| Dimensions Wealth Management, LLC | Roseville, CA | $152.1M | — |
| Roan Capital Partners, LLC | Johnson City, TN | $152M | — |
| Van der Noord Financial Advisors, Inc. | Greer, SC | $152M | — |
| Terra Wealth Management, LLC | High Point, NC | $152M | — |
| Chromecore, LLC | San Francisco, CA | $152M | — |
| Infinity Wealth Counsel, LLC | Loveland, OH | $151.9M | — |
| Portfolio Management, LLC | Austin, TX | $151.9M | — |
| The Renn Wealth Management Group, Inc. | Atlanta, GA | $151.9M | — |
| Apple Tree Asset Management, LLC | Fort Wayne, IN | $151.9M | — |
| Redwood Coast Financial Partners | Eureka, CA | $151.8M | — |
| Providence Wealth Management LLC | Knoxville, TN | $151.8M | — |
| Delta Wealth Advisors LLC | | $151.8M | — |
| Lcr Wealth Management LLC | Westport, CT | $151.8M | 1 |
| Sheffield Asset Management, L.L.C. | Chicago, IL | $151.7M | 1 |
| Hershey Financial Advisers, LLC | Lancaster, PA | $151.7M | — |
| Financial Planning Fort Collins, LLC | Fort Collins, CO | $151.7M | — |
| Integrated Wealth Strategies, LLC | Austin, TX | $151.7M | — |
| Classic Financial & Insurance Services, Inc. | Westlake Village, CA | $151.6M | — |
| Marketdesk Indices LLC | | $151.6M | — |
| Bartley Financial Advisors, LLC | Bedford, NH | $151.6M | — |
| Red Crane Wealth Management, LLC | Palo Alto, CA | $151.6M | 1 |
| Bright Investments, LLC | Auburn, AL | $151.5M | — |
| Cramer & Rauchegger, Inc. | Maitland, FL | $151.4M | — |
| Skyliner Wealth, LLC | Bend, OR | $151.4M | — |
| Greenway Financial, LLC | Farmington Hills, MI | $151.4M | — |
| Leo Fund Services, LLC | Edison, NJ | $151.3M | 4 |
| Redwood Grove Wealth Management LLC | San Rafael, CA | $151.3M | — |
| Seaborn Financial, LLC | | $151.3M | — |
| Convexitas, LLC | Chicago, IL | $151.3M | — |
| Twin City Private Wealth, LLC | Winston-Salem, NC | $151.3M | — |
| Unified Wealth Management LLC | Oldsmar, FL | $151.3M | — |
| Sunrise Financial Services LLC | Burien, WA | $151.2M | — |
| Cote Financial Management, LLC | | $151.2M | — |
| Outbound Financial, Inc. | Boulder, CO | $151.2M | — |
| Asset Management Group Investment Corp. | Greenwood Village, CO | $151.2M | 18 |
| Drystone LLC | | $151.2M | — |
| Horizons Sustainable Financial Services, Inc. | Santa Fe, NM | $151.2M | — |
| Omicron Advisors, LLC | Lancaster, PA | $151.2M | — |
| Xps Capital LLC | Arlington, VA | $151.1M | 5 |
| Sound Portfolio Advisors, LLC | Mystic, CT | $151.1M | — |
| Thrasher & Chambers Wealth Management, LLC | Bentonville, AR | $151M | — |
| St. Nicholas Private Asset Management, Inc. | Jacksonville, FL | $151M | — |
| Zenith Solutions, Inc. | Philadelphia, PA | $151M | — |
| Rexford Capital Inc. | | $150.9M | — |
| Cascade Financial Strategies, LLC | Bend, OR | $150.9M | — |
| Karani Asset Management LLC | New York, NY | $150.9M | — |
| Opus Financial Solutions LLC | Downers Grove, IL | $150.8M | — |
| Carmandalian Financial Group, LLC | Westlake Village, CA | $150.8M | — |
| Trademark Capital Management Inc. | Watkinsville, GA | $150.8M | 2 |
| Prosper Private Wealth, LLC | Mesa, AZ | $150.8M | — |