| McKinley Alaska Private Investment, LLC | Anchorage, AK | $206.2M | 3 |
| Yieldpoint, L.P. | New York, NY | $206.2M | 1 |
| Adc Wealth Management, LLC | Massapequa, NY | $206.1M | — |
| Hfh Planning Inc. | | $206.1M | — |
| Parkview Asset Management, Inc. | Oakbrook Terrace, IL | $206.1M | — |
| Hardworking Capital Advisors, LLC | Palm Desert, CA | $206M | — |
| Bauer Wealth Management Inc. | Colorado Springs, CO | $205.9M | — |
| Brightpath Wealth Planning, LLC | Camarillo, CA | $205.8M | — |
| LC Vero Manager LLC | New York, NY | $205.6M | 4 |
| Kelson Asset Management LLC | | $205.6M | 23 |
| Mercer Advisors Private Asset Management, Inc. | Denver, CO | $205.6M | 7 |
| Srt Group LLC | West Palm Beach, FL | $205.6M | 1 |
| Western Pacific Wealth Management, LP | Lake Forest, IL | $205.5M | — |
| Manhattan Global Asset Management LLC | Las Vegas, NV | $205.5M | — |
| The Putney Financial Group LLC | San Rafael, CA | $205.4M | — |
| Rookwood Wealth Management, LLC | | $205.4M | — |
| Osbon Capital Management, LLC | Boston, MA | $205.3M | 2 |
| Safebridge LLC | | $205.3M | — |
| Brown Capital Management, LLC | Little Rock, AR | $205.2M | — |
| White Rock Oil & Gas Holdings, LLC | Plano, TX | $205.1M | 4 |
| Blue Marble Investments, LLC | Santa Barbara, CA | $205.1M | — |
| Trident Management LLC | New York, NY | $205.1M | 2 |
| Krf Capital LLC | Miami, FL | $205M | 3 |
| Chesapeake Investment Management LLC | McLean, VA | $205M | — |
| Flavin Financial Services, Inc. | Melbourne, FL | $205M | — |
| 3rd Creek Investments, Inc. | | $204.9M | — |
| Kirk Capital Advisors LLC | Vienna, VA | $204.9M | — |
| Northavenue LLC | Columbus, OH | $204.8M | — |
| The Herbst Group, LLC | | $204.8M | — |
| Kohlhepp Investment Advisors, Ltd. | Doylestown, PA | $204.6M | — |
| Mittelman Wealth Management LLC | | $204.6M | — |
| Donalies Financial Planning, LLC | | $204.5M | — |
| Momentum Wealth Planning, LLC | | $204.5M | — |
| Broyhill Asset Management, LLC | Charlotte, NC | $204.5M | 3 |
| McGinn Penninger Investment Management Inc. | Alexandria, VA | $204.4M | — |
| The William Allan Corporation | Fort Collins, CO | $204.4M | — |
| Prospect Financial Group LLC | | $204.4M | — |
| Extant Capital LLC | Albany, NY | $204.3M | — |
| Guiry Capital Management, LLC | Palm Beach Gardens, FL | $204.3M | — |
| Monimus Capital Management, LP | Woodbridge, NJ | $204.2M | 1 |
| Royal Capital Wealth Management LLC | | $204.2M | — |
| Frankly Finances LLC | | $204.2M | — |
| Portus Wealth Advisors, LLC | Charlotte, NC | $204.1M | 1 |
| Alianza Corp. Investment Advisor | Miami, FL | $204.1M | — |
| Mb Family Advisors, LLC | New York, NY | $204.1M | 1 |
| Viden Arbor Capital L.L.C. | | $204.1M | 1 |
| Merkkuri Wealth Advisors LLC | Jericho, NY | $204.1M | — |
| Teton Wealth Group LLC | Murray, UT | $204M | — |
| Gehrig Capital Management, Inc. | Merrillville, IN | $203.9M | — |
| Crystal Rock Capital Management, LLC. | Bannockburn, IL | $203.9M | 1 |