| Black Horse Wealth Management, LLC | | $165.6M | — |
| John Boyer, Inc. | Tampa, FL | $165.6M | — |
| M.k. Brown Wealth Advisory, LLC | Oakwood, OH | $165.5M | — |
| Dedeker Financial, LLC | St. Louis Park, MN | $165.5M | — |
| Curtis Capital Advisors, LLC | Overland Park, KS | $165.5M | — |
| Cambier Capital, LLC | Naples, FL | $165.5M | — |
| Kissling Financial Services, LLC | New Castle, PA | $165.5M | — |
| Kc Asset Management, Inc. | | $165.4M | — |
| Olive Street Capital Partners LLC | Los Angeles, CA | $165.3M | 1 |
| Wolfers Asset Management LLC | | $165.3M | — |
| Redswan PC, Inc | Houston, TX | $165.3M | — |
| Peak Capital Management, LLC | Greenwood Village, CO | $165.2M | — |
| New England Schooner, Inc. | Peabody, MA | $165.2M | — |
| Expressive Wealth LLC | Chicago, IL | $165.2M | — |
| Effective Assets, Inc. | | $165.1M | — |
| Morrissey Wealth Management LLC | North Haven, CT | $165.1M | — |
| Runnymede Capital Advisors, Inc. | | $165.1M | — |
| Solas Bioventures Management, LLC | Chattanooga, TN | $165M | 12 |
| Octo Capital, LLC | Bingham Farms, MI | $165M | — |
| Breachway Investments, LLC | Charlestown, RI | $164.9M | — |
| Pr Wealth Management Group, Inc. | East Moline, IL | $164.9M | — |
| Waterstone Wealth Advisors, LLC | | $164.9M | — |
| Financially Speaking Inc | Greenwood Village, CO | $164.8M | — |
| Wilkinson Wealth Management, LLC | Tucson, AZ | $164.7M | — |
| The Keystone Financial Alliance, LLC | Atlanta, GA | $164.7M | — |
| Paul & Co. Wealth Management, Inc. | Atascadero, CA | $164.7M | — |
| Womack Financial LLC | Dallas, TX | $164.7M | 1 |
| Shima Capital Management LLC | Irvine, CA | $164.6M | 3 |
| Woodlock Family Capital Management, LLC | | $164.6M | 1 |
| Bridgeway Wealth Management, LLC | Cedar Rapids, IA | $164.6M | — |
| Demand Wealth LLC | | $164.6M | — |
| Sage Investment Counsel LLC | Franklin, TN | $164.6M | — |
| Black Barn Financial, LLC | Austin, TX | $164.6M | — |
| Trinity Capital Management, LLC | Germantown, TN | $164.5M | — |
| Pollock Planning Associates, Inc. | | $164.5M | — |
| Bice Wealth Management LLC | Miami, FL | $164.5M | — |
| Floyd Financial Group LLC | Springfield, MO | $164.5M | — |
| Rdm Capital Associates Inc | Red Bank, NJ | $164.5M | — |
| Naples Money Management LLC | Naples, FL | $164.4M | — |
| Nobscot Investment Management LLC | Wellesley, MA | $164.2M | — |
| Lexington Avenue Capital Management, LLC | | $164.2M | — |
| Perea Capital, LLC | Houston, TX | $164.2M | 1 |
| Eagle Wealth Advisors | | $164.1M | — |
| Vericimetry Advisors LLC | | $164.1M | — |
| Tls Advisors LLC | Miami, FL | $164M | 2 |
| Ehb Financial Resources Management, Inc. | Exton, PA | $164M | — |
| Act Capital Management, LLC | Wayne, PA | $163.9M | 5 |
| McKinley Money, LLC | Eau-Claire, WI | $163.7M | — |
| Curtis Financial Planning, LLC | | $163.5M | — |
| Thirteen Twenty-Two Advisors, LLC | Fort Worth, TX | $163.5M | — |