| 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 | — |
| 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 | — |
| Sycamore Investment Consulting Services, LLC | Madison, WI | $159.6M | — |
| Blue Moon Capital Management LLC | Boston, MA | $159.5M | 1 |
| Capital Financial, LLC | Olney, MD | $159.4M | — |
| Cornerstone Alternatives LLC | | $159.4M | — |
| Adare Asset Management, LLC | Lancaster, PA | $159.3M | — |
| Fusco Financial Services Inc | Wilton Manors, FL | $159.3M | — |
| U.s.a. Financial & Tax Services, LLC | Farmington, CT | $159.3M | — |
| Strada Financial Group LLC | Boring, OR | $159.2M | — |
| Murray Investment Management, LLC | Houston, TX | $159.1M | — |
| Modern Dollar Planning, LLC | St. Louis, MO | $159.1M | — |
| Hackett Financial Group, LLC | Wimberley, TX | $159.1M | — |
| Hda Wealth Management, LLC | Poland, OH | $159.1M | — |
| Sankala Group LLC | | $159.1M | — |
| Ska Financial Services,inc. | Fairview Park, OH | $159.1M | — |
| Strivus Wealth Partners LLC | Jacksonville Beach, FL | $159.1M | — |
| Rs Petrell & Associates, LLC | Dewitt, NY | $159.1M | — |
| Retirement Income Strategies, LLC | Evansville, WI | $159M | — |
| Graystreet Capital Management, LLC | San Antonio, TX | $159M | 8 |
| Todd Wealth Management LLC | Venice, FL | $158.9M | — |
| Plus Group Wealth Advisors, LLC | Belgium, WI | $158.9M | — |
| Phoenician Capital LLC | New York, NY | $158.8M | 1 |
| J.d.t. Inc | Lexington, KY | $158.7M | — |
| Radius Wealth Management, Inc. | Boston, MA | $158.7M | — |
| Scg Asset Management LLC | Naperville, IL | $158.7M | — |
| Altar Rock LLC | | $158.7M | — |
| Private Financial Management LLC | | $158.7M | 2 |
| Verus Capital Ventures, Inc. | Sugar Land, TX | $158.7M | — |
| Ventana Private Wealth LLC | Denver, CO | $158.6M | — |
| Advisory Advocates LLC | Grand Rapids, MI | $158.6M | — |
| Starr-Mathews Financial, LLC | Calhoun, GA | $158.6M | — |
| Summitas Investment Management LLC | | $158.6M | — |