| Fortune Financial Group, Inc. | | $141M | — |
| Liberty Asset Management, LLC | Allentown, PA | $141M | — |
| Additive Advisory Pbc | Memphis, TN | $140.9M | 1 |
| Wolverine Wealth Advisory Services Inc. | Bloomfield Hills, MI | $140.9M | — |
| Wilmington Trust Investment Management LLC | Wilmington, DE | $140.8M | — |
| Immaculate Wealth Management, LLC | Mesa, AZ | $140.8M | — |
| Mpwa, Inc. | Bakersfield, CA | $140.8M | — |
| Sherman Asset Management, Inc. | Ventura, CA | $140.8M | 1 |
| Dlk Investment Advisors, LLC | Mercer Island, WA | $140.7M | — |
| Vertis Wealth, LLC | Chicago, IL | $140.7M | — |
| Clear Sky Financial, LP | Prosper, TX | $140.6M | — |
| Rsg Investments LLC | Overland Park, KS | $140.5M | — |
| Actitrust Wealth Management LLC | Plantation, FL | $140.5M | — |
| Millington Securities, LLC | Red Bank, NJ | $140.5M | — |
| Steele Street Capital LLC | Portsmouth, NH | $140.5M | — |
| Plan First Wealth LLC | | $140.3M | — |
| Mwm Wealth Advisory, LLC | Plymouth, MN | $140.3M | — |
| Dai Asset Management, LLC | Washington, DC | $140.3M | 3 |
| Olive Branch Capital, LLC | | $140.2M | — |
| Savior LLC | Wellesley, MA | $140.2M | 12 |
| Excomp Asset Management Ltd | Melville, NY | $140.2M | — |
| Monroe Capital Real Estate Credit Advisors, LLC | Chicago, IL | $140.2M | — |
| Agman Capital LLC | Omaha, NE | $140.2M | — |
| Hoya Capital Real Estate, LLC | Rowayton, CT | $140.1M | — |
| Qm Advisors LLC | | $140.1M | 1 |
| Bosman Wealth Management, LLC | Redlands, CA | $140.1M | — |
| Flagship Investment Management LLC | Houston, TX | $140M | 2 |
| Larson Williams Wealth Advisors, LLC | Cedar City, UT | $140M | — |
| Fortis Portfolio Solutions, LLC | Chicago, IL | $140M | — |
| Chipser Wealth Management, LLC | Destin, FL | $140M | — |
| Claremont Financial Group,inc. | Claremont, CA | $140M | — |
| Credentialed Wealth Advisors, LLC | Johnstown, CO | $139.8M | — |
| Jemma Investment Advisors LLC | Baltimore, MD | $139.8M | — |
| Fairview Constitution Management IV LLC | West Hartford, CT | $139.8M | 4 |
| Tonka Capital Partners, LLC | Minnetonka, MN | $139.8M | 1 |
| Legacy Pcg, LLC | Newport, CA | $139.8M | — |
| Omega Capital Management,llc | Flanders, NJ | $139.7M | — |
| Kadita Partners PTE. Ltd. | Singapore | $139.7M | 1 |
| Imperity Wealth Alliance LLC | Melville, NY | $139.7M | — |
| Ross Wealth Advisors, LLC | Columbus, OH | $139.7M | — |
| Monetary Solutions, Ltd. | Dayton, OH | $139.7M | — |
| Contrary Legacy LLC | | $139.7M | — |
| Coombs Wealth Advisory, LLC | Blue Bell, PA | $139.6M | — |
| Haverstock Capital LLP | London | $139.6M | — |
| Boyd Financial Strategies, Inc. | Auburn, MA | $139.6M | — |
| Sikorski Wealth Management, LLC | San Diego, CA | $139.6M | — |
| Clarity Retirement & Wealth, LLC | New Bedford, MA | $139.5M | — |
| Alteris Capital Partners, LLC | Houston, TX | $139.5M | — |
| Teza Capital Management LLC | Chicago, IL | $139.5M | 1 |
| Telos Partners LLC | Avon, CT | $139.5M | — |