| October Effect Ltd. | Virginia Beach, VA | $145.6M | — |
| Ascendor Wealth, LLC | Wilmington, NC | $145.6M | — |
| Chapman & Chapman Advisors LLC | Chagrin Falls, OH | $145.6M | — |
| Humble Capital Management LLC | Honolulu, HI | $145.6M | 1 |
| The Musuneggi Financial Group, LLC | Canonsburg, PA | $145.5M | — |
| Spyrnal Wealth Management, LLC | Bokeelia, FL | $145.5M | — |
| The Practical Planner, LLC | Groton, MA | $145.3M | — |
| Gullane Capital, LLC | Jacksonville, FL | $145.3M | 13 |
| Capital Management Services, Inc. | Manchester, MO | $145.2M | — |
| Blue Wealth Inc. | Charlotte, NC | $145.1M | — |
| Stapp Wealth Management, PLLC | Olympia, WA | $145.1M | — |
| Daniel Krug & Associates, Inc. | Clarkston, MI | $145.1M | — |
| Gci Financial Group, Inc. | Mendham, NJ | $145.1M | — |
| Bfi Wealth Solutions, LLC | Dallas, TX | $145M | — |
| Concord Atlantic, Inc. | | $145M | — |
| South Cove Financial, LLC | | $145M | — |
| Winnacle Wealth, LLC | Waco, TX | $145M | — |
| Sierra Financial Advisory Incorporated | | $144.9M | — |
| Twin Cities Retirement Group, LLC | Plymouth, MN | $144.9M | — |
| Rho Acceleration, LLC | New York, NY | $144.9M | 6 |
| Davis, Davis and Conover Wealth Management, LLC | Nashville, TN | $144.9M | — |
| Collaborative Fund Advisors, LLC | Reno, NV | $144.8M | — |
| Vision Capital Management Corporation | | $144.8M | — |
| Betro Mileszko & Company, LLC | Foxboro, MA | $144.8M | — |
| Wulff, Hansen & Co. | San Rafael, CA | $144.8M | — |
| Bluestone Investment Manager, LLC | McLean, VA | $144.8M | 3 |
| Monetta Financial Services Inc | Wheaton, IL | $144.8M | — |
| Landon Capital Partners, LLC | Boston, MA | $144.8M | 14 |
| Trailwise Financial Partners, LLC | Golden, CO | $144.8M | — |
| Bts Asset Management Inc | Lincoln, MA | $144.8M | — |
| Csl Capital Management, L.P. | Houston, TX | $144.8M | 7 |
| Wagner Financial, LLC | Lake Oswego, OR | $144.7M | — |
| Knox Avenue Financial Corp. | St. Paul, MN | $144.7M | — |
| Ean Equity Financial Services LLC | | $144.7M | — |
| Davis Financial Management, Inc. | Overland Park, KS | $144.6M | — |
| Sterling Financial Advisors, LLC | | $144.6M | — |
| Scenic Management LLC | San Francisco, CA | $144.6M | 6 |
| Columbus Street Wealth Management, LLC | | $144.5M | — |
| A.g.p. Asset Management LLC | New York, NY | $144.5M | 7 |
| Renaissance Capital LLC | Stamford, CT | $144.3M | — |
| Glover Park Wealth Management, LLC | Arlington, VA | $144.3M | — |
| Asset Management Consulting Services, Inc. | Livingston, NJ | $144.2M | 5 |
| Totem Point Management, LLC | New York, NY | $144.2M | 4 |
| Burgess Investment Management and Research Inc. | Toronto, Ontario | $144.2M | — |
| Bona Fide Wealth, LLC | | $144.2M | — |
| Aviator Financial Consulting LLC | Montgomery, TX | $144.1M | — |
| Shelter Wealth Strategies, LLC | Houston, TX | $144.1M | — |
| Summa Global Advisors, LLC | Clackamas, OR | $144.1M | — |
| Van Diest Capital, LLC | Polk City, IA | $144.1M | — |
| Private Lane Capital, LLC | | $144.1M | — |