| Rigden Enterprises | Englewood, CO | $168.9M | — |
| Obp Capital LLC | Rocky Mount, NC | $168.8M | — |
| Zinnia Wealth Advisory, LLC | Ocala, FL | $168.8M | — |
| Town Capital, LLC | Bel Air, MD | $168.8M | — |
| Baleen Capital Management LLC | Las Vegas, NV | $168.7M | 3 |
| Staines Financial, LLC | Roseville, CA | $168.7M | 2 |
| Michael J. Porro & Co. Financial Advisors, Inc. | Old Tappan, NJ | $168.7M | — |
| Meyer Gates Financial Advisors, Inc | West Chester, OH | $168.7M | — |
| F5 Financial Planning, L.L.C. | | $168.7M | — |
| Overlay Management, LLC | Alpharetta, GA | $168.6M | 40 |
| Lifepoint Planning, PLLC | Schaumburg, IL | $168.5M | — |
| Elite Retirement Group, Inc. | Plover, WI | $168.4M | — |
| Stewardship Capital, Ltd. | Independence, MO | $168.4M | — |
| Tlc Group Investment Advisors, LLC | State College, PA | $168.4M | — |
| Boyd Capital Management LLC | Rochester, NY | $168.3M | — |
| Somnio Financial Group, LLC | Glastonbury, CT | $168.3M | — |
| Dragon Capital Management (HK) Limited | Central | $168.3M | 1 |
| Arnold Financial Planning LLC | Hiawatha, IA | $168.2M | — |
| Stonehaven Wealth & Tax Solutions, LLC | Appleton, WI | $168.2M | — |
| The ETF Store, Inc. | Overland Park, KS | $168.2M | — |
| Frontline Healthcare Partners, LLC | Charleston, SC | $168.1M | 3 |
| Dipaolo Financial Group, Inc. | Lutz, FL | $168M | — |
| North Forty Two & Co. | Lake Oswego, OR | $167.9M | — |
| Lloyd Park, LLC | | $167.9M | — |
| Lilliano Capital Management LLC | Phoenix, AZ | $167.9M | — |
| Forty Three Eighteen Advisors, LLC | Bentonville, AR | $167.8M | — |
| Hawkins Investment Counsel, LLC | | $167.8M | — |
| Ecp Investment Advisors LLC | Dallas, TX | $167.7M | 13 |
| Illuminate Wealth Management LLC | Barrington, IL | $167.6M | — |
| Cyber Hornet Etfs LLC | St. Petersburg, FL | $167.6M | — |
| Dartmouth Capital Advisors, Inc. | | $167.6M | — |
| Norland Capital LP | | $167.5M | 6 |
| 917 Advisory Services LLC | Spokane, WA | $167.5M | — |
| Gambit Capital Management, LLC | | $167.5M | — |
| Hanke & Apolonio Wealth Advisors LLC | San Francisco, CA | $167.3M | — |
| Blanche Park Capital LLC | Miami, FL | $167.3M | — |
| Randall & Associates Wealth Management, Inc. | Butler, PA | $167.2M | — |
| South Texas Capital Advisors, LLC | New Braunfels, TX | $167.2M | — |
| Semitam Bonam LLC | Goshen, NY | $167.2M | — |
| The Monitor Group, Inc. | Martinez, GA | $167.2M | — |
| Safe Harbor Wealth Advisors, LLC | Dublin, OH | $167.2M | — |
| Catalyst Wealth Advisors LLC | Newport Beach, CA | $167.2M | — |
| Armory Capital Management, LLC | Syracuse, NY | $167.1M | — |
| Trg Investment Advisors, LLC | Denver, CO | $167.1M | — |
| Schlindwein Associates LLC | Dallas, TX | $167.1M | — |
| Perissos Private Wealth Management, LLC | Bethany, OK | $167.1M | — |
| Boyer Financial Services, Inc. | Newport Beach, CA | $167M | — |
| Greenbelt Investment Advisors, LLC | Round Rock, TX | $167M | — |
| May, William Michael | | $167M | — |
| Sas Financial Advisors, LLC. | San Francisco, CA | $167M | — |