| Integrated Benefits, Incorporated | | $101.3M | — |
| Palomar Advisors Inc. | | $101.3M | — |
| Rock Creek Wealth Management, LLC | Hillsboro, OR | $101.1M | — |
| Rga Investment Advisors, LLC | Great Neck, NY | $101.1M | 5 |
| Suttle Crossland Wealth Advisors, LLC | Scottsdale, AZ | $101.1M | — |
| Beacon Associates Wealth Management, LLC | Maumee, OH | $101.1M | — |
| Ensign Advisory Partners LLC | Gilbert, AZ | $101M | — |
| Brave Eagle Wealth Management, LLC | New York, NY | $101M | — |
| Fc Wealth Solutions LLC | Westerville, OH | $101M | — |
| Ascent Advisors LLC | Mankato, MN | $101M | — |
| 34 Financial, LLC | Atlanta, GA | $101M | — |
| Cwm Advisory, LLC | Ocean Pines, MD | $101M | — |
| Indexperts, LLC | Charlotte, NC | $100.9M | — |
| Fuerst Financial Group, Inc. | Chattanooga, TN | $100.9M | — |
| Cherokee & Walker Management, LLC | Salt Lake City, UT | $100.8M | 4 |
| Ascent Financial Group LLC | Richmond, VA | $100.8M | — |
| Pflueger Wealth, LLC | | $100.7M | — |
| Social Investment Managers and Advisors, LLC | New York, NY | $100.6M | 4 |
| Cdp Financial Group, LLC | Littleton, CO | $100.5M | — |
| Bridge Financial Planning, LLC | | $100.4M | — |
| Sagent Wealth Management | Laguna Beach, CA | $100.4M | — |
| Newsong Capital Management, Inc. | Hattiesburg, MS | $100.4M | — |
| Course Management Investment Advisors, LLC | Pinehurst, NC | $100.3M | — |
| Financial Action, Inc. | Monument, CO | $100.3M | — |
| Financial Counseling, Inc. | Springboro, OH | $100.1M | — |
| Retire Ready Wealth Management, LLC | Radnor, PA | $100.1M | — |
| Grupp Financial LLC | Jackson, WY | $100.1M | — |
| Cardinal Point Capital LLC | San Francisco, CA | $100M | 3 |
| Infinity Investment Advisors LLC | Huntsville, AL | $100M | — |
| Chamberlain Lane Capital, LLC | Nashville, TN | $100M | — |
| Acacia Asset Management LLC | New York, NY | $100M | — |
| Ferghana Investment Partners, LP | New York, NY | $100M | — |
| Harbinger Alternative Associates, LLC | Atlanta, GA | $100M | 1 |
| Valhum Asset Management, LLC | Upper Saddle River, NJ | $100M | — |
| Approach Capital LLC | | $100M | — |
| Freeboard Capital, LLC | | $99.9M | — |
| Fama Fiduciary Wealth LLC | Rochester, NY | $99.9M | — |
| Sundowner Capital Management LLC | | $99.7M | — |
| Stonebridge Partners LLC | White Plains, NY | $99.4M | 14 |
| Lw Capital Management, LLC | | $99.4M | 2 |
| 13d Management LLC | New York, NY | $99.4M | — |
| Arex Capital Management, LP | New York, NY | $99.4M | 2 |
| Merion Realty Advisers, LLC | Wynnewood, PA | $99.3M | 3 |
| Waterfront Capital Partners LLC | New York, NY | $99.3M | 1 |
| Bergen Park Capital Management, LLC | Bigfork, MT | $99.3M | 1 |
| Caz GP Stakes Adviser LLC | Houston, TX | $99M | — |
| Granite Value Capital, LLC | Hanover, NH | $98.9M | — |
| Synergy Capital of Colorado LLC | Fort Collins, CO | $98.8M | — |
| Third Sigma Investment Advisors LLC | Wilmington, DE | $98.8M | — |
| Lake Road Advisors, LLC | Corning, NY | $98.8M | — |