| Frugal Financial Retirement Plan Services, LLC | Mobile, AL | $194.9M | — |
| Columbia River Financial Group, LLC | Vancouver, WA | $194.8M | — |
| Ohiggins Asset Management Inc | | $194.8M | — |
| Bright Path Sports Partners, LLC | Cleveland, OH | $194.8M | 2 |
| Fenton Gregory Coleman | Sandwich, MA | $194.8M | — |
| Altmore Capital Investment Management, LLC | Arlington, VA | $194.7M | 9 |
| Alpha Dna Investment Management LLC | Columbia, MD | $194.7M | 1 |
| Michael Traxler Wealth Management, LLC | New Prague, MN | $194.7M | — |
| Sensible Portfolios, LLC | | $194.7M | — |
| Amuni Financial, Inc. | St Petersburg, FL | $194.6M | — |
| Aeref Management, LLC | New York, NY | $194.5M | 1 |
| Liberty Financial Group, Inc. | Elm Grove, WI | $194.3M | — |
| Accord Equity Advisors LLC | San Francisco, CA | $194.3M | 5 |
| Drum Hill Capital, LLC | Westport, CT | $194.3M | — |
| Neil Jesani Wealth Management, LLC | Sunrise, FL | $194.2M | — |
| Wacona Capital, LLC | Charlottesville, VA | $194.1M | 4 |
| Townsend Personal Financial Planning, LLC | Columbus, GA | $194M | — |
| T.t.g. Financial, Inc. | Canton, OH | $194M | — |
| Innovative Advisory Group, LLC | Lexington, MA | $194M | — |
| Capital and Planning, LLC | Jonesboro, GA | $193.9M | — |
| Integrity Wealth Partners, LLC | Walnut Creek, CA | $193.9M | — |
| Tetley Investments, LLC | Park Ridge, IL | $193.9M | — |
| Buckley Capital Advisors, LLC | Miami Beach, FL | $193.8M | 1 |
| Mws Capital Consultants LLC | Chicago, IL | $193.7M | — |
| Morgens, Waterfall, Vintiadis & Company, Inc. | New York, NY | $193.6M | 1 |
| D. M. Brenner, Inc. | Solana Beach, CA | $193.6M | — |
| Xpv Management LLC | El Segundo, CA | $193.6M | 8 |
| One Wealth Management Investment and Advisory Services, LLC | Boca Raton, FL | $193.5M | — |
| Sandia Wealth Management, LLC | Albuquerque, NM | $193.5M | — |
| Pine Haven Investment Counsel, Inc. | | $193.4M | — |
| Future Financial Wealth Management Group, LLC | Cincinnati, OH | $193.4M | — |
| Dynamic Wealth Advisors | Surprise, AZ | $193.3M | — |
| Kazazian Asset Management, LLC | Fort Lauderdale, FL | $193.3M | 1 |
| Stonecreek Private Wealth, LLC | | $193.3M | — |
| Retirement Plan Fiduciaries, LLC | | $193.3M | — |
| Kastel Capital Advisors, LLC | Wellesley, MA | $193.3M | — |
| Balanced Rock Investment Advisors LLC | Roslindale, MA | $193.2M | — |
| 3 Factor Indexing, LLC | | $193.2M | — |
| January Capital Advisors LLC | San Francisco, CA | $193.2M | — |
| Rmdr Advisors, Inc. | | $193.2M | — |
| Elemental Capital Partners LLC | | $193.1M | — |
| Hinchley Advisory Group, LLC | Centennial, CO | $193.1M | — |
| Willner & Heller LLC | Encino, CA | $193.1M | — |
| East Guilford Financial Services LLC | Madison, CT | $193.1M | — |
| Terra Alpha Investments LLC | Washington, DC | $193M | 3 |
| Cape Ann Capital, Inc. | Concord, MA | $193M | — |
| Kinzie Capital Partners LP | Chicago, IL | $193M | 8 |
| Wickham Financial Group, Inc. | Marietta, GA | $193M | — |
| High Point Wealth Management, LLC | Chester, NJ | $192.9M | — |
| Baybridge Capital Group, LLC | Livermore, CA | $192.9M | — |