| Red Crane Wealth Management, LLC | Palo Alto, CA | $151.6M | 1 |
| Bright Investments, LLC | Auburn, AL | $151.5M | — |
| Cramer & Rauchegger, Inc. | Maitland, FL | $151.4M | — |
| Skyliner Wealth, LLC | Bend, OR | $151.4M | — |
| Greenway Financial, LLC | Farmington Hills, MI | $151.4M | — |
| Leo Fund Services, LLC | Edison, NJ | $151.3M | 4 |
| Redwood Grove Wealth Management LLC | San Rafael, CA | $151.3M | — |
| Seaborn Financial, LLC | | $151.3M | — |
| Convexitas, LLC | Chicago, IL | $151.3M | — |
| Twin City Private Wealth, LLC | Winston-Salem, NC | $151.3M | — |
| Unified Wealth Management LLC | Oldsmar, FL | $151.3M | — |
| Sunrise Financial Services LLC | Burien, WA | $151.2M | — |
| Cote Financial Management, LLC | | $151.2M | — |
| Outbound Financial, Inc. | Boulder, CO | $151.2M | — |
| Asset Management Group Investment Corp. | Greenwood Village, CO | $151.2M | 18 |
| Drystone LLC | | $151.2M | — |
| Horizons Sustainable Financial Services, Inc. | Santa Fe, NM | $151.2M | — |
| Omicron Advisors, LLC | Lancaster, PA | $151.2M | — |
| Xps Capital LLC | Arlington, VA | $151.1M | 5 |
| Sound Portfolio Advisors, LLC | Mystic, CT | $151.1M | — |
| Thrasher & Chambers Wealth Management, LLC | Bentonville, AR | $151M | — |
| St. Nicholas Private Asset Management, Inc. | Jacksonville, FL | $151M | — |
| Zenith Solutions, Inc. | Philadelphia, PA | $151M | — |
| Rexford Capital Inc. | | $150.9M | — |
| Cascade Financial Strategies, LLC | Bend, OR | $150.9M | — |
| Karani Asset Management LLC | New York, NY | $150.9M | — |
| Opus Financial Solutions LLC | Downers Grove, IL | $150.8M | — |
| Carmandalian Financial Group, LLC | Westlake Village, CA | $150.8M | — |
| Trademark Capital Management Inc. | Watkinsville, GA | $150.8M | 2 |
| Prosper Private Wealth, LLC | Mesa, AZ | $150.8M | — |
| Bridgelight Financial Advisors, Inc | Shelton, CT | $150.8M | — |
| Axos Invest, Inc | Las Vegas, NV | $150.8M | — |
| Veteri Place Corporation | Parsippany, NJ | $150.7M | 6 |
| Provision Asset, LLC | | $150.7M | — |
| Veritas Wealth Partners, LLC | | $150.7M | — |
| Unified Investment Management, LLC | Atlanta, GA | $150.6M | — |
| Aureum Wealth Management, LLC | North Palm Beach, FL | $150.6M | — |
| Marathon Wealth Management, Inc. | Melville, NY | $150.5M | — |
| Poulos Advisors, Inc. | South Burlington, VT | $150.4M | — |
| North Woods Asset Management LLC | Buffalo, NY | $150.4M | — |
| 1015 Capital Partners, LLC | | $150.4M | — |
| Invidia Capital Management LP | New York, NY | $150.4M | 2 |
| Optima Capital Management LLC | Tempe, AZ | $150.3M | — |
| Titletown Wealth Management, LLC | Green Bay, WI | $150.3M | — |
| Auerbach Investment Services, LLC | Narberth, PA | $150.2M | — |
| Atlantis Wealth Advisors LLC | Maumee, OH | $150.2M | — |
| Icom Advisors, LLC | | $150.2M | — |
| Miura Global Management, LLC | | $150.2M | 1 |
| Mz Capital Management, LLC | | $150.1M | — |
| 191 Godwin Associates, Inc D/B/A Godwin Capital Management | Wyckoff, NJ | $150.1M | — |