| Capital Ip Investment Partners LP | | $163.5M | 1 |
| The Carroll Group, Inc. | | $163.4M | — |
| Risley Capital Management LLC | Ellisville, MO | $163.4M | — |
| Foundry Wealth Advisors, LLC | Baltimore, MD | $163.4M | — |
| Bell City Wealth, Inc. | Hillsboro, OH | $163.3M | — |
| Nihon Global Growth Partners Management, Inc. | New York, NY | $163.3M | 3 |
| Integrity Wealth Management, Inc. | Spokane, WA | $163.2M | — |
| Clutinger Williams & Verhoye Inc | San Diego, CA | $163.1M | — |
| Archambo Financial Advisors, Inc. | Bartlesville, OK | $163.1M | — |
| Libertas Wealth Management Group, Inc. | Columbus, OH | $163.1M | — |
| Collie Financial Planning, Inc. | Black Mountain, NC | $162.9M | — |
| Decamilla Capital Management LLC | Sacramento, CA | $162.9M | — |
| Private Wealth Management of North Carolina LLC | Henderson, NC | $162.8M | — |
| Five Eleven Family Office LLC | Garden City, NY | $162.7M | — |
| Main Advisory, Inc. | Canonsburg, PA | $162.7M | — |
| 1207 Capital Group, LLC | Juneau, AK | $162.7M | 4 |
| Westrock Asset Management, LLC | Little Rock, AR | $162.7M | 3 |
| Sagace Wealth Management, LLC | St. Petersburg, FL | $162.7M | — |
| Marquee Capital Advisors LLC | Chicago, IL | $162.7M | 5 |
| Morman, Kaplan, Brilliant and Fransko, LLC | Ann Arbor, MI | $162.7M | — |
| McS Financial Advisors LLC | | $162.6M | — |
| Lewinter Wealth Advisors, LLC | | $162.5M | — |
| Savant Investment Advisers, Inc. | Homewood, IL | $162.5M | — |
| Dedicated Capital Advisors, LLC | San Francisco, CA | $162.5M | — |
| Taurus Financial LLC | Jersey City, NJ | $162.5M | — |
| Tempered Investment Management Ltd. | North Vancouver, British Columbia | $162.4M | — |
| Bestgate Wealth Advisors, LLC | Frederick, MD | $162.4M | — |
| F.i.g. Financial Advisory Services, Inc. | Oklahoma City, OK | $162.4M | — |
| Ballast Point Financial Planning, LLC | Burlingame, CA | $162.4M | — |
| Joss Brown Wealth Advisors Group LLC | Williamsburg, VA | $162.4M | — |
| Dyche Wealth Management, Inc | Fayetteville, GA | $162.3M | 12 |
| Maple Park Capital Partners Management, LP | Dallas, TX | $162.2M | 2 |
| Freedom Family Office, LLC | | $162.1M | — |
| Quint Capital Corporation | New York, NY | $162.1M | — |
| Wolfstich Capital, LLC | Medfield, MA | $162.1M | — |
| Shepherd Wealth Management Limited Liability Company | Cincinnati, OH | $162.1M | — |
| Banyan Global Investment Advisors, LLC | Boca Raton, FL | $162.1M | — |
| Gutt Financial Management, LLC | Atlanta, GA | $162.1M | — |
| Rpr Financial Advisors LLC | Overland Park, KS | $162.1M | — |
| Kingsbury Capital Investment Advisors LLC | | $162M | — |
| Ironoak Wealth LLC | Cedar Park, TX | $162M | — |
| Arbor Investment Management, LLC | Ann Arbor, MI | $162M | — |
| Corkern Barry M Advisory Services Inc | Little Rock, AR | $161.9M | — |
| Confidential Management Advisors, Inc. | Troy, MI | $161.9M | — |
| Gadsden, LLC | Newtown Square, PA | $161.8M | — |
| Fell Capital Management | Newport Beach, CA | $161.8M | — |
| Williams, Garth Alan | | $161.8M | — |
| Jeffrey Matthews Wealth Management, LLC | Florham Park, NJ | $161.7M | — |
| Lynnleigh & Company, LLC | Pittsford, NY | $161.5M | — |
| Pincus Capital Management, LP | New York, NY | $161.5M | — |