| Wolfstone Wealth, LLC | | $110.3M | — |
| Charles River Wealth Management, LLC | Burlington, MA | $110.3M | — |
| Aigen Investment Management, LP | New York City, NY | $110.3M | 1 |
| Rjj Pasadena Securities, Inc. | Henderson, NV | $110.3M | — |
| Cornerstone Professional Advisor Services, LLC | Garden City, NY | $110.3M | — |
| Visionx Wealth Partners | Fort Dodge, IA | $110.2M | — |
| Muirfield Capital Global Advisors LLC | Palm Beach, FL | $110.2M | 2 |
| Cfg Wealth Management Services Inc | Indianapolis, IN | $110.2M | — |
| Pacific Financial Advisors, Inc. | Bellevue, WA | $110.2M | — |
| Bw Asset Management Ltd | George Town | $110.2M | — |
| Servatus Capital, LLC | Naples, FL | $110.1M | — |
| Hampel Investment Advisors, LLC | | $110.1M | — |
| Poplar Point Capital Management LLC | Burlingame, CA | $110.1M | 1 |
| Bentham Wealth Advisors Inc | Williamsville, NY | $110.1M | — |
| Meadowbrook Wealth Management, LLC | Garden City, NY | $110.1M | — |
| Lockerman Financial Group, Inc | Newport Beach, CA | $110.1M | — |
| Sfga LLC | Honolulu, HI | $110.1M | — |
| Investable Wealth, LLC | | $110M | — |
| Taber Asset Management L.L.C. | | $110M | — |
| O.f.o. Partners, LLC | Hingham, MA | $110M | — |
| Werlemann Securities LLC | Newport Beach, CA | $110M | — |
| Peakshares LLC | Tampa, FL | $110M | — |
| Private Client Advisor Group, LLC | Palm City, FL | $110M | — |
| Hunt Wealth Management Group, Inc. | Concord, CA | $110M | — |
| Tenbridge Partners LLC | Portland, OR | $110M | — |
| Oldfield Wealth Partners LLC | Bangor, ME | $110M | — |
| Mainline Investment Advisers, LLC | Wynnewood, PA | $109.9M | 9 |
| MD Wealth Management, LLC | Chelsea, MI | $109.9M | — |
| Renaissance Wealth Advisors, LLC | Newton, MA | $109.9M | — |
| Sonic GP LLC | Honolulu, HI | $109.9M | 1 |
| Park Shore Partners LLC | Erie, PA | $109.9M | 1 |
| Gilbert Financial, LLC | | $109.8M | — |
| Quabbin Advisors, LLC | Amherst, MA | $109.8M | — |
| Jake Carris Financial Planning, LLC | Orlando, FL | $109.7M | — |
| Oxford Wealth Management LLC | Lindon, UT | $109.6M | — |
| Veraz Advisors, LLC | San Ramon, CA | $109.6M | — |
| Private Asset Management Inc | Kirkland, WA | $109.5M | — |
| International Management Advisors Ltd. | | $109.5M | — |
| Capstone Wealth Management Corp. | Lakeland, FL | $109.4M | — |
| Simcoe Capital, LLC | Spokane, WA | $109.4M | — |
| Sizemore Capital Management, LLC | San Isidro | $109.4M | 9 |
| Wealthshape LLC | Windsor, CT | $109.4M | — |
| Peak Financial Management, Inc. | Broomfield, CO | $109.4M | — |
| Alpha Financial Management, Inc. | Savannah, GA | $109.4M | — |
| Afton Advisors, LLC | | $109.3M | — |
| Ingram Advisory Services, LLC | Winter Haven, FL | $109.3M | — |
| Garden State Retirement Specialists, LLC | Red Bank, NJ | $109.3M | — |
| Fairlight Advisors LLC | San Francisco, CA | $109.3M | — |
| Aspire Advisors, LLC | North White Plains, NY | $109.2M | — |
| Nk Capital LLC | | $109.2M | 2 |