| Sonoma Private Wealth LLC | Novato, CA | $158.5M | — |
| Beantown Financial Advisors LLC | | $158.4M | — |
| Zermatt Wealth Partners LLC | San Diego, CA | $158.4M | — |
| Scherer Financial Advisory Services, LLC | Dallas, TX | $158.3M | — |
| Bpc Advisors LLC | East Syracuse, NY | $158.3M | — |
| Aim Advisors, LLC | Raleigh, NC | $158.2M | — |
| Graetz Wealth, LLC | Jenison, MI | $158.2M | — |
| Fc360 Wealth Management, Inc. | Roseville, CA | $158.2M | — |
| Mkt Capital LLC | | $158.2M | 1 |
| Gilbert Capital Group, Inc. | | $158.1M | — |
| The Eideard Group, LLC | Bedford, NH | $158.1M | 2 |
| H Partners Management LLC | New York, NY | $158.1M | 2 |
| Provident Living Financial Services, Inc. | Lehi, UT | $158.1M | — |
| Rg Financial, LLC | Carlsbad, CA | $158.1M | — |
| Mission Investment Advisors LLC | | $158.1M | — |
| Perspective Wealth Advisors LLC | Loveland, CO | $158M | — |
| Integral Financial Planning LLC | | $158M | — |
| Harold W. Dance Inc. | Logan, UT | $158M | — |
| M2 Financial LLC | Valencia, CA | $158M | — |
| Primary Wealth Management, LLC | Beatrice, NE | $158M | — |
| Clarus Group LLC | New York, NY | $158M | — |
| Hallett Investments, LLC | Port Angeles, WA | $157.9M | — |
| Srep Capital Management, LLC | Greenwich, CT | $157.9M | 15 |
| Valoran Capital Management, LLC | Chicago, IL | $157.8M | 9 |
| Avocet Capital Management LLC | Northbrook, IL | $157.8M | — |
| Strategic Wealth Management, LLC | Bedford, TX | $157.8M | — |
| Waypoints Financial, LLC | Sebring, FL | $157.7M | — |
| Outfitters Financial LLC | Brunswick, ME | $157.7M | — |
| Jack V. Butterfield Investment Company | Jackson, MI | $157.6M | — |
| Trinity Capital Adviser LLC | Phoenix, AZ | $157.6M | 1 |
| Wisconsin Wealth Advisors, LLC | Sun Prairie, WI | $157.6M | — |
| Lightview Capital, LLC | West Palm Beach, FL | $157.6M | 5 |
| Bison Investment Advisors, LLC | The Woodlands, TX | $157.5M | 1 |
| Copia Wealth Management, LLC | Bend, OR | $157.5M | — |
| Georgia Wealth Partners, LLC | Griffin, GA | $157.5M | — |
| Mork Capital Management, LLC | Healdsburg, CA | $157.4M | 1 |
| Applied Capital LLC | | $157.4M | — |
| Peck Wealth Management, LLC | | $157.4M | — |
| Fremen Capital Management LP | Stamford, CT | $157.3M | 1 |
| Merida Capital Holdings LLC | Rye, NY | $157.3M | 11 |
| Water Valley Investment Advisors, Inc. | Sioux Center, IA | $157.2M | — |
| Vested Financial Planning, LLC | | $157.2M | — |
| Delphinus Financial Advisors, LLC | Mansfield, MA | $157.1M | — |
| River's Edge Wealth Management LLC | Beaver, PA | $157.1M | — |
| Crosspoint Financial, LLC | Tustin, CA | $157.1M | — |
| Davenport Watts & Drake Investment Advisors, LLC | Ridgeland, MS | $157.1M | — |
| Finec Asset Management LLC | San Diego, CA | $157M | — |
| Ppsgrp LLC | White Plains, NY | $157M | — |
| Collective Wealth Advisors LLC | Coppell, TX | $157M | — |
| Camden Financial Management, Inc. | | $157M | — |