| Forest Capital Operating Company LLC | Charlotte, NC | $143.2M | — |
| Rivertree Wealth LLC | Little Rock, AR | $143.1M | — |
| Pcg Asset Management, LLC | Gladstone, NJ | $143.1M | — |
| S. R. Schill & Associates, Inc. | Mercer Island, WA | $143.1M | — |
| Verus Wealth Management, LLC | De Pere, WI | $143.1M | — |
| Blank Equity Management LLC | Port Washington, NY | $143M | — |
| Gerstemeier Financial Group,llc | | $143M | — |
| Byrne & Company Wealth Management, LLC | Olympia, WA | $142.9M | — |
| Featheringill Capital, LLC | Birmingham, AL | $142.9M | 6 |
| Tcm Advisors, LLC | | $142.9M | — |
| Stone Wealth Partners LLC | Lafayette, LA | $142.9M | — |
| Appian Way Financial LLC | Pasadena, CA | $142.9M | — |
| Applied Fundamental Research, LLC | Cambridge, MA | $142.9M | 2 |
| En Enterprises, LLC | North Liberty, IA | $142.7M | — |
| Ultra Advisory Group LLC | Irvine, CA | $142.6M | — |
| Brett Josey Wealth Management LLC | | $142.6M | — |
| Kopion Asset Management, LLC | McKinney, TX | $142.6M | — |
| Personalized Financial Solutions LLC | Clearwater, FL | $142.6M | — |
| Vcp Financial LLC | Staten Island, NY | $142.6M | — |
| Stephen J. Garry & Associates, LLC | Garden City, NY | $142.6M | — |
| Vista Cima Wealth Management LLC | | $142.5M | — |
| Rittmann Capital Management Co | Moraga, CA | $142.4M | — |
| Strategy, Inc. | Lubbock, TX | $142.4M | — |
| Castleton Partners, LLC | | $142.4M | — |
| Rj Patterson Capital Investment Group Inc. | San Diego, CA | $142.4M | — |
| Allstate Financial Advisors, LLC | Lincoln, NE | $142.4M | — |
| Crown Management Advisors, LLC | Atlanta, GA | $142.2M | 1 |
| J. L. Perkins Wealth Management, LLC | Macon, GA | $142.2M | — |
| Ltg Capital LLC | Framingham, MA | $142.2M | — |
| Josh Arnold Investment Consultant, LLC | Edina, MN | $142.1M | — |
| West Tower Group, LLC | Richmond, VA | $142M | 4 |
| Barnett & Co Inc | Chattanooga, TN | $142M | — |
| Heydorn Stone Capital Management LLC | Larchmont, NY | $142M | — |
| Fortress Financial Solutions, LLC | Tucson, AZ | $142M | — |
| Love Your Life LLC Dba Freedom Asset Management | Spokane, WA | $142M | — |
| Syndicated Capital, Inc. | Diamond Bar, CA | $142M | — |
| Abdiel Capital Advisors, LP | New York, NY | $141.9M | 1 |
| Financial Trust Asset Management Chartered | Boca Raton, FL | $141.9M | — |
| Midwest Financial Network, LLC | Tinley Park, IL | $141.9M | — |
| Kennondale Capital Management, LLC | Richmond, VA | $141.9M | — |
| Severin Investments LLC | St. Louis, MO | $141.9M | — |
| Stock Management LLC | | $141.8M | — |
| Pulliam Family Office, LLC | Crested Butte, CO | $141.7M | — |
| Lanier Asset Management, LLC | Louisville, KY | $141.7M | 3 |
| Pivot Point Advisors, LLC | Bellaire, TX | $141.7M | — |
| October Wealth Advisors, Inc | Fort Smith, AR | $141.6M | — |
| Equity Advisors of Kentucky Inc | Lexington, KY | $141.6M | — |
| Partnership Capital Growth Investors Management, LLC | Los Gatos, CA | $141.5M | 4 |
| Think Different Financial Planning LLC | | $141.5M | — |
| Kelly Park Investment LLC | | $141.5M | 2 |