| Purewater Capital, LLC | Fort Worth, TX | $149.5M | — |
| Monson Wealth Management, Inc. | Kennewick, WA | $149.5M | — |
| Fund Advisors of America Inc | Orlando, FL | $149.4M | — |
| Guardant Partners LLC | Miami, FL | $149.3M | — |
| Cardenas Asset Management, LLC | | $149.3M | — |
| Bellingham Capital Management, Inc. | Bellingham, WA | $149.2M | — |
| Chamonix Partners Capital Management LLC | New York, NY | $149.2M | 1 |
| Sidoxia Capital Management, LLC | Newport Beach, CA | $149M | 1 |
| Harborfront Financial LLC | Ludington, MI | $149M | — |
| Peak American Investment Advisors, Inc. | Plano, TX | $149M | — |
| Brookline Wealth, LLC | Austin, TX | $149M | — |
| Vis Advisors, LP | New York, NY | $148.9M | 3 |
| Preston F. Sanders, Chfc, LLC | Watkinsville, GA | $148.8M | — |
| Harvest Financial Partners, LLC | Paoli, PA | $148.8M | — |
| Compass Financial Group, Inc. | Dublin, OH | $148.8M | — |
| Column Park Asset Management, LP | Cocoa Beach, FL | $148.8M | 2 |
| Sandena, Inc. | San Diego, CA | $148.8M | — |
| Wagner Wealth Management, Corp. | Conyngham, PA | $148.7M | — |
| Peerless Wealth LLC | Columbus, OH | $148.7M | — |
| Quantum Financial Partners LLC | Overland Park, KS | $148.6M | 1 |
| Beacon Hill Wealth Management Ltd | Victoria, Bc | $148.6M | — |
| Curtis Wealth Management LLC | Henderson, NV | $148.5M | — |
| 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 |