| Integrated Financial Consulting, LLC | Airmont, NY | $141.5M | — |
| Clarity Investments + Planning LLC | Mount Kisco, NY | $141.5M | — |
| Bourke Wealth Management | Santa Barbara, CA | $141.4M | — |
| Olympus Peaks Financial, LLC | Sandy, UT | $141.4M | — |
| Mjb Asset Management LLC | New York, NY | $141.4M | — |
| St. Clair Financial LLC | Roseville, CA | $141.3M | — |
| Derive Wealth LLC | Pasadena, CA | $141.3M | — |
| Markle Financial LLC | Laramie, WY | $141.2M | 1 |
| Fruge' Capital Advisors, LLC | Oxford, MS | $141.2M | — |
| Storms & Rowdon Financial Services, Inc. | Ormond Beach, FL | $141.2M | — |
| Greenberg Gary Louis | Eden Prairie, MN | $141.1M | — |
| Hawthorn Capital Management, LLC | | $141.1M | — |
| Littlefield Asset Management, Inc. | | $141.1M | — |
| Dougherty & Associates, LLC | Spring Hill, FL | $141.1M | — |
| Mercurio & Associates Inc. | Louisville, KY | $141.1M | — |
| Marathon Wealth Partners, Inc | | $141.1M | — |
| Entrust Investment Services, Inc | Campbell, CA | $141.1M | — |
| Lifeplan Financial, LLC | Mankato, MN | $141M | — |
| Clement Street Capital LLC | Downers Grove, IL | $141M | — |
| Fortune Financial Group, Inc. | | $141M | — |
| Liberty Asset Management, LLC | Allentown, PA | $141M | — |
| Additive Advisory Pbc | Memphis, TN | $140.9M | 1 |
| Wolverine Wealth Advisory Services Inc. | Bloomfield Hills, MI | $140.9M | — |
| Wilmington Trust Investment Management LLC | Wilmington, DE | $140.8M | — |
| Immaculate Wealth Management, LLC | Mesa, AZ | $140.8M | — |
| Mpwa, Inc. | Bakersfield, CA | $140.8M | — |
| Sherman Asset Management, Inc. | Ventura, CA | $140.8M | 1 |
| Dlk Investment Advisors, LLC | Mercer Island, WA | $140.7M | — |
| Vertis Wealth, LLC | Chicago, IL | $140.7M | — |
| Clear Sky Financial, LP | Prosper, TX | $140.6M | — |
| Rsg Investments LLC | Overland Park, KS | $140.5M | — |
| Actitrust Wealth Management LLC | Plantation, FL | $140.5M | — |
| Millington Securities, LLC | Red Bank, NJ | $140.5M | — |
| Steele Street Capital LLC | Portsmouth, NH | $140.5M | — |
| Plan First Wealth LLC | | $140.3M | — |
| Mwm Wealth Advisory, LLC | Plymouth, MN | $140.3M | — |
| Dai Asset Management, LLC | Washington, DC | $140.3M | 3 |
| Glassbead Capital Management LLC | Miami Beach, FL | $140.3M | 2 |
| Olive Branch Capital, LLC | | $140.2M | — |
| Savior LLC | Wellesley, MA | $140.2M | 12 |
| Excomp Asset Management Ltd | Melville, NY | $140.2M | — |
| Monroe Capital Real Estate Credit Advisors, LLC | Chicago, IL | $140.2M | — |
| Agman Capital LLC | Omaha, NE | $140.2M | — |
| Hoya Capital Real Estate, LLC | Rowayton, CT | $140.1M | — |
| Qm Advisors LLC | | $140.1M | 1 |
| Dynamic Wealth Advisors | Surprise, AZ | $140.1M | — |
| Bosman Wealth Management, LLC | Redlands, CA | $140.1M | — |
| Flagship Investment Management LLC | Houston, TX | $140M | 2 |
| Larson Williams Wealth Advisors, LLC | Cedar City, UT | $140M | — |
| Chipser Wealth Management, LLC | Destin, FL | $140M | — |