| Bts Asset Management Inc | Lincoln, MA | $144.8M | — |
| Csl Capital Management, L.P. | Houston, TX | $144.8M | 7 |
| Wagner Financial, LLC | Lake Oswego, OR | $144.7M | — |
| Knox Avenue Financial Corp. | St. Paul, MN | $144.7M | — |
| Ean Equity Financial Services LLC | | $144.7M | — |
| Davis Financial Management, Inc. | Overland Park, KS | $144.6M | — |
| Sterling Financial Advisors, LLC | | $144.6M | — |
| Scenic Management LLC | San Francisco, CA | $144.6M | 6 |
| Columbus Street Wealth Management, LLC | | $144.5M | — |
| A.g.p. Asset Management LLC | New York, NY | $144.5M | 7 |
| Renaissance Capital LLC | Stamford, CT | $144.3M | — |
| Glover Park Wealth Management, LLC | Arlington, VA | $144.3M | — |
| Asset Management Consulting Services, Inc. | Livingston, NJ | $144.2M | 5 |
| Totem Point Management, LLC | New York, NY | $144.2M | 4 |
| Burgess Investment Management and Research Inc. | Toronto, Ontario | $144.2M | — |
| Bona Fide Wealth, LLC | | $144.2M | — |
| Aviator Financial Consulting LLC | Montgomery, TX | $144.1M | — |
| Shelter Wealth Strategies, LLC | Houston, TX | $144.1M | — |
| Summa Global Advisors, LLC | Clackamas, OR | $144.1M | — |
| Van Diest Capital, LLC | Polk City, IA | $144.1M | — |
| Private Lane Capital, LLC | | $144.1M | — |
| James I. Black & Company | Lakeland, FL | $144.1M | — |
| Tactivest, LLC | | $144M | — |
| Pmg Family Office, LLC | Plano, TX | $144M | — |
| Haven Capital Group, Inc. | Westlake Village, CA | $143.9M | — |
| Rushmont Capital Management, LP | New York, NY | $143.9M | 1 |
| Kestrel Wealth Management, LLC | South Bend, IN | $143.9M | — |
| Villanova Investment Management Company, LLC | Wayne, PA | $143.9M | 1 |
| Bgv Financial Advisors USA, LLC | Miami, FL | $143.8M | — |
| Core Wealth Advisors, LLC | Indianapolis, IN | $143.8M | — |
| Aqua Capital Advisors LLC | Los Angeles, CA | $143.8M | — |
| Chastain Wealth Management, LLC | | $143.8M | — |
| Ortelius Capital Partners, LLC | New York, NY | $143.8M | 1 |
| Arista Advisory Group, LLC | Albany, NY | $143.7M | — |
| Procore Advisors, LLC | Newport Beach, CA | $143.7M | — |
| Old Bridge Wealth, Inc | Syosset, NY | $143.7M | — |
| Fog City Advisors, LLC | Albany, CA | $143.6M | — |
| Star Capital Inc. | Edina, MN | $143.6M | — |
| Todo Capital, LLC | | $143.6M | — |
| Mlg Fund Manager LLC | Brookfield, WI | $143.6M | 1 |
| Servant Financial, Ltd. | | $143.6M | 2 |
| White Oak Financial Management, Inc | Asheville, NC | $143.5M | — |
| Mayfield Advisors, Inc. | Palo Alto, CA | $143.5M | — |
| Gsv Asset Management, LLC | Dallas, TX | $143.4M | 2 |
| Etna Capital Management Company Limited | Hong Kong | $143.3M | — |
| Lynch Investment Planning, LLC | Newtown Square, PA | $143.3M | — |
| Four Lion Capital, LP | New York, NY | $143.2M | 1 |
| Martinsen Wealth Management, LLC | Tempe, AZ | $143.2M | — |
| Cycap Partners, LLC | Tallahassee, FL | $143.2M | — |
| Granite State Retirement Planning, Inc. | Bedford, NH | $143.2M | — |