| Clearwater Capital Management LLC | | $139.3M | — |
| Cravens Brothers Private Wealth Management LLC | Dallas, TX | $139.3M | — |
| Lane Generational LLC | | $139.3M | 1 |
| Raven Capital Management LLC | New York, NY | $139.3M | 4 |
| Legacy Financial Advisors II, LLC | | $139.2M | — |
| Benold Financial Planning Inc. | | $139.1M | — |
| Rand Advisors, LLC | | $139M | 2 |
| Perkins Capital Management Inc | Wayzata, MN | $139M | — |
| Stonebriar Wealth, LLC | Lehi, UT | $139M | — |
| Twenty Twenty Investment Advisors,llc | | $139M | — |
| Gunder Wealth Management, LLC | | $139M | — |
| Brooktree Capital Management Inc. | Grand Rapids, MI | $138.9M | 1 |
| Mfg Wealth Management, Inc. | Indianapolis, IN | $138.9M | — |
| Advantage Investing, Inc. | Coral Gables, FL | $138.9M | — |
| Blair Hall Advisors, LLC | | $138.8M | — |
| Saratoga Capital Management, LLC | Avondale, AZ | $138.8M | — |
| Wisdom Wealth Investment Advisors LLC | Phoenix, AZ | $138.8M | — |
| Broussard Financial Group, LLC | Kaplan, LA | $138.8M | — |
| Pennantpark Private Income Fund Advisers LLC | Miami Beach, FL | $138.8M | — |
| Dorato Capital Management | | $138.7M | — |
| Metanoia Financial, LLC | | $138.7M | — |
| Revere Capital Management LP | Dallas, TX | $138.7M | 2 |
| Marchand Faries Financial Management, Inc. | | $138.7M | — |
| Wynwood Capital, LLC | | $138.7M | — |
| Strategic Probability Partners, LLC | | $138.6M | — |
| Investment & Retirement Advisors, LLC | Murfreesboro, TN | $138.6M | — |
| Cb Capital Advisors, LLC | New York, NY | $138.6M | — |
| Centerstar Asset Management, LLC | Chicago, IL | $138.6M | 3 |
| Centerpiece Wealth Advisor L.L.C. | Greenwood Village, CO | $138.6M | — |
| Tkc Wealth Management LLC | Dallas, TX | $138.6M | — |
| Stone Loft Wealth Management LLC | | $138.6M | — |
| Comprehensive Planning Associates, Inc. | Lebanon, NH | $138.4M | — |
| Blueprint Wealth Management Advisors LLC | | $138.4M | — |
| Swp Investment Management LLC | Independence, OH | $138.4M | — |
| Fsam LLC | Alpharetta, GA | $138.4M | — |
| Garrison Bradford & Associates Inc | New York, NY | $138.3M | — |
| Stratton Capital Investment Advisory LLC | New York, NY | $138.3M | — |
| Wildes Financial Strategies, Inc | Georgetown, SC | $138.3M | — |
| Maya Advisors, Inc. | Palo Alto, CA | $138.2M | — |
| Paragon Investing, LLC | | $138.2M | — |
| Mark Bell Advisory Services, Inc. | Chicago, IL | $138.2M | — |
| Calamita Wealth Management Inc. | Charlotte, NC | $138.2M | — |
| Burr Financial Services, LLC | | $138.1M | — |
| Arbor Wealth Management, LLC | Tempe, AZ | $138.1M | — |
| Tano Capital, LLC | San Mateo, CA | $138M | 1 |
| American Investment Advisors Inc | Madison, WI | $137.9M | — |
| Landolt Securities, Inc. | Lake Bluff, IL | $137.8M | — |
| Vericrest Private Wealth, LLC | Newtown, PA | $137.8M | — |
| Tarheel Advisors, LLC | Chapel Hill, NC | $137.8M | — |
| Stock Farm Partners LLC | Palo Alto, CA | $137.7M | 3 |