| Specialized Retirement Consultants LLC | | $186.6M | — |
| Advocate Investing Services, LLC | Woodbine, MD | $186.6M | — |
| Alvin Clay Financial Advisors, LLC | Jenkintown, PA | $186.6M | — |
| Block Wealth Management, Inc. | | $186.5M | — |
| Accordant Investments LLC | Scottsdale, AZ | $186.4M | 1 |
| Retirement Advisors, LLC | Dallas, TX | $186.4M | — |
| Eliot Rose Wealth Management, LLC | Providence, RI | $186.3M | — |
| Closed-End Fund Advisors Inc. | | $186.3M | — |
| Precise Investment Management, Inc. | Highland Park, IL | $186.3M | — |
| Winthrop Partners - Wny, LLC | Orchard, NY | $186.2M | — |
| Amber Infrastructure Investment Advisor LLC | New York, NY | $186.2M | — |
| Granite Financial Group, LLC | Brookfield, WI | $186.2M | — |
| First Analysis Capital Management LLC | Chicago, IL | $186.2M | 8 |
| Merited Wealth, LLC | North Bay Village, FL | $186.1M | — |
| Eagle Investment Advisors, LLC | Downingtown, PA | $186.1M | — |
| Total Wealth Services, LLC | Westlake Village, CA | $186.1M | — |
| Gibson Wealth Advisors, LLC | | $186.1M | — |
| Vigil Wealth Management, LLC | Ponte Vedra Beach, FL | $186M | — |
| Ridge Capital Management, LLC | John Creek, GA | $186M | — |
| Hillspring Financial, Inc. | Surprise, AZ | $186M | — |
| Schrum Private Wealth Management, LLC | Saint Augustine, FL | $185.9M | — |
| Retirement Financial Group, LLC | Beaumont, TX | $185.9M | — |
| Hudson Portfolio Management LLC | Garrison, NY | $185.9M | — |
| Scott W. Hancock | | $185.9M | — |
| The Kocen Financial Group, Inc. | Rancho Mirage, CA | $185.9M | — |
| Gratia Capital, LLC | Los Angeles, CA | $185.8M | 1 |
| Lifetime Wealth Management, LLC | | $185.8M | — |
| Liberty Atlantic Advisors LLC | Florence | $185.8M | — |
| Diamond Client Group, LLC | The Woodlands, TX | $185.8M | — |
| S.f. Ehrlich Associates, Inc. | Cranford, NJ | $185.8M | — |
| Ash Investment Partners, LLC | Atlanta, GA | $185.7M | 1 |
| Doheny Asset Management, L.L.C. | Los Angeles, CA | $185.7M | — |
| First Mason Financial, LLC | Medina, OH | $185.7M | — |
| Seven Six Capital Management, LLC | New York, NY | $185.6M | 1 |
| Larson Financial Planning Inc. | | $185.6M | — |
| Delos Wealth Advisors, LLC | Dallas, TX | $185.6M | — |
| Archer Pointe Wealth Management, LLC | Davis, CA | $185.6M | — |
| Cpwa LLC | Hood River, OR | $185.5M | — |
| Niles Investment Management, LLC | Plantation, FL | $185.5M | 2 |
| Hoffman Capital Advisors LLC | Cranberry Twp, PA | $185.4M | — |
| Networth Advisors, LLC | Canonsburg, PA | $185.4M | — |
| Ahara Advisors LLC | Jersey City, NJ | $185.4M | — |
| Guild Investment Management, Inc. | Westlake Village, CA | $185.2M | — |
| Meadowbrook Investment Advisors LLC | Livonia, MI | $185.2M | — |
| Emissary Wealth LLC | Hackensack, NJ | $185.1M | 1 |
| Boon Capital Advisors LLC | Northbrook, IL | $185M | 3 |
| Jackson Avenue, LLC | | $185M | — |
| Halberstadt Financial Consultants, Inc. | Princeton, NJ | $185M | — |
| Strategic Advisory Services, L.L.C. | Houston, TX | $184.9M | — |
| Schwarz Investment Partners | Silver Lake, KS | $184.9M | — |