| Ladd Capital Management LLC | New Haven, CT | $176.6M | — |
| Bannerman Wealth Management Group, LLC | Lewisville, TX | $176.6M | — |
| Summit Capital Inc. | | $176.6M | — |
| Capstone Investment Group, LLC | Olympia, WA | $176.5M | — |
| Highbury Park LLC | | $176.4M | 15 |
| Quantor Capital LLC | Houston, TX | $176.4M | 2 |
| Emvision Capital Advisors, LLC | Aurora, OH | $176.4M | — |
| Collins Advisors, LLC | Buffalo, NY | $176.4M | — |
| Pointer Financial Advisors LLC | Columbia, MD | $176.4M | — |
| Advisorengine Portfolio Solutions Inc. | Raleigh, NC | $176.4M | — |
| Livelsberger, Lynn Louis | Ashland, OH | $176.4M | — |
| Parable, LLC | St Augustine, FL | $176.3M | — |
| Ndwm LLC | La Jolla, CA | $176.3M | — |
| Collar Capital Management, LLC | Appleton, WI | $176.3M | — |
| Corbett Road Capital Management, LLC | McLean, VA | $176.3M | — |
| Avant Capital, LLC | Lafayette, LA | $176.2M | — |
| Summerhaven Investment Management, LLC | Stamford, CT | $176.2M | — |
| Kelsey Financial, LLC | Moorpark, CA | $176.2M | — |
| McLaughlin Asset Management, Inc. | Danville, IL | $176.1M | — |
| Nine Left Capital LP | New York, NY | $176.1M | 1 |
| Jim MacKay Financial Planning, LLC | Springfield, MO | $176M | — |
| Sfi Advisors, LLC | Montclair, NJ | $176M | — |
| The Money Men, Inc. | Amherst, NY | $176M | — |
| Philadelphia Investment Partners, LLC | Voorhees, NJ | $176M | — |
| Mallini Complete Financial Planning LLC | Gainesville, FL | $176M | — |
| Comprehensive Financial Planning Inc | Oklahoma City, OK | $176M | — |
| Fellowship Investment Advisors, LLC | Maitland, FL | $175.9M | — |
| Planvest Financial, Inc. | Gaithersburg, MD | $175.9M | — |
| Intentional, LLC | Fort Mill, SC | $175.8M | — |
| Routeburn Capital LP | | $175.8M | — |
| Toptier Wealth Management | | $175.7M | — |
| Preserver Partners LLC | Memphis, TN | $175.7M | 1 |
| Catchlight Capital Management LLC | | $175.7M | 5 |
| Profusion Financial, Inc. | St. Louis, MO | $175.7M | 1 |
| Macke Financial Advisory Group, Inc. | Fort Myers, FL | $175.7M | — |
| La Crosse Financial Planning Inc. | Onalaska, WI | $175.7M | — |
| Downing Street Wealth Management LLC | Greenwood Village, CO | $175.6M | — |
| Light Financial Services, Inc. | Fargo, ND | $175.5M | — |
| Hill Country Retirement Solutions LLC | Boerne, TX | $175.5M | — |
| Tlw Wealth Management, LLC | | $175.5M | — |
| Three Bridges Capital, LP | Monmouth Beach, NJ | $175.5M | 1 |
| Feenix Venture Partners, LLC | New York, NY | $175.5M | 6 |
| Penbrook Management LLC | New York, NY | $175.4M | 1 |
| Alan B. Lancz & Associates, Inc. | Toledo, OH | $175.4M | 2 |
| Appalachian Capital Management Ltd | St. Clairsville, OH | $175.3M | — |
| Cta Wealth Advisors, Inc. | Burbank, CA | $175.2M | — |
| Gould Capital, LLC | Tacoma, WA | $175.2M | — |
| Greenleaf Financial Group, LLC | Carmel, IN | $175.2M | — |
| Wpa Family Office, LLC | Dallas, TX | $175.2M | — |
| Prestige Wealth Services Group, Inc. | Flemington, NJ | $175.2M | — |