| Isf Global Capital Inc. | Orlando, FL | $128.7M | — |
| Prospettiva Financial LLC | San Francisco, CA | $128.7M | — |
| Hudson Heritage Capital Management, Inc. | Croton-On-Hudson, NY | $128.7M | — |
| Banta Asset Management LP | Newport Beach, CA | $128.7M | — |
| Catum Advisory Group, LLC. | Wilton, CT | $128.6M | — |
| Revalue LLC | Grand Rapids, MI | $128.5M | — |
| Stephen Craig Schulmerich | | $128.5M | — |
| Foster Point Capital, LLC | | $128.5M | — |
| Foothills Advisors, LLC | Cave Creek, AZ | $128.5M | — |
| Pelican Investment Advisors, LLC | Baton Rouge, LA | $128.5M | — |
| Berkeley Capital Management, LLC | Ellsworth, KS | $128.5M | — |
| Kurtin Financial Advisers, LLC | | $128.5M | — |
| Bhk Securities, LLC | Birmingham, AL | $128.4M | — |
| Broadhurst Financial Advisors, Inc. | Austin, TX | $128.4M | — |
| Indfin LLC | | $128.4M | — |
| St. John & Associates, Inc. | Roswell, GA | $128.4M | — |
| Ig Better Future Management, LLC | Menlo Park, CA | $128.3M | 19 |
| Rm Adviser, LLC | Orlando, FL | $128.3M | — |
| Octant Quantitative Investment Management LLC | Salt Lake City, UT | $128.2M | — |
| Pacifica Partners Capital Management Inc. | Surrey | $128.2M | — |
| Bright Advisors, LLC | Greenwood Village, CO | $128.2M | — |
| Networth Financial Services, LLC | Johns Creek, GA | $128.1M | — |
| Idx Advisors, LLC | Scottsdale, AZ | $128.1M | — |
| Ydfs, Inc. | | $128.1M | — |
| Guardian Capital, LLC | Wexford, PA | $128.1M | — |
| Lifespring Wealth Management, LLC | | $128M | — |
| Harbor Hills, Inc. | Montecito, CA | $128M | — |
| Second Half Financial Partners, LLC | Sebring, FL | $128M | — |
| Opus Private Wealth Group, LLC | Orange, CA | $128M | — |
| Breakwater Financial, LLC | Needham, MA | $127.9M | — |
| Cove View Investment Partners, LLC | Old Greenwich, CT | $127.8M | 1 |
| Wiser Advisor Group LLC | | $127.8M | — |
| Chartered Advisory Group, Inc. | Chadds Ford, PA | $127.7M | — |
| Split Creek LLC | | $127.7M | — |
| Global Portfolio Solutions, Inc. | Scottsdale, AZ | $127.7M | — |
| Willow Financial LLC | Rogers, AR | $127.6M | — |
| Solidarity Capital Management, LLC | Lehi, UT | $127.6M | 1 |
| Align Advisor Group, LLC | Vineland, NJ | $127.5M | — |
| Hidden Hills Wealth, LLC | | $127.5M | — |
| Evolution Investment Management LLC | Austin, TX | $127.5M | 6 |
| Longview Wealth Management, LLC | | $127.5M | — |
| Hatcher Capital Investments, Inc. | Little Rock, AR | $127.5M | — |
| S Capital Wealth Advisors, LLC | Mahtomedi, MN | $127.5M | — |
| Divvi Wealth Management LLC | Kansas City, MO | $127.4M | — |
| We Financial Group LLC | San Francisco, CA | $127.4M | — |
| Citigroup Alternative Investments LLC | New York, NY | $127.4M | 7 |
| Cardinal Retirement Planning, Inc. | | $127.4M | — |
| Luminescent Wealth Management, Inc. | Scottsdale, AZ | $127.4M | — |
| Millenia Financial Partners, LLC | | $127.4M | — |
| 2 Knights Wealth Management, LLC | Pepper Pike, OH | $127.3M | — |