| Point B Planning, LLC | Katonah, NY | $113.9M | — |
| Financial Planning First, LLC | Tuscon, AZ | $113.9M | — |
| Coordinated Wealth Management, L.L.C. | Hendersonville, TN | $113.9M | — |
| Finamex Asset Management, LLC | Houston, TX | $113.9M | — |
| Webster Street Investment Advisors LLC | | $113.7M | — |
| Burne Financial Concepts, LLC | Watertown, CT | $113.7M | — |
| Pleasantdale Wealth Management, LLC | | $113.7M | — |
| Tollefson and Company Investment Management LLC | | $113.7M | — |
| Arx Private Wealth | Lancaster, PA | $113.6M | — |
| Broadwealth LLC | | $113.6M | — |
| Signal Ridge Capital Partners, LLC | Framingham, MA | $113.6M | — |
| Cw Securities, LLC | Knoxville, TN | $113.5M | — |
| Expand Financial Group, LLC | | $113.5M | — |
| Blue Jay Financial Group, LLC | Defiance, OH | $113.5M | — |
| Hfg Advisors, Inc. | Kennewick, WA | $113.4M | — |
| Financial Design Group, LLC | Lavista, NE | $113.4M | — |
| Compass Private Wealth Group LLC | Short Hills, NJ | $113.3M | — |
| Modernist Financial, LLC | Portland, OR | $113.3M | — |
| Sparrow Capital Management Inc | St. Louis, MO | $113.3M | 1 |
| Hulsey Capital Management, Inc. | Heber Springs, AR | $113.2M | — |
| Wealth-Builders, Inc. | | $113.2M | — |
| Veltria Advisors Corp. | Miami, FL | $113.2M | — |
| Mk3 Wealth LLC | Cherry Hill, NJ | $113.1M | — |
| Chappelwood Financial Services Corp. | Edmond, OK | $113.1M | — |
| Bernard & Johnson, LLC | Pasadena, CA | $113.1M | — |
| Delgado Wealth Management, LLC | Orlando, FL | $112.9M | — |
| Form Prosperity Wealth Advisors, LLC | Chandler, AZ | $112.9M | — |
| McCarthy & Cox Retirement & Estate Specialists LLC | Marysville, OH | $112.9M | — |
| Municipal Asset Management Inc | Rye Brook, NY | $112.8M | — |
| Infinite Giving Advisory Services, Inc. | Atlanta, GA | $112.8M | — |
| Mosaic Fi LLC | Lincolnshire, IL | $112.8M | — |
| Fra Wealth Management LLC | O'Fallon, IL | $112.8M | — |
| Alpha Planning and Financial Services, Inc. | Solon, OH | $112.8M | — |
| Coburn Barrett, LLC | San Francisco, CA | $112.7M | 1 |
| 33 Capital Management LLC | Greenwich, CT | $112.7M | 2 |
| Gassman Financial LLC | Salem, NH | $112.6M | — |
| Genesis Investment Advisors, LLC | Ooltewah, TN | $112.5M | — |
| Soaring Investment Management, LLC | Portland, OR | $112.5M | — |
| Jason W. Qualls | Murfreesboro, TN | $112.5M | — |
| Evergreen Wealth Advisors | Raleigh, NC | $112.5M | — |
| Abbondandolo Wealth Management Corp | Glen Cove, NY | $112.5M | — |
| Cogent Independent Advisors, Inc. | | $112.4M | — |
| Ontrack Wealth Management, LLC | Canton, MI | $112.4M | — |
| Aria Wealth Partners, LLC | Charlottesville, VA | $112.3M | — |
| San Francisco Wealth Planning LLC | | $112.3M | — |
| Kdm Wealth Management Inc. | Geneva, IL | $112.2M | — |
| Superior Financial, LLC | Rochester, MN | $112.2M | — |
| Inkwell Capital LLC | | $112.2M | — |
| Aragon Family Office LLC | Homewood, AL | $112.1M | — |
| Paladin Realty Partners, LLC | | $112M | 6 |