| Fortis Portfolio Solutions, LLC | Chicago, IL | $140M | — |
| Claremont Financial Group,inc. | Claremont, CA | $140M | — |
| Credentialed Wealth Advisors, LLC | Johnstown, CO | $139.8M | — |
| Jemma Investment Advisors LLC | Baltimore, MD | $139.8M | — |
| Fairview Constitution Management IV LLC | West Hartford, CT | $139.8M | 4 |
| Tonka Capital Partners, LLC | Minnetonka, MN | $139.8M | 1 |
| Legacy Pcg, LLC | Newport, CA | $139.8M | — |
| Omega Capital Management,llc | Flanders, NJ | $139.7M | — |
| Kadita Partners PTE. Ltd. | Singapore | $139.7M | 1 |
| Imperity Wealth Alliance LLC | Melville, NY | $139.7M | — |
| Ross Wealth Advisors, LLC | Columbus, OH | $139.7M | — |
| Monetary Solutions, Ltd. | Dayton, OH | $139.7M | — |
| Contrary Legacy LLC | | $139.7M | — |
| Coombs Wealth Advisory, LLC | Blue Bell, PA | $139.6M | — |
| Haverstock Capital LLP | London | $139.6M | — |
| Boyd Financial Strategies, Inc. | Auburn, MA | $139.6M | — |
| Sikorski Wealth Management, LLC | San Diego, CA | $139.6M | — |
| Clarity Retirement & Wealth, LLC | New Bedford, MA | $139.5M | — |
| Alteris Capital Partners, LLC | Houston, TX | $139.5M | — |
| Teza Capital Management LLC | Chicago, IL | $139.5M | 1 |
| Telos Partners LLC | Avon, CT | $139.5M | — |
| Gross Domestic Product, Inc | | $139.4M | — |
| Braeside Investments, LLC | Dallas, TX | $139.4M | 2 |
| Marvel Financial Planning, Inc. | | $139.4M | — |
| James Scott S Co | Falls Church, VA | $139.4M | — |
| Beyond Wealth Management Group, LLC | New Paltz, NY | $139.4M | — |
| Tnl Asset Management LLC | Boulder, CO | $139.3M | — |
| Clearwater Capital Management LLC | | $139.3M | — |
| Cravens Brothers Private Wealth Management LLC | Dallas, TX | $139.3M | — |
| Lane Generational LLC | | $139.3M | 1 |
| Raven Capital Management LLC | New York, NY | $139.3M | 4 |
| Legacy Financial Advisors II, LLC | | $139.2M | — |
| Benold Financial Planning Inc. | | $139.1M | — |
| Rand Advisors, LLC | | $139M | 2 |
| Stonebriar Wealth, LLC | Lehi, UT | $139M | — |
| Twenty Twenty Investment Advisors,llc | | $139M | — |
| Gunder Wealth Management, LLC | | $139M | — |
| Brooktree Capital Management Inc. | Grand Rapids, MI | $138.9M | 1 |
| Mfg Wealth Management, Inc. | Indianapolis, IN | $138.9M | — |
| Advantage Investing, Inc. | Coral Gables, FL | $138.9M | — |
| Blair Hall Advisors, LLC | | $138.8M | — |
| Saratoga Capital Management, LLC | Avondale, AZ | $138.8M | — |
| Wisdom Wealth Investment Advisors LLC | Phoenix, AZ | $138.8M | — |
| Broussard Financial Group, LLC | Kaplan, LA | $138.8M | — |
| Pennantpark Private Income Fund Advisers LLC | Miami Beach, FL | $138.8M | — |
| Dorato Capital Management | | $138.7M | — |
| Metanoia Financial, LLC | | $138.7M | — |
| Revere Capital Management LP | Dallas, TX | $138.7M | 2 |
| Marchand Faries Financial Management, Inc. | | $138.7M | — |
| Wynwood Capital, LLC | | $138.7M | — |