| Family Cfo, LLC | | $169.7M | — |
| Leatherback Investments LLC | Lakewood, NJ | $169.6M | — |
| Ddelta Real Estate Investments Inc. | Austin, TX | $169.6M | 5 |
| Delos Capital Management, LP | New York, NY | $169.6M | 3 |
| Stonekeep Investments, LLC | | $169.6M | — |
| Kensington Financial Group, Inc. | Winston-Salem, NC | $169.5M | — |
| Avise Financial Cooperative, Inc. | Los Angeles, CA | $169.4M | — |
| Cedar Spring Advisors, LLC | | $169.4M | — |
| Altus Capital Partners, Inc. | Wilton, CT | $169.3M | 5 |
| Vilga Financial Planning LLC | | $169.3M | — |
| Ark Royal Wealth Management LLC | Raleigh, NC | $169.3M | — |
| Financial Justus, LLC | | $169.3M | — |
| Private Harbour Investment Management & Counsel LLC. | | $169.2M | — |
| Life Planning Advisors LLC | Bigfork, MT | $169.2M | — |
| Planwiser Financial, LLC | Colorado Springs, CO | $169.1M | — |
| Flp Wealth Management, LLC | Bentonville, AR | $169.1M | — |
| Comima LLC | | $169.1M | — |
| McCarley & Cook LLC | Cincinnati, OH | $169.1M | — |
| Checketts Partners Investment Management, LLC | | $169M | 3 |
| Gladwyn Financial Advisors, Inc. | | $169M | — |
| Rigden Enterprises | Englewood, CO | $168.9M | — |
| Obp Capital LLC | Rocky Mount, NC | $168.8M | — |
| Zinnia Wealth Advisory, LLC | Ocala, FL | $168.8M | — |
| Town Capital, LLC | Bel Air, MD | $168.8M | — |
| Baleen Capital Management LLC | Las Vegas, NV | $168.7M | 3 |
| Staines Financial, LLC | Roseville, CA | $168.7M | 2 |
| Michael J. Porro & Co. Financial Advisors, Inc. | Old Tappan, NJ | $168.7M | — |
| Meyer Gates Financial Advisors, Inc | West Chester, OH | $168.7M | — |
| F5 Financial Planning, L.L.C. | | $168.7M | — |
| Overlay Management, LLC | Alpharetta, GA | $168.6M | 40 |
| Lifepoint Planning, PLLC | Schaumburg, IL | $168.5M | — |
| Elite Retirement Group, Inc. | Plover, WI | $168.4M | — |
| Stewardship Capital, Ltd. | Independence, MO | $168.4M | — |
| Tlc Group Investment Advisors, LLC | State College, PA | $168.4M | — |
| Boyd Capital Management LLC | Rochester, NY | $168.3M | — |
| Somnio Financial Group, LLC | Glastonbury, CT | $168.3M | — |
| Dragon Capital Management (HK) Limited | Central | $168.3M | 1 |
| Arnold Financial Planning LLC | Hiawatha, IA | $168.2M | — |
| Stonehaven Wealth & Tax Solutions, LLC | Appleton, WI | $168.2M | — |
| The ETF Store, Inc. | Overland Park, KS | $168.2M | — |
| Frontline Healthcare Partners, LLC | Charleston, SC | $168.1M | 3 |
| Dipaolo Financial Group, Inc. | Lutz, FL | $168M | — |
| North Forty Two & Co. | Lake Oswego, OR | $167.9M | — |
| Lloyd Park, LLC | | $167.9M | — |
| Lilliano Capital Management LLC | Phoenix, AZ | $167.9M | — |
| Forty Three Eighteen Advisors, LLC | Bentonville, AR | $167.8M | — |
| Hawkins Investment Counsel, LLC | | $167.8M | — |
| Ecp Investment Advisors LLC | Dallas, TX | $167.7M | 13 |
| Illuminate Wealth Management LLC | Barrington, IL | $167.6M | — |
| Cyber Hornet Etfs LLC | St. Petersburg, FL | $167.6M | — |