| The Kocen Financial Group, Inc. | Rancho Mirage, CA | $185.9M | — |
| Gratia Capital, LLC | Los Angeles, CA | $185.8M | 1 |
| Lifetime Wealth Management, LLC | | $185.8M | — |
| Liberty Atlantic Advisors LLC | Florence | $185.8M | — |
| Diamond Client Group, LLC | The Woodlands, TX | $185.8M | — |
| S.f. Ehrlich Associates, Inc. | Cranford, NJ | $185.8M | — |
| Ash Investment Partners, LLC | Atlanta, GA | $185.7M | 1 |
| Doheny Asset Management, L.L.C. | Los Angeles, CA | $185.7M | — |
| First Mason Financial, LLC | Medina, OH | $185.7M | — |
| Seven Six Capital Management, LLC | New York, NY | $185.6M | 1 |
| Larson Financial Planning Inc. | | $185.6M | — |
| Delos Wealth Advisors, LLC | Dallas, TX | $185.6M | — |
| Archer Pointe Wealth Management, LLC | Davis, CA | $185.6M | — |
| Cpwa LLC | Hood River, OR | $185.5M | — |
| Niles Investment Management, LLC | Plantation, FL | $185.5M | 2 |
| Hoffman Capital Advisors LLC | Cranberry Twp, PA | $185.4M | — |
| Networth Advisors, LLC | Canonsburg, PA | $185.4M | — |
| Ahara Advisors LLC | Jersey City, NJ | $185.4M | 1 |
| Guild Investment Management, Inc. | Westlake Village, CA | $185.2M | — |
| Meadowbrook Investment Advisors LLC | Livonia, MI | $185.2M | — |
| Emissary Wealth LLC | Hackensack, NJ | $185.1M | 1 |
| Boon Capital Advisors LLC | Northbrook, IL | $185M | 3 |
| Jackson Avenue, LLC | | $185M | — |
| Halberstadt Financial Consultants, Inc. | Princeton, NJ | $185M | — |
| Strategic Advisory Services, L.L.C. | Houston, TX | $184.9M | — |
| Schwarz Investment Partners | Silver Lake, KS | $184.9M | — |
| Brindle & Bay Financial Advisors, LLC | Frisco, TX | $184.8M | — |
| Pcb Capital LLC | East Brunswick, NJ | $184.8M | — |
| Torrey-Payne Wealth Management, LLC | Pasadena, CA | $184.8M | — |
| Logic Wealth Management, LLC | Pasadena, CA | $184.7M | — |
| Vanheel Management Limited | Hong Kong S.a.r. | $184.7M | — |
| Summit Financial Consulting LLC | Sterling Heights, MI | $184.7M | — |
| Vision One Management Partners, LP | Miami, FL | $184.7M | 1 |
| Reach Wealth Management LLC | St. George, UT | $184.7M | — |
| Greenway Wealth Advisors, LLC | Charlotte, NC | $184.5M | — |
| Wynnefield Capital, Inc. | New York, NY | $184.5M | 3 |
| Storgate, LLC | | $184.5M | — |
| Avail Investment Partners, LLC | Lemont, PA | $184.5M | — |
| Selkirk Wealth Advisors, LLC | Spokane, WA | $184.4M | — |
| Red Mountain Financial, LLC | Fort Collins, CO | $184.4M | — |
| Rivertree Advisors, LLC | Winter Park, FL | $184.4M | — |
| Cullen, Patterson Capital Management, LLC | | $184.4M | — |
| The Worley Banks Group, LLC | Creve Coeur, MO | $184.3M | — |
| Equity Armor Investments, LLC | Chicago, IL | $184.3M | — |
| Madrid Financial Services, Inc. | Manhattan Beach, CA | $184.2M | — |
| Fifth Era Partners LP | | $184.2M | 27 |
| Global Wealth Management, L.c. | Deerfield Beach, FL | $184.2M | — |
| Longevity Capital Management LLC | Thousand Oaks, CA | $184.2M | — |
| Cooper Financial Services, Inc. | Shelton, CT | $184.1M | — |
| Atlas Financial Planning, LLC | Alpharetta, GA | $184.1M | — |