| Epic Advisory Services Corp | Boca Raton, FL | $134.3M | — |
| Cim Capital SA Management, LLC | Los Angeles, CA | $134.2M | — |
| Harbinger Capital Partners LLC | New York, NY | $134.2M | 5 |
| Wave Wealth Management, LLC | Frisco, TX | $134.2M | — |
| S & D Financial, L.L.C. | San Antonio, TX | $134.2M | — |
| Equilibrium Ventures, LLC | New York, NY | $134.2M | 5 |
| Heximer Investment Management Inc. | | $134.1M | — |
| Sound Financial Management, Inc. | Raleigh, NC | $134.1M | — |
| Summer Street Capital Partners, LLC | | $134.1M | 2 |
| Murray Financial Services, Inc | Chico, CA | $134M | — |
| Blue Star Wealth Management LLC | Lake Mary, FL | $134M | — |
| Tumolo Wealth Management LLC | East Lyme, CT | $134M | — |
| South Georgia Capital, LLC | Naperville, IL | $134M | — |
| Trio Wealth Management, LLC | Great Falls, VA | $134M | — |
| Lewis Financial, LLC | San Luis Obispo, CA | $134M | — |
| Blkbrd Asset Management LP | Old Greenwich, CT | $133.9M | 1 |
| Hudson Oak Wealth Advisory LLC | Hoboken, NJ | $133.9M | — |
| Gw Financial, Inc. | Reno, NV | $133.8M | — |
| Gibson Financial Solutions, Inc. | Ellsworth, ME | $133.7M | — |
| Arete Wealth Strategists, LLC | Brisbane | $133.7M | — |
| Panorama Wealth Advisors | Greenwood Village, CO | $133.7M | — |
| Dbd Retirement and Financial Services, LLC | | $133.7M | — |
| Anderson Griggs & Company, Inc. | Rock Hill, SC | $133.6M | — |
| Lasalle Investment Advisors, Inc. | Pewaukee, WI | $133.6M | — |
| Garhwal, Chan & Williams Inc. | San Francisco, CA | $133.6M | — |
| Loyd Financial Management Inc. | Centennial, CO | $133.5M | — |
| Argo Infrastructure Management, LP | New York, NY | $133.5M | 1 |
| Rechter Wealth Management, LLC | | $133.5M | — |
| Bislett Management, LLC | | $133.5M | 1 |
| Elm Capital Management LLC | Pittsburgh, PA | $133.4M | — |
| Blue Jean Financial LLC | Albany, NY | $133.3M | — |
| V. M. Manning & Co., Inc. | Greenville, SC | $133.3M | — |
| Courant Investment Management LLC | | $133.3M | 1 |
| Certified Financial Strategies Corporation | Dallas, TX | $133.3M | — |
| Hayes Wealth Advisors, LLC | | $133.3M | — |
| Lifecapital Partners LLC | New York, NY | $133.2M | — |
| Double Eagle Capital Management LP | Southlake, TX | $133.2M | 2 |
| Jacobs Equity | Draper, UT | $133.2M | — |
| Kanos Capital Management, LLC | Houston, TX | $133.2M | — |
| Acadia Legacy Group, LLC | Clive, IA | $133.2M | — |
| Quantify Chaos Advisors, LLC | | $133.2M | — |
| The Hajdari Group, LLC | Staten Island, NY | $133M | — |
| Blackgold Capital Management LP | Houston, TX | $133M | 7 |
| Grimaldi Portfolio Solutions, Inc | Wappingers Falls, NY | $133M | — |
| Family Financial Group | West Monroe, LA | $133M | — |
| Structural Solutions LLC | Chapel Hill, NC | $133M | 3 |
| Smith, Brian David | Greenville, SC | $133M | — |
| Safran Wealth Advisors, LLC | New York, NY | $132.9M | — |
| Harlow Capital Management LLC | | $132.9M | 3 |
| Lumida Wealth Management LLC | Wayne, NJ | $132.8M | 8 |