| Colarion LLC | Mountain Brook, AL | $188.3M | 1 |
| Timber Point Capital Management LLC | White Plains, NY | $188.3M | — |
| Metier Capital, LLC | | $188.3M | — |
| Cross State Financial Group LLC | Albuquerque, NM | $188.3M | — |
| Frank Financial Services | Carlsbad, CA | $188.2M | — |
| Barnes Dennig Private Wealth Management, LLC | Cincinnati, OH | $188.2M | — |
| Financial Consultants Group Inc | Cumming, GA | $188.2M | — |
| Arca Investment Management, LLC | Marina del Rey, CA | $188.1M | 8 |
| Kfg, LLC | Rapid City, SD | $188.1M | — |
| Heritage Financial Advisors, LLC | Waterville, OH | $188M | — |
| Finsym Partners, LLC | | $188M | — |
| Shadowfall Capital & Research LLP | London | $188M | 1 |
| The Westchester Group, LLC | | $187.9M | — |
| Pactolus Private Wealth Management LLC | Vienna, VA | $187.8M | 5 |
| Saddlerock Capital Management LLC | New York, NY | $187.8M | 1 |
| Liftpoint Family Wealth Advisors, LLC | Far Hills, NJ | $187.7M | — |
| Lanx Management, LLC | White Plains, NY | $187.7M | 4 |
| Redstone Wealth Management, LLC | Oklahoma City, OK | $187.7M | — |
| Rothwell Investment Advisors LLC | Salem, MA | $187.7M | — |
| Wall Street Financial Group, Inc. | Carlinville, IL | $187.7M | — |
| Colman Knight Advisory Group, LLC | Acton, MA | $187.7M | — |
| Sfg Wealth Advisors, LLC | Tampa, FL | $187.7M | — |
| Finarc Investments, Inc. | Norwood, MA | $187.6M | — |
| Cdkv Holdings LLC | Denver, CO | $187.5M | — |
| Durante & Waters, LLC | Brewster, NY | $187.4M | — |
| Quantitative Asset Management, LLC | Minnetonka, MN | $187.4M | — |
| Topturn Capital, LLC | Carmel, CA | $187.4M | — |
| Journey Retirement Planning and Investment Management, LLC | Ammon, ID | $187.3M | — |
| Gagnon Advisors, LLC | New York, NY | $187.3M | 4 |
| Cfc Planning Company, LLC | Cicero, IN | $187.3M | — |
| Harbor Asset Planning, Inc. | | $187.3M | — |
| Helmsman Financial Group, LLC | Woodinville, WA | $187.2M | — |
| Ward & Associates | San Diego, CA | $187.2M | — |
| Bancreek Capital Advisors, LLC | Santa Monica, CA | $187.1M | — |
| Advice & Planning Services LLC | Youngwood, PA | $187.1M | — |
| Small Enterprise Assistance Funds | Washington, DC | $187.1M | 11 |
| Erisa Advisers, Inc. | Brentwood, TN | $187.1M | — |
| Fjell Capital, LLC | Fargo, ND | $187M | — |
| Secure Planning, LLC | Portsmouth, NH | $187M | — |
| Public Equity Partners, LLC | | $187M | — |
| Blue Door Asset Management, LLC | Stamford, CT | $187M | 2 |
| Eliot Finkel Investment Counsel, LLC | Beverly Hills, CA | $187M | — |
| Alpha Omega Financial Advisory, Inc. | | $187M | — |
| Dutch Asset Corporation | Selkirk, NY | $186.9M | — |
| Picea Capital LLC | Miami, FL | $186.8M | — |
| Wealth Management of the Bluegrass, LLC. | Lexington, KY | $186.7M | — |
| Asl Financial, LLC | Los Gatos, CA | $186.7M | — |
| David P. Gilliam & Associates, Inc. | Muncie, IN | $186.7M | — |
| Axecap Investments, LLC | Mason, OH | $186.6M | — |
| Sloy Dahl & Holst Holdings, Inc | Vancouver, WA | $186.6M | 1 |