| Pacific Coast Investment Advisors, LLC | West Linn, OR | $122.2M | — |
| Apex Wealth Advisors LLC | | $122.2M | — |
| Condon Wealth Management, Inc. | Plymouth, MA | $122.1M | — |
| United Value Capital, LLC | | $122M | — |
| Laureate Wealth Management, LLC | Glen Ellyn, IL | $121.9M | 5 |
| Kw Wealth Management LLC | | $121.9M | — |
| First Look Capital Management, LLC | | $121.9M | — |
| Portfolio Resources Advisor Group, Inc. | Coral Gables, FL | $121.9M | — |
| Tolley Financial Group, LLC | Raleigh, NC | $121.9M | — |
| Clio Asset Management LLC | Charlottesville, VA | $121.8M | — |
| Cambrian Asset Management, Inc. | Mill Valley, CA | $121.8M | 2 |
| Ascentris, LLC | Denver, CO | $121.8M | 2 |
| Lifelong Wealth Management Group, LLC | Lake Oswego, OR | $121.7M | — |
| Commencement Financial Planning LLC | | $121.7M | — |
| Cypress Capital Management, LLC | Sheridan, WY | $121.7M | — |
| Encore Wealth Advisors, LLC | Morris, MN | $121.7M | — |
| New Wave Financial Services, LLC | | $121.6M | — |
| Arbalpha Capital, LLC | Miami, FL | $121.6M | — |
| Boston Portfolio Advisers, LLC | Boston, MA | $121.5M | — |
| Blue Haven Capital, LLC | Geneva, IL | $121.5M | — |
| Gira & Gira Investment Advisors LLC | Harrisonburg, VA | $121.4M | — |
| Regal Advisory Services, Inc. | Glenview, IL | $121.4M | — |
| Pathfinder Wealth Management, Inc. | Rockford, IL | $121.4M | — |
| Matrix Planning Inc | Santa Monica, CA | $121.4M | 1 |
| Connective Portfolio Management, LLC | New York, NY | $121.3M | — |
| Alder Point Capital Management LLC | Lafayette, CO | $121.3M | 3 |
| Wealth Planning Asset Management Limited Liability Company | Bedminster, NJ | $121.3M | — |
| Strickland Davis Advisors LLC | Marietta, GA | $121.3M | — |
| Encompass Advisory Services, LLC | Katy, TX | $121.3M | — |
| 4sight Wealth Advisors LLC | Skokie, IL | $121.2M | — |
| Life Strategies, Inc. | La Jolla, CA | $121.2M | — |
| Genesis Advisors, LLC | Fishers, IN | $121.2M | — |
| Allen Financial Management, LLC | Oxford, MI | $121.2M | — |
| Gudorf Financial Group, LLC | Dayton, OH | $121.1M | — |
| Resnick Wealth Alliance, LLC | Palm Beach Gardens, FL | $121.1M | — |
| West Financial Strategies, Inc. | Sanford, NC | $121M | — |
| Jbglobal.com LLC | New York, NY | $120.9M | — |
| Symmetry Wealth Management, LLC | Mount Prospect, IL | $120.9M | — |
| Craft Asset Management LLC | Tampa, FL | $120.8M | — |
| Doucet Asset Management, LLC | New Orleans, LA | $120.8M | — |
| Epic Wealth Management, LLC | Oklahoma City, OK | $120.8M | — |
| Women's Wealth Advisor | Chester, NJ | $120.8M | — |
| Van Winkle Wealth Management Group LLC | Newark, OH | $120.8M | — |
| Montchanin Asset Management, LLC | Montchanin, DE | $120.8M | — |
| Emerald Asset Management, Inc. | Rocky Mount, NC | $120.8M | — |
| Williams and Schiller Wealth Management, LLC | Sandpoint, ID | $120.7M | — |
| Wright Cove Capital, LLC | Portland, ME | $120.7M | — |
| Kevin e. Vandenberg, LLC | | $120.6M | — |
| Leder Fiduciary Capital LLC | Bellaire, TX | $120.6M | — |
| 10elms LLP | Tulsa, OK | $120.6M | — |