| Williamson Legacy Group, LLC | | $183.1M | — |
| Nardis Advisors LLC | | $183M | — |
| Hoffmann Hermanson LLC | Denver, CO | $183M | — |
| George M. Hiller Companies, LLC | Atlanta, GA | $183M | — |
| Walton Financial | Birmingham, AL | $182.9M | — |
| Altamont Wealth Management, Inc. | Livermore, CA | $182.9M | — |
| Anchored Financial Planning LLC | West Deptford, NJ | $182.9M | — |
| Ofc Financial Planning, LLC | | $182.8M | — |
| White Wing Wealth Management, LLC | The Woodlands, TX | $182.8M | — |
| Genter Advisors LLC | Los Angeles, CA | $182.8M | — |
| Marathon Strategic Advisors, LLC | Pittsburgh, PA | $182.7M | — |
| Kuhn & Company Investment Counsel, LLC | Chicago, IL | $182.7M | — |
| Invariant Investment Management LLC | Camp Hill, PA | $182.7M | — |
| Safs, LLC | Lemoyne, PA | $182.6M | — |
| Godfrey Financial Associates, Inc. | Glenmont, NY | $182.5M | — |
| Summit Wealth Group, LLC | Tulsa, OK | $182.5M | — |
| Wold Financial Group LLC | Mendota Heights, MN | $182.5M | — |
| One Resource Group Wealth Management LLC | Dublin, OH | $182.4M | — |
| Gsi Capital Advisors LLC | Newport Beach, CA | $182.4M | — |
| Sherclar, Inc | Charlotte, NC | $182.4M | — |
| Righthand Capital, LLC | West Newton, MA | $182.3M | — |
| Marsh Wealth Management, LLC | Knoxville, TN | $182.3M | — |
| Kingstone Capital Partners Texas, LLC | Frisco, TX | $182.3M | — |
| Barrett Upton Capital Partners LLC | Lake Forest, IL | $182.3M | 4 |
| Riho Partners, LLC | | $182.2M | — |
| Four Tree Island Advisory LLC | Portsmouth, NH | $182.2M | — |
| Smith Asset Management Group LP | Dallas, TX | $182.2M | — |
| Financial Freedom for Dentists LLC | Snoqualmie, WA | $182.2M | — |
| Angeles Family Office, LLC | Santa Monica, CA | $182M | — |
| Allegiance Financial Advisors, Inc. | Jacksonville, FL | $181.9M | — |
| Martin Capital Advisors, LLP | San Antonio, TX | $181.9M | — |
| Freestate Advisors LLC | Overland Park, KS | $181.8M | — |
| Dark Horse Advisors LLC | | $181.7M | — |
| Trilinc Global Advisors, LLC | Manhattan Beach, CA | $181.7M | 2 |
| Financial Partners, LLC | Santa Fe, NM | $181.7M | — |
| Mrd, Inc. | | $181.7M | — |
| Emmett Investment Management, LP | New York, NY | $181.6M | 1 |
| Cannon Advisors, Inc. | Charlotte, NC | $181.6M | — |
| Epilog Partners, LP. | Boston, MA | $181.6M | 2 |
| Bradesco Global Advisors Inc. | Coral Gables, FL | $181.5M | — |
| U.S. Wealth Group, LLC | | $181.5M | — |
| Rbp Investment Advisors Inc. | | $181.5M | — |
| New Dimensions Wealth Management, L.L.C. | Allen, TX | $181.5M | — |
| Lakeshore Capital Group, Inc. | Rolling Meadows, IL | $181.5M | — |
| Spahn Wealth & Retirement LLC | Scottsdale, AZ | $181.4M | — |
| Enduring Wealth Management, LLC | Meridian, ID | $181.4M | — |
| Balanced Financial Planning, Inc. | Overland Park, KS | $181.3M | — |
| Rutherford Asset Planning, Inc. | Tampa, FL | $181.3M | — |
| Spear Advisors LLC | | $181.3M | — |
| Fpf Fa L.L.C. | Charlotte, NC | $181.3M | — |