| Bluerock Credit Fund Advisor, LLC | New York, NY | $189.1M | — |
| Hara Capital LLC | | $189.1M | — |
| Argosy-Lionbridge Management, LLC | Wayne, PA | $189.1M | 3 |
| Cfs Wealth Management, LLC | Macon, GA | $189.1M | — |
| Elm3 Financial Group, LLC | Alpharetta, GA | $189M | — |
| Ridgeline Wealth Advisors, LLC. | Raleigh, NC | $189M | — |
| Bledsoe Asset Management, LLC | Phoenix, AZ | $189M | — |
| Keith Hamilton, Inc. | La Jolla, CA | $188.9M | — |
| Krs Capital Management, LLC | Bloomfield Hills, MI | $188.9M | — |
| Azarias Capital Management, L.P. | Westchester, PA | $188.8M | 2 |
| Seed Wealth Management, Inc. | | $188.8M | — |
| Union Square Capital Partners, LLC | Kennett Square, PA | $188.7M | — |
| Rjp Investment Advisors, LLP | Indianapolis, IN | $188.7M | — |
| Hahn Financial Group Inc. | Sioux Falls, SD | $188.7M | — |
| McCulley Financial Group, LLC | Westchester, IL | $188.7M | — |
| Ivy League Financial Advisors LLC | Rockville, MD | $188.7M | — |
| Orvieto Partners, L.P. | Boston, MA | $188.6M | 1 |
| Nearside Advisors, LLC | Indianapolis, IN | $188.6M | — |
| Sdr Investment Management, Inc. | Longwood, FL | $188.6M | — |
| Highroad Wealth Advisors, LLC | Coos Bay, OR | $188.5M | — |
| Amicorp Wealth Services LLC | Miami, FL | $188.5M | — |
| Wright Wealth LLC | Atlanta, GA | $188.5M | — |
| Wilshire Quinn Capital, Inc. | San Diego, CA | $188.4M | 1 |
| Trailhead Planners, LLC | Edina, MN | $188.4M | — |
| Bristlecone Value Partners, LLC | Los Angeles, CA | $188.4M | 1 |
| Vine Capital Management, LLC | | $188.4M | — |
| Colarion LLC | Mountain Brook, AL | $188.3M | 1 |
| Timber Point Capital Management LLC | White Plains, NY | $188.3M | — |
| Metier Capital, LLC | | $188.3M | — |
| Cross State Financial Group LLC | Albuquerque, NM | $188.3M | — |
| Frank Financial Services | Carlsbad, CA | $188.2M | — |
| Barnes Dennig Private Wealth Management, LLC | Cincinnati, OH | $188.2M | — |
| Financial Consultants Group Inc | Cumming, GA | $188.2M | — |
| Arca Investment Management, LLC | Marina del Rey, CA | $188.1M | 8 |
| Kfg, LLC | Rapid City, SD | $188.1M | — |
| Heritage Financial Advisors, LLC | Waterville, OH | $188M | — |
| Finsym Partners, LLC | | $188M | — |
| Shadowfall Capital & Research LLP | London | $188M | 1 |
| The Westchester Group, LLC | | $187.9M | — |
| Pactolus Private Wealth Management LLC | Vienna, VA | $187.8M | 5 |
| Saddlerock Capital Management LLC | New York, NY | $187.8M | 1 |
| Liftpoint Family Wealth Advisors, LLC | Far Hills, NJ | $187.7M | — |
| Lanx Management, LLC | White Plains, NY | $187.7M | 4 |
| Redstone Wealth Management, LLC | Oklahoma City, OK | $187.7M | — |
| Rothwell Investment Advisors LLC | Salem, MA | $187.7M | — |
| Wall Street Financial Group, Inc. | Carlinville, IL | $187.7M | — |
| Colman Knight Advisory Group, LLC | Acton, MA | $187.7M | — |
| Sfg Wealth Advisors, LLC | Tampa, FL | $187.7M | — |
| Finarc Investments, Inc. | Norwood, MA | $187.6M | — |
| Cdkv Holdings LLC | Denver, CO | $187.5M | — |