| Strategic Foresight Investments LLC | Wilmington, DE | $115M | — |
| Lightedway Advisory Services, Inc. | Harrison, NY | $115M | — |
| Fortify Wealth, Inc. | St. Louis, MO | $115M | — |
| Gritstone Asset Management LLC | Bethesda, MD | $114.9M | 1 |
| Five Speed Financial Planning LLC | Tucson, AZ | $114.9M | — |
| Capstone Wealth Partners, Ltd. | Dublin, OH | $114.9M | — |
| Metis Wealth Management & Planning LLC | Bluffton, SC | $114.9M | — |
| Futura Asset Advisors LLC | Coral Gables, FL | $114.8M | — |
| South Bay Financial Partners Group, Inc. | Torrance, CA | $114.8M | — |
| Northwest Administrators Inc | Seattle, WA | $114.8M | — |
| Copia Investment Management, LLC | Chicago, IL | $114.8M | 1 |
| Hatteras Investment Partners, LP | Raleigh, NC | $114.8M | 4 |
| Pope Asset Management, LLC | Memphis, TN | $114.8M | — |
| Branzan Investment Advisors, Inc. | Littleton, CO | $114.8M | 3 |
| Alpha One Asset Management LLC | Pasadena, CA | $114.7M | 1 |
| Highbar Management, LLC | Menlo Park, CA | $114.6M | 3 |
| Ajax Capital LLC | | $114.6M | — |
| Alpine Hill Advisors LLC | Westport, CT | $114.5M | — |
| Palladiem LLC | Bryn Mawr, PA | $114.5M | — |
| 1102 Partners, LLC | | $114.5M | — |
| Engleson & Associates, Inc. | Rochester, NY | $114.5M | — |
| Abri LLC | Lexington, KY | $114.4M | — |
| Queen City Capital Management, LLC | Cincinnati, OH | $114.4M | — |
| Sera Capital Management Limited Liability Company | Annapolis, MD | $114.3M | — |
| Dardanelles Capital LP | Boston, MA | $114.2M | 1 |
| Goodstein Wealth Management LLC | Encino, CA | $114.2M | — |
| Ryan Poage & Co., LLC | Kansas City, MO | $114.2M | — |
| Bridgeview Capital Advisors, Inc. | El Dorado Hills, CA | $114.1M | — |
| Richard G. Slater | | $114.1M | — |
| Skloff, Aaron | | $114M | — |
| Alpha Fiduciary, Inc. | Scottsdale, AZ | $114M | 13 |
| Point B Planning, LLC | Katonah, NY | $113.9M | — |
| Financial Planning First, LLC | Tuscon, AZ | $113.9M | — |
| Coordinated Wealth Management, L.L.C. | Hendersonville, TN | $113.9M | — |
| Finamex Asset Management, LLC | Houston, TX | $113.9M | — |
| Webster Street Investment Advisors LLC | | $113.7M | — |
| Burne Financial Concepts, LLC | Watertown, CT | $113.7M | — |
| Pleasantdale Wealth Management, LLC | | $113.7M | — |
| Tollefson and Company Investment Management LLC | | $113.7M | — |
| Arx Private Wealth | Lancaster, PA | $113.6M | — |
| Broadwealth LLC | | $113.6M | — |
| Signal Ridge Capital Partners, LLC | Framingham, MA | $113.6M | — |
| Cw Securities, LLC | Knoxville, TN | $113.5M | — |
| Expand Financial Group, LLC | | $113.5M | — |
| Blue Jay Financial Group, LLC | Defiance, OH | $113.5M | — |
| Hfg Advisors, Inc. | Kennewick, WA | $113.4M | — |
| Financial Design Group, LLC | Lavista, NE | $113.4M | — |
| Compass Private Wealth Group LLC | Short Hills, NJ | $113.3M | — |
| Modernist Financial, LLC | Portland, OR | $113.3M | — |
| Sparrow Capital Management Inc | St. Louis, MO | $113.3M | 1 |