| Rittmann Capital Management Co | Moraga, CA | $142.4M | — |
| Strategy, Inc. | Lubbock, TX | $142.4M | — |
| Castleton Partners, LLC | | $142.4M | — |
| Rj Patterson Capital Investment Group Inc. | San Diego, CA | $142.4M | — |
| Allstate Financial Advisors, LLC | Lincoln, NE | $142.4M | — |
| Northwind Financial LLC | Bend, OR | $142.2M | — |
| Crown Management Advisors, LLC | Atlanta, GA | $142.2M | 1 |
| J. L. Perkins Wealth Management, LLC | Macon, GA | $142.2M | — |
| Ltg Capital LLC | Framingham, MA | $142.2M | — |
| Josh Arnold Investment Consultant, LLC | Edina, MN | $142.1M | — |
| Foothills Advisors, LLC | Cave Creek, AZ | $142.1M | — |
| West Tower Group, LLC | Richmond, VA | $142M | 4 |
| Barnett & Co Inc | Chattanooga, TN | $142M | — |
| Heydorn Stone Capital Management LLC | Larchmont, NY | $142M | — |
| Fortress Financial Solutions, LLC | Tucson, AZ | $142M | — |
| Love Your Life LLC Dba Freedom Asset Management | Spokane, WA | $142M | — |
| Syndicated Capital, Inc. | Diamond Bar, CA | $142M | — |
| Abdiel Capital Advisors, LP | New York, NY | $141.9M | 1 |
| Financial Trust Asset Management Chartered | Boca Raton, FL | $141.9M | — |
| Midwest Financial Network, LLC | Tinley Park, IL | $141.9M | — |
| Kennondale Capital Management, LLC | Richmond, VA | $141.9M | — |
| Severin Investments LLC | St. Louis, MO | $141.9M | — |
| Stock Management LLC | | $141.8M | — |
| Pulliam Family Office, LLC | Crested Butte, CO | $141.7M | — |
| Lanier Asset Management, LLC | Louisville, KY | $141.7M | 3 |
| Pivot Point Advisors, LLC | Bellaire, TX | $141.7M | — |
| October Wealth Advisors, Inc | Fort Smith, AR | $141.6M | — |
| Equity Advisors of Kentucky Inc | Lexington, KY | $141.6M | — |
| Partnership Capital Growth Investors Management, LLC | Los Gatos, CA | $141.5M | 4 |
| Think Different Financial Planning LLC | | $141.5M | — |
| Kelly Park Investment LLC | | $141.5M | 2 |
| Integrated Financial Consulting, LLC | Airmont, NY | $141.5M | — |
| Clarity Investments + Planning LLC | Mount Kisco, NY | $141.5M | — |
| Bourke Wealth Management | Santa Barbara, CA | $141.4M | — |
| Olympus Peaks Financial, LLC | Sandy, UT | $141.4M | — |
| Mjb Asset Management LLC | New York, NY | $141.4M | — |
| St. Clair Financial LLC | Roseville, CA | $141.3M | — |
| Derive Wealth LLC | Pasadena, CA | $141.3M | — |
| Markle Financial LLC | Laramie, WY | $141.2M | 1 |
| Fruge' Capital Advisors, LLC | Oxford, MS | $141.2M | — |
| Storms & Rowdon Financial Services, Inc. | Ormond Beach, FL | $141.2M | — |
| Greenberg Gary Louis | Eden Prairie, MN | $141.1M | — |
| Hawthorn Capital Management, LLC | | $141.1M | — |
| Littlefield Asset Management, Inc. | | $141.1M | — |
| Dougherty & Associates, LLC | Spring Hill, FL | $141.1M | — |
| Mercurio & Associates Inc. | Louisville, KY | $141.1M | — |
| Marathon Wealth Partners, Inc | | $141.1M | — |
| Entrust Investment Services, Inc | Campbell, CA | $141.1M | — |
| Lifeplan Financial, LLC | Mankato, MN | $141M | — |
| Clement Street Capital LLC | Downers Grove, IL | $141M | — |