| Ten Peaks Partners L.L.C. | Clayton, MO | $108.6M | — |
| Finances for Real Life | Lompoc, CA | $108.6M | — |
| Double Eagle Wealth Management LLC | Dallas, TX | $108.6M | — |
| Privacore Capital Advisors, LLC | New York, NY | $108.5M | — |
| L&s Private Wealth, LLC | Oklahoma City, OK | $108.5M | — |
| Greenbrook Management, LLC | New York, NY | $108.5M | 13 |
| Triple Summit Advisors, LLC | | $108.5M | — |
| Montello Wealth Management, Inc. | Palm Beach Gardens, FL | $108.4M | — |
| Standard Partners LLC | Bethesda, MD | $108.3M | 1 |
| Peapod Lane Capital LLC | Bedford Hills, NY | $108.2M | — |
| Panteles Advisors, LLC | Argyle, TX | $108.2M | — |
| Federmann Financial Advisors Inc. | Rocky Point, NY | $108.2M | — |
| Newman Ladd Capital Advisors, LLC. | Camillus, NY | $108.1M | — |
| Laidlaw Wealth Management LLC | New York, NY | $108.1M | — |
| Srn Advisors, LLC | Huntingdon Valley, PA | $108M | — |
| Schlosser Financial Services, Inc. | | $108M | — |
| Castle Financial & Retirement Planning Associates Inc | Fair Haven, NJ | $107.9M | — |
| Shannon T. Pitner and Company | Indialantic, FL | $107.9M | — |
| Sumnicht & Associates, LLC | Appleton, WI | $107.9M | — |
| Applied Quantitative Investments LLC | Lone Tree, CO | $107.9M | — |
| River1 Asset Management LLC | Milwaukee, WI | $107.8M | — |
| Camelot Event-Driven Advisors, LLC | Maumee, OH | $107.8M | 1 |
| Whealthy Empowerment Network, LLC | | $107.8M | — |
| Nye Wealth Management LLC | Hudson, OH | $107.7M | — |
| Milborn Advisors, Ltd | Milwaukee, WI | $107.7M | — |
| Forthright Capital Advisory LLC | Las Vegas, NV | $107.7M | — |
| Soulence Wealth Management II LLC | Pleasant Grove, UT | $107.5M | — |
| Sherpa Capital Management, LLC | | $107.5M | — |
| Idle Hill Advisors LLC | Greenville, SC | $107.5M | — |
| Skm Wealth Advisors LLC | Erie, PA | $107.5M | — |
| Dove Investment Research and Management, Inc. | Irvine, CA | $107.4M | — |
| North Bay Wealth Management | Petaluma, CA | $107.3M | — |
| Amh Equity Ltd | | $107.3M | 1 |
| The Financial Legacy Group, LLC | Charlotte, NC | $107.3M | — |
| Strickler Investment Services, LLC | Brighton, MI | $107.3M | — |
| Better Way LLC | Bal Harbour, FL | $107.3M | 16 |
| Hogan Investment Counsel, LLC | Cordova, TN | $107.2M | — |
| Total Wealth Advisors, LLC | Hopkins, MN | $107.2M | — |
| Omnitrust Wealth Management, Inc. | Jacksonville, FL | $107.2M | — |
| Rs Asset Management, LLC | Colorado Springs, CO | $107.2M | — |
| Turner Capital Investments, LLC | Austin, TX | $107.2M | — |
| Elevate Financial Planning and Wealth Management LLC | St. Petersburg, FL | $107.1M | — |
| Martin Wealth Management | | $107.1M | — |
| Independent Wealth Management LLC | Kenosha, WI | $107.1M | — |
| Jackson Wealth Management, LLC | Castle Rock, CO | $107M | — |
| Rk Asset Management, LLC | | $107M | — |
| Sawtelle, Charles Scott | | $107M | — |
| Muse Capital Management LLC | Santa Monica, CA | $107M | 2 |
| Trusco Investment Management, LLC | Nashville, TN | $107M | — |
| Potomac Investment Company | | $107M | — |