| Bridgelight Financial Advisors, Inc | Shelton, CT | $150.8M | — |
| Axos Invest, Inc | Las Vegas, NV | $150.8M | — |
| Veteri Place Corporation | Parsippany, NJ | $150.7M | 6 |
| Provision Asset, LLC | | $150.7M | — |
| Veritas Wealth Partners, LLC | | $150.7M | — |
| Unified Investment Management, LLC | Atlanta, GA | $150.6M | — |
| Aureum Wealth Management, LLC | North Palm Beach, FL | $150.6M | — |
| Marathon Wealth Management, Inc. | Melville, NY | $150.5M | — |
| Mh & Associates Securities Management Corp | Carlsbad, CA | $150.5M | — |
| Poulos Advisors, Inc. | South Burlington, VT | $150.4M | — |
| North Woods Asset Management LLC | Buffalo, NY | $150.4M | — |
| 1015 Capital Partners, LLC | | $150.4M | — |
| Invidia Capital Management LP | New York, NY | $150.4M | 2 |
| Optima Capital Management LLC | Tempe, AZ | $150.3M | — |
| Titletown Wealth Management, LLC | Green Bay, WI | $150.3M | — |
| Auerbach Investment Services, LLC | Narberth, PA | $150.2M | — |
| Atlantis Wealth Advisors LLC | Maumee, OH | $150.2M | — |
| Icom Advisors, LLC | | $150.2M | — |
| Miura Global Management, LLC | | $150.2M | 1 |
| Mz Capital Management, LLC | | $150.1M | — |
| 191 Godwin Associates, Inc D/B/A Godwin Capital Management | Wyckoff, NJ | $150.1M | — |
| Secondmarket Financial, LLC | New York, NY | $150M | 25 |
| Intentional Retirement, LLC | Omaha, NE | $150M | — |
| 442 Capital Pty Ltd | South Melbourne | $150M | — |
| Union Capital Company | Tucson, AZ | $150M | — |
| Lincoln Capital Advisers LLC | Chicago, IL | $150M | — |
| Vf Advisors, LLC | Louisville, KY | $150M | 1 |
| Felis Advantage, LP | Boston, MA | $150M | 1 |
| Green Capital Private Wealth LLC | Miami, FL | $150M | — |
| 37spruce Investment Partners, LLC | Greenwich, CT | $150M | 1 |
| Parrish Capital, LLC | Kennesaw, GA | $150M | — |
| A Smarter Way to Invest, Inc. | Brighton, MI | $150M | — |
| Alpaca Vc Investment Management LLC | New York, NY | $149.9M | 11 |
| Cavalcade Capital LLC | New York, NY | $149.9M | — |
| Financial Management Advisors, Inc. | Tullahoma, TN | $149.9M | — |
| Clearbrook Investment Solutions LLC | New York, NY | $149.9M | — |
| Schneider, Meredith Hall | | $149.8M | — |
| Financial Strategies, Inc. | Brookfield, WI | $149.8M | — |
| Fiduciary Capital Management LLC | Cheyenne, WY | $149.8M | — |
| Legacy Capital Management, Limited Liability Company | Granite Bay, CA | $149.8M | — |
| White & Company Financial Planning, Inc. | Sunnyside, WA | $149.8M | — |
| Sonas Financial Group, Inc. | Kansas City, MO | $149.8M | — |
| Keen Capital, LLC | | $149.7M | — |
| Portfolio Design Services, LLC | River Falls, WI | $149.7M | — |
| Allstreet Financial, LLC | Erie, PA | $149.7M | — |
| Polaris Financial Planning, LLC. | | $149.7M | — |
| Second Summit Wealth Management, LLC | | $149.7M | — |
| Cmg Financial Consulting, LLC | | $149.6M | — |
| Clarity Financial Advisors LLC | St. Petersburg, FL | $149.5M | — |
| Oakmont Advisory Group, LLC | Albuquerque, NM | $149.5M | — |