| Sandhill Wealth Management, Inc. | Winter Park, FL | $118.5M | — |
| Jasper Capital Hong Kong Limited | Hong Kong, Hong Kong | $118.5M | 1 |
| Terrafirma Wealth Partners LLC | Walnut Creek, CA | $118.5M | — |
| Smith & Co Advisory LLC | Spring Hill, TN | $118.5M | — |
| MCM Advisers, LP | Orinda, CA | $118.4M | 7 |
| The Financial Discovery Group,inc. | Atlanta, GA | $118.3M | — |
| Tone Capital, LLC | Richmond, VA | $118.3M | — |
| Lcv Management, LP | | $118.2M | 1 |
| Pinnacle Wealth Management Partners, Inc. | Brighton, MI | $118.1M | — |
| Vanderpol Investments L.L.C. | Caledonia, MI | $118.1M | — |
| Cs Advisors Inc. | Boca Raton, FL | $118M | — |
| Staib Financial Planning, LLC | | $118M | — |
| Blue Sky Investment Partners, Inc. | Evanston, IL | $118M | — |
| Investment & Tax Strategies, Inc. | | $118M | — |
| Cornerstone Financial Management, LLC | Atlanta, GA | $118M | — |
| Crosspoint Capital Strategies, LLC | Orinda, CA | $118M | — |
| One Life Financial Group, Inc. | | $118M | — |
| Gvs Financial Group, Inc. | | $118M | — |
| Ark Wealth Advisors, LLC | Yorba Linda, CA | $118M | — |
| South Shore Investment Services LLC | Norwell, MA | $117.9M | — |
| Aem Asset Management, LLC | Somerset, NJ | $117.9M | — |
| Meridian Wealth Management, LLC | | $117.8M | — |
| Ak Global Asset Management, LLC | Oakland, CA | $117.8M | — |
| Hunt Investment Management, LLC | New York, NY | $117.7M | 2 |
| Wealth Engineers, LLC | Denver, CO | $117.6M | — |
| Kinnamon & Associates Ltd II | Barrington, IL | $117.6M | — |
| Curat Global LLC | | $117.5M | — |
| Willamette Financial Advisors, LLC | Portland, OR | $117.5M | — |
| Ciro Capital LLC | Jersey City, NJ | $117.4M | — |
| Albert Bridge Capital Management LP | | $117.4M | 1 |
| Fairway Asset Management, LLC | Omaha, NE | $117.4M | — |
| Trail Financial Planning LLC | Bellingham, WA | $117.3M | — |
| L.j. Brey, Inc. | | $117.3M | — |
| Covalent Partners LLC | Concord, MA | $117.3M | 1 |
| Buckram Securities Ltd | Locust Valley, NY | $117.3M | — |
| McKinley Financial Advisors Inc | Brookville, PA | $117.2M | — |
| Sea Hunter Capital LLC | Palm Beach Gardens, FL | $117.2M | — |
| Caerus Investment Advisors, LLC | | $117.2M | 15 |
| Dunham Lane Capital Partners LLC | Greenwich, CT | $117.2M | — |
| Beresh, Patrick Michael | Larkspur, CA | $117.2M | — |
| Legacy Road LLC | | $117.2M | — |
| 818 Wealth, LLC | Fort Worth, TX | $117.1M | — |
| Greystone Financial & Estate Services, Inc. | Kirkland, WA | $117.1M | — |
| Sulzberger Capital Advisors, Inc. | Miami, FL | $117.1M | — |
| Bh Asset Management, LLC | New York, NY | $117M | — |
| Humilis Investment Strategies, LLC | | $117M | — |
| Abraham & Co., Inc. | | $117M | — |
| Wurz Financial Services, LLC | Holland, OH | $117M | — |
| Greenline Wealth Management LLC | Boca Raton, FL | $117M | — |
| Burt Asset Management, Inc. | | $117M | — |