| The Archer Consulting Group, LLC | Thibodaux, LA | $192.2M | — |
| Oakmont Investment Advisors, Inc. | Pittsburgh, PA | $192.2M | — |
| Gregory Lyle & Co. | | $192.2M | — |
| Vines Capital Management, LLC | Monroe, LA | $192.2M | — |
| Desert Rose Capital Management, Inc. | Meridian, ID | $192.1M | 1 |
| Belmont Private Wealth | | $192.1M | — |
| Spurstone Advisory Services, LLC | Higganum, CT | $192.1M | — |
| Investors Mosaic, LLC | | $192.1M | — |
| Southport Station Financial Management, LLC | Southport, CT | $192.1M | — |
| Incompass Financial Partners, LLC | Alpharetta, GA | $192M | — |
| Cls Financial Advisors, Inc. | Portland, OR | $192M | — |
| Rfp Financial Group, LLC | Atlanta, GA | $192M | — |
| Pettee Investors Inc | Rowayton, CT | $191.9M | — |
| First American Asset Advisory, LLC. | Garden City, NY | $191.8M | — |
| Five Pine Wealth Management Inc. | Coeur D'Alene, ID | $191.8M | — |
| K2 Financial Inc. | Glendora, CA | $191.6M | — |
| Old Rock Asset Management LLC | | $191.6M | — |
| Sanctuary Wealth Advisors LLC | Denver, CO | $191.5M | — |
| Phorcys Capital Partners, LLC | Alpharetta, GA | $191.5M | 2 |
| The Capital Group Fiduciary Advisors, LLC | | $191.5M | — |
| Strategic Advisory Partners, LLC | Greensboro, NC | $191.4M | — |
| Spinosa Wealth Management Group, LLC | Mandeville, LA | $191.4M | — |
| Variadic LLC | New York, NY | $191.4M | — |
| Aravalli Capital Management LP | New York, NY | $191.4M | 3 |
| Togwotee Cio, LLC | | $191.4M | — |
| Guardian Wealth Partners, LLC | New York, NY | $191.4M | — |
| Lb Partners LLC | Charlottesville, VA | $191.3M | 4 |
| Oceanside Advisors LLC | Mount Pleasant, SC | $191.3M | — |
| Anchor Capital Management Group, Inc. | Aliso Viejo, CA | $191.2M | — |
| Investment Management Corporation | Roanoke, VA | $191.2M | — |
| High Plains Investment Advisors, Inc. | Lubbock, TX | $191.2M | — |
| Forthright Family Wealth Advisory LLC | Houston, TX | $191.2M | — |
| Enza Financial, LLC | Independence, OH | $191.2M | — |
| Columbia River Advisors, LLC | Tacoma, WA | $191.1M | 1 |
| Apex Wealth Management, LLC | Bedford, NH | $191.1M | — |
| M83 Investment Group, LLC | Calabasas, CA | $191M | — |
| Calumet Capital Partners LLC | Miami, FL | $191M | — |
| Bowen Financial Services, LLC | Midlothian, VA | $191M | — |
| Drh Investments, Inc. | Thousand Oaks, CA | $191M | — |
| D & G Advisory Group, L.L.C. | | $190.9M | — |
| Meyer Capital Management LLC. | Cincinnati, OH | $190.8M | — |
| Lfg Wealth Partners, LLC | Elizabethtown, KY | $190.7M | — |
| Dynamic Wealth Strategies, LLC | Granite Bay, CA | $190.7M | 1 |
| Masus Financial Group, Ltd. | Batavia, IL | $190.6M | — |
| Wisdom Wealth Strategies, LLC | Greenwood Village, CO | $190.5M | — |
| Bluestone Private Wealth, LLC | Cleveland, OH | $190.4M | — |
| Vanguard Capital Wealth Advisors, LLC | Denver, CO | $190.4M | — |
| Lord Abbett Fif Advisor LLC | Jersey City, NJ | $190.4M | — |
| Aegis Wealth Management, LLC | Maitland, FL | $190.4M | — |
| Mjc Advisors, LLC | | $190.3M | — |