| 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 | — |
| 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 |
| 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 | — |
| Pleasantdale Wealth Management, LLC | | $113.7M | — |
| Burne Financial Concepts, LLC | Watertown, CT | $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 | — |
| 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 | — |