| Peakshares LLC | Tampa, FL | $110M | — |
| Private Client Advisor Group, LLC | Palm City, FL | $110M | — |
| Werlemann Securities LLC | Newport Beach, CA | $110M | — |
| Hunt Wealth Management Group, Inc. | Concord, CA | $110M | — |
| Tenbridge Partners LLC | Portland, OR | $110M | — |
| Oldfield Wealth Partners LLC | Bangor, ME | $110M | — |
| Mainline Investment Advisers, LLC | Wynnewood, PA | $109.9M | 9 |
| MD Wealth Management, LLC | Chelsea, MI | $109.9M | — |
| Renaissance Wealth Advisors, LLC | Newton, MA | $109.9M | — |
| Sonic GP LLC | Honolulu, HI | $109.9M | 1 |
| Park Shore Partners LLC | Erie, PA | $109.9M | 1 |
| Gilbert Financial, LLC | Honeoye Falls, NY | $109.8M | — |
| Quabbin Advisors, LLC | Amherst, MA | $109.8M | — |
| Jake Carris Financial Planning, LLC | Orlando, FL | $109.7M | — |
| Oxford Wealth Management LLC | Lindon, UT | $109.6M | — |
| Veraz Advisors, LLC | San Ramon, CA | $109.6M | — |
| Private Asset Management Inc | Kirkland, WA | $109.5M | — |
| International Management Advisors Ltd. | | $109.5M | — |
| Capstone Wealth Management Corp. | Lakeland, FL | $109.4M | — |
| Simcoe Capital, LLC | Spokane, WA | $109.4M | — |
| Sizemore Capital Management, LLC | San Isidro | $109.4M | 9 |
| Wealthshape LLC | Windsor, CT | $109.4M | — |
| Peak Financial Management, Inc. | Broomfield, CO | $109.4M | — |
| Alpha Financial Management, Inc. | Savannah, GA | $109.4M | — |
| Afton Advisors, LLC | | $109.3M | — |
| Ingram Advisory Services, LLC | Winter Haven, FL | $109.3M | — |
| Garden State Retirement Specialists, LLC | Red Bank, NJ | $109.3M | — |
| Fairlight Advisors LLC | San Francisco, CA | $109.3M | — |
| Aspire Advisors, LLC | North White Plains, NY | $109.2M | — |
| Nk Capital LLC | | $109.2M | 2 |
| Arch Partners Wealth Management, Inc. | Watkinsville, GA | $109.2M | — |
| Rlj Equity Partners, LLC | Bethesda, MD | $109.1M | 2 |
| Lyons Wealth Management, LLC | Winter Park, FL | $109.1M | 1 |
| Partners Capital Services, Inc. | Hauppauge, NY | $109.1M | — |
| Skypoint Capital Advisors, LLC | Atlanta, GA | $109M | — |
| Finish Well RIA LLC | Columbus, OH | $109M | — |
| A Better Way Financial, LLC | Allentown, PA | $109M | — |
| Pavlic Investment Advisors, Inc. | Delafield, WI | $108.8M | — |
| Planning Solutions International LLC | Jacksonville, FL | $108.8M | — |
| Capital Endurance Group, Inc | Alpharetta, GA | $108.8M | — |
| Islet Management, LP | New York, NY | $108.8M | 1 |
| Blue Granite Capital, LLC | Charleston, SC | $108.8M | — |
| Hfg Colorado, Inc. | Greenwood Village, CO | $108.8M | — |
| A. J. Perry & Company, Inc. | Towson, MD | $108.8M | — |
| Northbrook Financial Planning LLC | Baltimore, MD | $108.8M | — |
| Five Mile River Investment Management, LLC | | $108.7M | — |
| Rooted Financial Group, LLC | Tigard, OR | $108.7M | — |
| Asset Management Services, Inc. | | $108.7M | — |
| Grace Capital Management, LLC | Austin, TX | $108.7M | — |
| Aii Capital Management, LLC | Moorpark, CA | $108.6M | 1 |