| Thompson Wealth Solutions, LLC | Timonium, MD | $172.1M | — |
| Investor Advisory Group, LLC | Charlotte, NC | $172.1M | — |
| McIntyre, Freedman & Flynn Investment Advisers, Inc. | Orleans, MA | $172M | — |
| Ascent Capital Partners, LLC | Scottsdale, AZ | $172M | 7 |
| Clayton Partners LLC | Berkeley, CA | $172M | 1 |
| Rioblanco Capital LLC | San Juan, PR | $172M | 16 |
| Nightview Capital, LLC | Clearwater, FL | $171.9M | 1 |
| Pinnacle Portfolio Advisors, LLC | | $171.9M | — |
| Goverman Financial Solutions, LLC | Dedham, MA | $171.9M | — |
| Chesapeake Capital Corporation | Tampa, FL | $171.9M | — |
| Opulen Financial Group, LLC | Arlington, VA | $171.8M | — |
| Koob Wealth Management, LLC | White Bear Township, MN | $171.8M | — |
| Triangle Investment Management, LLC | New York, NY | $171.8M | 2 |
| Evolution Wealth Management Inc. | Fort Myers, FL | $171.7M | — |
| Ellerbrock-Norris Wealth Strategies LLC | Omaha, NE | $171.6M | — |
| Crawford, Gregory Jason | Modesto, CA | $171.6M | — |
| Cavu Wealth Advisors, LLC | Walnut Creek, CA | $171.6M | — |
| Scottsdale Wealth Planning, Inc. | Scottsdale, AZ | $171.5M | — |
| Voyage Wealth Management, LLC | | $171.5M | — |
| Mandalay Financial, L.L.C. | Bellaire, TX | $171.5M | — |
| White Hat Capital Partners LP | New York, NY | $171.4M | 4 |
| Prophet Equity Management II LLC | Southlake, TX | $171.4M | 1 |
| Kennon-Green & Company, LLC | New Albany, OH | $171.4M | — |
| Assabet Advisors, LLC | Holden, MA | $171.4M | — |
| Granada Wealth Management, LLC | Davidson, NC | $171.4M | — |
| Hoover Private Wealth, LLC | Royal Oak, MI | $171.3M | — |
| Tam Financial Advisors, LLC | | $171.3M | — |
| Genesis Financial Group, LLC | Paramus, NJ | $171.3M | — |
| R.j. Cloud Advisors & Company | Bixby, OK | $171.3M | — |
| Intentional Wealth Strategies | Colorado Springs, CO | $171.3M | — |
| Littlejohn Financial Services, Inc | Roseburg, OR | $171.3M | — |
| Entruity Wealth, LLC | Bakersfield, CA | $171.3M | — |
| Wilhelm Financial Services, PLLC | | $171.3M | — |
| Donald W. Nicholson & Associates Ltd | Wilmington, DE | $171.2M | — |
| Prairie View Wealth Partners LLC | Sioux Falls, SD | $171.2M | — |
| Cain Capital L.L.C. | Dallas, TX | $171.2M | 11 |
| Wilsquare Capital LLC | St. Louis, MO | $171.2M | 2 |
| Harbor Ithaka Wm, LLC | Aventura, FL | $171.2M | 10 |
| Hayden Harper Wealth Advisory, LLC | Charlotte, NC | $171.1M | 2 |
| Hegarty Advisors, LLC | Garden City, NY | $171.1M | — |
| Peb Capital Management LLC | Columbus, OH | $171M | — |
| Yandell Investments, LLC | Orlando, FL | $171M | — |
| Cohesion Wealth Management, LLC | Broomfield, CO | $171M | — |
| Wealth Engineering, LLC | Scottsdale, AZ | $171M | — |
| Rwr Investments LLC | Dallas, TX | $170.9M | 1 |
| Payne Capital LLC | | $170.9M | — |
| Joseph Advisory Services, LLC | El Paso, TX | $170.9M | 8 |
| Rmr Capital Management LLC | Tustin, CA | $170.8M | — |
| Toberman Becker Wealth, LLC | St. Louis, MO | $170.8M | — |
| Marin Capital Management, LLC | Novato, CA | $170.8M | — |