| Strategic Probability Partners, LLC | | $138.6M | — |
| Investment & Retirement Advisors, LLC | Murfreesboro, TN | $138.6M | — |
| Cb Capital Advisors, LLC | New York, NY | $138.6M | — |
| Centerstar Asset Management, LLC | Chicago, IL | $138.6M | 3 |
| Centerpiece Wealth Advisor L.L.C. | Greenwood Village, CO | $138.6M | — |
| Tkc Wealth Management LLC | Dallas, TX | $138.6M | — |
| Stone Loft Wealth Management LLC | | $138.6M | — |
| Comprehensive Planning Associates, Inc. | Lebanon, NH | $138.4M | — |
| Blueprint Wealth Management Advisors LLC | | $138.4M | — |
| Swp Investment Management LLC | Independence, OH | $138.4M | — |
| Fsam LLC | Alpharetta, GA | $138.4M | — |
| Garrison Bradford & Associates Inc | New York, NY | $138.3M | — |
| Stratton Capital Investment Advisory LLC | New York, NY | $138.3M | — |
| Wildes Financial Strategies, Inc | Georgetown, SC | $138.3M | — |
| Maya Advisors, Inc. | Palo Alto, CA | $138.2M | — |
| Paragon Investing, LLC | | $138.2M | — |
| Mark Bell Advisory Services, Inc. | Chicago, IL | $138.2M | — |
| Calamita Wealth Management Inc. | Charlotte, NC | $138.2M | — |
| Burr Financial Services, LLC | | $138.1M | — |
| Arbor Wealth Management, LLC | Tempe, AZ | $138.1M | — |
| Tano Capital, LLC | San Mateo, CA | $138M | 1 |
| American Investment Advisors Inc | Madison, WI | $137.9M | — |
| Landolt Securities, Inc. | Lake Bluff, IL | $137.8M | — |
| Vericrest Private Wealth, LLC | Newtown, PA | $137.8M | — |
| Tarheel Advisors, LLC | Chapel Hill, NC | $137.8M | — |
| Stock Farm Partners LLC | Palo Alto, CA | $137.7M | 3 |
| Ashbay Capital, LLC | New York,, NY | $137.7M | — |
| Fien Capital Management, LLC | Rochester, NY | $137.7M | — |
| Apple & Associates | Grass Valley, CA | $137.7M | — |
| Prince Asset Management, Inc. | Sarasota, FL | $137.7M | — |
| Eubank, Hutson & Associates, LLC | Plano, TX | $137.7M | — |
| Ruggiero Investments, Inc. | West Palm Beach, FL | $137.6M | — |
| Korving & Company LLC | Suffolk, VA | $137.5M | — |
| Xxec Inc | Tulsa, OK | $137.5M | — |
| Box Hill Private Wealth | | $137.5M | — |
| Michael D. Taxman Investment Management,llc | Hanover, NH | $137.5M | — |
| Sustainvest Asset Management, LLC | Linwood, NJ | $137.4M | — |
| Vision Investment Advisors, LLC | Stamford, CT | $137.4M | — |
| Keystone Wealth Management Inc. | Waterloo, IA | $137.4M | — |
| Antipodean Advisors LLC | | $137.4M | 1 |
| Wallender, Timothy Joseph | Manhattan Beach, CA | $137.3M | — |
| Johnson & Shute Investment Advisors, Inc. | Bothell, WA | $137.3M | — |
| Global Brokerage Services, Inc. | Hunt Valley, MD | $137.3M | — |
| Sqn Venture Partners, LLC | Charleston, SC | $137.3M | — |
| Argus Investors' Counsel, Inc. | New York, NY | $137.3M | — |
| Silverhawk Capital Partners, LLC | Overland Park, KS | $137.2M | 5 |
| Jaras Financial Services, Inc. | | $137.2M | — |
| Milagre Wealth Management, Inc. | White Plains, NY | $137.1M | — |
| 21 West Wealth Management LLC | Tustin, CA | $137.1M | — |
| Harger and Company, Inc. | Baton Rouge, LA | $137M | — |