| Fr Financial Advisors LLC | Coral Springs, FL | $135.7M | — |
| Hot Creek Capital, L.L.C. | Kirkland, WA | $135.7M | 1 |
| Hepworth Equity Partners, LLC | | $135.6M | — |
| Morningside Asset Management LLC | Wilmington, DE | $135.6M | — |
| Cassilly Financial Group, LLC | Severna Park, MD | $135.5M | — |
| Canaccord Genuity Wealth Management (USA) Inc. | Vancouver, Bc | $135.5M | — |
| Revo Financial, LLC | Bartlesville, OK | $135.4M | — |
| Dover Investment Advisory Corporation | | $135.4M | — |
| Global Financial Planning Group, LLC | Troy, MI | $135.3M | — |
| Allegro Mineral Partners LLC | Houston, TX | $135.3M | 4 |
| Keller Financial Group, Inc. | Camp Hill, PA | $135.3M | — |
| Pathway Financial Solutions, Inc. | Salina, KS | $135.3M | — |
| Light Capital LLC | Santa Monica, CA | $135.3M | 1 |
| Fogarty Wealth Management, Inc. | Missouri City, TX | $135.3M | — |
| Chicago Capital Management Advisors, LLC | Lisle, IL | $135.2M | — |
| Heights Point Management, LP | New York, NY | $135.2M | 1 |
| Sparrow Wealth Management, Inc. | Orlando, FL | $135.2M | — |
| Crystal Cove Asset Management, LLC | Newport Beach, CA | $135.2M | — |
| Dreamers Management LLC | El Segundo, CA | $135.2M | 1 |
| Lightsmith Climate Resilience Management LLC | New York, NY | $135.1M | 1 |
| Ia Private Wealth (USA) Inc. | Toronto, Ontario | $135.1M | — |
| Kult Wealth Management Group, LLC | Brookfield, WI | $135.1M | — |
| Psc Financial LLC | Bloomington, MN | $135.1M | — |
| Colton Wealth Management | Arcadia, CA | $135.1M | — |
| Tradewinds Asset Management, LLC | Portland, OR | $135.1M | 1 |
| Brighter Financial Capital Management, LLC | Reston, VA | $135.1M | — |
| Aluman Inc. | | $135M | — |
| Bay Cliadakis & Associates, LLC | Chico, CA | $135M | — |
| Carota Wealth Management | | $135M | — |
| Trotta, John (nmn) | Farmingdale, NY | $135M | — |
| Jrs Wealth Management LLC | South Jordan, UT | $135M | — |
| Red Reef Advisors LLC | Boca Raton, FL | $135M | — |
| Schmitt Wealth Advisers, Corp. | Cincinnati, OH | $135M | — |
| Tsg Alpha Partners, LLC | Old Bridge, NJ | $134.9M | 12 |
| Fors Financial Consulting, Ps | Port Angeles, WA | $134.9M | — |
| Integrity Financial Advisors, LLC | Woburn, MA | $134.9M | — |
| Rw Baker Wealth Management Group LLC | Cheyenne, WY | $134.9M | — |
| Seal Cove Capital LLC | | $134.9M | — |
| Puff Wealth Management LLC | Haddonfield, NJ | $134.8M | — |
| Ap Capital Delaware LLC | New York, NY | $134.8M | 2 |
| Business-Owner Strategies Group, LLC | Apex, NC | $134.8M | — |
| Calder Financial LLC | | $134.8M | — |
| Big Sky Wealth Advisors, LLC | Great Falls, MT | $134.6M | — |
| Stonebridge Wealth Management, LLC | Frisco, TX | $134.6M | — |
| Independent Financial Advisors, Inc. | North Little Rock, AR | $134.5M | — |
| Soundpath Retirement Strategies, LLC | Bellevue, WA | $134.5M | — |
| Clarion Advisors Inc. | Auburn, CA | $134.4M | — |
| Longbow Asset Management | Tulsa, OK | $134.4M | — |
| Atlantic Union Municipal Advisors, Inc | Glen Allen, VA | $134.3M | — |
| Bluelist Partners, LLC | Occoquan, VA | $134.3M | — |