| Applied Quantitative Investments LLC | Lone Tree, CO | $107.9M | — |
| River1 Asset Management LLC | Milwaukee, WI | $107.8M | — |
| Camelot Event-Driven Advisors, LLC | Maumee, OH | $107.8M | 1 |
| Whealthy Empowerment Network, LLC | | $107.8M | — |
| Nye Wealth Management LLC | Hudson, OH | $107.7M | — |
| Milborn Advisors, Ltd | Milwaukee, WI | $107.7M | — |
| Forthright Capital Advisory LLC | Las Vegas, NV | $107.7M | — |
| Soulence Wealth Management II LLC | Pleasant Grove, UT | $107.5M | — |
| Sherpa Capital Management, LLC | | $107.5M | — |
| Idle Hill Advisors LLC | Greenville, SC | $107.5M | — |
| Skm Wealth Advisors LLC | Erie, PA | $107.5M | — |
| Dove Investment Research and Management, Inc. | Irvine, CA | $107.4M | — |
| North Bay Wealth Management | Petaluma, CA | $107.3M | — |
| Amh Equity Ltd | | $107.3M | 1 |
| The Financial Legacy Group, LLC | Charlotte, NC | $107.3M | — |
| Strickler Investment Services, LLC | Brighton, MI | $107.3M | — |
| Better Way LLC | Bal Harbour, FL | $107.3M | 16 |
| Hogan Investment Counsel, LLC | Cordova, TN | $107.2M | — |
| Total Wealth Advisors, LLC | Hopkins, MN | $107.2M | — |
| Omnitrust Wealth Management, Inc. | Jacksonville, FL | $107.2M | — |
| Rs Asset Management, LLC | Colorado Springs, CO | $107.2M | — |
| Turner Capital Investments, LLC | Austin, TX | $107.2M | — |
| Elevate Financial Planning and Wealth Management LLC | St. Petersburg, FL | $107.1M | — |
| Martin Wealth Management | | $107.1M | — |
| Independent Wealth Management LLC | Kenosha, WI | $107.1M | — |
| Jackson Wealth Management, LLC | Castle Rock, CO | $107M | — |
| Rk Asset Management, LLC | | $107M | — |
| Sawtelle, Charles Scott | | $107M | — |
| Muse Capital Management LLC | Santa Monica, CA | $107M | 2 |
| Trusco Investment Management, LLC | Nashville, TN | $107M | — |
| Potomac Investment Company | | $107M | — |
| Kj Capital Management LLC | | $107M | — |
| 603 Financial Advisors, LLC | | $106.9M | — |
| Endure Capital, LLC | Lake Forest, CA | $106.9M | — |
| Ella Financial Advising LLC | Oakland, CA | $106.9M | — |
| Kalamata Asset Management LLC | Bethesda, MD | $106.8M | 2 |
| Eqv Advisory, LLC | Raleigh, NC | $106.8M | — |
| Lexington Financial/Life Management, LLC | Nashville, TN | $106.8M | 2 |
| Stonex International Advisors Inc | Miami, FL | $106.7M | — |
| Haynie Wealth Management LLC | Salt Lake City, UT | $106.6M | — |
| Your Ia, LLC | St. George, UT | $106.6M | — |
| Eagleson Arndt Financial Advisors, LLC | Thousand Oaks, CA | $106.6M | — |
| Horse Cove Partners LLC | Atlanta, GA | $106.6M | — |
| Coastal Wealth Advisors, LLC | Johns Island, SC | $106.6M | — |
| Meketa Capital, LLC | Denver, CO | $106.6M | — |
| Stage 2 Planning Partners LLC | S Burlington, VT | $106.5M | — |
| Top Private Wealth LLC | Glastonbury, CT | $106.5M | — |
| Bergamot Asset Management LP | Princeton, NJ | $106.5M | 7 |
| Thayer Financial, L.L.C. | Hickory, NC | $106.4M | — |
| Fiduciary Advisor Advocates, LLC | | $106.4M | — |