| James I. Black & Company | Lakeland, FL | $144.1M | — |
| Tactivest, LLC | | $144M | — |
| Pmg Family Office, LLC | Plano, TX | $144M | — |
| Haven Capital Group, Inc. | Westlake Village, CA | $143.9M | — |
| Rushmont Capital Management, LP | New York, NY | $143.9M | 1 |
| Kestrel Wealth Management, LLC | South Bend, IN | $143.9M | — |
| Villanova Investment Management Company, LLC | Wayne, PA | $143.9M | 1 |
| Bgv Financial Advisors USA, LLC | Miami, FL | $143.8M | — |
| Core Wealth Advisors, LLC | Indianapolis, IN | $143.8M | — |
| Aqua Capital Advisors LLC | Los Angeles, CA | $143.8M | — |
| Chastain Wealth Management, LLC | | $143.8M | — |
| Ortelius Capital Partners, LLC | New York, NY | $143.8M | 1 |
| Arista Advisory Group, LLC | Albany, NY | $143.7M | — |
| Procore Advisors, LLC | Newport Beach, CA | $143.7M | — |
| Old Bridge Wealth, Inc | Syosset, NY | $143.7M | — |
| Fog City Advisors, LLC | Albany, CA | $143.6M | — |
| Star Capital Inc. | Edina, MN | $143.6M | — |
| Todo Capital, LLC | | $143.6M | — |
| Mlg Fund Manager LLC | Brookfield, WI | $143.6M | 1 |
| Servant Financial, Ltd. | | $143.6M | 2 |
| White Oak Financial Management, Inc | Asheville, NC | $143.5M | — |
| Mayfield Advisors, Inc. | Palo Alto, CA | $143.5M | — |
| Gsv Asset Management, LLC | Dallas, TX | $143.4M | 2 |
| Etna Capital Management Company Limited | Hong Kong | $143.3M | — |
| Lynch Investment Planning, LLC | Newtown Square, PA | $143.3M | — |
| Four Lion Capital, LP | New York, NY | $143.2M | 1 |
| Martinsen Wealth Management, LLC | Tempe, AZ | $143.2M | — |
| Cycap Partners, LLC | Tallahassee, FL | $143.2M | — |
| Granite State Retirement Planning, Inc. | Bedford, NH | $143.2M | — |
| Forest Capital Operating Company LLC | Charlotte, NC | $143.2M | — |
| Rivertree Wealth LLC | Little Rock, AR | $143.1M | — |
| Pcg Asset Management, LLC | Gladstone, NJ | $143.1M | — |
| S. R. Schill & Associates, Inc. | Mercer Island, WA | $143.1M | — |
| Verus Wealth Management, LLC | De Pere, WI | $143.1M | — |
| Blank Equity Management LLC | Port Washington, NY | $143M | — |
| Gerstemeier Financial Group,llc | | $143M | — |
| Byrne & Company Wealth Management, LLC | Olympia, WA | $142.9M | — |
| Featheringill Capital, LLC | Birmingham, AL | $142.9M | 6 |
| Tcm Advisors, LLC | | $142.9M | — |
| Stone Wealth Partners LLC | Lafayette, LA | $142.9M | — |
| Appian Way Financial LLC | Pasadena, CA | $142.9M | — |
| Applied Fundamental Research, LLC | Cambridge, MA | $142.9M | 2 |
| En Enterprises, LLC | North Liberty, IA | $142.7M | — |
| Ultra Advisory Group LLC | Irvine, CA | $142.6M | — |
| Brett Josey Wealth Management LLC | | $142.6M | — |
| Kopion Asset Management, LLC | McKinney, TX | $142.6M | — |
| Personalized Financial Solutions LLC | Clearwater, FL | $142.6M | — |
| Vcp Financial LLC | Staten Island, NY | $142.6M | — |
| Stephen J. Garry & Associates, LLC | Garden City, NY | $142.6M | — |
| Vista Cima Wealth Management LLC | | $142.5M | — |