| Insight Securities, Inc. | Highland Park, IL | $94.2M | — |
| Circle N Advisors, LLC | Fishkill, NY | $94.2M | — |
| Bayridge Financial Group, Inc. | Rockville Centre, NY | $94.2M | — |
| Luesink Financial Planning LLC | New York, NY | $94.1M | — |
| Gravity Capital Management LLC | New York, NY | $94M | — |
| Target Rock Wealth Management, LLC | New York, NY | $94M | — |
| Walnut Investment Services LLC | Brooklyn, NY | $94M | — |
| Henley & Company Wealth Management LLC | Uniondale, NY | $93.9M | — |
| Voss Wealth Management LLC | Endicott, NY | $93.9M | — |
| Aot Invest LLC | Davenport, IA | $93.9M | — |
| Cove Street Capital, LLC | Hermosa Beach, CA | $93.8M | 1 |
| Statetrust Capital, LLC. | Boca Raton, FL | $93.7M | — |
| Capital Q Management LLC | Maitland, FL | $93.4M | 1 |
| Oelschlager Investments LLC | Akron, OH | $93.3M | — |
| Midas Management Corporation | Walpole, NH | $93.2M | — |
| Compass Investments LLC | Pittsburgh, PA | $93.2M | — |
| First Associated Investment Advisors, Inc. | Duluth, MN | $93.1M | — |
| Leh II Management LLC | Englewood, CO | $93.1M | 1 |
| Wealthspan Investment Management, LLC | Grand Rapids, MI | $93.1M | — |
| Thinking Big Financial Inc. | Brooklyn, NY | $93M | — |
| Oppenheimer + Close, LLC | New York, NY | $93M | — |
| Peak Financial Planning, LLC | Canoga Park, CA | $93M | — |
| Cannon Global Investment Management, LLC | Davie, FL | $92.9M | 2 |
| 3roots Wealth Partners LLC | Scottsdale, AZ | $92.6M | — |
| Vault Fiduciary LLC | | $92.5M | — |
| Tekmen Wells LLC | New York, NY | $92.4M | — |
| Xponance Alts Solutions, LLC | Philadelphia, PA | $92.3M | 1 |
| Family Partners Capital, LLC | Hamilton, MA | $92.3M | — |
| Mundoval Capital Management, Inc. | La Jolla, CA | $91.9M | — |
| Alfacap LLC, D/B/A Reciprocal Capital | | $91.9M | 1 |
| Woodmont Advisory Group, Inc. | | $91.9M | — |
| Wave Digital Assets LLC | Los Angeles, CA | $91.9M | 8 |
| Buffalo First Wealth Management, LLC | Williamsville, NY | $91.7M | — |
| Evolutionary Tree Capital Management, LLC | Alexandria, VA | $91.7M | — |
| Pura Vida Investments, LLC | New York, NY | $91.5M | 3 |
| Pegasus Group, LLC | Morristown, NJ | $91.3M | — |
| Novus Advisors, LLC | Greenville, SC | $91.3M | — |
| Concert Investment Advisory LLC | | $91.1M | — |
| Atla Capital Management LLC | New York, NY | $91.1M | 1 |
| The Moneypaper Advisor, Inc. | | $91M | — |
| McKinney Capital, LLC | Birmingham, AL | $91M | 1 |
| Mutual Fund Protection Service | Denver, CO | $90.9M | — |
| Oxford Gate Management, LLC | Greenwich, CT | $90.9M | 1 |
| Algorithmic Investment Models, LLC | Boston, MA | $90.9M | — |
| Pruneyard Financial Group, Inc. | Cupertino, CA | $90.9M | — |
| Schaffer & Company Asset Management, Inc. | Jacksonville, FL | $90.8M | — |
| Arias Resource Capital Management LP | Miami, FL | $90.8M | 2 |
| K R Financial LLC | | $90.7M | — |
| Conrad Capital Management, Inc. | Hauppauge, NY | $90.7M | — |
| Modern Capital Management, Co. | Mt Pleasant, SC | $90.7M | — |