| Valeo Ventures Management, LLC | | $119.3M | — |
| Enspire Wealth Management, LLC | Santa Rosa, CA | $119.3M | — |
| Magellan Investment Partners North America, Inc. | Westmont, IL | $119.3M | — |
| Cmc Financial Group, LLC | Atlanta, GA | $119.3M | — |
| Csp Financial Group LLC | Scottsdale, AZ | $119.2M | — |
| Walnut Level Capital LLC | Denver, CO | $119.2M | 1 |
| Rheeco, Inc. | Natick, MA | $119.2M | — |
| Exceed Advisory LLC | New York, NY | $119.2M | — |
| Avantia Investment Services, LLC | Seattle, WA | $119.1M | — |
| Carolina Strategy, LLC | | $119.1M | — |
| Sullivan Financial, LLC | Essex, CT | $119.1M | — |
| Kailix Advisors LLC | Aventura, FL | $119M | — |
| Compass Capital Management, LLC | McAlester, OK | $119M | — |
| Baer Investment Advisory LLC | | $119M | — |
| Form Prosperity Wealth Advisors, LLC | Chandler, AZ | $119M | — |
| Ridgegate Advisors, LLC | Englewood, CO | $119M | — |
| Tcn Private Wealth Management LLC | | $119M | — |
| Intellicapital Advisors LLC | Ponte Vedra, FL | $118.9M | — |
| Savvy Labs Inc | New York, NY | $118.9M | — |
| Riley S. Crosbie Advisory, LLC | Logan, UT | $118.9M | — |
| L.d. Lowe Wealth Advisory, Inc. | Richardson, TX | $118.8M | — |
| Charmarline Wealth Management LLC | Lynchburg, VA | $118.8M | — |
| Bruckmann, Rosser, Sherrill & Co., Management, L.P. | New York, NY | $118.7M | 4 |
| Hartley Advisors Corp. | | $118.7M | — |
| Northfort Financial, LLC | | $118.6M | — |
| Shea, Brian Michael | | $118.6M | — |
| Hudson Financial Services, Inc. | Auburn, CA | $118.6M | — |
| Cardinal Advisers LLC | | $118.5M | — |
| Hms Financial Services, LLC | Columbia, SC | $118.5M | — |
| Brian Joyce, LLC | | $118.5M | — |
| Noble Wealth Partners, LLC | Denver, CO | $118.5M | — |
| Sandhill Wealth Management, Inc. | Winter Park, FL | $118.5M | — |
| Jasper Capital Hong Kong Limited | Hong Kong, Hong Kong | $118.5M | 1 |
| Terrafirma Wealth Partners LLC | Walnut Creek, CA | $118.5M | — |
| Smith & Co Advisory LLC | Spring Hill, TN | $118.5M | — |
| MCM Advisers, LP | Orinda, CA | $118.4M | 7 |
| The Financial Discovery Group,inc. | Atlanta, GA | $118.3M | — |
| Tone Capital, LLC | Richmond, VA | $118.3M | — |
| Lcv Management, LP | | $118.2M | 1 |
| Pinnacle Wealth Management Partners, Inc. | Brighton, MI | $118.1M | — |
| Vanderpol Investments L.L.C. | Caledonia, MI | $118.1M | — |
| Cs Advisors Inc. | Boca Raton, FL | $118M | — |
| Staib Financial Planning, LLC | | $118M | — |
| Blue Sky Investment Partners, Inc. | Evanston, IL | $118M | — |
| Investment & Tax Strategies, Inc. | | $118M | — |
| Cornerstone Financial Management, LLC | Atlanta, GA | $118M | — |
| Crosspoint Capital Strategies, LLC | Orinda, CA | $118M | — |
| One Life Financial Group, Inc. | | $118M | — |
| Gvs Financial Group, Inc. | | $118M | — |
| Ark Wealth Advisors, LLC | Yorba Linda, CA | $118M | — |