| Astra Ventures Investment Partners LLC | | $179.6M | 1 |
| Higley, James, W. | | $179.5M | — |
| Crossover Capital Brands LLC | Yardley, PA | $179.5M | — |
| Golden K Wealth Management, LLC | Woodland Hills, CA | $179.4M | 1 |
| Beers Kight Financial Advisors, LLC | Columbia, SC | $179.4M | — |
| Waystone Advisors LLC | | $179.3M | — |
| The Private Investment Group, Inc. | Kettering, OH | $179.3M | — |
| Investment Advisory Services Group LLC | Boca Raton, FL | $179.3M | — |
| Dowling Financial Services, Inc | Greenwich, CT | $179.3M | — |
| Timmons Wealth Management, LLC | Attleboro, MA | $179.2M | — |
| Spring Lake Equity GP LLC | Burlington, MA | $179.2M | 4 |
| Jordanelle Capital, LLC | Salt Lake City, UT | $179.2M | 3 |
| Dolan Capital Advisors, LLC | Charlotte, NC | $179.1M | — |
| O'Connor Wealth Management, Inc. | Monrovia, CA | $179.1M | — |
| Eltringham Wealth Partners, LLC | Cincinnati, OH | $179M | — |
| Brighttree Wealth Management, LLC | | $179M | — |
| Gallo Partners LP | | $179M | 2 |
| Parvin Asset Management, LLC | Sioux Falls, SD | $179M | — |
| Mirretti Perryman Wealth Strategies, LLC | Skokie, IL | $178.9M | — |
| True Square Financial LLC | Atlanta, GA | $178.8M | — |
| Collaborative Portfolio Management, LLC | Overland Park, KS | $178.7M | — |
| The Planner's Edge LLC | Mercer Island, WA | $178.7M | — |
| Psp Research LLC | | $178.6M | — |
| Maroon Pass Advisors LP | Austin, TX | $178.6M | 4 |
| Clearview Wealth Management, LLC | Irvine, CA | $178.5M | — |
| Ajf Capital Management, Inc. | New York, NY | $178.5M | — |
| Core Financial Advisors, LLC | San Bernardino, CA | $178.5M | — |
| Liberty One Wealth Advisors | Philadelphia, PA | $178.4M | — |
| Legacy Wealth Advisors, LLC | San Jose, CA | $178.3M | — |
| Glass Lakes Capital Management LLC | Overland Park, KS | $178.3M | — |
| William B. Walkup & Associates, Inc. | Columbia, SC | $178.3M | 13 |
| Index Technologies Group LLC | New York, NY | $178.3M | — |
| Aspetuck Financial Management LLC | Westport, CT | $178.3M | — |
| Avrio Wealth PTE Ltd | Singapore | $178.3M | — |
| Candelo Capital Management LP | New York, NY | $178.1M | 1 |
| Investment Insight Wealth Management, LLC | | $178.1M | — |
| Lansing Management, LP | New York, NY | $178.1M | 1 |
| Hudson Executive Capital LP | New York, NY | $178.1M | 1 |
| Panorama Point Partners, LLC | Omaha, NE | $178.1M | 15 |
| Watermill Management Company, LLC | Boston, MA | $178.1M | 18 |
| Acme Jack Investments, LLC | | $178M | — |
| Hedges Asset Management LLC | | $178M | — |
| Fiduciary Wealth Group, LLC | Centerville, OH | $178M | — |
| Oppenheimer Alternative Investment Management, LLC | New York, NY | $177.8M | 7 |
| Silicon Private Wealth, LLC | | $177.8M | — |
| Smb Financial Services, Inc. | Portland, OR | $177.8M | — |
| Rochester Wealth Strategies, LLC | Rochester, MI | $177.8M | — |
| Gasber Financial Advisors, Inc | Folsom, CA | $177.7M | — |
| Conway Financial Group, LLC | Chesterfield, MO | $177.7M | — |
| Muntz Financial, LLC | Doylestown, PA | $177.6M | 1 |