| Wayve Capital Management, LLC | | $175.1M | 2 |
| Cicc Alpha Investment Management (USA), LLC | New York, NY | $175.1M | 1 |
| Zock Robert a & Co Inc | Sutton, NH | $175.1M | — |
| Sippican Capital Advisors LLC | Boston, MA | $175M | — |
| Power Asset Management LLC | Los Angeles, CA | $175M | — |
| Reinova Capital Advisors LLC | Greenwich, CT | $175M | 1 |
| Jfa Advisors, LLC | Greenville, SC | $175M | — |
| Flow Focus LLC | Miami, FL | $174.9M | — |
| Yoffe Investment Management, LLC | Lemoyne, PA | $174.9M | — |
| Tnt Asset Management, LLC | Round Rock, TX | $174.9M | — |
| Income & Asset Advisory, Inc. | Armonk, NY | $174.8M | — |
| Newport Global Advisors L.P. | The Woodlands, TX | $174.8M | 5 |
| Meliora Capital, LLC | Tulsa, OK | $174.8M | — |
| Sageoak Financial, LLC | Tulsa, OK | $174.8M | — |
| Guardian Wealth Management, LLC | Salt Lake City, UT | $174.8M | — |
| Arrow Capital Management, LLC | New York, NY | $174.8M | 2 |
| Teca Partners, LP | Austin, TX | $174.8M | 1 |
| Providence Legacy Advisors LLC | | $174.8M | — |
| Wall Street Investment Management, LLC | | $174.7M | 1 |
| Capstone Investment Financial Group, LLC | Webster, NY | $174.6M | 1 |
| Stewardship Concepts Financial Services LLC | Spokane, WA | $174.6M | — |
| Two Parks Capital LLC | New York, NY | $174.6M | 1 |
| Odlum Brown USA Investment Management Limited | Vancouver, British Columbia | $174.6M | — |
| Sjhl Financial Services, LLC | McPherson, KS | $174.5M | — |
| Wedgewood Asset Management, LLC | Redondo Beach, CA | $174.5M | 2 |
| Family Legacy Financial Solutions, LLC | Cary, NC | $174.5M | — |
| Unlimited Funds, Inc. | New York, NY | $174.5M | 1 |
| Port Street Investments, LLC | Newport Beach, CA | $174.5M | — |
| Davidov Financial Coaching, LLC | Garden City, NY | $174.5M | — |
| Viaquest Advisors LLC | Houston, TX | $174.4M | — |
| Echelons Capital, LLC | Park City, UT | $174.4M | — |
| Maqro Advisors LLC | Austin, TX | $174.4M | 8 |
| Qmp Management, LLC | Dallas, TX | $174.3M | 2 |
| Atx Financial Planning, LLC | Austin, TX | $174.3M | — |
| Corrales & Company, LLC | Miami, FL | $174.2M | — |
| Provident Financial Planning, LLC | Addison, TX | $174.2M | — |
| Rockhill Advisors LLC | Victor, ID | $174.2M | — |
| Murphy & Mullick Capital Management Corp | Smithtown, NY | $174.1M | — |
| Opal Advisors, LLC | Bellevue, WA | $174M | 1 |
| Jms Capital Group Wealth Services, LLC | Sewickley, PA | $174M | — |
| Fma Wealth Management, LLC | Duxbury, MA | $174M | — |
| Hanseatic Management Services Inc | Albuquerque, NM | $174M | — |
| Athena Wealth Management, LLC | Reno, NV | $174M | — |
| Chancellor Wealth Management, Inc. | Atlanta, GA | $174M | — |
| Ivanoff Wealth Management Inc. | Cypress, CA | $174M | — |
| Gilbert Greg RIA, LLC | Oakland, CA | $174M | — |
| Levatus LLC | Boston, MA | $173.9M | — |
| Clp Asset Management, LLC | | $173.8M | 14 |
| Jaykay Wealth Advisors, Inc. | Houston, TX | $173.8M | — |
| Servo Wealth Management LLC | Oklahoma City, OK | $173.8M | — |