| 201 | HUGHES FINANCIAL SERVICES, LLC | HERNDON | 173195 | $759.8M | 12 | 2026-02-28 | → |
| 202 | GRAND STRATEGY CAPITAL, LLC | CHARLOTTESVILLE | 154400 | $137.7M | 3 | 2025-01-31 | → |
| 203 | GIRA & GIRA INVESTMENT ADVISORS LLC | HARRISONBURG | 167813 | $121.4M | 2 | 2026-04-30 | → |
| 204 | STEELHEAD WEALTH MANAGEMENT LLC | GLEN ALLEN | 338410 | $341.9M | 7 | 2026-03-31 | → |
| 205 | ALEXANDER RANDOLPH ADVISORY INC | MCLEAN | 106024 | $403.9M | 5 | 2026-03-31 | → |
| 206 | COMMONWEALTH RETIREMENT INVESTMENTS LLC | RICHMOND | 285998 | $377.0M | 12 | 2026-03-31 | → |
| 207 | NEW RIVER FINANCIAL GROUP, LLC | CHRISTIANSBURG | 283428 | $377.1M | 10 | 2026-02-28 | → |
| 208 | CAPITOL PRIVATE WEALTH GROUP LLC | VIENNA | 283257 | $562.1M | 8 | 2026-04-30 | → |
| 209 | RDL FINANCIAL, INC. | FAIRFAX | 111647 | $526.8M | 13 | 2025-04-30 | → |