| Schuylkill Financial, LLC | Wyomissing, PA | $123.6M | — |
| Candide Group, LLC | Oakland, CA | $123.6M | — |
| Fitzwilliams Wealth Management Inc. | Chesapeake, VA | $123.5M | — |
| Daly Investment Management, LLC | Mount Prospect, IL | $123.5M | — |
| Tactica LLC | | $123.5M | — |
| Ideal Retirement Solutions, LLC | Port Charlotte, FL | $123.5M | — |
| Zuckerman Capital Management, LLC | Los Angeles, CA | $123.5M | — |
| Q2 Wealth Management LLC | Lexington, KY | $123.5M | — |
| Gallagher Wealth Management, Inc | Danville, CA | $123.5M | — |
| Investment Management Trust, LLC | Fitchburg, MA | $123.5M | — |
| Integra Financial, Inc. | Greenwood Village, CO | $123.4M | — |
| O'Domhnaill Enterprises, Inc. | Cody, WY | $123.3M | — |
| Dewitt Investment Research & Management Inc | Collegeville, PA | $123.2M | — |
| Pacific Specialty Investment Group, LLC | Newport Beach, CA | $123.2M | — |
| Caprice Capital Partners, LLC | | $123.2M | 2 |
| Lang & Becker, Inc. | Washington, MO | $123.2M | — |
| Davies Financial Advisors, Inc. | Murrieta, CA | $123.1M | — |
| Ibs Capital LLC | Medfield, MA | $123M | 3 |
| Samara Investment Management, LLC | Beaverton, OR | $123M | — |
| Valliance Asset Management LLC | New York, NY | $123M | — |
| Arkhouse Management Co. LP | New York, NY | $122.9M | 4 |
| Bretton Capital Management LLC | San Francisco, CA | $122.8M | — |
| Worth Financial Group Inc. | Dallas, TX | $122.8M | — |
| Sunstone Advisors, LLC | Irvine, CA | $122.8M | 8 |
| Legacy Financial Services Group, Inc. | Traverse City, MI | $122.8M | — |
| Enduring Wealth Advisors, LLC | Temecula, CA | $122.8M | — |
| Senior Tax Advisory Group, Inc | Colorado Springs, CO | $122.8M | — |
| Contango Wealth Management LLC | Oakland, CA | $122.8M | — |
| Rall Capital Management, Inc. | Rockledge, FL | $122.7M | — |
| Investment Consultants LLC | | $122.7M | — |
| Tc Financial Management, Co. Inc. | Margate City, NJ | $122.7M | — |
| Wassaw Sound Management, LLC | Savannah, GA | $122.7M | — |
| Elevated Wealth, LLC | | $122.7M | — |
| Uak Diversified LLC | | $122.7M | — |
| Every Securities LLC | Sacramento, CA | $122.7M | — |
| Kahn Financial Group, Inc. | Clearwater, FL | $122.6M | — |
| Alphabond LLC | Palm Beach, FL | $122.6M | — |
| Trillium Investments LLC | Emeryville, CA | $122.6M | — |
| Silver Creek Capital Management LLC | Seattle, WA | $122.5M | 8 |
| Main Line Group Wealth Management, LLC | | $122.5M | 2 |
| Maynerich Financial | Virden, IL | $122.5M | — |
| Castlebar Asset Management, LLC | Overland Park, KS | $122.5M | — |
| Coast Advisory LLC | East Troy, WI | $122.5M | — |
| V3limited LLC | Radnor, PA | $122.4M | — |
| Lionsbridge Wealth Management LLC | Jacksonville Beach, FL | $122.4M | — |
| Integrated Wealth Advisors, LLC | Bellevue, WA | $122.4M | — |
| Pegasus Financial Group LLC | Chantilly, VA | $122.3M | — |
| Fnex Wealth, LLC | Indianapolis, IN | $122.3M | — |
| Fsc Wealth Advisors, LLC | Fishkill, NY | $122.3M | — |
| Arbor Financial Services, LLC | Downers Grove, IL | $122.2M | — |