| Reckoner Capital Management LLC | New York, NY | $273.4M | — |
| Summit Investment Advisors Inc | Leawood, KS | $273.4M | — |
| Valor Financial Services, LLC | Knoxville, TN | $273.3M | — |
| Cardinal Wealth Advisory, LLC | Memphis, TN | $273.2M | — |
| Uhlmann Investment Management, L.L.C. | Skokie, IL | $273.2M | — |
| Tfp Management, LLC | Bettendorf, IA | $273M | — |
| Bluestone Wealth Management LLC | Keene, NH | $272.9M | — |
| Knox Wealth Partners Advisory, LLC | Knoxville, TN | $272.9M | — |
| Conscious Wealth Investments, LLC | Atlanta, GA | $272.8M | — |
| South Shore Capital Advisors, LLC | Boston, MA | $272.8M | — |
| Nestegg Advisors, Inc. | Hauppauge, NY | $272.7M | — |
| Retirement Strategies, Ltd. | Dublin, OH | $272.7M | — |
| E. a. Horwitz LLC | Deerfield, IL | $272.6M | — |
| Nolet Wealth Management, LLC | Fort Worth, TX | $272.6M | — |
| Alliance Wealth Management Partners LLC | Knoxville, TN | $272.4M | — |
| Mendel Capital Management, LLC | Little Rock, AR | $272.3M | — |
| Camelot Portfolios, LLC | Maumee, OH | $272.2M | — |
| 46 Peaks LLC | Newtown, PA | $272.1M | — |
| Firstmetric, LLC | Troy, MI | $272.1M | — |
| Magnolia Private Wealth, LLC | Philadelphia, PA | $272.1M | — |
| Parker Financial LLC | Silverdale, WA | $272M | — |
| Ryan Investment Management, Inc. | Basalt, CO | $272M | — |
| Sound Mark Partners, LLC | Greenwich, CT | $272M | 2 |
| Client First Investment Management LLC | West Bend, WI | $271.9M | — |
| Bull Street Advisors, LLC | Savannah, GA | $271.9M | — |
| Triangle Peak Partners, LP | Palo Alto, CA | $271.9M | 3 |
| Invest Capital Partners, Co. | Springboro, OH | $271.9M | — |
| Advanced Retirement Solutions, LLC | | $271.9M | — |
| Crossgate Wealth Advisors, LLC | Newtown, PA | $271.9M | — |
| Generational Private Wealth LLC | | $271.9M | — |
| Fox Financial, Inc. | Wyomissing, PA | $271.8M | — |
| Tailored Wealth Solutions, LLC | Saratoga Springs, NY | $271.8M | — |
| Accrued Equities Inc. | Melville, NY | $271.8M | — |
| True Vision Mn LLC | Woodbury, MN | $271.7M | — |
| Fairlead Asset Management LLC | Greenwich, CT | $271.6M | — |
| Rahlfs Capital, LLC | | $271.6M | — |
| Sk Advisor Network, LLC | Plano, TX | $271.5M | — |
| True Blue Financial, LLC | Stevensville, MI | $271.5M | — |
| Eastgate Capital Advisors LLC | Winnetka, IL | $271.5M | — |
| Wilmington Trust Asset Management, LLC | Wilmington, DE | $271.4M | 5 |
| Round Hill Asset Management Inc | Pasadena, CA | $271.3M | 1 |
| Parsonex Advisory Services, Inc. | Englewood, CO | $271.3M | 1 |
| Healthpointcapital Management, LLC | San Diego, CA | $271.3M | 3 |
| Hutner Capital Management Inc. | Manchester, VT | $271.2M | 3 |
| Ofg Financial Services, Inc. | Topeka, KS | $271M | — |
| Palisades Investment Partners, LLC | El Segundo, CA | $271M | — |
| Councilmark Asset Management, LLC | Knoxville, TN | $270.8M | — |
| Cbg & Company, Inc. | Fishers, IN | $270.7M | — |
| Hallador Investment Advisors, Inc. | Reno, NV | $270.7M | 6 |
| Bermuda Investment Advisory Services Limited | Hamilton | $270.6M | — |