| Private Client Asset Management, Inc. | Massapequa, NY | $181.2M | — |
| Wax Asset Management LLC | | $181.2M | — |
| Vauban Wealth Management | Guaynabo, PR | $181.2M | — |
| Murphy Clarke Williams & Stone LLC | Miami Beach, FL | $181.2M | — |
| Crews & Associates, Inc. | Little Rock, AR | $181.1M | — |
| Chronos Capital Advisors LLC | Miami, FL | $181.1M | — |
| Cole Wealth Management, LLC | Scottsdale, AZ | $181.1M | — |
| Carry Advisors LLC | Brooklyn, NY | $180.9M | — |
| Square Nine Capital, LP | Los Angeles, CA | $180.9M | 1 |
| Atmos Advisory, LLC | Pittsburgh, PA | $180.9M | — |
| Cornerstone Investment Advisors, LLC | Boulder, CO | $180.8M | — |
| Saperston Legacy Advisors, Inc. | Hamburg, NY | $180.8M | — |
| Good Steward Wealth Advisers LLC | Clarksville, TN | $180.7M | — |
| Horowitz & Company, Inc. | Fort Lauderdale, FL | $180.7M | — |
| Allegiance Financial Group, Inc. | South Portland, ME | $180.6M | — |
| Alpine Woods Capital Investors, LLC | Purchase, NY | $180.6M | 3 |
| Pereon Wealth LLC | | $180.6M | — |
| Integrity Capital Management LLC | Kingsport, TN | $180.5M | — |
| Consortium Brand Partners, LLC | | $180.5M | 7 |
| Cyr Financial Inc. | Hennepin, IL | $180.5M | — |
| Accelerated Wealth Advisors LLC | Colorado Springs, CO | $180.5M | 3 |
| Broad Reach Capital LLC | Raleigh, NC | $180.5M | — |
| Roxbury Financial LLC | Mount Arlington, NJ | $180.5M | — |
| Woloshin Investment Management, LLC | Medford, NJ | $180.4M | — |
| Vera Lake Capital, LLC | Edina, MN | $180.4M | — |
| Steven G. Blum and Associates, LLC | Swarthmore, PA | $180.2M | — |
| Lander & Associates Inc | | $180.2M | — |
| Wacker & Associates, Inc. | Jackson, MN | $180.2M | — |
| Lewis Capital Management, LLC | Beverly Hills, CA | $180.2M | — |
| Cintrifuse Fund Management, LLC | Cincinnati, OH | $180.1M | 4 |
| Martin Fleisher, Jd PC | | $180.1M | — |
| Versa Capital Management, L.P. | Philadelphia, PA | $180.1M | — |
| 1801 Admin, LLC | Philadelphia, PA | $180.1M | 7 |
| Hall Capital, LLC | Pasadena, CA | $180M | — |
| T2 Asset Management, LLC | Naperville, IL | $180M | — |
| 2e Capital Partners LP | New York, NY | $180M | 1 |
| Flack, Ember Louise | | $180M | — |
| Kestrel Investment Management Corp | San Mateo, CA | $180M | 1 |
| Daventry Group LP | New York, NY | $179.9M | 1 |
| C2c Wealth Management, LLC | Scottsdale, AZ | $179.8M | — |
| Stirlingshire RIA LLC | New York, NY | $179.8M | — |
| Bey-Douglas, LLC | Marietta, GA | $179.8M | — |
| Greenwood Investors LLC | New York, NY | $179.8M | 10 |
| Winter & Associates, Inc. | St. Paul, MN | $179.7M | — |
| Keen Capital, Ltd | Chapin, SC | $179.7M | — |
| Leeds Capital Group, LLC | San Diego, CA | $179.7M | — |
| Arc24 Management, LP | New York, NY | $179.7M | 1 |
| Rcw Management, LLC | Jacksonville, FL | $179.6M | — |
| Rare Wolf Capital LLC | Bellevue, WA | $179.6M | — |
| Allaria Asset Management, LLC | Miami, FL | $179.6M | — |