| Tfj Management, LLC | Somerville, MA | $198.4M | 2 |
| Pmg Wealth Management, Inc. | Hawthorn Woods, IL | $198.3M | — |
| Safir Wealth Advisors, LLC | | $198.2M | — |
| Atlantic Wealth Partners, LLC | Jupiter, FL | $198.1M | — |
| Welch Financial Planning, LLC | Boulder, CO | $198.1M | — |
| Gip Investment Adviser LLC | West Palm Beach, FL | $198M | 6 |
| Newport Investment Advisors Inc | Beachwood, OH | $198M | — |
| Constant Guidance Financial, LLC | North Attleboro, MA | $198M | — |
| Lieblong & Associates, Inc. | Little Rock, AR | $197.9M | 1 |
| Entasis Asset Management LLC | Brookfield, WI | $197.9M | — |
| Gladowsky Capital Management Corp | Smithtown, NY | $197.8M | — |
| Calvert Impact Advisory Services, LLC | Bethesda, MD | $197.8M | — |
| D & P Investment Advisors, Ltd. | Wakefield, RI | $197.8M | — |
| Crown Advisors Management, Inc. | Larkspur, CA | $197.8M | 1 |
| Wealth Management Group, Inc. | Winston-Salem, NC | $197.7M | — |
| Preston Advisory Services LLC | Kingman, AZ | $197.7M | — |
| Bengal Asset Management, LLC | Santa Monica, CA | $197.6M | 2 |
| Boardwalk Financial Strategies LLC | Hartland, WI | $197.6M | — |
| Attentive Investments, LLC | Stockton, CA | $197.5M | — |
| Inman Financial Services, Inc. | Portland, OR | $197.5M | — |
| Copper Beech Financial Group, LLC | Moorestown, NJ | $197.4M | — |
| Rydar Equities, Inc. | Weatherford, TX | $197.4M | — |
| Bautis Financial, LLC | Montclair, NJ | $197.4M | — |
| Aps Advisors | Jackson, CA | $197.2M | — |
| Osprey Capital Management Corp. | Miami Beach, FL | $197.2M | — |
| L Capital, LLC | Windsor, CA | $197.2M | 6 |
| Davis Wealth Advisors LLC | Salem, NH | $197.1M | — |
| Concordia Wealth Management, LLC | Concord, MA | $197.1M | — |
| Fee-Only Fiduciary Advisors LLC | Grand Rapids, MI | $197M | — |
| Bireme Capital, LLC | Rockville, MD | $196.9M | 1 |
| Reciprocal Venture Management, L.L.C. | New York, NY | $196.9M | 9 |
| Rei Wealth Management LLC | | $196.8M | — |
| Rlh Capital, LLC | | $196.8M | 3 |
| Continental Investors Services, Inc. | Longview, WA | $196.8M | — |
| Bradley Wealth LLC | Scottsdale, AZ | $196.7M | — |
| Connor Capital Sb, LLC | Santa Barbara, CA | $196.7M | 8 |
| The Bendix Financial Group, Inc. | Garden City, NY | $196.6M | — |
| Certified Planners, Inc. | San Ramon, CA | $196.6M | — |
| Springhouse Capital Management, LP | | $196.6M | 1 |
| Kingdom Legacy Advisors Corporation | | $196.5M | — |
| Avant Financial Advisors LLC | Austin, TX | $196.4M | — |
| Friedenthal Financial, LLC | Marlton, NJ | $196.4M | — |
| Grand Central Investment Group, LLC | Tampa, FL | $196.2M | — |
| Amphora Wealth Management, LLC | Chapel Hill, NC | $196.2M | — |
| Reyes Financial Architecture Inc. | San Diego, CA | $196.2M | — |
| Smith Partners Wealth Management, LLC | Greensboro, NC | $196.1M | — |
| Bellingrath Wealth Management, L.L.C. | New Orleans, LA | $196.1M | — |
| Hummer Financial Advisory Services Inc | | $196.1M | — |
| Trueman Brown, LLC | Lake Zurich, IL | $196.1M | — |
| Frazier Financial Consultants, LLC | Chapel Hill, NC | $196M | — |