| Ridgeline Research LLC | | $137M | — |
| Forefront Asset Management, LLC | Virginia Beach, VA | $136.9M | — |
| Directional Asset Management, LLC | Arlington Heights, IL | $136.9M | — |
| Ascension Wealth Partners, LLC | Pleasant Hill, CA | $136.9M | — |
| Cooke Wealth Management, LLC | Irvine, CA | $136.9M | — |
| Coordinated Capital Securities, Inc. | Fort Atkinson, WI | $136.8M | — |
| Central Wealth Management LLC | Madison, WI | $136.8M | — |
| Lewis Capital Management, LLLP | | $136.8M | — |
| River Crescent Advisors, LLC | Suffolk, VA | $136.8M | — |
| Champion Advisors LLC | | $136.8M | — |
| Springboard Asset Management LLC | Cheshire, CT | $136.8M | — |
| Black Walnut Wealth Management, LLC | Traverse City, MI | $136.8M | — |
| Rand Capital Management LLC | Buffalo, NY | $136.7M | 2 |
| Beyond Investing LLC | | $136.7M | — |
| Wealthkare.com, Inc. | Mount Union, PA | $136.7M | — |
| Grid 202 LLC | New York, NY | $136.6M | — |
| Norton Capital Management, Inc. | Henrico, VA | $136.6M | — |
| Old Barn Capital LLC | | $136.6M | — |
| Ele Advisory Services, Inc | Southfield, MI | $136.5M | — |
| Aventus Investment Advisors, Inc. | Naples, FL | $136.5M | — |
| Vanweelden Wealth Management, LLC | West Chester Township, OH | $136.5M | — |
| Henderson Financial Group LLC | Virginia Beach, VA | $136.4M | — |
| John W. Brooker & Co., Cpas, PC | Oakland, CA | $136.4M | — |
| Bridgelight Capital LLC | Scottsdale, AZ | $136.4M | — |
| Galileo Investment Management LLC | New York, NY | $136.4M | 5 |
| Mft Wealth Management, Inc. | | $136.3M | — |
| J K R & Company, Inc. | Van Nuys, CA | $136.3M | — |
| St. Bernard Financial Services, Inc. | Russellville, AR | $136.2M | — |
| Icw Holdings, LLC | | $136.2M | 3 |
| Strategic Portfolio Solutions, LLC | Dallas, TX | $136.2M | — |
| Horizon Capital Management, LLC | Lake Forest, IL | $136.2M | — |
| Fithian LLC | New York, NY | $136.2M | — |
| Professional Wealth Management Services LLC | Statesville, NC | $136.2M | — |
| Paradigm Advisors, L.L.C. | Dallas, TX | $136.1M | — |
| Capitol Family Office, Inc. | Beaverton, OR | $136.1M | — |
| Wealthrise Financial Planning, LLC | Carlsbad, CA | $136M | — |
| Barrier Capital Management, LLC | San Francisco, CA | $136M | 1 |
| Bh Asset Management, LLC | New York, NY | $136M | — |
| 15 Equity, LLC | Santa Barbara, CA | $135.9M | — |
| A J Feldman Financial, LLC | | $135.9M | — |
| Kassira Wealth Management, LLC | | $135.9M | — |
| McMahan Capital Management LLC | Carmel, IN | $135.9M | — |
| Landmark Wealth Advisors, LLC | Farmington, UT | $135.9M | — |
| 1n Capital, LLC | | $135.9M | — |
| Veritas Wealth Management, LLC | Salt Lake City, UT | $135.8M | — |
| Loretta Nolan Associates, LLC | Old Greenwich, CT | $135.8M | — |
| Financial Management Associates, LLC | Windham, NH | $135.8M | — |
| Luma Capital LLC | Naples, FL | $135.8M | 24 |
| East Rock Financial Services, LLC | | $135.8M | — |
| Bright Portfolios, LLC | Lee's Summit, MO | $135.7M | — |