| Mittelman Wealth Management LLC | | $204.6M | — |
| Donalies Financial Planning, LLC | | $204.5M | — |
| Momentum Wealth Planning, LLC | | $204.5M | — |
| Broyhill Asset Management, LLC | Charlotte, NC | $204.5M | 3 |
| McGinn Penninger Investment Management Inc. | Alexandria, VA | $204.4M | — |
| The William Allan Corporation | Fort Collins, CO | $204.4M | — |
| Prospect Financial Group LLC | | $204.4M | — |
| Extant Capital LLC | Albany, NY | $204.3M | — |
| Guiry Capital Management, LLC | Palm Beach Gardens, FL | $204.3M | — |
| Monimus Capital Management, LP | Woodbridge, NJ | $204.2M | 1 |
| Royal Capital Wealth Management LLC | | $204.2M | — |
| Frankly Finances LLC | | $204.2M | — |
| Portus Wealth Advisors, LLC | Charlotte, NC | $204.1M | 1 |
| Alianza Corp. Investment Advisor | Miami, FL | $204.1M | — |
| Mb Family Advisors, LLC | New York, NY | $204.1M | 1 |
| Viden Arbor Capital L.L.C. | | $204.1M | 1 |
| Merkkuri Wealth Advisors LLC | Jericho, NY | $204.1M | — |
| Commercial Trust Wealth Management, LLC | Fayette, MO | $204.1M | — |
| Teton Wealth Group LLC | Murray, UT | $204M | — |
| Gehrig Capital Management, Inc. | Merrillville, IN | $203.9M | — |
| Crystal Rock Capital Management, LLC. | Bannockburn, IL | $203.9M | 1 |
| Harkness Capital Management LLC | New York, NY | $203.8M | 5 |
| Moler Capital Management, LLC | | $203.8M | — |
| Up North Financial, LLC | Traverse City, MI | $203.8M | — |
| Aria Growth Partners LP | New York, NY | $203.6M | 9 |
| Lightsquare Wealth Management, LLC | Bingham Farms, MI | $203.5M | — |
| Element Squared LLC | Minneapolis, MN | $203.5M | — |
| Sanders Management Group, Ltd | Southfield, MI | $203.5M | 5 |
| Rayliant Investment Research | Walnut, CA | $203.5M | — |
| DV Capital Advisors, LLC | Chicago, IL | $203.4M | 5 |
| Kahala Financial Advisors, LLC | Honolulu, HI | $203.4M | — |
| Wazee Street Capital Management LLC | Greenwood Village, CO | $203.4M | 4 |
| Wj Financial Advisors, LLC | Killingworth, CT | $203.4M | — |
| McDermott Investment Advisors, LLC | Naples, FL | $203.3M | — |
| Nhwm LLC | Cedar Knolls, NJ | $203.3M | — |
| Ball & Company Wealth Management, Inc. | | $203.1M | — |
| Independent Wealth Management, LLC | Traverse City, MI | $203M | — |
| Syntax Research, Inc. | Boca Raton, FL | $202.9M | 1 |
| Northsands Capital, L.P. | New York, NY | $202.8M | 2 |
| Harmont Fixed Income, LLC | | $202.8M | — |
| Chicago Capital Management, LLC | Chicago, IL | $202.8M | 5 |
| Forness Financial LLC | Needham, MA | $202.8M | — |
| Campbell Financial Partners, LLC | Fort Myers, FL | $202.7M | — |
| Cfm Advisors Inc | Hauppauge, NY | $202.7M | — |
| Wernau Asset Management Inc. | Gloucester, MA | $202.6M | — |
| Steelhead Capital Management, LLC | Fort Worth, TX | $202.5M | 20 |
| Keenan, LLC | Boston, MA | $202.5M | — |
| Hansen & Associates Financial Group Inc. | Roseville, CA | $202.4M | — |
| McGuire Capital Advisors, Inc. | Bethany, OK | $202.4M | — |
| Robinson Value Management, Ltd. | San Antonio, TX | $202.3M | — |