| Authentikos Wealth Advisory LLC | New Braunfels, TX | $184.1M | — |
| Octagon Finance LLC | Charlottesville, VA | $184.1M | 3 |
| Gll Investors, LLC | Chicago, IL | $184.1M | 5 |
| Nverses Capital, LLC | Wellington, FL | $184.1M | — |
| High Pines Wealth Management LLC | Duxbury, MA | $184M | — |
| Alpenglobal Capital, LLC | | $184M | — |
| Kittyhawk Ventures, LLC | Los Angeles, CA | $184M | 27 |
| X Cubed Capital Management LLC | Minneapolis, MN | $184M | 1 |
| Tryperion Holdings LLC | Beverly Hills, CA | $184M | 1 |
| Bullseye Asset Management LLC | Denver, CO | $183.9M | 1 |
| Shotwell Rutter Baer Inc | Lansing, MI | $183.9M | — |
| Brazos Wealth Advisors LLC | Fort Worth, TX | $183.7M | — |
| Vincimus Capital, LLC | Malibu, CA | $183.7M | — |
| Eagle Point Defensive Income Management LLC | Greenwich, CT | $183.5M | — |
| Barden Capital Management, Inc. | | $183.5M | — |
| Sledge and Company Wealth Advisors, LLC | High Point, NC | $183.4M | — |
| Open Door Investment Management Ltd. | San Francisco, CA | $183.4M | 2 |
| Hoffman Alan Nathan | | $183.4M | — |
| Magnolia Wealth Management LLC | Dothan, AL | $183.3M | — |
| Elevate Capital Advisors, Inc. | Eagle, CO | $183.3M | — |
| Jlens | New York, NY | $183.3M | — |
| Econologics Financial Advisors, LLC | Largo, FL | $183.2M | — |
| J.m. Arbour, LLC | Gardiner, ME | $183.2M | — |
| Sandy Morris Financial & Estate Planning Services, LLC | Tampa, FL | $183.1M | — |
| Tide Cove Capital Partners LLC | | $183.1M | — |
| Miller Gesko & Co Inc. | Buffalo, NY | $183.1M | — |
| Williamson Legacy Group, LLC | | $183.1M | — |
| Greg Jennings, LLC | Dewitt, NY | $183.1M | — |
| Nardis Advisors LLC | | $183M | — |
| Hoffmann Hermanson LLC | Denver, CO | $183M | — |
| George M. Hiller Companies, LLC | Atlanta, GA | $183M | — |
| Walton Financial | Birmingham, AL | $182.9M | — |
| Altamont Wealth Management, Inc. | Livermore, CA | $182.9M | — |
| Anchored Financial Planning LLC | West Deptford, NJ | $182.9M | — |
| Ofc Financial Planning, LLC | | $182.8M | — |
| White Wing Wealth Management, LLC | The Woodlands, TX | $182.8M | — |
| Genter Advisors LLC | Los Angeles, CA | $182.8M | — |
| Marathon Strategic Advisors, LLC | Pittsburgh, PA | $182.7M | — |
| Kuhn & Company Investment Counsel, LLC | Chicago, IL | $182.7M | — |
| Invariant Investment Management LLC | Camp Hill, PA | $182.7M | — |
| Safs, LLC | Lemoyne, PA | $182.6M | — |
| Godfrey Financial Associates, Inc. | Glenmont, NY | $182.5M | — |
| Summit Wealth Group, LLC | Tulsa, OK | $182.5M | — |
| Wold Financial Group LLC | Mendota Heights, MN | $182.5M | — |
| One Resource Group Wealth Management LLC | Dublin, OH | $182.4M | — |
| Gsi Capital Advisors LLC | Newport Beach, CA | $182.4M | — |
| Sherclar, Inc | Charlotte, NC | $182.4M | — |
| Righthand Capital, LLC | West Newton, MA | $182.3M | — |
| Marsh Wealth Management, LLC | Knoxville, TN | $182.3M | — |
| Kingstone Capital Partners Texas, LLC | Frisco, TX | $182.3M | — |