| Third Gear Capital Management LP | Houston, TX | $115.7M | 1 |
| Risk Paradigm Group, LLC | Burlington, MA | $115.6M | — |
| Professional Financial Management, Inc. | Appleton, WI | $115.5M | — |
| New Vernon Investment Management LLC | Highland Park, IL | $115.5M | 2 |
| Palante Wealth Advisors, LLC | Pennington, NJ | $115.5M | — |
| Kb Financial Advisors LLC | San Francisco, CA | $115.5M | — |
| Beyond Your Hammock LLC | Boston, MA | $115.4M | — |
| Zenith Advisory Group, LLC | The Villages, FL | $115.4M | — |
| 1818 Private Client Group, LLC | Aventura, FL | $115.4M | — |
| Wealth Compass Financial, Inc. | Carlsbad, CA | $115.4M | — |
| Ridgeline Productions LLC | New York, NY | $115.4M | 3 |
| Kutz and Company Inc. | Great Neck, NY | $115.4M | — |
| Pariax, LLC | Newport Beach, CA | $115.4M | — |
| Leach, Bickmore & Weiss Wealth Management, LLC | Madison, WI | $115.3M | — |
| Passport Wealth Management LLC | Cornelius, NC | $115.3M | — |
| Revolution Partners, LLC | | $115.1M | — |
| Uyana Partners LLC | Miami, FL | $115M | — |
| Natwealth Management (USA) Inc | Montreal | $115M | — |
| Strategic Foresight Investments LLC | Wilmington, DE | $115M | — |
| Lightedway Advisory Services, Inc. | Harrison, NY | $115M | — |
| Fortify Wealth, Inc. | St. Louis, MO | $115M | — |
| Gritstone Asset Management LLC | Bethesda, MD | $114.9M | 1 |
| Five Speed Financial Planning LLC | Tucson, AZ | $114.9M | — |
| Capstone Wealth Partners, Ltd. | Dublin, OH | $114.9M | — |
| Metis Wealth Management & Planning LLC | Bluffton, SC | $114.9M | — |
| Futura Asset Advisors LLC | Coral Gables, FL | $114.8M | — |
| South Bay Financial Partners Group, Inc. | Torrance, CA | $114.8M | — |
| Northwest Administrators Inc | Seattle, WA | $114.8M | — |
| Copia Investment Management, LLC | Chicago, IL | $114.8M | 1 |
| Hatteras Investment Partners, LP | Raleigh, NC | $114.8M | 4 |
| Pope Asset Management, LLC | Memphis, TN | $114.8M | — |
| Branzan Investment Advisors, Inc. | Littleton, CO | $114.8M | 3 |
| Alpha One Asset Management LLC | Pasadena, CA | $114.7M | 1 |
| Highbar Management, LLC | Menlo Park, CA | $114.6M | 3 |
| Ajax Capital LLC | | $114.6M | — |
| Alpine Hill Advisors LLC | Westport, CT | $114.5M | — |
| Palladiem LLC | Bryn Mawr, PA | $114.5M | — |
| 1102 Partners, LLC | | $114.5M | — |
| Engleson & Associates, Inc. | Rochester, NY | $114.5M | — |
| Abri LLC | Lexington, KY | $114.4M | — |
| Queen City Capital Management, LLC | Cincinnati, OH | $114.4M | — |
| Rioblanco Capital LLC | San Juan, PR | $114.3M | 13 |
| Sera Capital Management Limited Liability Company | Annapolis, MD | $114.3M | — |
| Dardanelles Capital LP | Boston, MA | $114.2M | 1 |
| Goodstein Wealth Management LLC | Encino, CA | $114.2M | — |
| Ryan Poage & Co., LLC | Kansas City, MO | $114.2M | — |
| Bridgeview Capital Advisors, Inc. | El Dorado Hills, CA | $114.1M | — |
| Richard G. Slater | | $114.1M | — |
| Skloff, Aaron | | $114M | — |
| Alpha Fiduciary, Inc. | Scottsdale, AZ | $114M | 13 |