| Manuka Financial, LLC | | $218.1M | — |
| Sahara Investment Group, LLC | Las Vegas, NV | $218.1M | 1 |
| Rockbridge Asset Management, LLC | Alexandria, VA | $218M | 2 |
| Allstreet Capital LLC | Los Angeles, CA | $218M | — |
| Jackson Hill Advisors, LLC | Houston, TX | $217.9M | 1 |
| Ironclad Investments LLC | Maitland, FL | $217.9M | — |
| Madden Funds Management Ltd. | Oak Park, IL | $217.9M | — |
| Arrow Wealth Advisory LLC | | $217.8M | — |
| Oppvest, LLC | New York, NY | $217.8M | 3 |
| Dobson Asset Management - Northern California | Petaluma, CA | $217.8M | — |
| Cedrus Wealth Group LLC | Andover, MN | $217.8M | — |
| Prescott Advisors, LLC | Dallas, TX | $217.8M | 5 |
| Enspyre Wealth Advisors, Inc. | Woodbury, MN | $217.7M | — |
| Sound Financial Strategies Group, LLC | Madison, MS | $217.7M | — |
| Parker Financial Advisors LLC | Houston, TX | $217.6M | — |
| Affinity Wealth LLC | Canton, OH | $217.5M | — |
| Callahan Capital Management Inc | Steamboat Springs, CO | $217.5M | — |
| Sun Financial, Inc. | Midvale, UT | $217.5M | — |
| Aps Management Group, Inc. | Torrance, CA | $217.4M | — |
| White Rock Capital Management, L.P. | Dallas, TX | $217.4M | 2 |
| Wealthtrust Asset Management, LLC | Destin, FL | $217.4M | — |
| Ciovacco Capital Management LLC | | $217.3M | — |
| Sheridan Capital Management, LLC | | $217.2M | — |
| Grange Capital, LLC | Beaverton, OR | $217.2M | — |
| New Horizon Financial Strategies, LLC | Ithaca, NY | $217.2M | — |
| Costello Financial Planning, Inc. | | $217.1M | — |
| Polaris Investment Advisors, LLC | Framingham, MA | $217.1M | — |
| Thor Trading Advisors, LLC | Greensburg, PA | $217M | — |
| Tucker's Farm Management Company I, L.P. | Framingham, MA | $217M | 5 |
| Cutter Financial Group LLC | Falmouth, MA | $216.9M | — |
| Paladin Wealth, LLC | Arden Hills, MN | $216.9M | — |
| Strategic Retirement Advisors, LLC | Elk Grove, CA | $216.9M | — |
| Ledgewood Wealth Advisors, LLC | Exeter, NH | $216.8M | — |
| Etre LLC | Cambridge, MA | $216.8M | — |
| Blackridge Asset Management, LLC | Jupiter, FL | $216.7M | — |
| The Simmons Partnership, Inc | Towson, MD | $216.5M | — |
| Ffg Retirement Advisors LLC | Centennial, CO | $216.5M | — |
| Aegis Wealth Management, Inc. | Guthrie Center, IA | $216.5M | — |
| Hofer & Associates, Inc. | Thousand Oaks, CA | $216.4M | — |
| Financial Management Services of America LLC. | | $216.4M | — |
| Delta Advisory Group, Inc. | Maitland, FL | $216.3M | — |
| Core Capital Management, LLC | Chicago, IL | $216.2M | 1 |
| Integrous Wealth Strategies LLC | Hamilton, NJ | $216.2M | — |
| Brown Capital Management, LLC | Little Rock, AR | $216.1M | — |
| Prosperity Advisory Group LLC | Victor, NY | $216M | — |
| Ark Wealth Management, LLC | Austin, TX | $216M | — |
| Sky Alpha Asset Advisors LLC | Boca Raton, FL | $216M | — |
| Icp Group Investment Manager, LLC | Dallas, TX | $215.9M | 4 |
| Wedgewood Investors Inc | Erie, PA | $215.8M | — |
| Medici Capital LLC | Newport Beach, CA | $215.8M | 2 |