| Planvest Financial, Inc. | Gaithersburg, MD | $175.9M | — |
| Intentional, LLC | Fort Mill, SC | $175.8M | — |
| Routeburn Capital LP | | $175.8M | — |
| Toptier Wealth Management | | $175.7M | — |
| Preserver Partners LLC | Memphis, TN | $175.7M | 1 |
| Catchlight Capital Management LLC | | $175.7M | 5 |
| Profusion Financial, Inc. | St. Louis, MO | $175.7M | 1 |
| Macke Financial Advisory Group, Inc. | Fort Myers, FL | $175.7M | — |
| La Crosse Financial Planning Inc. | Onalaska, WI | $175.7M | — |
| Downing Street Wealth Management LLC | Greenwood Village, CO | $175.6M | — |
| Light Financial Services, Inc. | Fargo, ND | $175.5M | — |
| Hill Country Retirement Solutions LLC | Boerne, TX | $175.5M | — |
| Tlw Wealth Management, LLC | | $175.5M | — |
| Three Bridges Capital, LP | New York, NY | $175.5M | 1 |
| Feenix Venture Partners, LLC | New York, NY | $175.5M | 6 |
| Penbrook Management LLC | New York, NY | $175.4M | 1 |
| Alan B. Lancz & Associates, Inc. | Toledo, OH | $175.4M | 2 |
| Appalachian Capital Management Ltd | St. Clairsville, OH | $175.3M | — |
| Cta Wealth Advisors, Inc. | Burbank, CA | $175.2M | — |
| Gould Capital, LLC | Tacoma, WA | $175.2M | — |
| Greenleaf Financial Group, LLC | Carmel, IN | $175.2M | — |
| Wpa Family Office, LLC | Dallas, TX | $175.2M | — |
| Prestige Wealth Services Group, Inc. | Flemington, NJ | $175.2M | — |
| Wayve Capital Management, LLC | | $175.1M | 2 |
| Cicc Alpha Investment Management (USA), LLC | New York, NY | $175.1M | 1 |
| Zock Robert a & Co Inc | Sutton, NH | $175.1M | — |
| Sippican Capital Advisors LLC | Boston, MA | $175M | — |
| Power Asset Management LLC | Los Angeles, CA | $175M | — |
| Reinova Capital Advisors LLC | Greenwich, CT | $175M | 1 |
| Jfa Advisors, LLC | Greenville, SC | $175M | — |
| Flow Focus LLC | Miami, FL | $174.9M | — |
| Yoffe Investment Management, LLC | Lemoyne, PA | $174.9M | — |
| Tnt Asset Management, LLC | Round Rock, TX | $174.9M | — |
| Income & Asset Advisory, Inc. | Armonk, NY | $174.8M | — |
| Newport Global Advisors L.P. | The Woodlands, TX | $174.8M | 5 |
| Meliora Capital, LLC | Tulsa, OK | $174.8M | — |
| Sageoak Financial, LLC | Tulsa, OK | $174.8M | — |
| Guardian Wealth Management, LLC | Salt Lake City, UT | $174.8M | — |
| Arrow Capital Management, LLC | New York, NY | $174.8M | 2 |
| Teca Partners, LP | Austin, TX | $174.8M | 1 |
| Providence Legacy Advisors LLC | | $174.8M | — |
| Wall Street Investment Management, LLC | | $174.7M | 1 |
| Capstone Investment Financial Group, LLC | Webster, NY | $174.6M | 1 |
| Stewardship Concepts Financial Services LLC | Spokane, WA | $174.6M | — |
| Two Parks Capital LLC | New York, NY | $174.6M | 1 |
| Odlum Brown USA Investment Management Limited | Vancouver, British Columbia | $174.6M | — |
| Sjhl Financial Services, LLC | McPherson, KS | $174.5M | — |
| Wedgewood Asset Management, LLC | Redondo Beach, CA | $174.5M | 2 |
| Family Legacy Financial Solutions, LLC | Cary, NC | $174.5M | — |
| Unlimited Funds, Inc. | New York, NY | $174.5M | 1 |