| Oaklawn Capital Management LLC | | $153M | — |
| East Coast Wealth Management, Inc. | Florham Park, NJ | $153M | — |
| Sustainable Investment Solutions, LLC | Dedham, MA | $152.9M | — |
| Maven Capital Partners, LLC | Atlanta, GA | $152.9M | 3 |
| Livian & Co., LLC | New York, NY | $152.9M | 3 |
| Vincent Wealth Advisors LLC | Norwell, MA | $152.9M | — |
| Stw Associates | | $152.8M | — |
| Cypress Asset Management, Inc. | | $152.8M | — |
| Wager Wealth Management and Financial Planning LLC | | $152.8M | — |
| Cypress Advisory Group, LLC | Scottsdale, AZ | $152.7M | — |
| Santiago Capital, LLC | | $152.7M | 3 |
| Blue Point Financial, Inc. | Scarborough, ME | $152.7M | — |
| Empirical Capital Management, LLC | Hendersonville, TN | $152.7M | 2 |
| Garner Financial Management, Inc. | Lafayette, CA | $152.6M | — |
| Shapiro Financial Security Group, Inc. | Hazlet, NJ | $152.6M | — |
| Balanz Advisors LLC | Coral Gables, FL | $152.6M | — |
| Cordoba Capital Partners, LLC | New York, NY | $152.6M | 15 |
| Ankerstar Wealth, LLC | Leander, TX | $152.5M | — |
| Virtus Financial Partners, LLC | | $152.5M | — |
| Markin Asset Management, LP | | $152.5M | 2 |
| Troutman Wealth Management, LLC | Malvern, PA | $152.5M | — |
| Infinium Investment Advisors, LLC | Denver, CO | $152.4M | — |
| Jcm Strategic Wealth Partners LLC | Indianapolis, IN | $152.4M | — |
| Stoneridge Investment Partners LLC | Radnor, PA | $152.3M | — |
| West Elk Capital, LLC | Atlanta, GA | $152.3M | 1 |
| Heritage Wealth Management Group, Ltd | Norfolk, VA | $152.2M | — |
| Northlanding Financial Partners, LLC | Rochester, NY | $152.2M | — |
| Wellspring Advisors, Inc. | Hillsboro, OR | $152.2M | — |
| Tricon Capital GP Inc | Toronto | $152.1M | 4 |
| Dimensions Wealth Management, LLC | Roseville, CA | $152.1M | — |
| Roan Capital Partners, LLC | Johnson City, TN | $152M | — |
| Van der Noord Financial Advisors, Inc. | Greer, SC | $152M | — |
| Terra Wealth Management, LLC | High Point, NC | $152M | — |
| Chromecore, LLC | San Francisco, CA | $152M | — |
| Infinity Wealth Counsel, LLC | Loveland, OH | $151.9M | — |
| Portfolio Management, LLC | Austin, TX | $151.9M | — |
| The Renn Wealth Management Group, Inc. | Atlanta, GA | $151.9M | — |
| Apple Tree Asset Management, LLC | Fort Wayne, IN | $151.9M | — |
| Redwood Coast Financial Partners | Eureka, CA | $151.8M | — |
| Providence Wealth Management LLC | Knoxville, TN | $151.8M | — |
| Delta Wealth Advisors LLC | | $151.8M | — |
| Lcr Wealth Management LLC | Westport, CT | $151.8M | 1 |
| Sheffield Asset Management, L.L.C. | Chicago, IL | $151.7M | 1 |
| Hershey Financial Advisers, LLC | Lancaster, PA | $151.7M | — |
| Financial Planning Fort Collins, LLC | Fort Collins, CO | $151.7M | — |
| Integrated Wealth Strategies, LLC | Austin, TX | $151.7M | — |
| Classic Financial & Insurance Services, Inc. | Westlake Village, CA | $151.6M | — |
| Marketdesk Indices LLC | | $151.6M | — |
| Bartley Financial Advisors, LLC | Bedford, NH | $151.6M | — |
| Red Crane Wealth Management, LLC | Palo Alto, CA | $151.6M | 1 |