| Mercer Advisors Private Asset Management, Inc. | Denver, CO | $205.6M | 7 |
| Srt Group LLC | West Palm Beach, FL | $205.6M | 1 |
| Western Pacific Wealth Management, LP | Lake Forest, IL | $205.5M | — |
| Manhattan Global Asset Management LLC | Las Vegas, NV | $205.5M | — |
| The Putney Financial Group LLC | San Rafael, CA | $205.4M | — |
| Rookwood Wealth Management, LLC | | $205.4M | — |
| Osbon Capital Management, LLC | Boston, MA | $205.3M | 2 |
| Safebridge LLC | | $205.3M | — |
| White Rock Oil & Gas Holdings, LLC | Plano, TX | $205.1M | 4 |
| Blue Marble Investments, LLC | Santa Barbara, CA | $205.1M | — |
| Trident Management LLC | New York, NY | $205.1M | 2 |
| Krf Capital LLC | Miami, FL | $205M | 3 |
| Chesapeake Investment Management LLC | McLean, VA | $205M | — |
| Flavin Financial Services, Inc. | Melbourne, FL | $205M | — |
| 3rd Creek Investments, Inc. | | $204.9M | — |
| Kirk Capital Advisors LLC | Vienna, VA | $204.9M | — |
| Northavenue LLC | Columbus, OH | $204.8M | — |
| The Herbst Group, LLC | | $204.8M | — |
| Kohlhepp Investment Advisors, Ltd. | Doylestown, PA | $204.6M | — |
| Mittelman Wealth Management LLC | | $204.6M | — |
| Donalies Financial Planning, LLC | | $204.5M | — |
| Momentum Wealth Planning, LLC | | $204.5M | — |
| Broyhill Asset Management, LLC | Charlotte, NC | $204.5M | 3 |
| McGinn Penninger Investment Management Inc. | Alexandria, VA | $204.4M | — |
| The William Allan Corporation | Fort Collins, CO | $204.4M | — |
| Prospect Financial Group LLC | | $204.4M | — |
| Extant Capital LLC | Albany, NY | $204.3M | — |
| Guiry Capital Management, LLC | Palm Beach Gardens, FL | $204.3M | — |
| Monimus Capital Management, LP | Woodbridge, NJ | $204.2M | 1 |
| Royal Capital Wealth Management LLC | | $204.2M | — |
| Frankly Finances LLC | | $204.2M | — |
| Portus Wealth Advisors, LLC | Charlotte, NC | $204.1M | 1 |
| Alianza Corp. Investment Advisor | Miami, FL | $204.1M | — |
| Mb Family Advisors, LLC | New York, NY | $204.1M | 1 |
| Viden Arbor Capital L.L.C. | | $204.1M | 1 |
| Merkkuri Wealth Advisors LLC | Jericho, NY | $204.1M | — |
| Commercial Trust Wealth Management, LLC | Fayette, MO | $204.1M | — |
| Teton Wealth Group LLC | Murray, UT | $204M | — |
| Gehrig Capital Management, Inc. | Merrillville, IN | $203.9M | — |
| Crystal Rock Capital Management, LLC. | Bannockburn, IL | $203.9M | 1 |
| Harkness Capital Management LLC | New York, NY | $203.8M | 5 |
| Moler Capital Management, LLC | | $203.8M | — |
| Up North Financial, LLC | Traverse City, MI | $203.8M | — |
| Rochester Wealth Strategies, LLC | Rochester, MI | $203.6M | — |
| Aria Growth Partners LP | New York, NY | $203.6M | 9 |
| Lightsquare Wealth Management, LLC | Bingham Farms, MI | $203.5M | — |
| Element Squared LLC | Minneapolis, MN | $203.5M | — |
| Sanders Management Group, Ltd | Southfield, MI | $203.5M | 5 |
| Rayliant Investment Research | Walnut, CA | $203.5M | — |
| DV Capital Advisors, LLC | Chicago, IL | $203.4M | 5 |