| Quantum Leap Capital, LLC | South Burlington, VT | $120.5M | 1 |
| Lotus Asset Management Limited Liability Company | | $120.5M | — |
| Ironhorse Capital LLC | Nashville, TN | $120.5M | — |
| Tweet Management Services, Inc. | La Mesa, CA | $120.5M | — |
| Trott Brook Financial, Inc. | Anoka, MN | $120.5M | — |
| Advanced Planning Advisors Group Inc. | Naperville, IL | $120.4M | — |
| Fullerton Advisors, LLC | Danville, CA | $120.4M | — |
| Thiel Investment Management Company, LLC | | $120.4M | — |
| Dachtler Wealth Advisors, LLC | Folsom, CA | $120.4M | — |
| Goldberg Financial Advisors, LLC | El Segundo, CA | $120.3M | — |
| Stonefield Investment Advisory, Inc. | Cedar Rapids, IA | $120.3M | — |
| Western Reserve Capital Management, LLC | Hudson, OH | $120.2M | — |
| Weber Capital Management LLC | | $120.2M | 3 |
| Davivienda Investment Advisor USA LLC | Miami, FL | $120.2M | — |
| American Wealth Advisors, LLC | Johns Creek, GA | $120.2M | — |
| Mile Wealth Management LLC | Irvine, CA | $120.1M | — |
| Abens Financial Services Inc | Edina, MN | $120.1M | — |
| Hinsdale Associates, Inc. | Hinsdale, IL | $120.1M | — |
| Sasser Investment Management, Inc. | Berkeley, CA | $120.1M | — |
| Summit Wealth Management LLC | Akron, OH | $120.1M | — |
| Marathon Partners Equity Management, LLC | New York, NY | $120.1M | 2 |
| Newport Asia LLC | San Francisco, CA | $120.1M | 4 |
| Glasgow Partners, LLC | | $120M | — |
| Seneca Capital Management, LLC | Denver, CO | $120M | 1 |
| K2 Wealth Management LLC | Chicago, IL | $120M | — |
| Goldman Wealth Management & Associates, LLC | San Diego, CA | $120M | — |
| Optimal Capital Advisors, LLC | Traverse City, MI | $119.9M | 13 |
| Mtr Financial Services, LLC | Kingwood, TX | $119.9M | — |
| Brickell Key Asset Management Limited | St. Peter Port | $119.9M | 1 |
| Brickell Key Asset Management LLC | Charleston, SC | $119.9M | — |
| Altman Investment Management LLC | Princeton, NJ | $119.9M | — |
| Dca Family Office, LLC | Roseville, CA | $119.9M | — |
| Lone Star Investment Advisors, LLC | Dallas, TX | $119.9M | 3 |
| Fair Asset Management, LLC | | $119.8M | — |
| Solid Point Wealth Advisors, LLC | | $119.7M | — |
| 1650 Wealth Management, LLC | Lighthouse Point, FL | $119.7M | — |
| Copperwood Financial, Inc. | Burr Ridge, IL | $119.6M | — |
| Money Management Concepts, Inc. | Melbourne, FL | $119.6M | — |
| Black Capital Management, LLC | | $119.6M | — |
| Hicks & Associates Wealth Management, LLC | Cary, NC | $119.6M | — |
| Sentara Capital LLC | Marietta, GA | $119.6M | — |
| Cox Financial Group Inc | Dublin, OH | $119.5M | — |
| Triad Investment Management, LLC | Newport Beach, CA | $119.5M | — |
| Chestnut Street Investment Counsel, LLC | Lancaster, PA | $119.5M | — |
| Abacus Capital Advisors LLC | Plantation, FL | $119.5M | — |
| Yunistone Investment Group, LLC | Chicago, IL | $119.5M | — |
| Stoic Point Capital Management LLC | Palo Alto, CA | $119.5M | 2 |
| Boulevard Wealth Management, Inc. | Bloomington, MN | $119.5M | — |
| Integrated Planning & Wealth Management, LLC | | $119.4M | — |
| Virtus Wealth Management LLC | Olivette, MO | $119.4M | — |