| Secondmarket Financial, LLC | New York, NY | $150M | 25 |
| Intentional Retirement, LLC | Omaha, NE | $150M | — |
| 442 Capital Pty Ltd | South Melbourne | $150M | — |
| Union Capital Company | Tucson, AZ | $150M | — |
| Lincoln Capital Advisers LLC | Chicago, IL | $150M | — |
| Vf Advisors, LLC | Louisville, KY | $150M | 1 |
| Felis Advantage, LP | Boston, MA | $150M | 1 |
| Parrish Capital, LLC | Kennesaw, GA | $150M | — |
| A Smarter Way to Invest, Inc. | Brighton, MI | $150M | — |
| Alpaca Vc Investment Management LLC | New York, NY | $149.9M | 11 |
| Cavalcade Capital LLC | New York, NY | $149.9M | — |
| Financial Management Advisors, Inc. | Tullahoma, TN | $149.9M | — |
| Clearbrook Investment Solutions LLC | New York, NY | $149.9M | — |
| Schneider, Meredith Hall | | $149.8M | — |
| Financial Strategies, Inc. | Brookfield, WI | $149.8M | — |
| Legacy Capital Management, Limited Liability Company | Granite Bay, CA | $149.8M | — |
| White & Company Financial Planning, Inc. | Sunnyside, WA | $149.8M | — |
| Sonas Financial Group, Inc. | Kansas City, MO | $149.8M | — |
| Keen Capital, LLC | | $149.7M | — |
| Portfolio Design Services, LLC | River Falls, WI | $149.7M | — |
| Allstreet Financial, LLC | Erie, PA | $149.7M | — |
| Polaris Financial Planning, LLC. | | $149.7M | — |
| Second Summit Wealth Management, LLC | | $149.7M | — |
| Cmg Financial Consulting, LLC | | $149.6M | — |
| Clarity Financial Advisors LLC | St. Petersburg, FL | $149.5M | — |
| Oakmont Advisory Group, LLC | Albuquerque, NM | $149.5M | — |
| Purewater Capital, LLC | Fort Worth, TX | $149.5M | — |
| Monson Wealth Management, Inc. | Kennewick, WA | $149.5M | — |
| Fund Advisors of America Inc | Orlando, FL | $149.4M | — |
| Guardant Partners LLC | Miami, FL | $149.3M | — |
| Cardenas Asset Management, LLC | | $149.3M | — |
| Bellingham Capital Management, Inc. | Bellingham, WA | $149.2M | — |
| Chamonix Partners Capital Management LLC | New York, NY | $149.2M | 1 |
| Fiduciary Capital Management LLC | Cheyenne, WY | $149.2M | — |
| Sidoxia Capital Management, LLC | Newport Beach, CA | $149M | 1 |
| Harborfront Financial LLC | Ludington, MI | $149M | — |
| Peak American Investment Advisors, Inc. | Plano, TX | $149M | — |
| Brookline Wealth, LLC | Austin, TX | $149M | — |
| Vis Advisors, LP | New York, NY | $148.9M | 3 |
| Preston F. Sanders, Chfc, LLC | Watkinsville, GA | $148.8M | — |
| Harvest Financial Partners, LLC | Paoli, PA | $148.8M | — |
| Compass Financial Group, Inc. | Dublin, OH | $148.8M | — |
| Column Park Asset Management, LP | Cocoa Beach, FL | $148.8M | 2 |
| Sandena, Inc. | San Diego, CA | $148.8M | — |
| Wagner Wealth Management, Corp. | Conyngham, PA | $148.7M | — |
| Peerless Wealth LLC | Columbus, OH | $148.7M | — |
| Quantum Financial Partners LLC | Overland Park, KS | $148.6M | 1 |
| Beacon Hill Wealth Management Ltd | Victoria, Bc | $148.6M | — |
| Curtis Wealth Management LLC | Henderson, NV | $148.5M | — |
| Sonnet, LLC | Spring, TX | $148.4M | — |