| Cornerstone Financial Management LLC | Burlington, MA | $167M | — |
| Aldebaran Capital, LLC | Carmel, IN | $166.9M | — |
| 8th Street Investments, LLC | Alexandria, VA | $166.9M | — |
| P.a.w. Capital Partners, LP | Greenwich, CT | $166.8M | 1 |
| Winthrop Square Capital, L.P. | Boston, MA | $166.8M | 3 |
| Strategic Financial Management, LLC | | $166.8M | — |
| McDonnell Wealth Management, LLC | Frankfort, IL | $166.7M | — |
| Totem Macro Asset Management LP | New York, NY | $166.6M | 1 |
| Capital Gains Inc | Niles, IL | $166.6M | — |
| Bishop Street Capital Management, LLC | Honolulu, HI | $166.5M | — |
| Evolution Private Investment Collective LLC | Hermosa Beach, CA | $166.5M | 9 |
| Skybound Wealth Management USA, LLC | Houston, TX | $166.5M | — |
| Hunter Street Investment Advisors LLC | Apex, NC | $166.4M | — |
| Conway Partners Management, LLC | | $166.3M | — |
| Tr Capital Management, LLC | Rockville Centre, NY | $166.3M | 3 |
| Great Lakes Wealth, LLC | Northville, MI | $166.3M | — |
| Afg Fiduciary Services Limited Partnership | Hingham, MA | $166.3M | — |
| Retirement Resources, LLC | Auburn Hills, MI | $166.1M | — |
| Participant Capital Advisors, LLC | Miami, FL | $166.1M | 2 |
| Strong Retirement Solutions LLC | | $166.1M | — |
| V29 Capital Management, LLC | | $166.1M | 2 |
| Anchor Health Capital, LLC | Chattanooga, TN | $166M | 9 |
| W & S Management Services, Inc. | Rochester, NY | $166M | — |
| Stolzer Rothschild Levy LLC | Basking Ridge, NJ | $166M | — |
| Lyons Capital Group, LLC | Shreveport, LA | $165.9M | — |
| Burgess Chambers & Associates Inc | Orlando, FL | $165.9M | — |
| Mutual Trust Advisory Group, Inc. | Estero, FL | $165.8M | — |
| Vestpointe Wealth Management, LLC | Scottsdale, AZ | $165.8M | 4 |
| Vision Financial Management, LLC | Cuyahoga Falls, OH | $165.7M | — |
| Feltl Advisors, LLC | Plymouth, MN | $165.6M | — |
| Black Horse Wealth Management, LLC | | $165.6M | — |
| John Boyer, Inc. | Tampa, FL | $165.6M | — |
| M.k. Brown Wealth Advisory, LLC | Oakwood, OH | $165.5M | — |
| Curtis Capital Advisors, LLC | Overland Park, KS | $165.5M | — |
| Dedeker Financial, LLC | St. Louis Park, MN | $165.5M | — |
| Cambier Capital, LLC | Naples, FL | $165.5M | — |
| Kissling Financial Services, LLC | New Castle, PA | $165.5M | — |
| Kc Asset Management, Inc. | | $165.4M | — |
| Olive Street Capital Partners LLC | Los Angeles, CA | $165.3M | 1 |
| Wolfers Asset Management LLC | | $165.3M | — |
| Redswan PC, Inc | Houston, TX | $165.3M | — |
| Peak Capital Management, LLC | Greenwood Village, CO | $165.2M | — |
| New England Schooner, Inc. | Peabody, MA | $165.2M | — |
| Expressive Wealth LLC | Chicago, IL | $165.2M | — |
| Effective Assets, Inc. | | $165.1M | — |
| Morrissey Wealth Management LLC | North Haven, CT | $165.1M | — |
| Runnymede Capital Advisors, Inc. | | $165.1M | — |
| Solas Bioventures Management, LLC | Chattanooga, TN | $165M | 12 |
| Octo Capital, LLC | Bingham Farms, MI | $165M | — |
| Breachway Investments, LLC | Charlestown, RI | $164.9M | — |