| Genesis Financial Group, LLC | Paramus, NJ | $171.3M | — |
| R.j. Cloud Advisors & Company | Bixby, OK | $171.3M | — |
| Intentional Wealth Strategies | Colorado Springs, CO | $171.3M | — |
| Littlejohn Financial Services, Inc | Roseburg, OR | $171.3M | — |
| Entruity Wealth, LLC | Bakersfield, CA | $171.3M | — |
| Wilhelm Financial Services, PLLC | | $171.3M | — |
| Donald W. Nicholson & Associates Ltd | Wilmington, DE | $171.2M | — |
| Cain Capital L.L.C. | Dallas, TX | $171.2M | 11 |
| Wilsquare Capital LLC | St. Louis, MO | $171.2M | 2 |
| Harbor Ithaka Wm, LLC | Aventura, FL | $171.2M | 10 |
| Hayden Harper Wealth Advisory, LLC | Charlotte, NC | $171.1M | 2 |
| Hegarty Advisors, LLC | Garden City, NY | $171.1M | — |
| Peb Capital Management LLC | Columbus, OH | $171M | — |
| Yandell Investments, LLC | Orlando, FL | $171M | — |
| Cohesion Wealth Management, LLC | Broomfield, CO | $171M | — |
| Wealth Engineering, LLC | Scottsdale, AZ | $171M | — |
| Rwr Investments LLC | Dallas, TX | $170.9M | 1 |
| Payne Capital LLC | | $170.9M | — |
| Joseph Advisory Services, LLC | El Paso, TX | $170.9M | 8 |
| Rmr Capital Management LLC | Tustin, CA | $170.8M | — |
| Toberman Becker Wealth, LLC | St. Louis, MO | $170.8M | — |
| Marin Capital Management, LLC | Novato, CA | $170.8M | — |
| Seamans Capital Management, LLC | Waltham, MA | $170.7M | 7 |
| Proactive Capital Management, Inc. | Topeka, KS | $170.7M | — |
| Taylor Wealth Management, LLC | Torrance, CA | $170.5M | — |
| North Shore Investment Consulting LLC | Wilmette, IL | $170.5M | — |
| Pacesetter Financial Group, L.L.C. | Lincoln, IL | $170.5M | — |
| Patrick Financial Group, L.L.C. | Brighton, MI | $170.4M | — |
| Allison Investment Management, LLC | Columbia, SC | $170.4M | — |
| Cirrus Capital LLC | Bloomfield Hills, MI | $170.4M | — |
| West End Wealth Management, LLC | Denver, CO | $170.4M | — |
| Redwood Park Advisors, LLC | Redwood City, CA | $170.3M | — |
| Mount Lucas Index Advisers LLC | Newtown, PA | $170.3M | — |
| Hoplon Asset Management, L.P. | Greenwich, CT | $170.1M | 3 |
| Zeit Capital LLC | | $170.1M | — |
| G. Dewayne McAnally, LLC | Oklahoma City, OK | $170.1M | — |
| Oxford Capital Management, Inc. | Richm0nd, VA | $170M | — |
| Larimer Capital Corp | Denver, CO | $169.9M | — |
| Gts Financial, LLC | Bloomington, MN | $169.9M | — |
| Kuhn Capital Partners, LLC | Oak Brook, IL | $169.9M | 4 |
| Focus 401 (k) Group, LLC | Addison, TX | $169.9M | — |
| Del Mar Wealth Management Inc | Del Mar, CA | $169.9M | — |
| Stillpoint Investments LP | New York, NY | $169.8M | 1 |
| Stone House Capital Management, LLC | Bay Harbor Islands, FL | $169.8M | 1 |
| Tactical Fund Advisors, LLC | Cincinnati, OH | $169.8M | — |
| Ot Financial, LLC | Troy, OH | $169.8M | — |
| Embarcadero Financial Investment Advisory, LLC | San Francisco, CA | $169.8M | — |
| Titanium Advisors, LLC | Franklin, MA | $169.7M | — |
| Chartist Inc | Long Beach, CA | $169.7M | — |
| Pathmont, LLC | Seattle, WA | $169.7M | — |