| Armada Advisors, Inc. | Pensacola, FL | $190.3M | — |
| Ategra Capital Management, LLC | Vienna, VA | $190.2M | 2 |
| Valued Retirements, Inc. | Houston, TX | $190.1M | — |
| Silicon Beach Wealth, LLC | Marina del Rey, CA | $190.1M | — |
| Three Sixty Wealth Management, LLC | Bloomington, IL | $190.1M | — |
| Creek Drive Management Group LLC | | $190.1M | 1 |
| Financial Horizons, Inc. | | $190M | — |
| Blueprint Wealth Management Inc. | Ellicott City, MD | $190M | — |
| Pacific Value, LLC | Boise, ID | $190M | — |
| Conceptual Financial Advisors, LLC | Appleton, WI | $189.9M | — |
| Tt Capital Management LLC | | $189.8M | — |
| Harbour Financial Resources, Ltd | Skokie, IL | $189.8M | — |
| Rockwood Equity Partners LLC | Denver, CO | $189.8M | 6 |
| Continental Advisors LLC | | $189.7M | 1 |
| Aca II Advisors, LLC | Greenwich, CT | $189.7M | 7 |
| Signet Private Wealth, LLC | Chicago, IL | $189.7M | — |
| Financial Independence Advisors, LLC | Jacksonville, FL | $189.6M | — |
| Calvert Wealth Management, Inc. | Dunkirk, MD | $189.6M | — |
| Om Advisers LP | Summit, NJ | $189.5M | 1 |
| Solutions 4 Wealth, Ltd | Southlake, TX | $189.4M | 1 |
| Xception Advisory Services, LLC | Atlanta, GA | $189.3M | — |
| Procuream LLC | | $189.3M | — |
| Daytona Street Capital LLC | Saint Louis, MO | $189.3M | 1 |
| Odyssey Capital Advisors Inc. | Bala Cynwyd, PA | $189.2M | — |
| Classic Asset Management, LLC | Fargo, ND | $189.1M | — |
| Bluerock Credit Fund Advisor, LLC | New York, NY | $189.1M | — |
| Hara Capital LLC | | $189.1M | — |
| Argosy-Lionbridge Management, LLC | Wayne, PA | $189.1M | 3 |
| Cfs Wealth Management, LLC | Macon, GA | $189.1M | — |
| Elm3 Financial Group, LLC | Alpharetta, GA | $189M | — |
| Ridgeline Wealth Advisors, LLC. | Raleigh, NC | $189M | — |
| Bledsoe Asset Management, LLC | Phoenix, AZ | $189M | — |
| Keith Hamilton, Inc. | La Jolla, CA | $188.9M | — |
| Krs Capital Management, LLC | Bloomfield Hills, MI | $188.9M | — |
| Azarias Capital Management, L.P. | Westchester, PA | $188.8M | 2 |
| Seed Wealth Management, Inc. | | $188.8M | — |
| Union Square Capital Partners, LLC | Kennett Square, PA | $188.7M | — |
| Rjp Investment Advisors, LLP | Indianapolis, IN | $188.7M | — |
| Hahn Financial Group Inc. | Sioux Falls, SD | $188.7M | — |
| McCulley Financial Group, LLC | Westchester, IL | $188.7M | — |
| Ivy League Financial Advisors LLC | Rockville, MD | $188.7M | — |
| Orvieto Partners, L.P. | Boston, MA | $188.6M | 1 |
| Sdr Investment Management, Inc. | Longwood, FL | $188.6M | — |
| Highroad Wealth Advisors, LLC | Coos Bay, OR | $188.5M | — |
| Amicorp Wealth Services LLC | Miami, FL | $188.5M | — |
| Wright Wealth LLC | Atlanta, GA | $188.5M | — |
| Wilshire Quinn Capital, Inc. | San Diego, CA | $188.4M | 1 |
| Trailhead Planners, LLC | Edina, MN | $188.4M | — |
| Bristlecone Value Partners, LLC | Los Angeles, CA | $188.4M | 1 |
| Vine Capital Management, LLC | | $188.4M | — |