| Vanweelden Wealth Management, LLC | West Chester Township, OH | $136.5M | — |
| Henderson Financial Group LLC | Virginia Beach, VA | $136.4M | — |
| John W. Brooker & Co., Cpas, PC | Oakland, CA | $136.4M | — |
| Bridgelight Capital LLC | Scottsdale, AZ | $136.4M | — |
| Galileo Investment Management LLC | New York, NY | $136.4M | 5 |
| J K R & Company, Inc. | Van Nuys, CA | $136.3M | — |
| St. Bernard Financial Services, Inc. | Russellville, AR | $136.2M | — |
| Icw Holdings, LLC | | $136.2M | 3 |
| Strategic Portfolio Solutions, LLC | Dallas, TX | $136.2M | — |
| Horizon Capital Management, LLC | Lake Forest, IL | $136.2M | — |
| Fithian LLC | New York, NY | $136.2M | — |
| Professional Wealth Management Services LLC | Statesville, NC | $136.2M | — |
| Paradigm Advisors, L.L.C. | Dallas, TX | $136.1M | — |
| Capitol Family Office, Inc. | Beaverton, OR | $136.1M | — |
| Wealthrise Financial Planning, LLC | Carlsbad, CA | $136M | — |
| Barrier Capital Management, LLC | San Francisco, CA | $136M | 1 |
| Bh Asset Management, LLC | New York, NY | $136M | — |
| 15 Equity, LLC | Santa Barbara, CA | $135.9M | — |
| A J Feldman Financial, LLC | | $135.9M | — |
| Kassira Wealth Management, LLC | | $135.9M | — |
| McMahan Capital Management LLC | Carmel, IN | $135.9M | — |
| Landmark Wealth Advisors, LLC | Farmington, UT | $135.9M | — |
| 1n Capital, LLC | | $135.9M | — |
| Veritas Wealth Management, LLC | Salt Lake City, UT | $135.8M | — |
| Loretta Nolan Associates, LLC | Old Greenwich, CT | $135.8M | — |
| Financial Management Associates, LLC | Windham, NH | $135.8M | — |
| Luma Capital LLC | Naples, FL | $135.8M | 24 |
| East Rock Financial Services, LLC | | $135.8M | — |
| Fairlight Advisors LLC | San Francisco, CA | $135.7M | — |
| Bright Portfolios, LLC | Lee's Summit, MO | $135.7M | — |
| Fr Financial Advisors LLC | Coral Springs, FL | $135.7M | — |
| Hot Creek Capital, L.L.C. | Kirkland, WA | $135.7M | 1 |
| Hepworth Equity Partners, LLC | | $135.6M | — |
| Morningside Asset Management LLC | Wilmington, DE | $135.6M | — |
| Cassilly Financial Group, LLC | Severna Park, MD | $135.5M | — |
| Canaccord Genuity Wealth Management (USA) Inc. | Vancouver, Bc | $135.5M | — |
| Revo Financial, LLC | Bartlesville, OK | $135.4M | — |
| Dover Investment Advisory Corporation | | $135.4M | — |
| Global Financial Planning Group, LLC | Troy, MI | $135.3M | — |
| Allegro Mineral Partners LLC | Houston, TX | $135.3M | 4 |
| Keller Financial Group, Inc. | Camp Hill, PA | $135.3M | — |
| Pathway Financial Solutions, Inc. | Salina, KS | $135.3M | — |
| Light Capital LLC | Santa Monica, CA | $135.3M | 1 |
| Fogarty Wealth Management, Inc. | Missouri City, TX | $135.3M | — |
| Chicago Capital Management Advisors, LLC | Lisle, IL | $135.2M | — |
| Heights Point Management, LP | New York, NY | $135.2M | 1 |
| Sparrow Wealth Management, Inc. | Orlando, FL | $135.2M | — |
| Crystal Cove Asset Management, LLC | Newport Beach, CA | $135.2M | — |
| Dreamers Management LLC | El Segundo, CA | $135.2M | 1 |
| Lightsmith Climate Resilience Management LLC | New York, NY | $135.1M | 1 |