| Psp Research LLC | | $178.6M | — |
| Maroon Pass Advisors LP | Austin, TX | $178.6M | 4 |
| Clearview Wealth Management, LLC | Irvine, CA | $178.5M | — |
| Ajf Capital Management, Inc. | New York, NY | $178.5M | — |
| Core Financial Advisors, LLC | San Bernardino, CA | $178.5M | — |
| Liberty One Wealth Advisors | Philadelphia, PA | $178.4M | — |
| Legacy Wealth Advisors, LLC | San Jose, CA | $178.3M | — |
| Glass Lakes Capital Management LLC | Overland Park, KS | $178.3M | — |
| William B. Walkup & Associates, Inc. | Columbia, SC | $178.3M | 13 |
| Index Technologies Group LLC | New York, NY | $178.3M | — |
| Aspetuck Financial Management LLC | Westport, CT | $178.3M | — |
| Avrio Wealth PTE Ltd | Singapore | $178.3M | — |
| Candelo Capital Management LP | New York, NY | $178.1M | 1 |
| Investment Insight Wealth Management, LLC | | $178.1M | — |
| Lansing Management, LP | New York, NY | $178.1M | 1 |
| Hudson Executive Capital LP | New York, NY | $178.1M | 1 |
| Panorama Point Partners, LLC | Omaha, NE | $178.1M | 15 |
| Watermill Management Company, LLC | Boston, MA | $178.1M | 18 |
| Acme Jack Investments, LLC | | $178M | — |
| Hedges Asset Management LLC | | $178M | — |
| Fiduciary Wealth Group, LLC | Centerville, OH | $178M | — |
| Oppenheimer Alternative Investment Management, LLC | New York, NY | $177.8M | 7 |
| Silicon Private Wealth, LLC | | $177.8M | — |
| Smb Financial Services, Inc. | Portland, OR | $177.8M | — |
| Gasber Financial Advisors, Inc | Folsom, CA | $177.7M | — |
| Conway Financial Group, LLC | Chesterfield, MO | $177.7M | — |
| Muntz Financial, LLC | Doylestown, PA | $177.6M | 1 |
| Tdc Capital Advisors, Inc. | College Station, TX | $177.6M | — |
| Crossgrain Family Investments, LLC | | $177.6M | — |
| M Wealth Management, LLC | San Diego, CA | $177.6M | — |
| Farris Capital Management Inc. | Carrollton, TX | $177.5M | — |
| Hoff Brothers, LLC | Wausau, WI | $177.5M | — |
| Hollingsworth Avent Averre & Purvis, PA | Raleigh, NC | $177.4M | — |
| Silverpeak Wealth Advisors, LLC | Boulder, CO | $177.4M | — |
| Naviant Partners, LLC | Fairhope, AL | $177.3M | — |
| Periope, LC | St. George, UT | $177.2M | — |
| Oak Financial Group Inc | | $177.2M | — |
| Newcorp Financial Services, Inc. | Alpharetta, GA | $177.1M | — |
| Peterson Rogers Private Wealth, LLC | Salt Lake City, UT | $177.1M | — |
| Marathon Mission, Inc. | Latham, NY | $177.1M | — |
| Familywealth Asset Management | Lake Mary, FL | $177M | — |
| Htaa, LLC | Chicago, IL | $177M | — |
| Tea & Taxes Company Dba Prosperitea Planning | Greenfield, MA | $176.9M | — |
| Stillwater Private Wealth, LLC | Allenton, PA | $176.8M | — |
| Torrey Wealth, LLC | San Diego, CA | $176.7M | — |
| Bradyco, Inc. | | $176.7M | — |
| Enr Asset Management, Incorporated | Westmount, Quebec | $176.7M | — |
| Dmc Group, LLC | Birmingham, AL | $176.7M | — |
| Prime Meridian Capital Management, LLC | Walnut Creek, CA | $176.7M | 2 |
| Beyond Financial Services | Fremont, CA | $176.7M | — |