| Durante & Waters, LLC | Brewster, NY | $187.4M | — |
| Quantitative Asset Management, LLC | Minnetonka, MN | $187.4M | — |
| Topturn Capital, LLC | Carmel, CA | $187.4M | — |
| Journey Retirement Planning and Investment Management, LLC | Ammon, ID | $187.3M | — |
| Gagnon Advisors, LLC | New York, NY | $187.3M | 4 |
| Cfc Planning Company, LLC | Cicero, IN | $187.3M | — |
| Harbor Asset Planning, Inc. | | $187.3M | — |
| Helmsman Financial Group, LLC | Woodinville, WA | $187.2M | — |
| Ward & Associates | San Diego, CA | $187.2M | — |
| Bancreek Capital Advisors, LLC | Santa Monica, CA | $187.1M | — |
| Advice & Planning Services LLC | Youngwood, PA | $187.1M | — |
| Small Enterprise Assistance Funds | Washington, DC | $187.1M | 11 |
| Erisa Advisers, Inc. | Brentwood, TN | $187.1M | — |
| Fjell Capital, LLC | Fargo, ND | $187M | — |
| Secure Planning, LLC | Portsmouth, NH | $187M | — |
| Public Equity Partners, LLC | | $187M | — |
| Blue Door Asset Management, LLC | Stamford, CT | $187M | 2 |
| Eliot Finkel Investment Counsel, LLC | Beverly Hills, CA | $187M | — |
| Alpha Omega Financial Advisory, Inc. | | $187M | — |
| Dutch Asset Corporation | Selkirk, NY | $186.9M | — |
| Picea Capital LLC | Miami, FL | $186.8M | — |
| Wealth Management of the Bluegrass, LLC. | Lexington, KY | $186.7M | — |
| Asl Financial, LLC | Los Gatos, CA | $186.7M | — |
| David P. Gilliam & Associates, Inc. | Muncie, IN | $186.7M | — |
| Axecap Investments, LLC | Mason, OH | $186.6M | — |
| Sloy Dahl & Holst Holdings, Inc | Vancouver, WA | $186.6M | 1 |
| Specialized Retirement Consultants LLC | | $186.6M | — |
| Advocate Investing Services, LLC | Woodbine, MD | $186.6M | — |
| Alvin Clay Financial Advisors, LLC | Jenkintown, PA | $186.6M | — |
| Block Wealth Management, Inc. | | $186.5M | — |
| Accordant Investments LLC | Scottsdale, AZ | $186.4M | 1 |
| Retirement Advisors, LLC | Dallas, TX | $186.4M | — |
| Eliot Rose Wealth Management, LLC | Providence, RI | $186.3M | — |
| Closed-End Fund Advisors Inc. | | $186.3M | — |
| Precise Investment Management, Inc. | Highland Park, IL | $186.3M | — |
| Winthrop Partners - Wny, LLC | Orchard, NY | $186.2M | — |
| Amber Infrastructure Investment Advisor LLC | New York, NY | $186.2M | — |
| Granite Financial Group, LLC | Brookfield, WI | $186.2M | — |
| First Analysis Capital Management LLC | Chicago, IL | $186.2M | 8 |
| Merited Wealth, LLC | North Bay Village, FL | $186.1M | — |
| Eagle Investment Advisors, LLC | Downingtown, PA | $186.1M | — |
| Total Wealth Services, LLC | Westlake Village, CA | $186.1M | — |
| Gibson Wealth Advisors, LLC | | $186.1M | — |
| Vigil Wealth Management, LLC | Ponte Vedra Beach, FL | $186M | — |
| Ridge Capital Management, LLC | John Creek, GA | $186M | — |
| Hillspring Financial, Inc. | Surprise, AZ | $186M | — |
| Schrum Private Wealth Management, LLC | Saint Augustine, FL | $185.9M | — |
| Retirement Financial Group, LLC | Beaumont, TX | $185.9M | — |
| Hudson Portfolio Management LLC | Garrison, NY | $185.9M | — |
| Scott W. Hancock | | $185.9M | — |