| Brindle & Bay Financial Advisors, LLC | Frisco, TX | $184.8M | — |
| Pcb Capital LLC | East Brunswick, NJ | $184.8M | — |
| Torrey-Payne Wealth Management, LLC | Pasadena, CA | $184.8M | — |
| Logic Wealth Management, LLC | Pasadena, CA | $184.7M | — |
| Vanheel Management Limited | Hong Kong S.a.r. | $184.7M | — |
| Summit Financial Consulting LLC | Sterling Heights, MI | $184.7M | — |
| Vision One Management Partners, LP | Miami, FL | $184.7M | 1 |
| Reach Wealth Management LLC | St. George, UT | $184.7M | — |
| Greenway Wealth Advisors, LLC | Charlotte, NC | $184.5M | — |
| Wynnefield Capital, Inc. | New York, NY | $184.5M | 3 |
| Storgate, LLC | | $184.5M | — |
| Avail Investment Partners, LLC | Lemont, PA | $184.5M | — |
| Selkirk Wealth Advisors, LLC | Spokane, WA | $184.4M | — |
| Red Mountain Financial, LLC | Fort Collins, CO | $184.4M | — |
| Rivertree Advisors, LLC | Winter Park, FL | $184.4M | — |
| Cullen, Patterson Capital Management, LLC | | $184.4M | — |
| The Worley Banks Group, LLC | Creve Coeur, MO | $184.3M | — |
| Equity Armor Investments, LLC | Chicago, IL | $184.3M | — |
| Madrid Financial Services, Inc. | Manhattan Beach, CA | $184.2M | — |
| Fifth Era Partners LP | | $184.2M | 27 |
| Global Wealth Management, L.c. | Deerfield Beach, FL | $184.2M | — |
| Longevity Capital Management LLC | Thousand Oaks, CA | $184.2M | — |
| Cooper Financial Services, Inc. | Shelton, CT | $184.1M | — |
| Atlas Financial Planning, LLC | Alpharetta, GA | $184.1M | — |
| Authentikos Wealth Advisory LLC | New Braunfels, TX | $184.1M | — |
| Octagon Finance LLC | Charlottesville, VA | $184.1M | 3 |
| Gll Investors, LLC | Chicago, IL | $184.1M | 5 |
| Nverses Capital, LLC | Wellington, FL | $184.1M | — |
| High Pines Wealth Management LLC | Duxbury, MA | $184M | — |
| Alpenglobal Capital, LLC | | $184M | — |
| Kittyhawk Ventures, LLC | Los Angeles, CA | $184M | 27 |
| X Cubed Capital Management LLC | Minneapolis, MN | $184M | 1 |
| Tryperion Holdings LLC | Beverly Hills, CA | $184M | 1 |
| Bullseye Asset Management LLC | Denver, CO | $183.9M | 1 |
| Shotwell Rutter Baer Inc | Lansing, MI | $183.9M | — |
| Brazos Wealth Advisors LLC | Fort Worth, TX | $183.7M | — |
| Vincimus Capital, LLC | Malibu, CA | $183.7M | — |
| Eagle Point Defensive Income Management LLC | Greenwich, CT | $183.5M | — |
| Barden Capital Management, Inc. | | $183.5M | — |
| Sledge and Company Wealth Advisors, LLC | High Point, NC | $183.4M | — |
| Open Door Investment Management Ltd. | San Francisco, CA | $183.4M | 2 |
| Hoffman Alan Nathan | | $183.4M | — |
| Magnolia Wealth Management LLC | Dothan, AL | $183.3M | — |
| Elevate Capital Advisors, Inc. | Eagle, CO | $183.3M | — |
| Jlens | New York, NY | $183.3M | — |
| Econologics Financial Advisors, LLC | Largo, FL | $183.2M | — |
| J.m. Arbour, LLC | Gardiner, ME | $183.2M | — |
| Sandy Morris Financial & Estate Planning Services, LLC | Tampa, FL | $183.1M | — |
| Tide Cove Capital Partners LLC | | $183.1M | — |
| Miller Gesko & Co Inc. | Buffalo, NY | $183.1M | — |