| Essex Ridge Capital Group, LLC | St. Louis | $137.4M | — |
| Sonas Financial Group, Inc. | Kansas City | $134.6M | — |
| Laminar Wealth LLC | Clayton | $131.8M | — |
| Heritage Asset Management, LLC | Belton | $130M | — |
| Severin Investments LLC | St. Louis | $127.6M | — |
| Profusion Financial, Inc. | St. Louis | $124.9M | 1 |
| Lang & Becker, Inc. | Washington | $123.2M | — |
| Modern Dollar Planning, LLC | St. Louis | $122M | — |
| Core Planning, LLC | Ofallon | $121.5M | — |
| Virtus Wealth Management LLC | Olivette | $119.4M | — |
| Clarity Financial Planners, LLC | Clayton | $118.6M | — |
| Toberman Becker Wealth, LLC | St. Louis | $115.1M | — |
| Ryan Poage & Co., LLC | Kansas City | $114.2M | — |
| Investment Office Resources, LLC | Clayton | $112.9M | — |
| Divvi Wealth Management LLC | Kansas City | $111.2M | — |
| Marketdesk Indices LLC | Cape Girardeau | $110.9M | — |
| Ten Peaks Partners L.L.C. | Clayton | $108.6M | — |
| Hickory Wealth Management, LLC | Springfield | $107.2M | — |
| Fortify Wealth, Inc. | St. Louis | $107.1M | — |
| Compass Retirement Group LLC | St. Louis | $93.5M | — |
| Edward D. Jones & Co., L.P. | St. Louis | $82.5M | — |
| Bright Portfolios, LLC | Lee's Summit | $81.1M | — |
| Wells Fargo Clearing Services, LLC | St. Louis | $60.6M | — |
| UMB Asset Management, LLC | Kansas City | $47.5M | 4 |
| Build Asset Management, LLC | Jefferson City | $44.2M | 1 |
| Nisa Investment Advisors, LLC | St. Louis | $31.5M | — |
| American Century Investment Management Inc | Kansas City | $26.8M | 3 |
| Olive Street Investment Advisers, LLC | St. Louis | $17M | — |
| Cql Capital Management | Chesterfield | $15.1M | — |
| St. Louis Financial Planners Inc. | Chesterfield | $5.7M | — |
| UMB Financial Services, Inc. | Kansas City | $3.1M | — |
| Wells Fargo Advisors Financial Network, LLC | St. Louis | $2M | — |
| Stifel, Nicolaus & Company, Incorporated | St. Louis | $1.7M | 23 |
| Axius Advisors LLC | Saint Charles | — | — |
| Allocator Solutions, LLC | St. Louis | — | — |
| Stonebridge Financial Group, LLC | St. Louis | — | — |
| Commercial Trust Wealth Management, LLC | Fayette | — | — |
| Tbg-Bedford Group LLC | Saint Louis | — | — |
| U.S. Institutional Corporation | Chesterfield | — | — |
| Intyce, LLC | St. Louis | — | — |
| Lockton Investment Advisors, LLC | Kansas City | — | — |
| Ninth Avenue Capital, LP | Kansas City | — | — |
| Hofman Wealth Management, LLC | Chesterfield | — | — |