| Nexpoint Advisors, L.P. | Dallas, TX | $131.2M | — |
| Stawnychy Financial Services, Inc. | Kinnelon, NJ | $131.2M | — |
| Sterling Bridge Financial Group LLC | Palm Harbor, FL | $131.1M | — |
| Frisco Financial Planning LLC | | $131.1M | — |
| Ronin Equity Partners LLC | New York, NY | $131.1M | 4 |
| Kerr Financial Planning Corporation | Fresno, CA | $131M | — |
| Steeloaks Investment Advisers, Inc. | Weirton, WV | $131M | — |
| Warren Capital Management, Inc. | Charleston, SC | $131M | — |
| Family Wealth Partners LLC | Medford, NJ | $130.9M | — |
| Crescent City Retirement Group, LLC | Metairie, LA | $130.9M | — |
| Man Capital Management LLC | New York, NY | $130.8M | 1 |
| Dmk Advisor Group, Inc. | Lutz, FL | $130.8M | — |
| Open Source Investments, LLC | | $130.7M | — |
| Weinstat Wealth Management, Inc. | | $130.7M | — |
| First Growth Capital LLC | | $130.6M | — |
| Mench Financial Inc | Cincinnati, OH | $130.6M | — |
| Lincoln Douglas Investments, LLC | Mount Vernon, OH | $130.5M | — |
| Agemy Wealth Advisors, LLC | Dever, CO | $130.5M | — |
| Jcn Financial & Tax Advisory Group, LLC | Baton Rouge, LA | $130.5M | — |
| Equilibria Wealth Management, LLC | Katy, TX | $130.4M | — |
| Sartorial Wealth Inc. | Mississauga, Ontario | $130.4M | — |
| Messmer Capital Advisors LLC | Milford, OH | $130.4M | — |
| Altamira Financial Group, LLC | Santa Fe, NM | $130.3M | — |
| The Sherry Group, Inc. | Mountain Home, AR | $130.3M | — |
| Peakvalley Wealth, LLC | Roanoke, VA | $130.3M | — |
| Alliance of Wealth Advisors, LLC | Rapid City, SD | $130.3M | — |
| Arbus Capital Management, LLC | | $130.2M | — |
| Walsky Investment Management Inc | Wyomissing, PA | $130.2M | — |
| Montgomery Capital Advisors LLC | New York, NY | $130.1M | — |
| Wise Wealth Management, LLC | New York, NY | $130.1M | — |
| Cerasus Advisors Inc | | $130.1M | — |
| Versatile Capital Management L.L.C. | Chicago, IL | $130.1M | — |
| Capital City Wealth Management, Inc. | Bismarck, ND | $130M | — |
| My Financial Aurora Limited Liability Company | Austin, TX | $130M | — |
| Global Venture Management LLC | San Juan, PR | $130M | 2 |
| Seven Hills Capital Advisors, LLC | Cincinnati, OH | $130M | — |
| Wheels Up Wealth, Inc. | | $130M | — |
| Aria Wealth Management, Inc. | Saratoga, CA | $130M | — |
| Hondius Capital Management, LP | Norwalk, CT | $129.9M | 1 |
| Navigo Wealth Management, LLC | | $129.9M | — |
| Pearl Wealth LLC | | $129.9M | — |
| Sophis Investments LLC | New York, NY | $129.9M | — |
| Safe Harbor Fiduciary, LLC | Pensacola, FL | $129.9M | — |
| R. F. Lafferty & Co., Inc. | New York, NY | $129.8M | — |
| Catalyst Investment Management LLC | | $129.8M | — |
| Financial Network Specialists LLC | | $129.8M | — |
| Pasqua, Thomas | Palm City, FL | $129.7M | — |
| Vida Wealth Partners, Inc. | Santa Barbara, CA | $129.6M | — |
| MacLendon Wealth Management, LLC | Delray Beach, FL | $129.6M | — |
| Arnold Castellano and Associates, LLC | Shreveport, LA | $129.5M | — |