| Mar Wealth Management Services, LLC | West Palm Beach, FL | $125.1M | — |
| Wilson Group Financial Management, LLC | Orlando, FL | $125.1M | — |
| Abbondandolo Wealth Management Corp | Glen Cove, NY | $125.1M | — |
| Strongtower Wealth Management, PLC | Hot Springs, AR | $125M | — |
| Institutional Investment Consulting | Bloomfield Hills, MI | $125M | — |
| Paradoxiom Capital LP | Stamford, CT | $125M | — |
| East Beach Asset Management, LLC | Los Angeles, CA | $125M | — |
| Doxara Capital LP | Jacksonville, FL | $125M | — |
| Tidehaven Wealth, LLC | Mount Pleasant, SC | $125M | — |
| Masterpiece Capital, LLC | Austin, TX | $124.9M | — |
| Wolf Financial Advisors LLC | Pekin, IL | $124.9M | — |
| Landmark Investment Partners, L.P. | West Palm Beach, FL | $124.9M | 1 |
| Dakota Investments, LLC | Bryn Mawr, PA | $124.8M | — |
| Harborview Asset Management LLC | Gig Harbor, WA | $124.7M | — |
| Axiom Wealth Strategies, LLC | Bend, OR | $124.7M | — |
| Ngp Financial Planning, LLC | | $124.7M | — |
| UMB Private Wealth Management, LLC | Kansas City, MO | $124.7M | 4 |
| US Infravest Managers LP | | $124.6M | 2 |
| Haykin, Michael | | $124.5M | — |
| Captial Advisor Network | Lafayette, IN | $124.5M | — |
| Fortis Private Wealth Advisors, LLC | Miami, FL | $124.4M | — |
| Vorpahl Wing Advisors, Inc. | Spokane, WA | $124.4M | — |
| Streamsong Advisors, LLC | Grand Rapids, MI | $124.4M | — |
| Sila Financial, LLC | | $124.3M | — |
| Coral Wealth Management, LLC | Miami, FL | $124.3M | — |
| Rilex Capital LLC | Manasquan, NJ | $124.3M | — |
| Apo Financial Services, LLC | Westminster, CO | $124.3M | — |
| Watkinson Capital Advisors LLC | Berwyn, PA | $124.2M | — |
| Oakmont Wealth Advisory, LLC | Columbia, MD | $124.2M | — |
| Royal Palms Capital, LLC | | $124.2M | — |
| Merryfield Barnes, LLC | Ithaca, NY | $124.2M | — |
| Cardea Capital Advisors, LLC | Vero Beach, FL | $124.2M | — |
| Emergent Capital Advisors, LLC | Houston, TX | $124.1M | — |
| T.r.u.e. Coastal Capital, LLC | Savannah, GA | $124.1M | — |
| Jmh Wealth Management, LLC | Hanover, NH | $124.1M | — |
| Eagle Point Enhanced Income Management LLC | Greenwich, CT | $124.1M | — |
| Peterson Financial Services LLC | Denver, CO | $124M | — |
| Brooklawn Capital Advisors LLC | New York, NY | $124M | — |
| Surience Private Wealth LLC | Yakima, WA | $124M | — |
| Abridge Partners, LLC | | $124M | — |
| Meridian Asset Management, LLC | | $124M | — |
| Titan Investment Management LLC | Indianapolis, IN | $123.9M | — |
| Iowa Wealth Management, LLC | West des Moines, IA | $123.9M | — |
| Midwest Financial Associates, Inc. | Rockford, IL | $123.9M | — |
| Agilis Investment Management LLC | Wilton, CT | $123.8M | — |
| Tqm Wealth Partners, LLC | Marblehead, MA | $123.7M | — |
| Greenleaf Financial Network, LLC | | $123.7M | — |
| Cosey Financial Services, Inc. | Knoxville, TN | $123.7M | — |
| Kucharo Wealth, LLC | Charlotte, NC | $123.7M | — |
| Peace of Mind Financial, Inc | Colorado Springs, CO | $123.6M | — |