| Spyglass Investment Management Corporation | Terre Haute, IN | $156.4M | — |
| Jts Fund Advisors, LLC | Waco, TX | $156.4M | 6 |
| Pinnacle Asset Management Group, Corporation (inc.) | Shreveport, LA | $156.4M | — |
| Oregon Pacific Wealth Management, LLC | Medford, OR | $156.3M | — |
| Pearl Wealth LLC | Portland, OR | $156.3M | — |
| Trellus Management Company, LLC | Delray Beach, FL | $156.3M | 2 |
| Meridian Wealth Advisors, LLC | Albuquerque, NM | $156.2M | — |
| Quantitative Financial Strategies LLC | | $156.2M | — |
| My Wealth Management, Inc. | Germantown, MD | $156.2M | — |
| Peak Wealth Management LLC | Nashua, NH | $156.1M | — |
| Johnson Dunn Capital Advisors, Inc. | | $156.1M | — |
| Waycross GP LLC | Louisville, KY | $156.1M | 3 |
| Burke & Herbert Wealth Services, LLC | Alexandria, VA | $156.1M | — |
| Pc3 Partners, LLC | Miami Beach, FL | $156M | 1 |
| Indelible Wealth Group LLC | | $156M | — |
| Brandywine Asset Management, Inc | Thornton, PA | $156M | 1 |
| Team Hays Inc. | Denton, TX | $156M | — |
| Kaizen Retirement Plan Advisors, LLC | | $155.9M | — |
| Taurum Retirement Partners, LLC | Mesa, AZ | $155.9M | — |
| McGrath & Associates, Inc. | Asheville, NC | $155.9M | — |
| Gervais Capital Management, LLC | Wilson, WY | $155.9M | 1 |
| Lipper Advisory Services Inc | | $155.8M | 1 |
| Unify Financial LLC | Clearwater, FL | $155.8M | — |
| Natural Bridges Financial Advisors LLC | Santa Cruz, CA | $155.8M | — |
| Phoenix Capital Realty Advisors, LLC | Addison, TX | $155.8M | — |
| Personal Financial Solutions, LLC | Manasquan, NJ | $155.6M | — |
| Live Oak Wealth Advisory Group, LLC | Houston, TX | $155.5M | — |
| Guggenheim Investments Loan Advisors, LLC | Stamford, CT | $155.4M | 3 |
| M & a Consulting Group, LLC | Austin, TX | $155.4M | — |
| Ethos Capital Management, Inc. | Newtown, PA | $155.4M | — |
| Bannerstone Capital Management, LLC | Wayzata, MN | $155.3M | — |
| Bp Asset Management Inc. | Charlotte, NC | $155.3M | 2 |
| Grp Financial Services, LLC | Farmingdale, ME | $155.3M | — |
| Rhl Group, LLC | Holly, MI | $155.1M | — |
| Bria Capital Group, LLC | Wesley Chapel, FL | $155.1M | — |
| Quartus Investment Advisors LLC | New York, NY | $155.1M | 3 |
| Diversified Partners Inc | Brentwood, TN | $155.1M | 3 |
| Bellwether Investment Group, LLC | Hixson, TN | $155.1M | — |
| Richwood Investment Advisors, LLC | Cincinnati, OH | $155.1M | — |
| Elm Ridge Management, LLC | Briarcliff Manor, NY | $155.1M | 1 |
| Walk-On Capital, LLC | Los Angeles, CA | $155.1M | 2 |
| Ivy Evergreen, LLC | Charleston, SC | $155M | 4 |
| Merrithew & Thorsten, Inc. | San Diego, CA | $155M | — |
| Heritage Asset Management, LLC | Belton, MO | $155M | — |
| Financial Legacy Management, Inc. | Little Rock, AR | $155M | — |
| Arthedge Capital Management, LLC | | $155M | 1 |
| Decision Investments, Inc. | San Diego, CA | $154.9M | — |
| Broadview Wealth Management, LLC | | $154.9M | — |
| Vega Capital Group LLC | | $154.9M | — |
| Creek Drive Management Group LLC | | $154.9M | 1 |