| Sycamore Investment Consulting Services, LLC | Madison, WI | $159.6M | — |
| Blue Moon Capital Management LLC | Boston, MA | $159.5M | 1 |
| Capital Financial, LLC | Olney, MD | $159.4M | — |
| Cornerstone Alternatives LLC | | $159.4M | — |
| Adare Asset Management, LLC | Lancaster, PA | $159.3M | — |
| Fusco Financial Services Inc | Wilton Manors, FL | $159.3M | — |
| U.s.a. Financial & Tax Services, LLC | Farmington, CT | $159.3M | — |
| Strada Financial Group LLC | Boring, OR | $159.2M | — |
| Murray Investment Management, LLC | Houston, TX | $159.1M | — |
| Modern Dollar Planning, LLC | St. Louis, MO | $159.1M | — |
| Hackett Financial Group, LLC | Wimberley, TX | $159.1M | — |
| Hda Wealth Management, LLC | Poland, OH | $159.1M | — |
| Sankala Group LLC | | $159.1M | — |
| Ska Financial Services,inc. | Fairview Park, OH | $159.1M | — |
| Strivus Wealth Partners LLC | Jacksonville Beach, FL | $159.1M | — |
| Rs Petrell & Associates, LLC | Dewitt, NY | $159.1M | — |
| Retirement Income Strategies, LLC | Evansville, WI | $159M | — |
| Graystreet Capital Management, LLC | San Antonio, TX | $159M | 8 |
| Todd Wealth Management LLC | Venice, FL | $158.9M | — |
| Plus Group Wealth Advisors, LLC | Belgium, WI | $158.9M | — |
| Phoenician Capital LLC | New York, NY | $158.8M | 1 |
| J.d.t. Inc | Lexington, KY | $158.7M | — |
| Radius Wealth Management, Inc. | Boston, MA | $158.7M | — |
| Scg Asset Management LLC | Naperville, IL | $158.7M | — |
| Altar Rock LLC | | $158.7M | — |
| Private Financial Management LLC | | $158.7M | 2 |
| Verus Capital Ventures, Inc. | Sugar Land, TX | $158.7M | — |
| Ventana Private Wealth LLC | Denver, CO | $158.6M | — |
| Advisory Advocates LLC | Grand Rapids, MI | $158.6M | — |
| Starr-Mathews Financial, LLC | Calhoun, GA | $158.6M | — |
| Summitas Investment Management LLC | | $158.6M | — |
| Sonoma Private Wealth LLC | Novato, CA | $158.5M | — |
| Beantown Financial Advisors LLC | | $158.4M | — |
| Zermatt Wealth Partners LLC | San Diego, CA | $158.4M | — |
| Scherer Financial Advisory Services, LLC | Dallas, TX | $158.3M | — |
| Bpc Advisors LLC | East Syracuse, NY | $158.3M | — |
| Aim Advisors, LLC | Raleigh, NC | $158.2M | — |
| Graetz Wealth, LLC | Jenison, MI | $158.2M | — |
| Fc360 Wealth Management, Inc. | Roseville, CA | $158.2M | — |
| Mkt Capital LLC | | $158.2M | 1 |
| Gilbert Capital Group, Inc. | | $158.1M | — |
| The Eideard Group, LLC | Bedford, NH | $158.1M | 2 |
| H Partners Management LLC | New York, NY | $158.1M | 2 |
| Provident Living Financial Services, Inc. | Lehi, UT | $158.1M | — |
| Rg Financial, LLC | Carlsbad, CA | $158.1M | — |
| Mission Investment Advisors LLC | | $158.1M | — |
| Perspective Wealth Advisors LLC | Loveland, CO | $158M | — |
| Integral Financial Planning LLC | | $158M | — |
| Harold W. Dance Inc. | Logan, UT | $158M | — |
| M2 Financial LLC | Valencia, CA | $158M | — |