| Copperline Wealth Management & Planning | Cody, WY | $126.6M | — |
| Kingwood Investment Group, LLC | Kingwood, TX | $126.5M | — |
| Hickory Wealth Management, LLC | Springfield, MO | $126.5M | — |
| Acts Financial Advisors, LLC | McLean, VA | $126.5M | — |
| Twin Gryphon Advisors LLC | Marshfield, MA | $126.5M | 1 |
| Wallick Investments, LLC | Columbia, SC | $126.5M | — |
| Investment Office Resources, LLC | Clayton, MO | $126.5M | — |
| RIA Wealth Advisors, LLC | Round Rock, TX | $126.5M | — |
| Fortitude Private Wealth Inc. | Carmel, IN | $126.5M | — |
| Aisa Financial Planning Ltd | Devizes | $126.5M | — |
| P&a Capital Advisors, Inc. | New York, NY | $126.4M | 3 |
| Goldfarb Financial Management, LLC | | $126.4M | — |
| Financial Empowerment LLC | Burnsville, MN | $126.4M | — |
| Coker & Palmer, Inc. | Jackson, MS | $126.3M | — |
| Premier Private Wealth Management, LLC | Palm Harbor, FL | $126.3M | — |
| Bcm Capital Management LLC | Northfield, IL | $126.3M | 2 |
| Leste USA, LLC | Miami, FL | $126.3M | — |
| Shepherd Street Advisors LLC | Larkspur, CA | $126.2M | — |
| Trinity Investment Management, LLC | Fort Worth, TX | $126.2M | 1 |
| Private Wealth Management LLC | | $126.2M | — |
| Oak Street Advisors Inc | Myrtle Beach, SC | $126.2M | — |
| Vip Planners, Inc. | Roanoke, VA | $126.2M | — |
| Adirondack Research & Management Inc. | Guilderland, NY | $126.1M | — |
| Capital Wealth Advisors, Ltd. | West Bend, WI | $126.1M | — |
| Vip Wealth Advisors LLC | Decatur, GA | $126.1M | — |
| Significant Wealth Partners LLC | Cary, IL | $126.1M | — |
| Thielen Capital Corporation | Ladera Ranch, CA | $126M | — |
| Live Oak Management Group, LLC | Bluffton, SC | $126M | — |
| Integrity Road Wealth Partners LLC | Houston, TX | $126M | — |
| Reality Financial Planning Services, LLC | Sarasota, FL | $125.9M | — |
| Bsc Capital Partners, LLC | West des Moines, IA | $125.8M | — |
| Sundial Wealth LLC | Delray Beach, FL | $125.8M | 1 |
| Breakthru Advisory Services, LLC | Muskego, WI | $125.7M | — |
| Oda and Company, Inc. | Medina, OH | $125.6M | — |
| Hyphen Wealth Management LLC | Lafayette, CA | $125.6M | — |
| Liontree Partners LLC | New York, NY | $125.5M | 9 |
| Oak Street Investment Advisors, LLC | Greenwood Village, CO | $125.5M | 7 |
| Lone Peak Advisers, LLC | Draper, UT | $125.4M | — |
| Berkeley Advisors, Inc. | Atlanta, GA | $125.3M | — |
| Demers Constance Elaine | Columbus, OH | $125.3M | — |
| Maytal Asset Management LLC | White Plains, NY | $125.3M | — |
| Gardner Asset Management LLC | Dallas, TX | $125.3M | — |
| Wms Group LLC | | $125.3M | — |
| Bastion Fiduciary, LLC | | $125.2M | — |
| Konza Global Advisory, LLC | Overland Park, KS | $125.2M | — |
| Seedsafe Financial LLC | | $125.2M | — |
| Blue Curve Advisory, LLC | Towson, MD | $125.2M | — |
| Southpaw Asset Management LP | | $125.1M | 1 |
| Cantlon Financial Planning LLC | | $125.1M | — |
| 44 North Capital, LLC | Burlington, VT | $125.1M | — |