M | — |
| Scaleworks Capital, LLC | San Antonio, TX | $198.4M | 5 |
| Cedarstone Advisors | Thousand Oaks, CA | $198.4M | — |
| Republic Digital Fund Manager LLC | New York, NY | $198.4M | 2 |