| Sonnet, LLC | Spring, TX | $148.4M | — |
| Accumulator Operations LLC | Coral Gables, FL | $148.4M | 9 |
| Arborfi Advisors, LLC | Ann Arbor, MI | $148.4M | — |
| Prestige Wealth Management, Inc. | Southlake, TX | $148.4M | — |
| Dellora Investments LP | Greenwich, CT | $148.4M | 2 |
| Townsend Financial Planning, LLC | Mt. Sterling, KY | $148.3M | — |
| Tsai Capital Corporation | | $148.3M | — |
| Tax Efficient Asset Management Solution, Inc. | Costa Mesa, CA | $148.3M | — |
| Skyline Financial Northwest LLC | Portland, OR | $148.3M | — |
| H. S. Dreher Capital Management, LLC | Southern Pines, NC | $148.2M | — |
| Quorus Inc. | Westport, CT | $148.2M | — |
| Hundredfold Advisors, LLC | Virginia Beach, VA | $148.2M | — |
| Stavis Wealth Transfer Solutions, LLC | Houston, TX | $148.1M | — |
| Mueller Wealth, LLC | Mishicot, WI | $148.1M | — |
| Nich Capital Partners, Inc. | | $148M | — |
| Broadwing Capital Advisors, Inc. | Larkspur, CA | $148M | — |
| Total Wealth Solutions, Inc. | Los Altos, CA | $148M | — |
| Barrett Wealth Connection LLC | Spring Grove, IL | $148M | — |
| Paller Financial Services, Inc. | Centennial, CO | $147.9M | — |
| Geovest Advisors Inc | Fairport, NY | $147.9M | — |
| Perkins Capital Management Inc | Wayzata, MN | $147.8M | — |
| Bulwark Capital Corporation | | $147.8M | — |
| Fairfax Global Investment Management LLC | | $147.7M | — |
| Catchment Capital, L.P. | New York, NY | $147.7M | 3 |
| Tuve Investment Management, Inc. | Waterloo, IA | $147.7M | — |
| Flyover Capital Partners, LLC | Kansas City, MO | $147.6M | 7 |
| Financial Avenues LLC | | $147.6M | — |
| Awh Capital, L.P. | Dallas, TX | $147.6M | 1 |
| Plan2thrive Financial, LLC | Eldridge, IA | $147.5M | — |
| Stembrook Asset Management, LLC | Red Bank, NJ | $147.5M | — |
| Renaissance Holdings, LLC | Ridgeland, MS | $147.5M | — |
| Chung Wu Investment Group, LLC | Sugar Land, TX | $147.5M | 1 |
| Peachcap Tax & Advisory, LLC | Atlanta, GA | $147.5M | — |
| Edmp, Inc. | Lutz, FL | $147.4M | — |
| Blue Bear Financial, LLC | | $147.4M | — |
| Fit Asset Management, LLC | Centennial, CO | $147.4M | — |
| Outlook Capital Management, LLC | Arlington Heights, IL | $147.4M | — |
| Chelsea Advisory Services, Inc | Staten Island, NY | $147.4M | — |
| Rabe Investment Consulting Group | Richfield, OH | $147.3M | — |
| Horizon Wealth Investment Solutions LLC | Denver, CO | $147.2M | — |
| Cross Border Financial Planning USA LLC | Philadelphia, PA | $147.2M | — |
| Burgess Investment Group, LLC | Greenville, SC | $147.1M | — |
| Wealthpoint Financial LLC | Cramerton, NC | $147.1M | — |
| Spark Financial Advisors, LLC | Richmond, VA | $147.1M | — |
| Cross Shore Capital Management, LLC | Great Neck, NY | $147.1M | 6 |
| Elite Life Management LLC | Erie, PA | $147M | — |
| Entelevest, LLC | Coral Gables, FL | $147M | — |
| Global Wealth Strategies LLC | Palo Alto, CA | $147M | — |
| The Wealth Advisory Team, LLC | Bellevue, KY | $147M | — |
| Heritage Capital, LLC | Woodbridge, CT | $146.9M | — |