| Koon Financial Planning & Consulting, LLC | Greenwood, IN | $146.9M | — |
| Proficient Wealth Counselors, LLC | Norwood, MA | $146.9M | — |
| Bwa, LLC | San Mateo, CA | $146.9M | — |
| Clf Asset Management, Inc. | Madison, WI | $146.9M | — |
| Hobbs Wealth Management, LLC | Zionsville, IN | $146.7M | — |
| Artience Capital Management, LLC | | $146.7M | — |
| Money Managers, Inc. | San Antonio, TX | $146.6M | — |
| Larsen, Glen Allen | Salt Lake City, UT | $146.6M | — |
| Wealthgen Advisors, LLC | Sarasota, FL | $146.6M | — |
| Stone Steps Financial, LLC | Encinitas, CA | $146.6M | — |
| Vision Capital Partners | Ann Arbor, MI | $146.6M | — |
| Lucien Stirling & Gray Advisory Group Inc | Austin, TX | $146.6M | — |
| Fp Strategies LLC | San Juan, PR | $146.5M | — |
| Moelis Capital Partners LLC | New York, NY | $146.5M | 7 |
| Pinnacle Strategic Wealth Management, LLC. | King of Prussia, PA | $146.5M | — |
| Mfg Investments, LLC | Medford, NJ | $146.5M | — |
| Paramount Associates Wealth Management, LLC | Greenwood Village, CO | $146.5M | — |
| Ulta Wealth Management, LLC | Las Vegas, NV | $146.5M | — |
| J. Mark Nickell & Co. | Brentwood, TN | $146.4M | — |
| The Wealth Advantage Group, Inc. | Columbus, OH | $146.4M | — |
| Fort Advisors Inc | Austin, TX | $146.3M | — |
| Bird Rock Asset Management, LP. | Austin, TX | $146.3M | — |
| Essex Ridge Capital Group, LLC | St. Louis, MO | $146.3M | — |
| Wellington-Altus USA Inc. | Winnipeg, Manitoba | $146.2M | — |
| Cura & Senectus Investment AG | Vaduz, Vaduz | $146.2M | — |
| Guncheon Financial LLC | Dubuque, IA | $146.2M | — |
| Kruse Asset Management, LLC | Chicago, IL | $146.2M | 2 |
| Westbound Equity Management, LLC | Palo Alto, CA | $146.2M | 5 |
| Fmb Retirement Services | Westlake Village, CA | $146.2M | — |
| Jefferson Bridge Capital, LLC | Nashville, TN | $146.2M | — |
| Manna Wealth Management Inc. | Miami Beach, FL | $146.1M | — |
| Ankerstar Wealth, LLC | Leander, TX | $146.1M | — |
| Core Alpha, Inc. | Rochester, NY | $146.1M | — |
| Campbell Asset Management, LLC | Chattanooga, TN | $146M | — |
| Millennial Wealth Advisors, LLC | | $146M | — |
| Mfg Wealth Management, Inc. | Indianapolis, IN | $146M | — |
| Ardenwood Advisors, LLC | | $146M | 2 |
| Mercantile Advisors I, LLC | Wichita Falls, TX | $146M | — |
| Fc Wealth, Inc. | Bellevue, WA | $146M | — |
| Alpha Capital Advisors, Inc. | Bangor, ME | $146M | — |
| The Stewardship Center,inc. | | $145.9M | — |
| Cornerstone Wealth Partners, LLC | Okemos, MI | $145.9M | — |
| Scalebuilder, LLC | New York, NY | $145.8M | 3 |
| Bluewater Wealth Advisors, LLC | Vestavia Hills, AL | $145.8M | — |
| Blueprint Wealth Management, LLC | The Villages, FL | $145.7M | — |
| Summit Hill Wealth Management, LLC | Greenwood Village, CO | $145.7M | — |
| Cornerstone Wealth Advisors, Inc. | Carlsbad, CA | $145.6M | — |
| Somerset Group LLC | Wayzata, MN | $145.6M | — |
| The Sher Wealth Management Group, Inc. | Needham, MA | $145.6M | — |
| Owlhouse Capital LP | New York, NY | $145.6M | 1 |