| Sturman Wealth Advisors, LLC | Charlottesville, VA | $116.4M | — |
| Asset Strategy Retirement Plan Consultants, LLC | Camp Hill, PA | $116.4M | — |
| Aton Advisors, LLC | | $116.4M | — |
| Paradigm Wealth Management, LLC | Lincoln, NE | $116.3M | — |
| Ebert Capital Management Inc. | Eureka, CA | $116.3M | — |
| Greenskeeper Asset Management Inc. | Oakville, Ontario | $116.3M | 1 |
| First Light Wealth Advisors, LLC | Little Falls, NJ | $116.3M | — |
| Jaffe Asset Management LLC | Beverly Hills, CA | $116.2M | — |
| Columbia Benefits, LLC | Denver, CO | $116.2M | — |
| Solyco Wealth LLC | Birmingham, MI | $116.2M | — |
| Salvini, Brooke Alison | | $116.2M | — |
| Santa Fe Advisors LLC | Santa Fe, NM | $116.1M | — |
| Orchard City Wealth Management, LLC | Los Gatos, CA | $116.1M | — |
| Motilal Oswal Capital Limited | Prabhadevi, Mumbai | $116.1M | 1 |
| Serone Capital Management LLC | New York, NY | $116.1M | — |
| Ryzome Investment Advisors, LLC | Okemos, MI | $116.1M | — |
| Sacajawea & Company, LLC | | $116.1M | 1 |
| Mpm Advisors Group LLC | Liverpool, NY | $116.1M | — |
| Npm Consulting, LLC | | $116.1M | — |
| Pathway Wealth Management, LLC | Dallas, TX | $116M | — |
| Private Counsel Group, Ltd. | Indianapolis, IN | $116M | — |
| Gef Management Corporation | Bethesda, MD | $116M | 3 |
| Modern Financial Planning, LLC | Georgetown, TX | $116M | — |
| Benson Wealth Management, Inc. | | $116M | — |
| Finhabits Advisors, LLC | New York, NY | $116M | — |
| Bay Pointe Wealth, LLC | New Baltimore, MI | $115.9M | — |
| Paragon Asset Management Inc. | Orinda, CA | $115.9M | — |
| Portfolio Advisory Group, Inc. | Alexandria, VA | $115.8M | — |
| Inukshuk Capital Management Inc. | Toronto, Ontario | $115.7M | — |
| McCormack Financial Planning Inc. | Atlanta, GA | $115.7M | — |
| Rees Wealth Management, LLC | Sarasota, FL | $115.7M | — |
| Alpine Wealth Advisors, LLC | Denver, CO | $115.7M | — |
| Third Gear Capital Management LP | Houston, TX | $115.7M | 1 |
| Risk Paradigm Group, LLC | Burlington, MA | $115.6M | — |
| Professional Financial Management, Inc. | Appleton, WI | $115.5M | — |
| New Vernon Investment Management LLC | Highland Park, IL | $115.5M | 2 |
| Palante Wealth Advisors, LLC | Pennington, NJ | $115.5M | — |
| Kb Financial Advisors LLC | San Francisco, CA | $115.5M | — |
| Beyond Your Hammock LLC | Boston, MA | $115.4M | — |
| Zenith Advisory Group, LLC | The Villages, FL | $115.4M | — |
| 1818 Private Client Group, LLC | Aventura, FL | $115.4M | — |
| Wealth Compass Financial, Inc. | Carlsbad, CA | $115.4M | — |
| Ridgeline Productions LLC | New York, NY | $115.4M | 3 |
| Kutz and Company Inc. | Great Neck, NY | $115.4M | — |
| Pariax, LLC | Newport Beach, CA | $115.4M | — |
| Leach, Bickmore & Weiss Wealth Management, LLC | Madison, WI | $115.3M | 1 |
| Passport Wealth Management LLC | Cornelius, NC | $115.3M | — |
| Revolution Partners, LLC | | $115.1M | — |
| Uyana Partners LLC | Miami, FL | $115M | — |
| Natwealth Management (USA) Inc | Montreal | $115M | — |