| 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 | — |
| Tripletail Wealth Management, LLC | Orlando, FL | $132.1M | — |
| Canterbury Capital Wealth Management, LLC | Tuscaloosa, AL | $132.1M | — |
| Lee-Way Financial Services, Inc | Hattiesburg, MS | $132.1M | — |
| Pmv Capital Advisers, LLC | Dallas, TX | $132M | — |
| Jgc Wealth Management, LLC | Salem, OR | $132M | — |
| Wealthmark, LLC | Bellingham, WA | $132M | — |
| Secure Wealth, Inc. | Boca Raton, FL | $132M | — |
| Schmitz Capital Partners, LLC | Mill Valley, CA | $132M | — |
| Blue Line Capital, LLC | Chicago, IL | $131.9M | — |
| Advisor Compliance Partners LLC | Kailua-Kona, HI | $131.9M | — |
| Tublin - Difusco Advisors Inc. | | $131.9M | — |
| Pw Advisors, LLC | Tallahassee, FL | $131.8M | — |
| Laminar Wealth LLC | Clayton, MO | $131.8M | — |
| Rdg Capital Management LLC | Pittsford, NY | $131.8M | — |
| Nest Investments LLC | Conshohocken, PA | $131.7M | — |
| Teplitz Financial Group LLC | Old Bridge, NJ | $131.7M | — |
| Lmpg Wealth Advisors, LLC | Miami, FL | $131.7M | — |
| The Breit Group, LLC | Wrightsville Beach, NC | $131.6M | — |
| Euclidean Technologies Management, LLC | Seattle, WA | $131.6M | — |
| Awr Investment Management, LLC | San Rafael, CA | $131.6M | — |
| Benchmark Financial, LLC | Wilmington, DE | $131.6M | — |
| Imprint Wealth LLC | Mount Pleasant, SC | $131.6M | — |
| 1st Discount Brokerage, Inc. | Lake Worth, FL | $131.4M | — |
| Linx Partners, LLC | Atlanta, GA | $131.4M | 7 |
| Warm Springs Advisors Inc. | Larkspur, CA | $131.3M | — |
| Middleton & Company | Vancouver, WA | $131.3M | — |
| Conscious Capital Wealth Management, LLC | Tampa, FL | $131.3M | — |
| Layline Advisors, LLC | Rochester, NY | $131.3M | — |
| Seattle Wealth Management LLC | Seattle, WA | $131.3M | — |
| Sheeley & Partners Wealth Management, LLC | Providence, RI | $131.3M | — |