| Flfs Advisory LLC | Victor, NY | $161.5M | — |
| Blom & Howell Financial Planning, Inc. | Modesto, CA | $161.5M | — |
| Piar LLC | | $161.5M | — |
| Farnam Financial, LLC | Phoenix, AZ | $161.4M | — |
| Elite Wealth Management, Inc. | Plover, WI | $161.4M | — |
| Clearpath Capital Partners LLC | Menlo Park, CA | $161.3M | 2 |
| Laguna Wealth Advisors, LLC | | $161.2M | — |
| Tfs Advisors, LLC | Edmonds, WA | $161.2M | — |
| Sieben Wealth Planning LLC | | $161.2M | — |
| Barnett Capital Advisors LLC | Miami, FL | $161.1M | 1 |
| Newground Social Investment, SPC | Seattle, WA | $161.1M | — |
| Williams Wealth Management Group, Inc. | Bradenton, FL | $161M | — |
| Broadwater Capital Management LLC | Boston, MA | $161M | — |
| Capria Ventures LLC | Seattle, WA | $161M | 14 |
| Thistle Creek Capital, LLC | Lehi, UT | $161M | — |
| Lauer Wealth, LLC | Valparaiso, IN | $160.9M | — |
| Eagle Harbor Asset Management Inc | | $160.9M | — |
| Medicus Wealth Planning, Inc. | Draper, UT | $160.8M | — |
| Glaxis Capital Management, LLC | Sarasota, FL | $160.8M | 1 |
| Going Cpas & Wealth Advisors, LLP | Opelousas, LA | $160.8M | — |
| Cywp Fund LLC | Boca Raton, FL | $160.8M | 13 |
| McW Financial, Inc. | Crescent Springs, KY | $160.8M | — |
| Have RIA, Inc. | Providence, RI | $160.8M | — |
| Steward Advisors, LLC | Chicago, IL | $160.7M | — |
| Eddie Patel, Inc | Chicago, IL | $160.7M | — |
| Mw Advisory LLC | Atlanta, GA | $160.7M | — |
| Kelly Wealth Management, Inc. | Royal Oak, MI | $160.6M | — |
| Dorman Financial Management, P.A. | Maitland, FL | $160.6M | — |
| Rbf Capital Management, Inc. | Sarasota, FL | $160.6M | — |
| Summation Capital Management, L.P. | New York, NY | $160.6M | 9 |
| Bountiful Investment Management LLC | Rumford, RI | $160.5M | — |
| Collier Financial, Inc | Denver, CO | $160.5M | — |
| Kropog Financial Group, LLC | Mandeville, LA | $160.5M | — |
| Witt Financial Group, LLC | Crossville, TN | $160.5M | — |
| Fenix Asset Management, LLC | New York, NY | $160.4M | — |
| Sherman Wealth Management LLC | Gaithersburg, MD | $160.3M | — |
| Old Oak Financial Planning, Inc. | Brighton, MI | $160.3M | — |
| Clairmont Capital Group, LLC | Los Angeles, CA | $160.3M | 7 |
| Fifth Set Private Wealth Management LLC | | $160.3M | — |
| M3 Wealth Management, LLC | North Royalton, OH | $160.2M | — |
| City Center Advisors, LLC | Troy, MI | $160.2M | — |
| Harding Financial Group, LLC | Westerville, OH | $160.2M | — |
| Inversiones Sura Corp | Miami, FL | $160.2M | — |
| The Wealth Group, Ltd | Raleigh, NC | $160.2M | — |
| Encore Global Management LP | Houston, TX | $160.2M | 1 |
| Arbor Private Wealth, LLC | Ashburn, VA | $160.1M | — |
| Little River Capital Partners, LP. | | $160.1M | 1 |
| Turloff Financial Consulting Inc. | | $160M | — |
| Pendleton Financial, LLC | Raleigh, NC | $160M | — |
| Steven Feldstein & Associates | | $160M | — |