| Port Street Investments, LLC | Newport Beach, CA | $174.5M | — |
| Davidov Financial Coaching, LLC | Garden City, NY | $174.5M | — |
| Viaquest Advisors LLC | Houston, TX | $174.4M | — |
| Echelons Capital, LLC | Park City, UT | $174.4M | — |
| Maqro Advisors LLC | Austin, TX | $174.4M | 8 |
| Qmp Management, LLC | Dallas, TX | $174.3M | 2 |
| Atx Financial Planning, LLC | Austin, TX | $174.3M | — |
| Corrales & Company, LLC | Miami, FL | $174.2M | — |
| Provident Financial Planning, LLC | Addison, TX | $174.2M | — |
| Rockhill Advisors LLC | Victor, ID | $174.2M | — |
| Murphy & Mullick Capital Management Corp | Smithtown, NY | $174.1M | — |
| Opal Advisors, LLC | Bellevue, WA | $174M | 1 |
| Jms Capital Group Wealth Services, LLC | Sewickley, PA | $174M | — |
| Fma Wealth Management, LLC | Duxbury, MA | $174M | — |
| Hanseatic Management Services Inc | Albuquerque, NM | $174M | — |
| Athena Wealth Management, LLC | Reno, NV | $174M | — |
| Chancellor Wealth Management, Inc. | Atlanta, GA | $174M | — |
| Ivanoff Wealth Management Inc. | Cypress, CA | $174M | — |
| Gilbert Greg RIA, LLC | Oakland, CA | $174M | — |
| Levatus LLC | Boston, MA | $173.9M | — |
| Clp Asset Management, LLC | | $173.8M | 14 |
| Jaykay Wealth Advisors, Inc. | Houston, TX | $173.8M | — |
| Servo Wealth Management LLC | Oklahoma City, OK | $173.8M | — |
| Blakely Walters Wealth Management LLC | Scottsdale, AZ | $173.7M | — |
| Pemberwick Investment Advisors, LLC | Greenwich, CT | $173.7M | — |
| Pravati Capital LLC | Scottsdale, AZ | $173.7M | 5 |
| Anchor Point Financial LLC | Bakersfield, CA | $173.6M | — |
| Benchmark Capital Group Ltd. | Galena, IL | $173.6M | — |
| Douglass Investment Group LLC | Wichita, KS | $173.6M | — |
| Rlb Financial LLC | Springfield, MO | $173.6M | — |
| Pinafore Wealth Counsel Inc. | Durham, NC | $173.6M | — |
| Neuenschwander Asset Management, LLC | McFarland, WI | $173.5M | — |
| Price Financial Group Wealth Management, Inc. | Portland, OR | $173.5M | — |
| Lion Equity Investment Advisors, LLC | Denver, CO | $173.5M | 3 |
| Ifc and Insurance Marketing, Inc. | Auburn, CA | $173.5M | — |
| Paradigm Capital Management,llc | Reno, NV | $173.4M | — |
| Tilden Loucks & Woodnorth LLC | Elmhurst, IL | $173.3M | — |
| Innis Investments LLC | | $173.3M | — |
| Asco Financial Group, Inc. | Kingston, PA | $173.2M | — |
| Leibman Financial Servces, Inc. | Louisville, NE | $173.1M | — |
| Winning Points Advisors, L.L.C. | Boca Raton, FL | $173.1M | — |
| Gasaway Investment Advisors, Inc. | Kalamazoo, MI | $173.1M | — |
| Individual Asset Management, Inc | San Mateo, CA | $173.1M | — |
| Cifuentes Wealth Partners, LLC | Hollywood, FL | $173.1M | — |
| Agility Equity Partners, LLC | Pittsburgh, PA | $173.1M | 11 |
| Wabash Capital, Inc. | Terre Haute, IN | $173M | — |
| Shuttleworth & Company | Powell, OH | $173M | — |
| Zynergy Retirement Planning | Red Bank, NJ | $173M | — |
| Stronghold Wealth Management L.L.C. | Tampa, FL | $172.9M | — |
| Barington Companies Investors, LLC | New York, NY | $172.9M | 1 |