| Reality Financial Planning Services, LLC | Sarasota | $125.9M | — |
| Sundial Wealth LLC | Delray Beach | $125.8M | 1 |
| Mar Wealth Management Services, LLC | West Palm Beach | $125.1M | — |
| Wilson Group Financial Management, LLC | Orlando | $125.1M | — |
| Doxara Capital LP | Jacksonville | $125M | — |
| Landmark Investment Partners, L.P. | West Palm Beach | $124.9M | 1 |
| Fortis Private Wealth Advisors, LLC | Miami | $124.4M | — |
| Coral Wealth Management, LLC | Miami | $124.3M | — |
| Cardea Capital Advisors, LLC | Vero Beach | $124.2M | — |
| Ideal Retirement Solutions, LLC | Port Charlotte | $123.5M | — |
| Rall Capital Management, Inc. | Rockledge | $122.7M | — |
| Kahn Financial Group, Inc. | Clearwater | $122.6M | — |
| Alphabond LLC | Palm Beach | $122.6M | — |
| Lionsbridge Wealth Management LLC | Jacksonville Beach | $122.4M | — |
| Portfolio Resources Advisor Group, Inc. | Coral Gables | $121.9M | — |
| Arbalpha Capital, LLC | Miami | $121.6M | — |
| Resnick Wealth Alliance, LLC | Palm Beach Gardens | $121.1M | — |
| Craft Asset Management LLC | Tampa | $120.8M | — |
| Davivienda Investment Advisor USA LLC | Miami | $120.2M | — |
| 1650 Wealth Management, LLC | Lighthouse Point | $119.7M | — |
| Money Management Concepts, Inc. | Melbourne | $119.6M | — |
| Abacus Capital Advisors LLC | Plantation | $119.5M | — |
| Kailix Advisors LLC | Aventura | $119M | — |
| Intellicapital Advisors LLC | Ponte Vedra | $118.9M | — |
| Sandhill Wealth Management, Inc. | Winter Park | $118.5M | — |
| Cs Advisors Inc. | Boca Raton | $118M | — |
| Sea Hunter Capital LLC | Palm Beach Gardens | $117.2M | — |
| Sulzberger Capital Advisors, Inc. | Miami | $117.1M | — |
| Greenline Wealth Management LLC | Boca Raton | $117M | — |
| Rees Wealth Management, LLC | Sarasota | $115.7M | — |
| Zenith Advisory Group, LLC | The Villages | $115.4M | — |
| 1818 Private Client Group, LLC | Aventura | $115.4M | — |
| Uyana Partners LLC | Miami | $115M | — |
| Futura Asset Advisors LLC | Coral Gables | $114.8M | — |
| Veltria Advisors Corp. | Miami | $113.2M | — |
| Delgado Wealth Management, LLC | Orlando | $112.9M | — |
| Caleo Capital N.A. LLC | Ponte Vedra | $111.8M | — |
| Global Opportune Investments LLC | Miami | $111.3M | — |
| Belleair Wealth Management, LLC | Belleair Bluffs | $111.2M | — |
| Windward Management LP | Miami Beach | $110.5M | 3 |
| Muirfield Capital Global Advisors LLC | Palm Beach | $110.2M | 2 |
| Servatus Capital, LLC | Naples | $110.1M | — |
| Peakshares LLC | Tampa | $110M | — |
| Private Client Advisor Group, LLC | Palm City | $110M | — |
| Jake Carris Financial Planning, LLC | Orlando | $109.7M | — |
| Capstone Wealth Management Corp. | Lakeland | $109.4M | — |
| Ingram Advisory Services, LLC | Winter Haven | $109.3M | — |
| Lyons Wealth Management, LLC | Winter Park | $109.1M | 1 |
| Planning Solutions International LLC | Jacksonville | $108.8M | — |
| Montello Wealth Management, Inc. | Palm Beach Gardens | $108.4M | — |