| Haybeach Capital Management, LLC | Rye, NY | $172.8M | 8 |
| Midwestern Financial, LLC | Iowa City, IA | $172.8M | — |
| Ridgeline Wealth LLC | Mesa, AZ | $172.8M | — |
| Liberty Asset Management, Inc. | Woodridge, IL | $172.7M | — |
| Cornermen Financial, LLC | San Antonio, TX | $172.7M | — |
| Yanni & Associates Investment Advisors, LLC | Wexford, PA | $172.7M | — |
| Authentic Counsel, LLC | Greenwood Village, CO | $172.6M | 2 |
| Walnut Private Equity Partners, LLC | Omaha, NE | $172.6M | — |
| Alluvial Capital Management, LLC | | $172.6M | 2 |
| Wealth Management Solutions, LLC | Scottsdale, AZ | $172.6M | — |
| The Heaton Hoppes Group, LLC | Cedar Falls, IA | $172.5M | — |
| Sf Advisors, LLC | Boston, MA | $172.5M | 4 |
| Vizcaya Capital Partners LLC | Miami, FL | $172.5M | 27 |
| Vannoy Advisory Group, Inc. | Austin, TX | $172.4M | — |
| White Sand Wealth Management, LLC | Liberty, MO | $172.4M | — |
| Argent Wealth Management, Inc. | Round Rock, TX | $172.4M | — |
| Cook Financial Designs, Inc. | Virginia Beach, VA | $172.4M | — |
| Wealthguard Advisors, Inc. | Placerville, CA | $172.4M | — |
| Davidson Wealth Management LLC | Forked River, NJ | $172.4M | — |
| Prosperity Road, LLC | Santa Ana, CA | $172.3M | — |
| Lwm Advisors Inc | El Dorado Hills, CA | $172.2M | — |
| Nexwealth LLC | Palm Beach Gardens, FL | $172.2M | — |
| Steinberg Asset Management, LLC | New York, NY | $172.2M | — |
| Thompson Wealth Solutions, LLC | Timonium, MD | $172.1M | — |
| Investor Advisory Group, LLC | Charlotte, NC | $172.1M | — |
| McIntyre, Freedman & Flynn Investment Advisers, Inc. | Orleans, MA | $172M | — |
| Ascent Capital Partners, LLC | Scottsdale, AZ | $172M | 7 |
| Clayton Partners LLC | Berkeley, CA | $172M | 1 |
| Rioblanco Capital LLC | San Juan, PR | $172M | 16 |
| Nightview Capital, LLC | Clearwater, FL | $171.9M | 1 |
| Pinnacle Portfolio Advisors, LLC | | $171.9M | — |
| Goverman Financial Solutions, LLC | Dedham, MA | $171.9M | — |
| Chesapeake Capital Corporation | Tampa, FL | $171.9M | — |
| Opulen Financial Group, LLC | Arlington, VA | $171.8M | — |
| Koob Wealth Management, LLC | White Bear Township, MN | $171.8M | — |
| Triangle Investment Management, LLC | New York, NY | $171.8M | 2 |
| Evolution Wealth Management Inc. | Fort Myers, FL | $171.7M | — |
| Ellerbrock-Norris Wealth Strategies LLC | Omaha, NE | $171.6M | — |
| Crawford, Gregory Jason | Modesto, CA | $171.6M | — |
| Cavu Wealth Advisors, LLC | Walnut Creek, CA | $171.6M | — |
| Scottsdale Wealth Planning, Inc. | Scottsdale, AZ | $171.5M | — |
| Voyage Wealth Management, LLC | | $171.5M | — |
| Mandalay Financial, L.L.C. | Bellaire, TX | $171.5M | — |
| White Hat Capital Partners LP | New York, NY | $171.4M | 4 |
| Prophet Equity Management II LLC | Southlake, TX | $171.4M | 1 |
| Kennon-Green & Company, LLC | New Albany, OH | $171.4M | — |
| Assabet Advisors, LLC | Holden, MA | $171.4M | — |
| Granada Wealth Management, LLC | Davidson, NC | $171.4M | — |
| Hoover Private Wealth, LLC | Royal Oak, MI | $171.3M | — |
| Tam Financial Advisors, LLC | | $171.3M | — |