| Marin Capital Management, LLC | Novato, CA | $170.8M | — |
| Seamans Capital Management, LLC | Waltham, MA | $170.7M | 7 |
| Proactive Capital Management, Inc. | Topeka, KS | $170.7M | — |
| Taylor Wealth Management, LLC | Torrance, CA | $170.5M | — |
| North Shore Investment Consulting LLC | Wilmette, IL | $170.5M | — |
| Pacesetter Financial Group, L.L.C. | Lincoln, IL | $170.5M | — |
| Patrick Financial Group, L.L.C. | Brighton, MI | $170.4M | — |
| Allison Investment Management, LLC | Columbia, SC | $170.4M | — |
| Cirrus Capital LLC | Bloomfield Hills, MI | $170.4M | — |
| West End Wealth Management, LLC | Denver, CO | $170.4M | — |
| Redwood Park Advisors, LLC | Redwood City, CA | $170.3M | — |
| Mount Lucas Index Advisers LLC | Newtown, PA | $170.3M | — |
| Hoplon Asset Management, L.P. | Greenwich, CT | $170.1M | 3 |
| Zeit Capital LLC | | $170.1M | — |
| G. Dewayne McAnally, LLC | Oklahoma City, OK | $170.1M | — |
| Oxford Capital Management, Inc. | Richm0nd, VA | $170M | — |
| Larimer Capital Corp | Denver, CO | $169.9M | — |
| Gts Financial, LLC | Bloomington, MN | $169.9M | — |
| Kuhn Capital Partners, LLC | Oak Brook, IL | $169.9M | 4 |
| Focus 401 (k) Group, LLC | Addison, TX | $169.9M | — |
| Del Mar Wealth Management Inc | Del Mar, CA | $169.9M | — |
| Stillpoint Investments LP | New York, NY | $169.8M | 1 |
| Stone House Capital Management, LLC | Bay Harbor Islands, FL | $169.8M | 1 |
| Tactical Fund Advisors, LLC | Cincinnati, OH | $169.8M | — |
| Ot Financial, LLC | Troy, OH | $169.8M | — |
| Embarcadero Financial Investment Advisory, LLC | San Francisco, CA | $169.8M | — |
| Titanium Advisors, LLC | Franklin, MA | $169.7M | — |
| Chartist Inc | Long Beach, CA | $169.7M | — |
| Pathmont, LLC | Seattle, WA | $169.7M | — |
| Family Cfo, LLC | | $169.7M | — |
| Leatherback Investments LLC | Lakewood, NJ | $169.6M | — |
| Ddelta Real Estate Investments Inc. | Austin, TX | $169.6M | 5 |
| Delos Capital Management, LP | New York, NY | $169.6M | 3 |
| Stonekeep Investments, LLC | | $169.6M | — |
| Kensington Financial Group, Inc. | Winston-Salem, NC | $169.5M | — |
| Avise Financial Cooperative, Inc. | Los Angeles, CA | $169.4M | — |
| Cedar Spring Advisors, LLC | | $169.4M | — |
| Altus Capital Partners, Inc. | Wilton, CT | $169.3M | 5 |
| Vilga Financial Planning LLC | | $169.3M | — |
| Ark Royal Wealth Management LLC | Raleigh, NC | $169.3M | — |
| Financial Justus, LLC | | $169.3M | — |
| Private Harbour Investment Management & Counsel LLC. | | $169.2M | — |
| Life Planning Advisors LLC | Bigfork, MT | $169.2M | — |
| Planwiser Financial, LLC | Colorado Springs, CO | $169.1M | — |
| Flp Wealth Management, LLC | Bentonville, AR | $169.1M | — |
| Comima LLC | | $169.1M | — |
| McCarley & Cook LLC | Cincinnati, OH | $169.1M | — |
| Checketts Partners Investment Management, LLC | | $169M | 3 |
| Gladwyn Financial Advisors, Inc. | | $169M | — |
| Peltoma Capital Partners, LLC | | $168.9M | — |