| Fmb Retirement Services | Westlake Village, CA | $146.2M | — |
| Jefferson Bridge Capital, LLC | Nashville, TN | $146.2M | — |
| Manna Wealth Management Inc. | Miami Beach, FL | $146.1M | — |
| Core Alpha, Inc. | Rochester, NY | $146.1M | — |
| Campbell Asset Management, LLC | Chattanooga, TN | $146M | — |
| Millennial Wealth Advisors, LLC | | $146M | — |
| Ardenwood Advisors, LLC | | $146M | 2 |
| Mercantile Advisors I, LLC | Wichita Falls, TX | $146M | — |
| Fc Wealth, Inc. | Bellevue, WA | $146M | — |
| Alpha Capital Advisors, Inc. | Bangor, ME | $146M | — |
| The Stewardship Center,inc. | | $145.9M | — |
| Cornerstone Wealth Partners, LLC | Okemos, MI | $145.9M | — |
| Scalebuilder, LLC | New York, NY | $145.8M | 3 |
| Bluewater Wealth Advisors, LLC | Vestavia Hills, AL | $145.8M | — |
| Blueprint Wealth Management, LLC | The Villages, FL | $145.7M | — |
| Summit Hill Wealth Management, LLC | Greenwood Village, CO | $145.7M | — |
| Cornerstone Wealth Advisors, Inc. | Carlsbad, CA | $145.6M | — |
| Somerset Group LLC | Wayzata, MN | $145.6M | — |
| The Sher Wealth Management Group, Inc. | Needham, MA | $145.6M | — |
| Owlhouse Capital LP | New York, NY | $145.6M | 1 |
| October Effect Ltd. | Virginia Beach, VA | $145.6M | — |
| Ascendor Wealth, LLC | Wilmington, NC | $145.6M | — |
| Chapman & Chapman Advisors LLC | Chagrin Falls, OH | $145.6M | — |
| Humble Capital Management LLC | Honolulu, HI | $145.6M | 1 |
| The Musuneggi Financial Group, LLC | Canonsburg, PA | $145.5M | — |
| Spyrnal Wealth Management, LLC | Bokeelia, FL | $145.5M | — |
| The Practical Planner, LLC | Groton, MA | $145.3M | — |
| Gullane Capital, LLC | Jacksonville, FL | $145.3M | 13 |
| Capital Management Services, Inc. | Manchester, MO | $145.2M | — |
| Blue Wealth Inc. | Charlotte, NC | $145.1M | — |
| Stapp Wealth Management, PLLC | Olympia, WA | $145.1M | — |
| Daniel Krug & Associates, Inc. | Clarkston, MI | $145.1M | — |
| Gci Financial Group, Inc. | Mendham, NJ | $145.1M | — |
| Igw Advisory Investment Management LLC | | $145.1M | — |
| Bfi Wealth Solutions, LLC | Dallas, TX | $145M | — |
| Concord Atlantic, Inc. | | $145M | — |
| South Cove Financial, LLC | | $145M | — |
| Winnacle Wealth, LLC | Waco, TX | $145M | — |
| Sierra Financial Advisory Incorporated | | $144.9M | — |
| Twin Cities Retirement Group, LLC | Plymouth, MN | $144.9M | — |
| Rho Acceleration, LLC | New York, NY | $144.9M | 6 |
| Davis, Davis and Conover Wealth Management, LLC | Nashville, TN | $144.9M | — |
| Collaborative Fund Advisors, LLC | Reno, NV | $144.8M | — |
| Vision Capital Management Corporation | | $144.8M | — |
| Betro Mileszko & Company, LLC | Foxboro, MA | $144.8M | — |
| Wulff, Hansen & Co. | San Rafael, CA | $144.8M | — |
| Bluestone Investment Manager, LLC | McLean, VA | $144.8M | 3 |
| Monetta Financial Services Inc | Wheaton, IL | $144.8M | — |
| Landon Capital Partners, LLC | Boston, MA | $144.8M | 14 |
| Trailwise Financial Partners, LLC | Golden, CO | $144.8M | — |