| Belleair Wealth Management, LLC | Belleair Bluffs, FL | $111.2M | — |
| Spirit West Advisors, LLC | Scottsdale, AZ | $111.1M | — |
| Integrity Wealth Management, LLC | | $111.1M | — |
| Bondurant Investment Advisory, LLC | Evanston, IL | $111.1M | — |
| Harbor Light Planning, LLC | | $111.1M | — |
| Golden Years Advisory, LLC | Duluth, GA | $111.1M | — |
| Gallacher Capital LLC | Lone Tree, CO | $111.1M | — |
| Levenson Wealth LLC | | $111M | — |
| Summit Planning Group, Inc. | E. Syracuse, NY | $111M | — |
| Dumont Global LP | New York, NY | $111M | 1 |
| Koehler Asset Management, LLC | Babylon, NY | $111M | — |
| Seacrest Investment Management, LLC | Purchase, NY | $110.9M | — |
| Kaltbaum Capital Management, LLC | | $110.9M | — |
| Fox Financial Services, Inc. | White Plains, NY | $110.9M | — |
| Apricity Financial, LLC | | $110.8M | 1 |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek, CA | $110.8M | — |
| Tengram Capital Partners L.P. | Westport, CT | $110.7M | 2 |
| Prospero Wealth, LLC | | $110.6M | — |
| Windward Management LP | Miami Beach, FL | $110.5M | 3 |
| Compass Investment Advisers, LLC | Portland, OR | $110.5M | — |
| Wealth Foundations Partners, LLC | Salt Lake City, UT | $110.5M | — |
| Farrcrest Capital LLC | | $110.5M | — |
| Success Wealth Management LLC | Wexford, PA | $110.5M | — |
| Reh Wealth Advisors LLC | Raleigh, NC | $110.5M | — |
| The Turlington Group, Inc. | Raleigh, NC | $110.5M | — |
| Mussett Wealth Management, LLC | Rensselaer, NY | $110.4M | — |
| One Oak Holdings LLC | | $110.4M | 1 |
| Quint Wealth Management, Inc. | Wappingers Falls, NY | $110.4M | — |
| Armour Wealth Advisors, LLC | Tumwater, WA | $110.4M | — |
| Generouswealth, LLC | Summerville, SC | $110.4M | — |
| Wolfstone Wealth, LLC | | $110.3M | — |
| Charles River Wealth Management, LLC | Burlington, MA | $110.3M | — |
| Aigen Investment Management, LP | New York City, NY | $110.3M | 1 |
| Rjj Pasadena Securities, Inc. | Henderson, NV | $110.3M | — |
| Cornerstone Professional Advisor Services, LLC | Garden City, NY | $110.3M | — |
| Visionx Wealth Partners | Fort Dodge, IA | $110.2M | — |
| Muirfield Capital Global Advisors LLC | Palm Beach, FL | $110.2M | 2 |
| Cfg Wealth Management Services Inc | Indianapolis, IN | $110.2M | — |
| Pacific Financial Advisors, Inc. | Bellevue, WA | $110.2M | — |
| Bw Asset Management Ltd | George Town | $110.2M | — |
| Servatus Capital, LLC | Naples, FL | $110.1M | — |
| Hampel Investment Advisors, LLC | | $110.1M | — |
| Poplar Point Capital Management LLC | Burlingame, CA | $110.1M | 1 |
| Meadowbrook Wealth Management, LLC | Garden City, NY | $110.1M | — |
| Bentham Wealth Advisors Inc | Williamsville, NY | $110.1M | — |
| Lockerman Financial Group, Inc | Newport Beach, CA | $110.1M | — |
| Sfga LLC | Honolulu, HI | $110.1M | — |
| Investable Wealth, LLC | | $110M | — |
| Taber Asset Management L.L.C. | | $110M | — |
| O.f.o. Partners, LLC | Hingham, MA | $110M | — |