| Monson Wealth Management LLC | | $196M | — |
| Golden Gate Personal Financial Planning | San Francisco, CA | $195.9M | — |
| Hillman Capital Management Inc | Bethesda, MD | $195.9M | — |
| Covestor Ltd | London | $195.8M | 1 |
| J.k. Financial, Inc. | Dallas, TX | $195.8M | — |
| J2 Capital Management, Inc. | Troy, MI | $195.7M | — |
| Tepp RIA LLC | Westfield, NJ | $195.7M | — |
| Marvin & Palmer Associates | Wilmington, DE | $195.7M | 2 |
| Stonetree Investment Partners LLC | Dallas, TX | $195.7M | 6 |
| Ark Advisors LLC | Bloomington, IL | $195.6M | — |
| Vfpe Advisors LLC | Audubon, PA | $195.6M | 13 |
| Cf Capital LLC | | $195.6M | 1 |
| Charter Wealth Management, Inc. | Raleigh, NC | $195.6M | — |
| Clark & Stuart Inc | Portland, ME | $195.6M | — |
| Frazee Investment Consulting, Inc. | Memphis, TN | $195.5M | — |
| Atcap Partners, LLC | Rockville, MD | $195.5M | — |
| Plan Life & Wealth Management, Inc. | Fresno, CA | $195.4M | — |
| American Community Wealth Management, LLC | Crystal Lake, IL | $195.4M | — |
| Fort Street Asset Management LLC | Honolulu, HI | $195.4M | 2 |
| Rmr Wealth Management | New York, NY | $195.4M | — |
| Westmark Wealth Management, LLC | Phoenix, AZ | $195.4M | — |
| Independent Wealth Advisors, LLC | Cary, NC | $195.3M | — |
| Northstar Financial Advisors, Inc. | | $195.3M | — |
| Monterone Partners LLP | London | $195.3M | 1 |
| Feg Curio Investment Partners, LLC | Cincinnati, OH | $195.3M | 20 |
| Emergent Financial Services, LLC. | Charlottesville, VA | $195.2M | — |
| Baird Venture Partners Management Company V, LLC | Milwaukee, WI | $195.2M | 2 |
| Frugal Financial Retirement Plan Services, LLC | Mobile, AL | $194.9M | — |
| Columbia River Financial Group, LLC | Vancouver, WA | $194.8M | — |
| Ohiggins Asset Management Inc | | $194.8M | — |
| Bright Path Sports Partners, LLC | Cleveland, OH | $194.8M | 2 |
| Fenton Gregory Coleman | Sandwich, MA | $194.8M | — |
| Altmore Capital Investment Management, LLC | Arlington, VA | $194.7M | 9 |
| Alpha Dna Investment Management LLC | Columbia, MD | $194.7M | 1 |
| Michael Traxler Wealth Management, LLC | New Prague, MN | $194.7M | — |
| Sensible Portfolios, LLC | | $194.7M | — |
| Amuni Financial, Inc. | St Petersburg, FL | $194.6M | — |
| Aeref Management, LLC | New York, NY | $194.5M | 1 |
| Liberty Financial Group, Inc. | Elm Grove, WI | $194.3M | — |
| Accord Equity Advisors LLC | San Francisco, CA | $194.3M | 5 |
| Drum Hill Capital, LLC | Westport, CT | $194.3M | — |
| Neil Jesani Wealth Management, LLC | Sunrise, FL | $194.2M | — |
| Wacona Capital, LLC | Charlottesville, VA | $194.1M | 4 |
| Townsend Personal Financial Planning, LLC | Columbus, GA | $194M | — |
| T.t.g. Financial, Inc. | Canton, OH | $194M | — |
| Innovative Advisory Group, LLC | Lexington, MA | $194M | — |
| Capital and Planning, LLC | Jonesboro, GA | $193.9M | — |
| Integrity Wealth Partners, LLC | Walnut Creek, CA | $193.9M | — |
| Tetley Investments, LLC | Park Ridge, IL | $193.9M | — |
| Buckley Capital Advisors, LLC | Miami Beach, FL | $193.8M | 1 |