| Kj Capital Management LLC | | $107M | — |
| 603 Financial Advisors, LLC | | $106.9M | — |
| Endure Capital, LLC | Lake Forest, CA | $106.9M | — |
| Ella Financial Advising LLC | Oakland, CA | $106.9M | — |
| Kalamata Asset Management LLC | Bethesda, MD | $106.8M | 2 |
| Eqv Advisory, LLC | Raleigh, NC | $106.8M | — |
| Lexington Financial/Life Management, LLC | Nashville, TN | $106.8M | 2 |
| Stonex International Advisors Inc | Miami, FL | $106.7M | — |
| Haynie Wealth Management LLC | Salt Lake City, UT | $106.6M | — |
| Your Ia, LLC | St. George, UT | $106.6M | — |
| Eagleson Arndt Financial Advisors, LLC | Thousand Oaks, CA | $106.6M | — |
| Horse Cove Partners LLC | Atlanta, GA | $106.6M | — |
| Coastal Wealth Advisors, LLC | Johns Island, SC | $106.6M | — |
| Meketa Capital, LLC | Denver, CO | $106.6M | — |
| Stage 2 Planning Partners LLC | S Burlington, VT | $106.5M | — |
| Top Private Wealth LLC | Glastonbury, CT | $106.5M | — |
| Bergamot Asset Management LP | Princeton, NJ | $106.5M | 7 |
| Thayer Financial, L.L.C. | Hickory, NC | $106.4M | — |
| Fiduciary Advisor Advocates, LLC | | $106.4M | — |
| Fox, Roger Bennett | Encino, CA | $106.4M | — |
| Wealth Management Solutions LLC | | $106.3M | — |
| Dillow Wealth Management LLC | Oak Brook, IL | $106.3M | — |
| Arcadius Capital Partners Inc. | | $106.2M | 1 |
| Account Management, LLC | | $106.2M | — |
| Cypress Capital Management US Limited | Vancouver, British Columbia | $106.2M | — |
| 1230 Advisors, LLC | Pound Ridge, NY | $106.2M | — |
| Birnam Wood Capital, LLC | Dallas, TX | $106.1M | — |
| Wealth Creation Management Group LLC | | $106.1M | — |
| Raison Asset Management Corp. | Tallinn | $106.1M | 1 |
| Maseco Asia Limited | Hong Kong | $106.1M | — |
| Mana Financial Life Design, LLC | | $106.1M | — |
| Polero Ice Advisers | | $106M | — |
| Arctis Global LLC | | $106M | 1 |
| Westpoint Wealth Management, LLC | Berea, OH | $106M | — |
| Truman Wealth Advisors LLC | Columbia, MO | $106M | — |
| Abacus Investments LLC | Birmingham, AL | $105.9M | 1 |
| Kairos Capital Management, LLC | Bellevue, WA | $105.9M | — |
| Portland Financial Advisors Inc | | $105.8M | — |
| Rasp Wealth Solutions, LLC | | $105.8M | — |
| Access Capital, LLC | Wichita, KS | $105.6M | — |
| Financial Design Studio, Inc. | Deer Park, IL | $105.5M | — |
| Northwind Financial LLC | Bend, OR | $105.4M | — |
| Changing Parameters, LLC | Los Altos, CA | $105.4M | — |
| Roc Partners (US) LLC | Sydney Nsw | $105.4M | — |
| Steward Advisors Group, LLC | Halfmoon, NY | $105.4M | — |
| Relative Sentiment Technologies, LLC | | $105.4M | — |
| Ormonde Investment Management, LLC | Dallas, TX | $105.3M | — |
| Clearview Investment Partners, LLC | Costa Mesa, CA | $105.3M | — |
| Guided Wealth, LLC | | $105.3M | — |
| Innovative Financial, LLC | Lakewood, CO | $105.3M | — |