| Concordia Wealth Management, LLC | Concord, MA | $197.1M | — |
| Fee-Only Fiduciary Advisors LLC | Grand Rapids, MI | $197M | — |
| Bireme Capital, LLC | Rockville, MD | $196.9M | 1 |
| Reciprocal Venture Management, L.L.C. | New York, NY | $196.9M | 9 |
| Rei Wealth Management LLC | | $196.8M | — |
| Rlh Capital, LLC | | $196.8M | 3 |
| Continental Investors Services, Inc. | Longview, WA | $196.8M | — |
| Bradley Wealth LLC | Scottsdale, AZ | $196.7M | — |
| Connor Capital Sb, LLC | Santa Barbara, CA | $196.7M | 8 |
| The Bendix Financial Group, Inc. | Garden City, NY | $196.6M | — |
| Certified Planners, Inc. | San Ramon, CA | $196.6M | — |
| Springhouse Capital Management, LP | | $196.6M | 1 |
| Kingdom Legacy Advisors Corporation | | $196.5M | — |
| Avant Financial Advisors LLC | Austin, TX | $196.4M | — |
| Friedenthal Financial, LLC | Marlton, NJ | $196.4M | — |
| Grand Central Investment Group, LLC | Tampa, FL | $196.2M | — |
| Amphora Wealth Management, LLC | Chapel Hill, NC | $196.2M | — |
| Reyes Financial Architecture Inc. | San Diego, CA | $196.2M | — |
| Smith Partners Wealth Management, LLC | Greensboro, NC | $196.1M | — |
| Bellingrath Wealth Management, L.L.C. | New Orleans, LA | $196.1M | — |
| Hummer Financial Advisory Services Inc | | $196.1M | — |
| Trueman Brown, LLC | Lake Zurich, IL | $196.1M | — |
| Frazier Financial Consultants, LLC | Chapel Hill, NC | $196M | — |
| Monson Wealth Management LLC | | $196M | — |
| Golden Gate Personal Financial Planning | San Francisco, CA | $195.9M | — |
| Hillman Capital Management Inc | Bethesda, MD | $195.9M | — |
| Covestor Ltd | London | $195.8M | 1 |
| J.k. Financial, Inc. | Dallas, TX | $195.8M | — |
| J2 Capital Management, Inc. | Troy, MI | $195.7M | — |
| Tepp RIA LLC | Westfield, NJ | $195.7M | — |
| Marvin & Palmer Associates | Wilmington, DE | $195.7M | 2 |
| Stonetree Investment Partners LLC | Dallas, TX | $195.7M | 6 |
| Ark Advisors LLC | Bloomington, IL | $195.6M | — |
| Vfpe Advisors LLC | Audubon, PA | $195.6M | 13 |
| Cf Capital LLC | | $195.6M | 1 |
| Charter Wealth Management, Inc. | Raleigh, NC | $195.6M | — |
| Clark & Stuart Inc | Portland, ME | $195.6M | — |
| Frazee Investment Consulting, Inc. | Memphis, TN | $195.5M | — |
| Atcap Partners, LLC | Rockville, MD | $195.5M | — |
| Plan Life & Wealth Management, Inc. | Fresno, CA | $195.4M | — |
| American Community Wealth Management, LLC | Crystal Lake, IL | $195.4M | — |
| Fort Street Asset Management LLC | Honolulu, HI | $195.4M | 2 |
| Rmr Wealth Management | New York, NY | $195.4M | — |
| Westmark Wealth Management, LLC | Phoenix, AZ | $195.4M | — |
| Independent Wealth Advisors, LLC | Cary, NC | $195.3M | — |
| Northstar Financial Advisors, Inc. | | $195.3M | — |
| Monterone Partners LLP | London | $195.3M | 1 |
| Feg Curio Investment Partners, LLC | Cincinnati, OH | $195.3M | 20 |
| Emergent Financial Services, LLC. | Charlottesville, VA | $195.2M | — |
| Baird Venture Partners Management Company V, LLC | Milwaukee, WI | $195.2M | 2 |