| Sanctuary Financial Planning, LLC | | $102.2M | — |
| Hunt Capital Management, LLC | New York, NY | $102M | — |
| Wynn Capital Management, LLC | Santa Cruz, CA | $102M | — |
| V Delima Investments Inc | | $102M | — |
| Sound Legacy Wealth Advisors, LLC | | $102M | — |
| Secure Retirement Financial & Insurance Services Corp. | San Ramon, CA | $102M | — |
| Haire Wealth Management, Inc. | Tupelo, MS | $102M | — |
| Balanced Wealth Management, LLC. | East Greenwich, RI | $102M | — |
| Apforia Ltd | Virginia Beach, VA | $101.9M | — |
| Onewelth Inc | New York, NY | $101.9M | 1 |
| Cornwall Capital Management LP | New York, NY | $101.8M | 1 |
| Strategic Wealth Partners LLC | Franklin, TN | $101.7M | — |
| Hanover Square Wealth Advisors LLC | | $101.6M | — |
| Blantyre Capital US LLC | New York, NY | $101.6M | 1 |
| Sequentis Capital LLC | Boston, MA | $101.5M | — |
| Tia Wealth Management LLC | Newburyport, MA | $101.5M | — |
| Integrative Planning, Inc. | Cornelius, NC | $101.4M | — |
| Mendoza Private Wealth Inc. | Miami, FL | $101.4M | — |
| Bespoke Investment Group, LLC | Harrison, NY | $101.3M | — |
| Wells Global Investment Advisers LLC | Winter Haven, FL | $101.3M | — |
| Integrated Benefits, Incorporated | | $101.3M | — |
| Palomar Advisors Inc. | | $101.3M | — |
| Rock Creek Wealth Management, LLC | Hillsboro, OR | $101.1M | — |
| Rga Investment Advisors, LLC | Great Neck, NY | $101.1M | 5 |
| Suttle Crossland Wealth Advisors, LLC | Scottsdale, AZ | $101.1M | — |
| Beacon Associates Wealth Management, LLC | Maumee, OH | $101.1M | — |
| Ensign Advisory Partners LLC | Gilbert, AZ | $101M | — |
| Brave Eagle Wealth Management, LLC | New York, NY | $101M | — |
| Fc Wealth Solutions LLC | Westerville, OH | $101M | — |
| Autilus Partners LLC | Santa Monica, CA | $101M | — |
| Ascent Advisors LLC | Mankato, MN | $101M | — |
| 34 Financial, LLC | Atlanta, GA | $101M | — |
| Cwm Advisory, LLC | Ocean Pines, MD | $101M | — |
| Indexperts, LLC | Charlotte, NC | $100.9M | — |
| Fuerst Financial Group, Inc. | Chattanooga, TN | $100.9M | — |
| Cherokee & Walker Management, LLC | Salt Lake City, UT | $100.8M | 4 |
| Ascent Financial Group LLC | Richmond, VA | $100.8M | — |
| Pflueger Wealth, LLC | | $100.7M | — |
| Social Investment Managers and Advisors, LLC | New York, NY | $100.6M | 4 |
| Cdp Financial Group, LLC | Littleton, CO | $100.5M | — |
| Bridge Financial Planning, LLC | | $100.4M | — |
| Sagent Wealth Management | Laguna Beach, CA | $100.4M | — |
| Newsong Capital Management, Inc. | Hattiesburg, MS | $100.4M | — |
| Course Management Investment Advisors, LLC | Pinehurst, NC | $100.3M | — |
| Financial Action, Inc. | Monument, CO | $100.3M | — |
| Financial Counseling, Inc. | Springboro, OH | $100.1M | — |
| Retire Ready Wealth Management, LLC | Radnor, PA | $100.1M | — |
| Grupp Financial LLC | Jackson, WY | $100.1M | — |
| Cardinal Point Capital LLC | San Francisco, CA | $100M | 3 |
| Infinity Investment Advisors LLC | Huntsville, AL | $100M | — |