| Hulsey Capital Management, Inc. | Heber Springs, AR | $113.2M | — |
| Wealth-Builders, Inc. | | $113.2M | — |
| Veltria Advisors Corp. | Miami, FL | $113.2M | — |
| Mk3 Wealth LLC | Cherry Hill, NJ | $113.1M | — |
| Chappelwood Financial Services Corp. | Edmond, OK | $113.1M | — |
| Bernard & Johnson, LLC | Pasadena, CA | $113.1M | — |
| Delgado Wealth Management, LLC | Orlando, FL | $112.9M | — |
| McCarthy & Cox Retirement & Estate Specialists LLC | Marysville, OH | $112.9M | — |
| Municipal Asset Management Inc | Rye Brook, NY | $112.8M | — |
| Infinite Giving Advisory Services, Inc. | Atlanta, GA | $112.8M | — |
| Mosaic Fi LLC | Lincolnshire, IL | $112.8M | — |
| Fra Wealth Management LLC | O'Fallon, IL | $112.8M | — |
| Alpha Planning and Financial Services, Inc. | Solon, OH | $112.8M | — |
| Coburn Barrett, LLC | San Francisco, CA | $112.7M | 1 |
| 33 Capital Management LLC | Greenwich, CT | $112.7M | 2 |
| Gassman Financial LLC | Salem, NH | $112.6M | — |
| Genesis Investment Advisors, LLC | Ooltewah, TN | $112.5M | — |
| Soaring Investment Management, LLC | Portland, OR | $112.5M | — |
| Jason W. Qualls | Murfreesboro, TN | $112.5M | — |
| Evergreen Wealth Advisors | Raleigh, NC | $112.5M | — |
| Cogent Independent Advisors, Inc. | | $112.4M | — |
| Ontrack Wealth Management, LLC | Canton, MI | $112.4M | — |
| Aria Wealth Partners, LLC | Charlottesville, VA | $112.3M | — |
| San Francisco Wealth Planning LLC | | $112.3M | — |
| Kdm Wealth Management Inc. | Geneva, IL | $112.2M | — |
| Superior Financial, LLC | Rochester, MN | $112.2M | — |
| Inkwell Capital LLC | | $112.2M | — |
| Aragon Family Office LLC | Homewood, AL | $112.1M | — |
| Paladin Realty Partners, LLC | | $112M | 6 |
| Yahara Wealth Management LLC | Madison, WI | $112M | — |
| Leeb Capital Management, Inc. | New York, NY | $111.9M | — |
| Rightoak Asset Management, LLC | | $111.9M | — |
| Ballast Equity Partners Management Company, LLC | Providence, RI | $111.9M | 3 |
| Compass Retirement Group LLC | St. Louis, MO | $111.9M | — |
| Caleo Capital N.A. LLC | Ponte Vedra, FL | $111.8M | — |
| Orchard Capital Management, LLC | Chicago, IL | $111.8M | — |
| Primm & Co Inc | | $111.8M | — |
| Sullivan Investment Management LLC | Wisconsin Rapids, WI | $111.8M | — |
| Tam Capital Management Inc | | $111.7M | — |
| Symphony Wealth Management, LLC. | | $111.7M | — |
| Setarcos Wealth Advisors LLC | Philadelphia, PA | $111.7M | — |
| People Make the Difference, Inc. | Hoover, AL | $111.6M | — |
| Powers Investment Advisory Corporation | | $111.6M | — |
| Wealthfront Strategies LLC | Palo Alto, CA | $111.6M | — |
| Valley Wealth Management LLC | Oshkosh, WI | $111.5M | — |
| Precedent Asset Management, LLC | Indianapolis, IN | $111.5M | — |
| Dw Investment Solutions, Inc. | | $111.4M | — |
| Global Opportune Investments LLC | Miami, FL | $111.3M | — |
| Financial Mountain Inc | Boulder, CO | $111.3M | — |
| The Quick Group LLC | New York, NY | $111.3M | — |