| Vega Capital Group LLC | | $154.9M | — |
| Vitral Advisors LLC | | $154.8M | — |
| Rbg Wealth Advisors LLC | Memphis, TN | $154.8M | — |
| Lake Avenue Financial LLC | Pasadena, CA | $154.7M | — |
| Butler Financial Services, Inc. | Denver, CO | $154.7M | — |
| Capital Achievements, LLC | | $154.6M | — |
| Elevage Partners, LLC | Reno, NV | $154.6M | 3 |
| Lynx Capital, LLC | Atlanta, GA | $154.5M | 6 |
| Darby Overseas Partners, L.P. | Washington, DC | $154.5M | 4 |
| Union Square Park Capital Management, LLC | New York, NY | $154.5M | 1 |
| Tectonic Capital Advisors, LLC | Houston, TX | $154.4M | — |
| Diversified Planning Strategies Advisors LLC | Roseland, NJ | $154.4M | — |
| Jjsa Advisors, Ltd. | Virginia Beach, VA | $154.3M | — |
| Long Short Advisors, LLC | Palm Beach Gardens, FL | $154.2M | — |
| Quish & Co. LLC | Boulder, CO | $154.2M | 1 |
| Newbury Capital Management, LLC | South Pasadena, CA | $154.1M | — |
| Winchester Asset Management, LLC | Chicago, IL | $154M | 1 |
| First Source Investment Partners, LLC | Lone Tree, CO | $154M | — |
| Bluebird Wealth Management LLC | Medfield, MA | $154M | — |
| McT Entertainment Advisors LLC | West Hollywood, CA | $154M | 2 |
| Forrest Financial Services L.L.C. | Windsor Heights, IA | $154M | — |
| Maggi Investment Services, LLC | Oldmar, FL | $154M | — |
| Solpacific, LLC | Duluth, MN | $154M | 2 |
| Millennium Investment Services | Van Nuys, CA | $153.9M | 2 |
| Atfs Advisers LLC | | $153.9M | 1 |
| Alcion Ventures, Limited Partnership | Burlington, MA | $153.8M | 6 |
| Uptown Financial Advisors LLC | Dallas, TX | $153.8M | — |
| Shining Rock Advisors LLC | Asheville, NC | $153.8M | — |
| S & S Wealth Management, L.P. | Grand Prairie, TX | $153.8M | — |
| Prien Asset Management, LLC | Albuquerque, NM | $153.7M | — |
| Trails Edge Wealth Advisers, LLC | | $153.7M | — |
| Maiden Cove Capital, LLC | Yarmouth, ME | $153.7M | — |
| Worthington Financial Partners LLC | Worthington, OH | $153.7M | — |
| Platt Investment Counsel, LLC | | $153.6M | — |
| Gea Sphere, LLC | Cranston, RI | $153.6M | — |
| Graver Capital Management, LLC | Columbus, OH | $153.5M | — |
| Alessandra Capital Management, LLC | Torrance, CA | $153.5M | — |
| R.h. Dinel Investment Counsel,inc. | Los Angeles, CA | $153.5M | — |
| Wise Wealth Partners, LLC | Phoenix, AZ | $153.5M | — |
| Arta Finance Wealth Management, LLC | Mountain View, CA | $153.4M | — |
| Lexington Capital Management LP | Lakewood, NJ | $153.4M | 1 |
| Paragon Capital Management Inc | Provo, UT | $153.4M | 2 |
| Clear Retirement Advice LLC | San Mateo, CA | $153.4M | — |
| Steve Lynch Wealth Management | Albuquerque, NM | $153.4M | — |
| American Asset Management Inc. | Boca Raton, FL | $153.3M | — |
| Heritage Wealth Management, Inc. | Woburn, MA | $153.2M | — |
| Aventine Financial Group LLC | Doylestown, PA | $153.1M | — |
| Applewhite Financial Planning, PLLC | Dallas, TX | $153.1M | — |
| Mwmg Advisors, LLC | New York, NY | $153.1M | — |
| The Lind Partners, LLC | New York, NY | $153.1M | 4 |