| Plan2thrive Financial, LLC | Eldridge, IA | $147.5M | — |
| Stembrook Asset Management, LLC | Red Bank, NJ | $147.5M | — |
| Renaissance Holdings, LLC | Ridgeland, MS | $147.5M | — |
| Chung Wu Investment Group, LLC | Sugar Land, TX | $147.5M | 1 |
| Peachcap Tax & Advisory, LLC | Atlanta, GA | $147.5M | — |
| Edmp, Inc. | Lutz, FL | $147.4M | — |
| Blue Bear Financial, LLC | | $147.4M | — |
| Fit Asset Management, LLC | Centennial, CO | $147.4M | — |
| Outlook Capital Management, LLC | Arlington Heights, IL | $147.4M | — |
| Chelsea Advisory Services, Inc | Staten Island, NY | $147.4M | — |
| Rabe Investment Consulting Group | Richfield, OH | $147.3M | — |
| Horizon Wealth Investment Solutions LLC | Denver, CO | $147.2M | — |
| Cross Border Financial Planning USA LLC | Philadelphia, PA | $147.2M | — |
| Burgess Investment Group, LLC | Greenville, SC | $147.1M | — |
| Wealthpoint Financial LLC | Cramerton, NC | $147.1M | — |
| Spark Financial Advisors, LLC | Richmond, VA | $147.1M | — |
| Cross Shore Capital Management, LLC | Great Neck, NY | $147.1M | 6 |
| Elite Life Management LLC | Erie, PA | $147M | — |
| Entelevest, LLC | Coral Gables, FL | $147M | — |
| The Wealth Advisory Team, LLC | Bellevue, KY | $147M | — |
| Global Wealth Strategies LLC | Palo Alto, CA | $147M | — |
| Heritage Capital, LLC | Woodbridge, CT | $146.9M | — |
| Koon Financial Planning & Consulting, LLC | Greenwood, IN | $146.9M | — |
| Proficient Wealth Counselors, LLC | Norwood, MA | $146.9M | — |
| Bwa, LLC | San Mateo, CA | $146.9M | — |
| Clf Asset Management, Inc. | Madison, WI | $146.9M | — |
| Hobbs Wealth Management, LLC | Zionsville, IN | $146.7M | — |
| Artience Capital Management, LLC | | $146.7M | — |
| Money Managers, Inc. | San Antonio, TX | $146.6M | — |
| Larsen, Glen Allen | Salt Lake City, UT | $146.6M | — |
| Wealthgen Advisors, LLC | Sarasota, FL | $146.6M | — |
| Stone Steps Financial, LLC | Encinitas, CA | $146.6M | — |
| Vision Capital Partners | Ann Arbor, MI | $146.6M | — |
| Lucien Stirling & Gray Advisory Group Inc | Austin, TX | $146.6M | — |
| Fp Strategies LLC | San Juan, PR | $146.5M | — |
| Moelis Capital Partners LLC | New York, NY | $146.5M | 7 |
| Pinnacle Strategic Wealth Management, LLC. | King of Prussia, PA | $146.5M | — |
| Mfg Investments, LLC | Medford, NJ | $146.5M | — |
| Paramount Associates Wealth Management, LLC | Greenwood Village, CO | $146.5M | — |
| Ulta Wealth Management, LLC | Las Vegas, NV | $146.5M | — |
| J. Mark Nickell & Co. | Brentwood, TN | $146.4M | — |
| The Wealth Advantage Group, Inc. | Columbus, OH | $146.4M | — |
| Fort Advisors Inc | Austin, TX | $146.3M | — |
| Bird Rock Asset Management, LP. | Austin, TX | $146.3M | — |
| Essex Ridge Capital Group, LLC | St. Louis, MO | $146.3M | — |
| Wellington-Altus USA Inc. | Winnipeg, Manitoba | $146.2M | — |
| Cura & Senectus Investment AG | Vaduz, Vaduz | $146.2M | — |
| Guncheon Financial LLC | Dubuque, IA | $146.2M | — |
| Kruse Asset Management, LLC | Chicago, IL | $146.2M | 2 |
| Westbound Equity Management, LLC | Palo Alto, CA | $146.2M | 5 |