| Investment Consultants LLC | | $122.7M | — |
| Tc Financial Management, Co. Inc. | Margate City, NJ | $122.7M | — |
| Wassaw Sound Management, LLC | Savannah, GA | $122.7M | — |
| Elevated Wealth, LLC | | $122.7M | — |
| Uak Diversified LLC | | $122.7M | — |
| Every Securities LLC | Sacramento, CA | $122.7M | — |
| Kahn Financial Group, Inc. | Clearwater, FL | $122.6M | — |
| Alphabond LLC | Palm Beach, FL | $122.6M | — |
| Trillium Investments LLC | Emeryville, CA | $122.6M | — |
| Silver Creek Capital Management LLC | Seattle, WA | $122.5M | 8 |
| Main Line Group Wealth Management, LLC | | $122.5M | 2 |
| Maynerich Financial | Virden, IL | $122.5M | — |
| Castlebar Asset Management, LLC | Overland Park, KS | $122.5M | — |
| Coast Advisory LLC | East Troy, WI | $122.5M | — |
| V3limited LLC | Radnor, PA | $122.4M | — |
| Lionsbridge Wealth Management LLC | Jacksonville Beach, FL | $122.4M | — |
| Integrated Wealth Advisors, LLC | Bellevue, WA | $122.4M | — |
| Pegasus Financial Group LLC | Chantilly, VA | $122.3M | — |
| Fnex Wealth, LLC | Indianapolis, IN | $122.3M | — |
| Fsc Wealth Advisors, LLC | Fishkill, NY | $122.3M | — |
| Arbor Financial Services, LLC | Downers Grove, IL | $122.2M | — |
| Pacific Coast Investment Advisors, LLC | West Linn, OR | $122.2M | — |
| Apex Wealth Advisors LLC | | $122.2M | — |
| Condon Wealth Management, Inc. | Plymouth, MA | $122.1M | — |
| United Value Capital, LLC | | $122M | — |
| Laureate Wealth Management, LLC | Glen Ellyn, IL | $121.9M | 5 |
| Kw Wealth Management LLC | | $121.9M | — |
| First Look Capital Management, LLC | | $121.9M | — |
| Portfolio Resources Advisor Group, Inc. | Coral Gables, FL | $121.9M | — |
| Tolley Financial Group, LLC | Raleigh, NC | $121.9M | — |
| Clio Asset Management LLC | Charlottesville, VA | $121.8M | — |
| Cambrian Asset Management, Inc. | Mill Valley, CA | $121.8M | 2 |
| Ascentris, LLC | Denver, CO | $121.8M | 2 |
| Lifelong Wealth Management Group, LLC | Lake Oswego, OR | $121.7M | — |
| Commencement Financial Planning LLC | | $121.7M | — |
| Cypress Capital Management, LLC | Sheridan, WY | $121.7M | — |
| Encore Wealth Advisors, LLC | Morris, MN | $121.7M | — |
| New Wave Financial Services, LLC | | $121.6M | — |
| Arbalpha Capital, LLC | Miami, FL | $121.6M | — |
| Boston Portfolio Advisers, LLC | Boston, MA | $121.5M | — |
| Blue Haven Capital, LLC | Geneva, IL | $121.5M | — |
| Gira & Gira Investment Advisors LLC | Harrisonburg, VA | $121.4M | — |
| Regal Advisory Services, Inc. | Glenview, IL | $121.4M | — |
| Pathfinder Wealth Management, Inc. | Rockford, IL | $121.4M | — |
| Matrix Planning Inc | Santa Monica, CA | $121.4M | 1 |
| Connective Portfolio Management, LLC | New York, NY | $121.3M | — |
| Alder Point Capital Management LLC | Lafayette, CO | $121.3M | 3 |
| Wealth Planning Asset Management Limited Liability Company | Bedminster, NJ | $121.3M | — |
| Strickland Davis Advisors LLC | Marietta, GA | $121.3M | — |
| Encompass Advisory Services, LLC | Katy, TX | $121.3M | — |