| Roxbury Financial LLC | Mount Arlington, NJ | $180.5M | — |
| Woloshin Investment Management, LLC | Medford, NJ | $180.4M | — |
| Vera Lake Capital, LLC | Edina, MN | $180.4M | — |
| Steven G. Blum and Associates, LLC | Swarthmore, PA | $180.2M | — |
| Lander & Associates Inc | | $180.2M | — |
| Wacker & Associates, Inc. | Jackson, MN | $180.2M | — |
| Lewis Capital Management, LLC | Beverly Hills, CA | $180.2M | — |
| Cintrifuse Fund Management, LLC | Cincinnati, OH | $180.1M | 4 |
| Martin Fleisher, Jd PC | | $180.1M | — |
| Versa Capital Management, L.P. | Philadelphia, PA | $180.1M | — |
| 1801 Admin, LLC | Philadelphia, PA | $180.1M | 7 |
| T2 Asset Management, LLC | Naperville, IL | $180M | — |
| 2e Capital Partners LP | New York, NY | $180M | 1 |
| Flack, Ember Louise | | $180M | — |
| Hall Capital, LLC | Pasadena, CA | $180M | — |
| Kestrel Investment Management Corp | San Mateo, CA | $180M | 1 |
| Daventry Group LP | New York, NY | $179.9M | 1 |
| C2c Wealth Management, LLC | Scottsdale, AZ | $179.8M | — |
| Stirlingshire RIA LLC | New York, NY | $179.8M | — |
| Bey-Douglas, LLC | Marietta, GA | $179.8M | — |
| Greenwood Investors LLC | New York, NY | $179.8M | 10 |
| Winter & Associates, Inc. | St. Paul, MN | $179.7M | — |
| Keen Capital, Ltd | Chapin, SC | $179.7M | — |
| Leeds Capital Group, LLC | San Diego, CA | $179.7M | — |
| Arc24 Management, LP | New York, NY | $179.7M | 1 |
| Rcw Management, LLC | Jacksonville, FL | $179.6M | — |
| Rare Wolf Capital LLC | Bellevue, WA | $179.6M | — |
| Allaria Asset Management, LLC | Miami, FL | $179.6M | — |
| Astra Ventures Investment Partners LLC | | $179.6M | 1 |
| Higley, James, W. | | $179.5M | — |
| Crossover Capital Brands LLC | Yardley, PA | $179.5M | — |
| Golden K Wealth Management, LLC | Woodland Hills, CA | $179.4M | 1 |
| Beers Kight Financial Advisors, LLC | Columbia, SC | $179.4M | — |
| Waystone Advisors LLC | | $179.3M | — |
| The Private Investment Group, Inc. | Kettering, OH | $179.3M | — |
| Investment Advisory Services Group LLC | Boca Raton, FL | $179.3M | — |
| Dowling Financial Services, Inc | Greenwich, CT | $179.3M | — |
| Timmons Wealth Management, LLC | Attleboro, MA | $179.2M | — |
| Spring Lake Equity GP LLC | Burlington, MA | $179.2M | 4 |
| Jordanelle Capital, LLC | Salt Lake City, UT | $179.2M | 3 |
| Dolan Capital Advisors, LLC | Charlotte, NC | $179.1M | — |
| O'Connor Wealth Management, Inc. | Monrovia, CA | $179.1M | — |
| Eltringham Wealth Partners, LLC | Cincinnati, OH | $179M | — |
| Brighttree Wealth Management, LLC | | $179M | — |
| Gallo Partners LP | | $179M | 2 |
| Parvin Asset Management, LLC | Sioux Falls, SD | $179M | — |
| Mirretti Perryman Wealth Strategies, LLC | Skokie, IL | $178.9M | — |
| True Square Financial LLC | Atlanta, GA | $178.8M | — |
| Collaborative Portfolio Management, LLC | Overland Park, KS | $178.7M | — |
| The Planner's Edge LLC | Mercer Island, WA | $178.7M | — |