| Tdc Capital Advisors, Inc. | College Station, TX | $177.6M | — |
| Crossgrain Family Investments, LLC | | $177.6M | — |
| M Wealth Management, LLC | San Diego, CA | $177.6M | — |
| Farris Capital Management Inc. | Carrollton, TX | $177.5M | — |
| Hoff Brothers, LLC | Wausau, WI | $177.5M | — |
| Hollingsworth Avent Averre & Purvis, PA | Raleigh, NC | $177.4M | — |
| Silverpeak Wealth Advisors, LLC | Boulder, CO | $177.4M | — |
| Naviant Partners, LLC | Fairhope, AL | $177.3M | — |
| Periope, LC | St. George, UT | $177.2M | — |
| Oak Financial Group Inc | | $177.2M | — |
| Newcorp Financial Services, Inc. | Alpharetta, GA | $177.1M | — |
| Peterson Rogers Private Wealth, LLC | Salt Lake City, UT | $177.1M | — |
| Marathon Mission, Inc. | Latham, NY | $177.1M | — |
| Familywealth Asset Management | Lake Mary, FL | $177M | — |
| Htaa, LLC | Chicago, IL | $177M | — |
| Tea & Taxes Company Dba Prosperitea Planning | Greenfield, MA | $176.9M | — |
| Stillwater Private Wealth, LLC | | $176.8M | — |
| Torrey Wealth, LLC | San Diego, CA | $176.7M | — |
| Bradyco, Inc. | | $176.7M | — |
| Enr Asset Management, Incorporated | Westmount, Quebec | $176.7M | — |
| Dmc Group, LLC | Birmingham, AL | $176.7M | — |
| Prime Meridian Capital Management, LLC | Walnut Creek, CA | $176.7M | 2 |
| Beyond Financial Services | Fremont, CA | $176.7M | — |
| Ladd Capital Management LLC | New Haven, CT | $176.6M | — |
| Bannerman Wealth Management Group, LLC | Lewisville, TX | $176.6M | — |
| Summit Capital Inc. | | $176.6M | — |
| Capstone Investment Group, LLC | Olympia, WA | $176.5M | — |
| Highbury Park LLC | | $176.4M | 15 |
| Quantor Capital LLC | Houston, TX | $176.4M | 2 |
| Emvision Capital Advisors, LLC | Aurora, OH | $176.4M | — |
| Collins Advisors, LLC | Buffalo, NY | $176.4M | — |
| Pointer Financial Advisors LLC | Columbia, MD | $176.4M | — |
| Advisorengine Portfolio Solutions Inc. | Raleigh, NC | $176.4M | — |
| Livelsberger, Lynn Louis | Ashland, OH | $176.4M | — |
| Parable, LLC | St Augustine, FL | $176.3M | — |
| Ndwm LLC | La Jolla, CA | $176.3M | — |
| Collar Capital Management, LLC | Appleton, WI | $176.3M | — |
| Corbett Road Capital Management, LLC | McLean, VA | $176.3M | — |
| Avant Capital, LLC | Lafayette, LA | $176.2M | — |
| Summerhaven Investment Management, LLC | Stamford, CT | $176.2M | — |
| Kelsey Financial, LLC | Moorpark, CA | $176.2M | — |
| McLaughlin Asset Management, Inc. | Danville, IL | $176.1M | — |
| Nine Left Capital LP | New York, NY | $176.1M | 1 |
| Jim MacKay Financial Planning, LLC | Springfield, MO | $176M | — |
| Sfi Advisors, LLC | Montclair, NJ | $176M | — |
| The Money Men, Inc. | Amherst, NY | $176M | — |
| Philadelphia Investment Partners, LLC | Voorhees, NJ | $176M | — |
| Mallini Complete Financial Planning LLC | Gainesville, FL | $176M | — |
| Comprehensive Financial Planning Inc | Oklahoma City, OK | $176M | — |
| Fellowship Investment Advisors, LLC | Maitland, FL | $175.9M | — |