| Savvy Labs Inc | New York, NY | $118.9M | — |
| Riley S. Crosbie Advisory, LLC | Logan, UT | $118.9M | — |
| L.d. Lowe Wealth Advisory, Inc. | Richardson, TX | $118.8M | — |
| Charmarline Wealth Management LLC | Lynchburg, VA | $118.8M | — |
| Bruckmann, Rosser, Sherrill & Co., Management, L.P. | New York, NY | $118.7M | 4 |
| Hartley Advisors Corp. | | $118.7M | — |
| Northfort Financial, LLC | | $118.6M | — |
| Shea, Brian Michael | | $118.6M | — |
| Hudson Financial Services, Inc. | Auburn, CA | $118.6M | — |
| Cardinal Advisers LLC | | $118.5M | — |
| Hms Financial Services, LLC | Columbia, SC | $118.5M | — |
| Brian Joyce, LLC | | $118.5M | — |
| Noble Wealth Partners, LLC | Denver, CO | $118.5M | — |
| 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 | — |
| 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 |
| Fournorth Capital LLC | West Conshohocken, PA | $117.7M | — |
| 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 | — |