| Blakely Walters Wealth Management LLC | Scottsdale, AZ | $173.7M | — |
| Pemberwick Investment Advisors, LLC | Greenwich, CT | $173.7M | — |
| Pravati Capital LLC | Scottsdale, AZ | $173.7M | 5 |
| Anchor Point Financial LLC | Bakersfield, CA | $173.6M | — |
| Benchmark Capital Group Ltd. | Galena, IL | $173.6M | — |
| Douglass Investment Group LLC | Wichita, KS | $173.6M | — |
| Rlb Financial LLC | Springfield, MO | $173.6M | — |
| Pinafore Wealth Counsel Inc. | Durham, NC | $173.6M | — |
| Neuenschwander Asset Management, LLC | McFarland, WI | $173.5M | — |
| Price Financial Group Wealth Management, Inc. | Portland, OR | $173.5M | — |
| Lion Equity Investment Advisors, LLC | Denver, CO | $173.5M | 3 |
| Ifc and Insurance Marketing, Inc. | Auburn, CA | $173.5M | — |
| Paradigm Capital Management,llc | Reno, NV | $173.4M | — |
| Tilden Loucks & Woodnorth LLC | Elmhurst, IL | $173.3M | — |
| Innis Investments LLC | | $173.3M | — |
| Asco Financial Group, Inc. | Kingston, PA | $173.2M | — |
| Leibman Financial Servces, Inc. | Louisville, NE | $173.1M | — |
| Winning Points Advisors, L.L.C. | Boca Raton, FL | $173.1M | — |
| Gasaway Investment Advisors, Inc. | Kalamazoo, MI | $173.1M | — |
| Individual Asset Management, Inc | San Mateo, CA | $173.1M | — |
| Cifuentes Wealth Partners, LLC | Hollywood, FL | $173.1M | — |
| Agility Equity Partners, LLC | Pittsburgh, PA | $173.1M | 11 |
| Wabash Capital, Inc. | Terre Haute, IN | $173M | — |
| Shuttleworth & Company | Powell, OH | $173M | — |
| Zynergy Retirement Planning | Red Bank, NJ | $173M | — |
| Stronghold Wealth Management L.L.C. | Tampa, FL | $172.9M | — |
| Barington Companies Investors, LLC | New York, NY | $172.9M | 1 |
| Haybeach Capital Management, LLC | Rye, NY | $172.8M | 8 |
| Midwestern Financial, LLC | Iowa City, IA | $172.8M | — |
| Ridgeline Wealth LLC | Mesa, AZ | $172.8M | — |
| Liberty Asset Management, Inc. | Woodridge, IL | $172.7M | — |
| Cornermen Financial, LLC | San Antonio, TX | $172.7M | — |
| Yanni & Associates Investment Advisors, LLC | Wexford, PA | $172.7M | — |
| Authentic Counsel, LLC | Greenwood Village, CO | $172.6M | 2 |
| Walnut Private Equity Partners, LLC | Omaha, NE | $172.6M | — |
| Alluvial Capital Management, LLC | | $172.6M | 2 |
| Wealth Management Solutions, LLC | Scottsdale, AZ | $172.6M | — |
| The Heaton Hoppes Group, LLC | Cedar Falls, IA | $172.5M | — |
| Sf Advisors, LLC | Boston, MA | $172.5M | 4 |
| Vizcaya Capital Partners LLC | Miami, FL | $172.5M | 27 |
| Vannoy Advisory Group, Inc. | Austin, TX | $172.4M | — |
| White Sand Wealth Management, LLC | Liberty, MO | $172.4M | — |
| Argent Wealth Management, Inc. | Round Rock, TX | $172.4M | — |
| Cook Financial Designs, Inc. | Virginia Beach, VA | $172.4M | — |
| Wealthguard Advisors, Inc. | Placerville, CA | $172.4M | — |
| Davidson Wealth Management LLC | Forked River, NJ | $172.4M | — |
| Prosperity Road, LLC | Santa Ana, CA | $172.3M | — |
| Lwm Advisors Inc | El Dorado Hills, CA | $172.2M | — |
| Nexwealth LLC | Palm Beach Gardens, FL | $172.2M | — |
| Steinberg Asset Management, LLC | New York, NY | $172.2M | — |