| Tano Capital, LLC | San Mateo, CA | $138M | 1 |
| Glassbead Capital Management LLC | Miami Beach, FL | $138M | 2 |
| 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 |
| Ashbay Capital, LLC | New York,, NY | $137.7M | — |
| Fien Capital Management, LLC | Rochester, NY | $137.7M | — |
| Apple & Associates | Grass Valley, CA | $137.7M | — |
| Prince Asset Management, Inc. | Sarasota, FL | $137.7M | — |
| Eubank, Hutson & Associates, LLC | Plano, TX | $137.7M | — |
| Ruggiero Investments, Inc. | West Palm Beach, FL | $137.6M | — |
| Korving & Company LLC | Suffolk, VA | $137.5M | — |
| Xxec Inc | Tulsa, OK | $137.5M | — |
| Box Hill Private Wealth | | $137.5M | — |
| Michael D. Taxman Investment Management,llc | Hanover, NH | $137.5M | — |
| Sustainvest Asset Management, LLC | Linwood, NJ | $137.4M | — |
| Vision Investment Advisors, LLC | Stamford, CT | $137.4M | — |
| Keystone Wealth Management Inc. | Waterloo, IA | $137.4M | — |
| Antipodean Advisors LLC | | $137.4M | 1 |
| Wallender, Timothy Joseph | Manhattan Beach, CA | $137.3M | — |
| Johnson & Shute Investment Advisors, Inc. | Bellevue, WA | $137.3M | — |
| Sqn Venture Partners, LLC | Charleston, SC | $137.3M | — |
| Argus Investors' Counsel, Inc. | New York, NY | $137.3M | — |
| Silverhawk Capital Partners, LLC | Overland Park, KS | $137.2M | 5 |
| Jaras Financial Services, Inc. | | $137.2M | — |
| Milagre Wealth Management, Inc. | White Plains, NY | $137.1M | — |
| 21 West Wealth Management LLC | Tustin, CA | $137.1M | — |
| Harger and Company, Inc. | Baton Rouge, LA | $137M | — |
| Ridgeline Research LLC | | $137M | — |
| Forefront Asset Management, LLC | Virginia Beach, VA | $136.9M | — |
| Directional Asset Management, LLC | Arlington Heights, IL | $136.9M | — |
| Ascension Wealth Partners, LLC | Pleasant Hill, CA | $136.9M | — |
| Cooke Wealth Management, LLC | Irvine, CA | $136.9M | — |
| Coordinated Capital Securities, Inc. | Fort Atkinson, WI | $136.8M | — |
| Central Wealth Management LLC | Madison, WI | $136.8M | — |
| Lewis Capital Management, LLLP | | $136.8M | — |
| River Crescent Advisors, LLC | Suffolk, VA | $136.8M | — |
| Champion Advisors LLC | | $136.8M | — |
| Springboard Asset Management LLC | Cheshire, CT | $136.8M | — |
| Black Walnut Wealth Management, LLC | Traverse City, MI | $136.8M | — |
| Rand Capital Management LLC | Buffalo, NY | $136.7M | 2 |
| Beyond Investing LLC | | $136.7M | — |
| Wealthkare.com, Inc. | Mount Union, PA | $136.7M | — |
| Grid 202 LLC | New York, NY | $136.6M | — |
| Norton Capital Management, Inc. | Henrico, VA | $136.6M | — |
| Old Barn Capital LLC | | $136.6M | — |
| Ele Advisory Services, Inc | Southfield, MI | $136.5M | — |
| Aventus Investment Advisors, Inc. | Naples, FL | $136.5M | — |