| Panorama Wealth Advisors | Greenwood Village, CO | $133.7M | — |
| Dbd Retirement and Financial Services, LLC | | $133.7M | — |
| Anderson Griggs & Company, Inc. | Rock Hill, SC | $133.6M | — |
| Lasalle Investment Advisors, Inc. | Pewaukee, WI | $133.6M | — |
| Garhwal, Chan & Williams Inc. | San Francisco, CA | $133.6M | — |
| Loyd Financial Management Inc. | Centennial, CO | $133.5M | — |
| Argo Infrastructure Management, LP | New York, NY | $133.5M | 1 |
| Rechter Wealth Management, LLC | | $133.5M | — |
| Bislett Management, LLC | | $133.5M | 1 |
| Elm Capital Management LLC | Pittsburgh, PA | $133.4M | — |
| Blue Jean Financial LLC | Albany, NY | $133.3M | — |
| V. M. Manning & Co., Inc. | Greenville, SC | $133.3M | — |
| Courant Investment Management LLC | | $133.3M | 1 |
| Certified Financial Strategies Corporation | Dallas, TX | $133.3M | — |
| Hayes Wealth Advisors, LLC | | $133.3M | — |
| Lifecapital Partners LLC | New York, NY | $133.2M | — |
| Double Eagle Capital Management LP | Southlake, TX | $133.2M | 2 |
| Jacobs Equity | Draper, UT | $133.2M | — |
| Kanos Capital Management, LLC | Houston, TX | $133.2M | — |
| Acadia Legacy Group, LLC | Clive, IA | $133.2M | — |
| Quantify Chaos Advisors, LLC | | $133.2M | — |
| The Hajdari Group, LLC | Staten Island, NY | $133M | — |
| Blackgold Capital Management LP | Houston, TX | $133M | 7 |
| Grimaldi Portfolio Solutions, Inc | Wappingers Falls, NY | $133M | — |
| Family Financial Group | West Monroe, LA | $133M | — |
| Structural Solutions LLC | Chapel Hill, NC | $133M | 3 |
| Smith, Brian David | Greenville, SC | $133M | — |
| Safran Wealth Advisors, LLC | New York, NY | $132.9M | — |
| Harlow Capital Management LLC | | $132.9M | 3 |
| Lumida Wealth Management LLC | Wayne, NJ | $132.8M | 8 |
| Degreen Private Wealth, LLC | Scottsdale, AZ | $132.8M | — |
| Ari Group, LLC | New York, NY | $132.8M | — |
| Green & Deckert LLC | Lubbock, TX | $132.8M | — |
| Truadvisors Financial, LLC | Tampa, FL | $132.7M | — |
| Tricapital Wealth Management, Inc. | Charlotte, NC | $132.7M | — |
| Charis Legacy Partners, LLC | Bryan, TX | $132.7M | — |
| Wells Financial Management, LLC | Asheville, NC | $132.7M | — |
| Complete Wealth Management, LLC | | $132.5M | — |
| Summitpoint Capital Management | Littleton, CO | $132.5M | — |
| Clarity Financial Planners, LLC | Clayton, MO | $132.5M | — |
| Jll Partners Fch, Inc. | New York, NY | $132.4M | 1 |
| Legacy Wealth Advisors, LLC | Clinton Township, MI | $132.3M | — |
| Stites Financial Consulting | Wilton, CA | $132.3M | — |
| Jansen Wealth Management LLC | Altoona, WI | $132.3M | — |
| Peak Financial Consulting, Inc. | Bloomington, MN | $132.3M | — |
| Geremia Financial Services, LLC | Edison, NJ | $132.2M | — |
| Wealth Ease Wealth Management LLC | Marshall, MI | $132.2M | — |
| Usca Asset Management LLC | Houston, TX | $132.1M | 24 |
| Ramsey Hill Asset Management LLC | | $132.1M | — |
| Middle Street Capital, LLC | Newfields, NH | $132.1M | — |