| Trails Edge Wealth Advisers, LLC | | $153.7M | — |
| Maiden Cove Capital, LLC | Yarmouth, ME | $153.7M | — |
| Worthington Financial Partners LLC | Worthington, OH | $153.7M | — |
| Platt Investment Counsel, LLC | | $153.6M | — |
| Gea Sphere, LLC | Cranston, RI | $153.6M | — |
| Graver Capital Management, LLC | Columbus, OH | $153.5M | — |
| Alessandra Capital Management, LLC | Torrance, CA | $153.5M | — |
| R.h. Dinel Investment Counsel,inc. | Los Angeles, CA | $153.5M | — |
| Wise Wealth Partners, LLC | Phoenix, AZ | $153.5M | — |
| Arta Finance Wealth Management, LLC | Mountain View, CA | $153.4M | — |
| Lexington Capital Management LP | Lakewood, NJ | $153.4M | 1 |
| Paragon Capital Management Inc | Provo, UT | $153.4M | 2 |
| Clear Retirement Advice LLC | San Mateo, CA | $153.4M | — |
| Steve Lynch Wealth Management | Albuquerque, NM | $153.4M | — |
| American Asset Management Inc. | Boca Raton, FL | $153.3M | — |
| Heritage Wealth Management, Inc. | Medford, MA | $153.2M | — |
| Aventine Financial Group LLC | Doylestown, PA | $153.1M | — |
| Applewhite Financial Planning, PLLC | Dallas, TX | $153.1M | — |
| The Lind Partners, LLC | New York, NY | $153.1M | 4 |
| Tme Financial, Inc. | Huntington Beach, CA | $153.1M | — |
| Quantum Capital Investments, Inc. | | $153M | — |
| Oaklawn Capital Management LLC | | $153M | — |
| East Coast Wealth Management, Inc. | Florham Park, NJ | $153M | — |
| Sustainable Investment Solutions, LLC | Dedham, MA | $152.9M | — |
| Maven Capital Partners, LLC | Atlanta, GA | $152.9M | 3 |
| Livian & Co., LLC | New York, NY | $152.9M | 3 |
| Vincent Wealth Advisors LLC | Norwell, MA | $152.9M | — |
| Stw Associates | | $152.8M | — |
| Cypress Asset Management, Inc. | | $152.8M | — |
| Wager Wealth Management and Financial Planning LLC | | $152.8M | — |
| Cypress Advisory Group, LLC | Scottsdale, AZ | $152.7M | — |
| Santiago Capital, LLC | | $152.7M | 3 |
| Blue Point Financial, Inc. | Scarborough, ME | $152.7M | — |
| Empirical Capital Management, LLC | Hendersonville, TN | $152.7M | 2 |
| Garner Financial Management, Inc. | Lafayette, CA | $152.6M | — |
| Shapiro Financial Security Group, Inc. | Hazlet, NJ | $152.6M | — |
| Balanz Advisors LLC | Coral Gables, FL | $152.6M | — |
| Cordoba Capital Partners, LLC | New York, NY | $152.6M | 15 |
| Ankerstar Wealth, LLC | Leander, TX | $152.5M | — |
| Virtus Financial Partners, LLC | | $152.5M | — |
| Markin Asset Management, LP | | $152.5M | 2 |
| Troutman Wealth Management, LLC | Malvern, PA | $152.5M | — |
| Infinium Investment Advisors, LLC | Denver, CO | $152.4M | — |
| Jcm Strategic Wealth Partners LLC | Indianapolis, IN | $152.4M | — |
| Stoneridge Investment Partners LLC | Radnor, PA | $152.3M | — |
| West Elk Capital, LLC | Atlanta, GA | $152.3M | 1 |
| Heritage Wealth Management Group, Ltd | Norfolk, VA | $152.2M | — |
| Northlanding Financial Partners, LLC | Rochester, NY | $152.2M | — |
| Wellspring Advisors, Inc. | Hillsboro, OR | $152.2M | — |
| Tricon Capital GP Inc | Toronto | $152.1M | 4 |