| Morgan-Aly Wealth Management, LLC | Waukesha, WI | $105.3M | — |
| Wallstreeti.com LLC. | New York, NY | $105.2M | — |
| Institutional Investment Advisors Corp | New York, NY | $105.2M | — |
| MD Wealth Advisors Inc | Cranford, NJ | $105.2M | — |
| Petrie Capital Management LLC. | Seattle, WA | $105.2M | — |
| Compass Retirement, LLC | | $105.1M | — |
| Legacy Chief Financial Office, LLC | Shenandoah, TX | $105.1M | — |
| Wealth Engagement LLC | Atlanta, GA | $105M | — |
| Venture Forth Financial, LLC | | $105M | — |
| Catalyst Wealth Management LLC | Houston, TX | $105M | — |
| Piedmont Private Wealth, LLC | | $105M | — |
| Clout Capital Investment Managers LLC | Miami, FL | $105M | — |
| Graeter Wealth Advisors, LLC | Louisville, KY | $104.9M | — |
| E & R Wealth Management, LLC | Mount Pleasant, SC | $104.8M | — |
| Vavra Capital Management, LLC | | $104.8M | — |
| Th Financial, LLC | | $104.8M | — |
| V&v Management Group Corporation | Melville, NY | $104.8M | — |
| Plum Pointe Wealth Management, LLC | Providence, RI | $104.7M | — |
| AG Global Advisors LLC | | $104.7M | — |
| Cedarview Capital Management, LP | Woodmere, NY | $104.6M | 1 |
| Luminist Capital, LLC | | $104.6M | — |
| S.c. Thomas & Associates, Cpa, LLC | Medina, OH | $104.6M | — |
| Integrated Investment Strategies,inc. | Carmel, IN | $104.5M | — |
| White Lighthouse Investment Management S.A.R.L. | 1003 Lausanne | $104.5M | — |
| Xena Financial Planning, LLC | Portland, OR | $104.5M | — |
| Cruiser Capital Advisors, LLC | Stamford, CT | $104.4M | 1 |
| Millstone Financial Group Limited Liability Company | Princeton, NJ | $104.4M | — |
| Healthview Asset Management, Inc. | Pittsburgh, PA | $104.4M | — |
| Red Seven | Escondido, CA | $104.4M | — |
| Asset Planning Corporation | W. Palm Beach, FL | $104.4M | — |
| Wellacre Wealth Management, LLC | Santa Monica, CA | $104.3M | — |
| Wlt Partners Inc. | Miami, FL | $104.3M | — |
| Alexander Capital Advisors, LLC | New Canaan, CT | $104.2M | 1 |
| Dhandho Funds LLC | West Lake Hills, TX | $104M | — |
| Carter, Terry & Company, Inc. | Atlanta, GA | $104M | — |
| Wavelength Capital Management, LLC | Westport, CT | $104M | — |
| Asterozoa Management LLC | Phoenix, AZ | $103.9M | 2 |
| Baffin Advisors LLC | | $103.9M | — |
| Point Nemo Capital, LLC | | $103.8M | — |
| Longboard Asset Management, LP | | $103.8M | — |
| 325 Fillmore LLC | Denver, CO | $103.8M | 4 |
| Bright Lake Wealth Management, LLC | Roseville, CA | $103.6M | — |
| Altitude Capital Management LLC | Des Moines, IA | $103.6M | — |
| Eurocapital Advisors, Inc | Miami, FL | $103.6M | — |
| Alamo Capital | Walnut Creek, CA | $103.6M | — |
| Financial Counseling Associates, Inc. | | $103.5M | — |
| AG Financial, LLC | Salt Lake City, UT | $103.5M | — |
| Seaside Wealth Advisors LLC | Wilmington, NC | $103.5M | — |
| Stage Wealth Management, Inc. | | $103.5M | — |
| Advocacy Financial LLC | Covington, LA | $103.4M | — |