| South Shore Investment Services LLC | Norwell, MA | $117.9M | — |
| Aem Asset Management, LLC | Somerset, NJ | $117.9M | — |
| Meridian Wealth Management, LLC | | $117.8M | — |
| Ak Global Asset Management, LLC | Oakland, CA | $117.8M | — |
| Hunt Investment Management, LLC | New York, NY | $117.7M | 2 |
| Fournorth Capital LLC | West Conshohocken, PA | $117.7M | — |
| Wealth Engineers, LLC | Denver, CO | $117.6M | — |
| Kinnamon & Associates Ltd II | Barrington, IL | $117.6M | — |
| Curat Global LLC | | $117.5M | — |
| Willamette Financial Advisors, LLC | Portland, OR | $117.5M | — |
| Ciro Capital LLC | Jersey City, NJ | $117.4M | — |
| Albert Bridge Capital Management LP | | $117.4M | 1 |
| Fairway Asset Management, LLC | Omaha, NE | $117.4M | — |
| Trail Financial Planning LLC | Bellingham, WA | $117.3M | — |
| L.j. Brey, Inc. | | $117.3M | — |
| Covalent Partners LLC | Concord, MA | $117.3M | 1 |
| Buckram Securities Ltd | Locust Valley, NY | $117.3M | — |
| McKinley Financial Advisors Inc | Brookville, PA | $117.2M | — |
| Sea Hunter Capital LLC | Palm Beach Gardens, FL | $117.2M | — |
| Caerus Investment Advisors, LLC | | $117.2M | 15 |
| Dunham Lane Capital Partners LLC | Greenwich, CT | $117.2M | — |
| Beresh, Patrick Michael | Larkspur, CA | $117.2M | — |
| Legacy Road LLC | | $117.2M | — |
| 818 Wealth, LLC | Fort Worth, TX | $117.1M | — |
| Greystone Financial & Estate Services, Inc. | Kirkland, WA | $117.1M | — |
| Sulzberger Capital Advisors, Inc. | Miami, FL | $117.1M | — |
| Humilis Investment Strategies, LLC | | $117M | — |
| Abraham & Co., Inc. | | $117M | — |
| Wurz Financial Services, LLC | Holland, OH | $117M | — |
| Greenline Wealth Management LLC | Boca Raton, FL | $117M | — |
| Burt Asset Management, Inc. | | $117M | — |
| Trident Advisors Inc | Doylestown, PA | $116.9M | — |
| Omni Financial LLC | Madison, WI | $116.9M | — |
| Heirloom Investment Management LLC | | $116.9M | 3 |
| Abel Financial Management Co. | | $116.8M | — |
| Whitwell & Co, LLC | | $116.8M | — |
| Investment Managers Group, LLC | Temecula, CA | $116.8M | — |
| Nim Wealth Solutions Inc. | San Jose, CA | $116.8M | — |
| Aljz Consulting, LLC | | $116.7M | — |
| Align Wealth Management, LLC | San Jose, CA | $116.7M | — |
| Delphi Management Inc | | $116.7M | — |
| Alsworth Capital Management, LLC | Corning, NY | $116.7M | — |
| Tidwell Wealth Management LLC | Rocklin, CA | $116.7M | — |
| Hayes Asset Management, LLC | Rochester, NY | $116.6M | — |
| Kompass Kapital Advisors, LLC | Overland Park, KS | $116.6M | — |
| Dynamic Trading Management, LLC. | White Plains, NY | $116.6M | — |
| Volk Financial LLC | Falmouth, ME | $116.5M | — |
| Integra Wealth, LLC | Chattanooga, TN | $116.5M | — |
| Luna Capital Management, LLC | Burlingame, CA | $116.4M | — |
| Heckman Financial & Insurance Services, Inc. | San Jose, CA | $116.4M | — |