| Ethos Capital Management, Inc. | Newtown, PA | $155.4M | — |
| Bannerstone Capital Management, LLC | Wayzata, MN | $155.3M | — |
| Bp Asset Management Inc. | Charlotte, NC | $155.3M | 2 |
| Grp Financial Services, LLC | Farmingdale, ME | $155.3M | — |
| Rhl Group, LLC | Holly, MI | $155.1M | — |
| Bria Capital Group, LLC | Wesley Chapel, FL | $155.1M | — |
| Quartus Investment Advisors LLC | New York, NY | $155.1M | 3 |
| Diversified Partners Inc | Brentwood, TN | $155.1M | 3 |
| Bellwether Investment Group, LLC | Hixson, TN | $155.1M | — |
| Richwood Investment Advisors, LLC | Cincinnati, OH | $155.1M | — |
| Elm Ridge Management, LLC | Briarcliff Manor, NY | $155.1M | 1 |
| Walk-On Capital, LLC | Los Angeles, CA | $155.1M | 2 |
| Ivy Evergreen, LLC | Charleston, SC | $155M | 4 |
| Merrithew & Thorsten, Inc. | San Diego, CA | $155M | — |
| Financial Legacy Management, Inc. | Little Rock, AR | $155M | — |
| Heritage Asset Management, LLC | Belton, MO | $155M | — |
| Impact Fiduciary LLC | Pasadena, CA | $155M | — |
| Arthedge Capital Management, LLC | | $155M | 1 |
| Decision Investments, Inc. | San Diego, CA | $154.9M | — |
| Broadview Wealth Management, LLC | | $154.9M | — |
| Vega Capital Group LLC | | $154.9M | — |
| Vitral Advisors LLC | | $154.8M | — |
| Rbg Wealth Advisors LLC | Memphis, TN | $154.8M | — |
| Lake Avenue Financial LLC | Pasadena, CA | $154.7M | — |
| Butler Financial Services, Inc. | Denver, CO | $154.7M | — |
| Capital Achievements, LLC | | $154.6M | — |
| Elevage Partners, LLC | Reno, NV | $154.6M | 3 |
| Lynx Capital, LLC | Atlanta, GA | $154.5M | 6 |
| Darby Overseas Partners, L.P. | Washington, DC | $154.5M | 4 |
| Union Square Park Capital Management, LLC | New York, NY | $154.5M | 1 |
| Tectonic Capital Advisors, LLC | Houston, TX | $154.4M | — |
| Diversified Planning Strategies Advisors LLC | Roseland, NJ | $154.4M | — |
| Jjsa Advisors, Ltd. | Virginia Beach, VA | $154.3M | — |
| Long Short Advisors, LLC | Palm Beach Gardens, FL | $154.2M | — |
| Quish & Co. LLC | Boulder, CO | $154.2M | 1 |
| Newbury Capital Management, LLC | South Pasadena, CA | $154.1M | — |
| Winchester Asset Management, LLC | Chicago, IL | $154M | 1 |
| First Source Investment Partners, LLC | Lone Tree, CO | $154M | — |
| Bluebird Wealth Management LLC | Medfield, MA | $154M | — |
| McT Entertainment Advisors LLC | West Hollywood, CA | $154M | 2 |
| Forrest Financial Services L.L.C. | Windsor Heights, IA | $154M | — |
| Maggi Investment Services, LLC | Oldmar, FL | $154M | — |
| Solpacific, LLC | Duluth, MN | $154M | 2 |
| Millennium Investment Services | Van Nuys, CA | $153.9M | 2 |
| Atfs Advisers LLC | | $153.9M | 1 |
| Alcion Ventures, Limited Partnership | Burlington, MA | $153.8M | 6 |
| Uptown Financial Advisors LLC | Dallas, TX | $153.8M | — |
| Shining Rock Advisors LLC | Asheville, NC | $153.8M | — |
| S & S Wealth Management, L.P. | Grand Prairie, TX | $153.8M | — |
| Prien Asset Management, LLC | Albuquerque, NM | $153.7M | — |