| Irvine Wealth Planning Strategies, LLC | Corning, NY | $157M | — |
| Legacy Advisory Services, LLC | Exton, PA | $156.9M | — |
| Moore Wealth LLC | Frederick, MD | $156.9M | — |
| Lifestyle Freedom Advisory Group, LLC | Bradenton, FL | $156.8M | — |
| Belhealth Investment Partners, LLC | Fort Lauderdale, FL | $156.7M | 2 |
| Lotusgroup Capital, LLC | Denver, CO | $156.7M | 4 |
| Sima Wealth Partners, LLC | North Chesterfield, VA | $156.7M | — |
| Sallyport Partners Investment Manager, LLC | Houston, TX | $156.7M | 1 |
| Breakwater Capital, LLC | Kalamazoo, MI | $156.6M | — |
| Englebert Financial Advisers, LLC | Allentown, PA | $156.6M | — |
| Dwv Advisors, LLC | Essex Junction, VT | $156.6M | — |
| Dale Q. Rice Investment Management, Ltd. | | $156.6M | — |
| Profocus, Incorporated | Phoenix, AZ | $156.5M | — |
| Maimon Wealth Management Ltd. | Ra'anana | $156.5M | — |
| Settian Capital LP | Saint Augustine, FL | $156.5M | 1 |
| Star Wealth Management Corporation | Bingham Farms, MI | $156.5M | — |
| Covey Capital Advisors, LLC | Atlanta, GA | $156.5M | — |
| Eltura Capital Management, LLC | New York, NY | $156.5M | 6 |
| 401k Generation | Altamonte Springs,, FL | $156.4M | — |
| Sportsology Capital Partners, L.P. | New York, NY | $156.4M | 3 |
| Jk Private Wealth, LLC | Glastonbury, CT | $156.4M | — |
| Spyglass Investment Management Corporation | Terre Haute, IN | $156.4M | — |
| Jts Fund Advisors, LLC | Waco, TX | $156.4M | 6 |
| Pinnacle Asset Management Group, Corporation (inc.) | Shreveport, LA | $156.4M | — |
| Oregon Pacific Wealth Management, LLC | Medford, OR | $156.3M | — |
| Pearl Wealth LLC | Portland, OR | $156.3M | — |
| Trellus Management Company, LLC | Delray Beach, FL | $156.3M | 2 |
| Meridian Wealth Advisors, LLC | Albuquerque, NM | $156.2M | — |
| Quantitative Financial Strategies LLC | | $156.2M | — |
| My Wealth Management, Inc. | Germantown, MD | $156.2M | — |
| Peak Wealth Management LLC | Nashua, NH | $156.1M | — |
| Johnson Dunn Capital Advisors, Inc. | | $156.1M | — |
| Waycross GP LLC | Louisville, KY | $156.1M | 3 |
| Burke & Herbert Wealth Services, LLC | Alexandria, VA | $156.1M | — |
| Pc3 Partners, LLC | Miami Beach, FL | $156M | 1 |
| Indelible Wealth Group LLC | | $156M | — |
| Brandywine Asset Management, Inc | Thornton, PA | $156M | 1 |
| Team Hays Inc. | Denton, TX | $156M | — |
| Kaizen Retirement Plan Advisors, LLC | | $155.9M | — |
| Taurum Retirement Partners, LLC | Mesa, AZ | $155.9M | — |
| McGrath & Associates, Inc. | Asheville, NC | $155.9M | — |
| Gervais Capital Management, LLC | Wilson, WY | $155.9M | 1 |
| Lipper Advisory Services Inc | | $155.8M | 1 |
| Unify Financial LLC | Clearwater, FL | $155.8M | — |
| Natural Bridges Financial Advisors LLC | Santa Cruz, CA | $155.8M | — |
| Phoenix Capital Realty Advisors, LLC | Addison, TX | $155.8M | — |
| Personal Financial Solutions, LLC | Manasquan, NJ | $155.6M | — |
| Live Oak Wealth Advisory Group, LLC | Houston, TX | $155.5M | — |
| Guggenheim Investments Loan Advisors, LLC | Stamford, CT | $155.4M | 3 |
| M & a Consulting Group, LLC | Austin, TX | $155.4M | — |