| Dartmouth Capital Advisors, Inc. | | $167.6M | — |
| Norland Capital LP | | $167.5M | 6 |
| 917 Advisory Services LLC | Spokane, WA | $167.5M | — |
| Gambit Capital Management, LLC | | $167.5M | — |
| Hanke & Apolonio Wealth Advisors LLC | San Francisco, CA | $167.3M | — |
| Blanche Park Capital LLC | Miami, FL | $167.3M | — |
| Randall & Associates Wealth Management, Inc. | Butler, PA | $167.2M | — |
| South Texas Capital Advisors, LLC | New Braunfels, TX | $167.2M | — |
| Semitam Bonam LLC | Goshen, NY | $167.2M | — |
| The Monitor Group, Inc. | Martinez, GA | $167.2M | — |
| Safe Harbor Wealth Advisors, LLC | Dublin, OH | $167.2M | — |
| Catalyst Wealth Advisors LLC | Newport Beach, CA | $167.2M | — |
| Armory Capital Management, LLC | Syracuse, NY | $167.1M | — |
| Trg Investment Advisors, LLC | Denver, CO | $167.1M | — |
| Schlindwein Associates LLC | Dallas, TX | $167.1M | — |
| Perissos Private Wealth Management, LLC | Bethany, OK | $167.1M | — |
| Boyer Financial Services, Inc. | Newport Beach, CA | $167M | — |
| Greenbelt Investment Advisors, LLC | Round Rock, TX | $167M | — |
| May, William Michael | | $167M | — |
| Sas Financial Advisors, LLC. | San Francisco, CA | $167M | — |
| Cornerstone Financial Management LLC | Burlington, MA | $167M | — |
| Aldebaran Capital, LLC | Carmel, IN | $166.9M | — |
| 8th Street Investments, LLC | Alexandria, VA | $166.9M | — |
| P.a.w. Capital Partners, LP | Greenwich, CT | $166.8M | 1 |
| Winthrop Square Capital, L.P. | Boston, MA | $166.8M | 3 |
| Strategic Financial Management, LLC | | $166.8M | — |
| McDonnell Wealth Management, LLC | Frankfort, IL | $166.7M | — |
| Totem Macro Asset Management LP | New York, NY | $166.6M | 1 |
| Capital Gains Inc | Niles, IL | $166.6M | — |
| Bishop Street Capital Management, LLC | Honolulu, HI | $166.5M | — |
| Evolution Private Investment Collective LLC | Manhattan Beach, CA | $166.5M | 9 |
| Skybound Wealth Management USA, LLC | Houston, TX | $166.5M | — |
| Hunter Street Investment Advisors LLC | Apex, NC | $166.4M | — |
| Conway Partners Management, LLC | | $166.3M | — |
| Tr Capital Management, LLC | Rockville Centre, NY | $166.3M | 3 |
| Great Lakes Wealth, LLC | Northville, MI | $166.3M | — |
| Afg Fiduciary Services Limited Partnership | Hingham, MA | $166.3M | — |
| Retirement Resources, LLC | Auburn Hills, MI | $166.1M | — |
| Participant Capital Advisors, LLC | Miami, FL | $166.1M | 2 |
| Strong Retirement Solutions LLC | | $166.1M | — |
| V29 Capital Management, LLC | | $166.1M | 2 |
| Anchor Health Capital, LLC | Chattanooga, TN | $166M | 9 |
| W & S Management Services, Inc. | Rochester, NY | $166M | — |
| Stolzer Rothschild Levy LLC | Basking Ridge, NJ | $166M | — |
| Lyons Capital Group, LLC | Shreveport, LA | $165.9M | — |
| Burgess Chambers & Associates Inc | Orlando, FL | $165.9M | — |
| Mutual Trust Advisory Group, Inc. | Estero, FL | $165.8M | — |
| Vestpointe Wealth Management, LLC | Scottsdale, AZ | $165.8M | 4 |
| Vision Financial Management, LLC | Cuyahoga Falls, OH | $165.7M | — |
| Feltl Advisors, LLC | Plymouth, MN | $165.6M | — |