| Going Cpas & Wealth Advisors, LLP | Opelousas, LA | $160.8M | — |
| Cywp Fund LLC | Boca Raton, FL | $160.8M | 13 |
| McW Financial, Inc. | Crescent Springs, KY | $160.8M | — |
| Have RIA, Inc. | Providence, RI | $160.8M | — |
| Steward Advisors, LLC | Chicago, IL | $160.7M | — |
| Eddie Patel, Inc | Chicago, IL | $160.7M | — |
| Mw Advisory LLC | Atlanta, GA | $160.7M | — |
| Kelly Wealth Management, Inc. | Royal Oak, MI | $160.6M | — |
| Dorman Financial Management, P.A. | Maitland, FL | $160.6M | — |
| Rbf Capital Management, Inc. | Sarasota, FL | $160.6M | — |
| Summation Capital Management, L.P. | New York, NY | $160.6M | 9 |
| Bountiful Investment Management LLC | Rumford, RI | $160.5M | — |
| Collier Financial, Inc | Denver, CO | $160.5M | — |
| Kropog Financial Group, LLC | Mandeville, LA | $160.5M | — |
| Witt Financial Group, LLC | Crossville, TN | $160.5M | — |
| Fenix Asset Management, LLC | New York, NY | $160.4M | — |
| Sherman Wealth Management LLC | Gaithersburg, MD | $160.3M | — |
| Old Oak Financial Planning, Inc. | Brighton, MI | $160.3M | — |
| Clairmont Capital Group, LLC | Los Angeles, CA | $160.3M | 7 |
| Fifth Set Private Wealth Management LLC | | $160.3M | — |
| M3 Wealth Management, LLC | North Royalton, OH | $160.2M | — |
| City Center Advisors, LLC | Troy, MI | $160.2M | — |
| Harding Financial Group, LLC | Westerville, OH | $160.2M | — |
| Inversiones Sura Corp | Miami, FL | $160.2M | — |
| The Wealth Group, Ltd | Raleigh, NC | $160.2M | — |
| Encore Global Management LP | Houston, TX | $160.2M | 1 |
| Arbor Private Wealth, LLC | Ashburn, VA | $160.1M | — |
| Little River Capital Partners, LP. | | $160.1M | 1 |
| Turloff Financial Consulting Inc. | | $160M | — |
| Pendleton Financial, LLC | Raleigh, NC | $160M | — |
| Spectrum Advisors, Inc. | Plano, TX | $160M | — |
| Fidelis Financial Planning, LLC | Saint Charles, MO | $160M | — |
| Sequinox Wealth Management, LLC | Lancaster, PA | $160M | — |
| Hazlett Wealth Management LLC | Ketchum, ID | $160M | — |
| Steven Feldstein & Associates | | $160M | — |
| Sequoia Planning & Investments LLC | | $160M | — |
| Warnke/Nichols Ltd. | Delafield, WI | $160M | — |
| Kensington Financial Advisors LLC | Roseland, NJ | $159.9M | — |
| Steady Returns, LLC | | $159.8M | — |
| Trm Advisors LP | Southfield, MI | $159.8M | 1 |
| Blue Water Capital Management, LLC | Apex, NC | $159.8M | — |
| Season Investments, LLC | Colorado Springs, CO | $159.7M | — |
| Read & Powell Financial Services, LLC | Elko, NV | $159.7M | — |
| Wiregrass Investment Management LLC | Thomasville, GA | $159.7M | — |
| Richey Advisors, Inc. | Placentia, CA | $159.7M | — |
| Moulton Wealth Management, Inc | Spokane Valley, WA | $159.7M | — |
| Zidel Financial, Inc. | Breckenridge, CO | $159.6M | — |
| Retirement Solutions Group, Inc. | Franklin, TN | $159.6M | — |
| Fairway Financial, LLC | Casselberry, FL | $159.6M | — |
| Retirement Advisors, Inc. | Mobile, AL | $159.6M | — |