| Idx Advisors, LLC | Scottsdale, AZ | $128.1M | — |
| Ydfs, Inc. | | $128.1M | — |
| Guardian Capital, LLC | Wexford, PA | $128.1M | — |
| Lifespring Wealth Management, LLC | | $128M | — |
| Harbor Hills, Inc. | Montecito, CA | $128M | — |
| Second Half Financial Partners, LLC | Sebring, FL | $128M | — |
| Opus Private Wealth Group, LLC | Orange, CA | $128M | — |
| Breakwater Financial, LLC | Needham, MA | $127.9M | — |
| Cove View Investment Partners, LLC | Old Greenwich, CT | $127.8M | 1 |
| Wiser Advisor Group LLC | | $127.8M | — |
| Chartered Advisory Group, Inc. | Chadds Ford, PA | $127.7M | — |
| Split Creek LLC | | $127.7M | — |
| Global Portfolio Solutions, Inc. | Scottsdale, AZ | $127.7M | — |
| Willow Financial LLC | Rogers, AR | $127.6M | — |
| Solidarity Capital Management, LLC | Lehi, UT | $127.6M | 1 |
| Align Advisor Group, LLC | Vineland, NJ | $127.5M | — |
| Hidden Hills Wealth, LLC | | $127.5M | — |
| Evolution Investment Management LLC | Austin, TX | $127.5M | 6 |
| Longview Wealth Management, LLC | | $127.5M | — |
| Hatcher Capital Investments, Inc. | Little Rock, AR | $127.5M | — |
| S Capital Wealth Advisors, LLC | Mahtomedi, MN | $127.5M | — |
| Divvi Wealth Management LLC | Kansas City, MO | $127.4M | — |
| We Financial Group LLC | San Francisco, CA | $127.4M | — |
| Citigroup Alternative Investments LLC | New York, NY | $127.4M | 7 |
| Cardinal Retirement Planning, Inc. | | $127.4M | — |
| Luminescent Wealth Management, Inc. | Scottsdale, AZ | $127.4M | — |
| Millenia Financial Partners, LLC | | $127.4M | — |
| 2 Knights Wealth Management, LLC | Pepper Pike, OH | $127.3M | — |
| Fairchild Financial Advisors, Inc. | Folsom, CA | $127.3M | — |
| Moore Financial Advisors, Ltd. | Belmont, MA | $127.2M | — |
| Axim Wealth Management LLC | Springboro, OH | $127.2M | — |
| Wright Wealth Strategies, LLC | San Luis Obispo, CA | $127.2M | — |
| Synergy Wealth Management, LLC | Grand Rapids, MI | $127.1M | — |
| Protocol Wealth, LLC | Denver, CO | $127.1M | — |
| D&a Advisors, LLC | Reno, NV | $127.1M | 2 |
| Oxley, Harry Keir | San Francisco, CA | $127M | — |
| Sage Wealth Planning, LLC | Georgetown, TX | $127M | — |
| Growstrong Wealth Strategies, LLC | Fort Collins, CO | $127M | — |
| Gainspoletti Wealth Planners Advisory LLC | Cleveland, MS | $127M | — |
| Miller Financial Services, Inc. | San Juan Capistrano, CA | $127M | — |
| Kingsford Capital Management, LLC | Point Richmond, CA | $127M | 2 |
| Ashwood Advisors, LLC | Medfield, MA | $126.9M | — |
| Duke Funding Management, L.L.C. | Old Greenwich, CT | $126.9M | 4 |
| Advr, Inc | Charleston, SC | $126.8M | — |
| Bone Fide Wealth, LLC | New York, NY | $126.7M | — |
| Personal Money Planning, LLC | Wichita Falls, TX | $126.7M | — |
| Shadowridge Asset Management, LLC | Austin, TX | $126.7M | — |
| Carmichael Capital, Inc. | Franklin, TN | $126.6M | — |
| Brackenwood Capital Management, LLC | Bainbridge Island, WA | $126.6M | — |
| Artesa Financial Group, LLC | Conroe, TX | $126.6M | — |