| Tripletail Wealth Management, LLC | Orlando, FL | $132.1M | — |
| Canterbury Capital Wealth Management, LLC | Tuscaloosa, AL | $132.1M | — |
| Lee-Way Financial Services, Inc | Hattiesburg, MS | $132.1M | — |
| Pmv Capital Advisers, LLC | Dallas, TX | $132M | — |
| Jgc Wealth Management, LLC | Salem, OR | $132M | — |
| Wealthmark, LLC | Bellingham, WA | $132M | — |
| Secure Wealth, Inc. | Boca Raton, FL | $132M | — |
| Schmitz Capital Partners, LLC | Mill Valley, CA | $132M | — |
| Blue Line Capital, LLC | Chicago, IL | $131.9M | — |
| Advisor Compliance Partners LLC | Kailua-Kona, HI | $131.9M | — |
| Tublin - Difusco Advisors Inc. | | $131.9M | — |
| Pw Advisors, LLC | Tallahassee, FL | $131.8M | — |
| Laminar Wealth LLC | Clayton, MO | $131.8M | — |
| Rdg Capital Management LLC | Pittsford, NY | $131.8M | — |
| Nest Investments LLC | Conshohocken, PA | $131.7M | — |
| Teplitz Financial Group LLC | Old Bridge, NJ | $131.7M | — |
| Lmpg Wealth Advisors, LLC | Miami, FL | $131.7M | — |
| The Breit Group, LLC | Wrightsville Beach, NC | $131.6M | — |
| Euclidean Technologies Management, LLC | Seattle, WA | $131.6M | — |
| Awr Investment Management, LLC | San Rafael, CA | $131.6M | — |
| Benchmark Financial, LLC | Wilmington, DE | $131.6M | — |
| Imprint Wealth LLC | Mount Pleasant, SC | $131.6M | — |
| 1st Discount Brokerage, Inc. | Lake Worth, FL | $131.4M | — |
| Linx Partners, LLC | Atlanta, GA | $131.4M | 7 |
| Warm Springs Advisors Inc. | Larkspur, CA | $131.3M | — |
| Middleton & Company | Vancouver, WA | $131.3M | — |
| Conscious Capital Wealth Management, LLC | Tampa, FL | $131.3M | — |
| Layline Advisors, LLC | Rochester, NY | $131.3M | — |
| Seattle Wealth Management LLC | Seattle, WA | $131.3M | — |
| Sheeley & Partners Wealth Management, LLC | Providence, RI | $131.3M | — |
| Nexpoint Advisors, L.P. | Dallas, TX | $131.2M | — |
| Stawnychy Financial Services, Inc. | Kinnelon, NJ | $131.2M | — |
| White Hawk Wealth Management, Inc. | Broomfield, CO | $131.2M | — |
| Sterling Bridge Financial Group LLC | Palm Harbor, FL | $131.1M | — |
| Frisco Financial Planning LLC | | $131.1M | — |
| Ronin Equity Partners LLC | New York, NY | $131.1M | 4 |
| Kerr Financial Planning Corporation | Fresno, CA | $131M | — |
| Steeloaks Investment Advisers, Inc. | Weirton, WV | $131M | — |
| Warren Capital Management, Inc. | Charleston, SC | $131M | — |
| Family Wealth Partners LLC | Medford, NJ | $130.9M | — |
| Crescent City Retirement Group, LLC | Metairie, LA | $130.9M | — |
| Man Capital Management LLC | New York, NY | $130.8M | 1 |
| Dmk Advisor Group, Inc. | Lutz, FL | $130.8M | — |
| Open Source Investments, LLC | | $130.7M | — |
| Weinstat Wealth Management, Inc. | | $130.7M | — |
| First Growth Capital LLC | | $130.6M | — |
| Mench Financial Inc | Cincinnati, OH | $130.6M | — |
| Lincoln Douglas Investments, LLC | Mount Vernon, OH | $130.5M | — |
| Agemy Wealth Advisors, LLC | Dever, CO | $130.5M | — |
| Jcn Financial & Tax Advisory Group, LLC | Baton Rouge, LA | $130.5M | — |