| Trident Advisors Inc | Doylestown, PA | $116.9M | — |
| Omni Financial LLC | Madison, WI | $116.9M | — |
| Heirloom Investment Management LLC | | $116.9M | 3 |
| Abel Financial Management Co. | | $116.8M | — |
| Whitwell & Co, LLC | | $116.8M | — |
| Investment Managers Group, LLC | Temecula, CA | $116.8M | — |
| Nim Wealth Solutions Inc. | San Jose, CA | $116.8M | — |
| Aljz Consulting, LLC | | $116.7M | — |
| Align Wealth Management, LLC | San Jose, CA | $116.7M | — |
| Delphi Management Inc | | $116.7M | — |
| Alsworth Capital Management, LLC | Corning, NY | $116.7M | — |
| Tidwell Wealth Management LLC | Rocklin, CA | $116.7M | — |
| Hayes Asset Management, LLC | Rochester, NY | $116.6M | — |
| Kompass Kapital Advisors, LLC | Overland Park, KS | $116.6M | — |
| Dynamic Trading Management, LLC. | White Plains, NY | $116.6M | — |
| Volk Financial LLC | Falmouth, ME | $116.5M | — |
| Integra Wealth, LLC | Chattanooga, TN | $116.5M | — |
| Luna Capital Management, LLC | Burlingame, CA | $116.4M | — |
| Heckman Financial & Insurance Services, Inc. | San Jose, CA | $116.4M | — |
| Sturman Wealth Advisors, LLC | Charlottesville, VA | $116.4M | — |
| Asset Strategy Retirement Plan Consultants, LLC | Camp Hill, PA | $116.4M | — |
| Aton Advisors, LLC | | $116.4M | — |
| Paradigm Wealth Management, LLC | Lincoln, NE | $116.3M | — |
| Ebert Capital Management Inc. | Eureka, CA | $116.3M | — |
| Greenskeeper Asset Management Inc. | Oakville, Ontario | $116.3M | 1 |
| First Light Wealth Advisors, LLC | Little Falls, NJ | $116.3M | — |
| Jaffe Asset Management LLC | Beverly Hills, CA | $116.2M | — |
| Columbia Benefits, LLC | Denver, CO | $116.2M | — |
| Solyco Wealth LLC | Birmingham, MI | $116.2M | — |
| Salvini, Brooke Alison | | $116.2M | — |
| Santa Fe Advisors LLC | Santa Fe, NM | $116.1M | — |
| Orchard City Wealth Management, LLC | Los Gatos, CA | $116.1M | — |
| Motilal Oswal Capital Limited | Prabhadevi, Mumbai | $116.1M | 1 |
| Serone Capital Management LLC | New York, NY | $116.1M | — |
| Ryzome Investment Advisors, LLC | Okemos, MI | $116.1M | — |
| Sacajawea & Company, LLC | | $116.1M | 1 |
| Mpm Advisors Group LLC | Liverpool, NY | $116.1M | — |
| Npm Consulting, LLC | | $116.1M | — |
| Pathway Wealth Management, LLC | Dallas, TX | $116M | — |
| Private Counsel Group, Ltd. | Indianapolis, IN | $116M | — |
| Gef Management Corporation | Bethesda, MD | $116M | 3 |
| Modern Financial Planning, LLC | Georgetown, TX | $116M | — |
| Benson Wealth Management, Inc. | | $116M | — |
| Finhabits Advisors, LLC | New York, NY | $116M | — |
| Paragon Asset Management Inc. | Orinda, CA | $115.9M | — |
| Portfolio Advisory Group, Inc. | Alexandria, VA | $115.8M | — |
| Inukshuk Capital Management Inc. | Toronto, Ontario | $115.7M | — |
| McCormack Financial Planning Inc. | Atlanta, GA | $115.7M | — |
| Rees Wealth Management, LLC | Sarasota, FL | $115.7M | — |
| Alpine Wealth Advisors, LLC | Denver, CO | $115.7M | — |