| Morman, Kaplan, Brilliant and Fransko, LLC | Ann Arbor, MI | $162.7M | — |
| McS Financial Advisors LLC | | $162.6M | — |
| Lewinter Wealth Advisors, LLC | | $162.5M | — |
| Savant Investment Advisers, Inc. | Homewood, IL | $162.5M | — |
| Dedicated Capital Advisors, LLC | San Francisco, CA | $162.5M | — |
| Taurus Financial LLC | Jersey City, NJ | $162.5M | — |
| Tempered Investment Management Ltd. | North Vancouver, British Columbia | $162.4M | — |
| Bestgate Wealth Advisors, LLC | Frederick, MD | $162.4M | — |
| F.i.g. Financial Advisory Services, Inc. | Oklahoma City, OK | $162.4M | — |
| Ballast Point Financial Planning, LLC | Burlingame, CA | $162.4M | — |
| Joss Brown Wealth Advisors Group LLC | Williamsburg, VA | $162.4M | — |
| Dyche Wealth Management, Inc | Fayetteville, GA | $162.3M | 12 |
| Maple Park Capital Partners Management, LP | Dallas, TX | $162.2M | 2 |
| Freedom Family Office, LLC | | $162.1M | — |
| Quint Capital Corporation | New York, NY | $162.1M | — |
| Wolfstich Capital, LLC | Medfield, MA | $162.1M | — |
| Shepherd Wealth Management Limited Liability Company | Cincinnati, OH | $162.1M | — |
| Banyan Global Investment Advisors, LLC | Boca Raton, FL | $162.1M | — |
| Gutt Financial Management, LLC | Atlanta, GA | $162.1M | — |
| Rpr Financial Advisors LLC | Overland Park, KS | $162.1M | — |
| Kingsbury Capital Investment Advisors LLC | | $162M | — |
| Arbor Investment Management, LLC | Ann Arbor, MI | $162M | — |
| Ironoak Wealth LLC | Cedar Park, TX | $162M | — |
| Corkern Barry M Advisory Services Inc | Little Rock, AR | $161.9M | — |
| Confidential Management Advisors, Inc. | Troy, MI | $161.9M | — |
| Gadsden, LLC | Newtown Square, PA | $161.8M | — |
| Fell Capital Management | Newport Beach, CA | $161.8M | — |
| Williams, Garth Alan | | $161.8M | — |
| Jeffrey Matthews Wealth Management, LLC | Florham Park, NJ | $161.7M | — |
| Lynnleigh & Company, LLC | Pittsford, NY | $161.5M | — |
| Pincus Capital Management, LP | New York, NY | $161.5M | — |
| Flfs Advisory LLC | Victor, NY | $161.5M | — |
| Blom & Howell Financial Planning, Inc. | Modesto, CA | $161.5M | — |
| Piar LLC | | $161.5M | — |
| Farnam Financial, LLC | Phoenix, AZ | $161.4M | — |
| Elite Wealth Management, Inc. | Plover, WI | $161.4M | — |
| Clearpath Capital Partners LLC | Menlo Park, CA | $161.3M | 2 |
| Laguna Wealth Advisors, LLC | | $161.2M | — |
| Tfs Advisors, LLC | Edmonds, WA | $161.2M | — |
| Sieben Wealth Planning LLC | | $161.2M | — |
| Barnett Capital Advisors LLC | Miami, FL | $161.1M | 1 |
| Newground Social Investment, SPC | Seattle, WA | $161.1M | — |
| Williams Wealth Management Group, Inc. | Bradenton, FL | $161M | — |
| Broadwater Capital Management LLC | Boston, MA | $161M | — |
| Capria Ventures LLC | Seattle, WA | $161M | 14 |
| Thistle Creek Capital, LLC | Lehi, UT | $161M | — |
| Lauer Wealth, LLC | Valparaiso, IN | $160.9M | — |
| Eagle Harbor Asset Management Inc | | $160.9M | — |
| Medicus Wealth Planning, Inc. | Draper, UT | $160.8M | — |
| Glaxis Capital Management, LLC | Sarasota, FL | $160.8M | 1 |