| Primary Wealth Management, LLC | Beatrice, NE | $158M | — |
| Clarus Group LLC | New York, NY | $158M | — |
| Hallett Investments, LLC | Port Angeles, WA | $157.9M | — |
| Srep Capital Management, LLC | Greenwich, CT | $157.9M | 15 |
| Valoran Capital Management, LLC | Chicago, IL | $157.8M | 9 |
| Avocet Capital Management LLC | Northbrook, IL | $157.8M | — |
| Strategic Wealth Management, LLC | Bedford, TX | $157.8M | — |
| Waypoints Financial, LLC | Sebring, FL | $157.7M | — |
| Outfitters Financial LLC | Brunswick, ME | $157.7M | — |
| Jack V. Butterfield Investment Company | Jackson, MI | $157.6M | — |
| Trinity Capital Adviser LLC | Phoenix, AZ | $157.6M | 1 |
| Wisconsin Wealth Advisors, LLC | Sun Prairie, WI | $157.6M | — |
| Lightview Capital, LLC | West Palm Beach, FL | $157.6M | 5 |
| Bison Investment Advisors, LLC | The Woodlands, TX | $157.5M | 1 |
| Copia Wealth Management, LLC | Bend, OR | $157.5M | — |
| Georgia Wealth Partners, LLC | Griffin, GA | $157.5M | — |
| Applied Capital LLC | | $157.4M | — |
| Peck Wealth Management, LLC | | $157.4M | — |
| Fremen Capital Management LP | Stamford, CT | $157.3M | 1 |
| Merida Capital Holdings LLC | Rye, NY | $157.3M | 11 |
| Water Valley Investment Advisors, Inc. | Sioux Center, IA | $157.2M | — |
| Vested Financial Planning, LLC | | $157.2M | — |
| Delphinus Financial Advisors, LLC | Mansfield, MA | $157.1M | — |
| River's Edge Wealth Management LLC | Beaver, PA | $157.1M | — |
| Crosspoint Financial, LLC | Tustin, CA | $157.1M | — |
| Davenport Watts & Drake Investment Advisors, LLC | Ridgeland, MS | $157.1M | — |
| Finec Asset Management LLC | San Diego, CA | $157M | — |
| Ppsgrp LLC | White Plains, NY | $157M | — |
| Collective Wealth Advisors LLC | Coppell, TX | $157M | — |
| Camden Financial Management, Inc. | | $157M | — |
| 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 | Richmond, 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 |