| Ia Private Wealth (USA) Inc. | Toronto, Ontario | $135.1M | — |
| Kult Wealth Management Group, LLC | Brookfield, WI | $135.1M | — |
| Psc Financial LLC | Bloomington, MN | $135.1M | — |
| Colton Wealth Management | Arcadia, CA | $135.1M | — |
| Tradewinds Asset Management, LLC | Portland, OR | $135.1M | 1 |
| Brighter Financial Capital Management, LLC | Reston, VA | $135.1M | — |
| Aluman Inc. | | $135M | — |
| Bay Cliadakis & Associates, LLC | Chico, CA | $135M | — |
| Carota Wealth Management | | $135M | — |
| Jrs Wealth Management LLC | South Jordan, UT | $135M | — |
| Trotta, John (nmn) | Farmingdale, NY | $135M | — |
| Red Reef Advisors LLC | Boca Raton, FL | $135M | — |
| Schmitt Wealth Advisers, Corp. | Cincinnati, OH | $135M | — |
| Tsg Alpha Partners, LLC | Old Bridge, NJ | $134.9M | 12 |
| Fors Financial Consulting, Ps | Port Angeles, WA | $134.9M | — |
| Integrity Financial Advisors, LLC | Woburn, MA | $134.9M | — |
| Rw Baker Wealth Management Group LLC | Cheyenne, WY | $134.9M | — |
| Seal Cove Capital LLC | | $134.9M | — |
| Puff Wealth Management LLC | Haddonfield, NJ | $134.8M | — |
| Ap Capital Delaware LLC | New York, NY | $134.8M | 2 |
| Business-Owner Strategies Group, LLC | Apex, NC | $134.8M | — |
| Calder Financial LLC | | $134.8M | — |
| Big Sky Wealth Advisors, LLC | Great Falls, MT | $134.6M | — |
| Stonebridge Wealth Management, LLC | Frisco, TX | $134.6M | — |
| Independent Financial Advisors, Inc. | North Little Rock, AR | $134.5M | — |
| Soundpath Retirement Strategies, LLC | Bellevue, WA | $134.5M | — |
| Clarion Advisors Inc. | Auburn, CA | $134.4M | — |
| Longbow Asset Management | Tulsa, OK | $134.4M | — |
| Atlantic Union Municipal Advisors, Inc | Glen Allen, VA | $134.3M | — |
| Bluelist Partners, LLC | Occoquan, VA | $134.3M | — |
| 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 | — |