| Hinsdale Associates, Inc. | Hinsdale, IL | $120.1M | — |
| Sasser Investment Management, Inc. | Berkeley, CA | $120.1M | — |
| Summit Wealth Management LLC | Akron, OH | $120.1M | — |
| Marathon Partners Equity Management, LLC | New York, NY | $120.1M | 2 |
| Newport Asia LLC | San Francisco, CA | $120.1M | 4 |
| Glasgow Partners, LLC | | $120M | — |
| Seneca Capital Management, LLC | Denver, CO | $120M | 1 |
| K2 Wealth Management LLC | Chicago, IL | $120M | — |
| Goldman Wealth Management & Associates, LLC | San Diego, CA | $120M | — |
| Optimal Capital Advisors, LLC | Traverse City, MI | $119.9M | 13 |
| Mtr Financial Services, LLC | Kingwood, TX | $119.9M | — |
| Brickell Key Asset Management Limited | St. Peter Port | $119.9M | 1 |
| Brickell Key Asset Management LLC | Charleston, SC | $119.9M | — |
| Altman Investment Management LLC | Princeton, NJ | $119.9M | — |
| Dca Family Office, LLC | Roseville, CA | $119.9M | — |
| Lone Star Investment Advisors, LLC | Dallas, TX | $119.9M | 3 |
| Fair Asset Management, LLC | | $119.8M | — |
| Solid Point Wealth Advisors, LLC | | $119.7M | — |
| 1650 Wealth Management, LLC | Lighthouse Point, FL | $119.7M | — |
| Copperwood Financial, Inc. | Burr Ridge, IL | $119.6M | — |
| Money Management Concepts, Inc. | Melbourne, FL | $119.6M | — |
| Black Capital Management, LLC | | $119.6M | — |
| Hicks & Associates Wealth Management, LLC | Cary, NC | $119.6M | — |
| Sentara Capital LLC | Marietta, GA | $119.6M | — |
| Cox Financial Group Inc | Dublin, OH | $119.5M | — |
| Triad Investment Management, LLC | Newport Beach, CA | $119.5M | — |
| Chestnut Street Investment Counsel, LLC | Lancaster, PA | $119.5M | — |
| Abacus Capital Advisors LLC | Plantation, FL | $119.5M | — |
| Yunistone Investment Group, LLC | Chicago, IL | $119.5M | — |
| Stoic Point Capital Management LLC | Palo Alto, CA | $119.5M | 2 |
| Boulevard Wealth Management, Inc. | Bloomington, MN | $119.5M | — |
| Integrated Planning & Wealth Management, LLC | | $119.4M | — |
| Virtus Wealth Management LLC | Olivette, MO | $119.4M | — |
| Valeo Ventures Management, LLC | | $119.3M | — |
| Enspire Wealth Management, LLC | Santa Rosa, CA | $119.3M | — |
| Magellan Investment Partners North America, Inc. | Westmont, IL | $119.3M | — |
| Cmc Financial Group, LLC | Atlanta, GA | $119.3M | — |
| Csp Financial Group LLC | Scottsdale, AZ | $119.2M | — |
| Walnut Level Capital LLC | Denver, CO | $119.2M | 1 |
| Rheeco, Inc. | Natick, MA | $119.2M | — |
| Exceed Advisory LLC | New York, NY | $119.2M | — |
| Avantia Investment Services, LLC | Seattle, WA | $119.1M | — |
| Carolina Strategy, LLC | | $119.1M | — |
| Sullivan Financial, LLC | Essex, CT | $119.1M | — |
| Kailix Advisors LLC | Aventura, FL | $119M | — |
| Compass Capital Management, LLC | McAlester, OK | $119M | — |
| Baer Investment Advisory LLC | | $119M | — |
| Form Prosperity Wealth Advisors, LLC | Chandler, AZ | $119M | — |
| Ridgegate Advisors, LLC | Englewood, CO | $119M | — |
| Tcn Private Wealth Management LLC | | $119M | — |