| Royal Palms Capital, LLC | | $124.2M | — |
| Merryfield Barnes, LLC | Ithaca, NY | $124.2M | — |
| Cardea Capital Advisors, LLC | Vero Beach, FL | $124.2M | — |
| Emergent Capital Advisors, LLC | Houston, TX | $124.1M | 1 |
| T.r.u.e. Coastal Capital, LLC | Savannah, GA | $124.1M | — |
| Jmh Wealth Management, LLC | Hanover, NH | $124.1M | — |
| Eagle Point Enhanced Income Management LLC | Greenwich, CT | $124.1M | — |
| Peterson Financial Services LLC | Denver, CO | $124M | — |
| Brooklawn Capital Advisors LLC | New York, NY | $124M | — |
| Surience Private Wealth LLC | Yakima, WA | $124M | — |
| Abridge Partners, LLC | | $124M | — |
| Meridian Asset Management, LLC | | $124M | — |
| Titan Investment Management LLC | Indianapolis, IN | $123.9M | — |
| Iowa Wealth Management, LLC | West des Moines, IA | $123.9M | — |
| Midwest Financial Associates, Inc. | Rockford, IL | $123.9M | — |
| Agilis Investment Management LLC | Wilton, CT | $123.8M | — |
| Tqm Wealth Partners, LLC | Marblehead, MA | $123.7M | — |
| Greenleaf Financial Network, LLC | | $123.7M | — |
| Cosey Financial Services, Inc. | Knoxville, TN | $123.7M | — |
| Kucharo Wealth, LLC | Charlotte, NC | $123.7M | — |
| Peace of Mind Financial, Inc | Colorado Springs, CO | $123.6M | — |
| Schuylkill Financial, LLC | Wyomissing, PA | $123.6M | — |
| Candide Group, LLC | Oakland, CA | $123.6M | — |
| Fitzwilliams Wealth Management Inc. | Chesapeake, VA | $123.5M | — |
| Daly Investment Management, LLC | Mount Prospect, IL | $123.5M | — |
| Tactica LLC | | $123.5M | — |
| Ideal Retirement Solutions, LLC | Port Charlotte, FL | $123.5M | — |
| Zuckerman Capital Management, LLC | Los Angeles, CA | $123.5M | — |
| Q2 Wealth Management LLC | Lexington, KY | $123.5M | — |
| Gallagher Wealth Management, Inc | Danville, CA | $123.5M | — |
| Investment Management Trust, LLC | Fitchburg, MA | $123.5M | — |
| Integra Financial, Inc. | Greenwood Village, CO | $123.4M | — |
| O'Domhnaill Enterprises, Inc. | Cody, WY | $123.3M | — |
| Dewitt Investment Research & Management Inc | Collegeville, PA | $123.2M | — |
| Pacific Specialty Investment Group, LLC | Newport Beach, CA | $123.2M | — |
| Caprice Capital Partners, LLC | | $123.2M | 2 |
| Lang & Becker, Inc. | Washington, MO | $123.2M | — |
| Davies Financial Advisors, Inc. | Murrieta, CA | $123.1M | — |
| Ibs Capital LLC | Medfield, MA | $123M | 3 |
| Samara Investment Management, LLC | Beaverton, OR | $123M | — |
| Valliance Asset Management LLC | New York, NY | $123M | — |
| Arkhouse Management Co. LP | New York, NY | $122.9M | 4 |
| Bretton Capital Management LLC | San Francisco, CA | $122.8M | — |
| Worth Financial Group Inc. | Dallas, TX | $122.8M | — |
| Sunstone Advisors, LLC | Irvine, CA | $122.8M | 8 |
| Legacy Financial Services Group, Inc. | Traverse City, MI | $122.8M | — |
| Enduring Wealth Advisors, LLC | Temecula, CA | $122.8M | — |
| Senior Tax Advisory Group, Inc | Colorado Springs, CO | $122.8M | — |
| Contango Wealth Management LLC | Oakland, CA | $122.8M | — |
| Rall Capital Management, Inc. | Rockledge, FL | $122.7M | — |