| Pacific Wealth Advisory Services LLC | Danville, CA | $96.3M | — |
| Penserra Global Investors LLC | Orinda, CA | $96.2M | — |
| Mrp Advisors, LLC | | $96.1M | — |
| Capital Design Private Wealth LLC | Portsmouth, NH | $96M | — |
| Eastward Capital Partners, LLC | West Newton, MA | $96M | 6 |
| Nexpoint Insurance Solutions, L.P. | Dallas, TX | $95.7M | — |
| Basa Resources, Inc. | Dallas, TX | $95.7M | 1 |
| Burke Wealth Management, LLC | Houston, TX | $95.2M | — |
| Steward Capital Management, Inc. | Bloomfield Hills, MI | $95.1M | 2 |
| S. Muoio & Co. LLC | New York, NY | $95.1M | 4 |
| Nosuris, Inc. | Lynbrook, NY | $95M | — |
| Mon Capital Management LLC | New York, NY | $95M | — |
| Wise Money Israel Ltd. | Binyamina | $94.9M | — |
| Abraham Trading, LP | Canadian, TX | $94.9M | — |
| Lyon Capital Management, LLC | Pittsford, NY | $94.8M | — |
| Lion Capital Advisors LLC | Miami, FL | $94.8M | — |
| Gsb Capital, LLC | | $94.8M | — |
| Saxon Securities LLC | San Francisco, CA | $94.6M | — |
| Wingspan Capital, LLC | New York, NY | $94.5M | 6 |
| Sebetic Advisors, LLC | | $94.4M | — |
| Saddock Wealth, LLC | Dallas, TX | $94.3M | — |
| Insight Securities, Inc. | Highland Park, IL | $94.2M | — |
| Circle N Advisors, LLC | Fishkill, NY | $94.2M | — |
| Bayridge Financial Group, Inc. | Rockville Centre, NY | $94.2M | — |
| Luesink Financial Planning LLC | New York, NY | $94.1M | — |
| Gravity Capital Management LLC | New York, NY | $94M | — |
| Target Rock Wealth Management, LLC | New York, NY | $94M | — |
| Walnut Investment Services LLC | Brooklyn, NY | $94M | — |
| Henley & Company Wealth Management LLC | Uniondale, NY | $93.9M | — |
| Voss Wealth Management LLC | Endicott, NY | $93.9M | — |
| Aot Invest LLC | Davenport, IA | $93.9M | — |
| Cove Street Capital, LLC | Hermosa Beach, CA | $93.8M | 1 |
| Statetrust Capital, LLC. | Boca Raton, FL | $93.7M | — |
| Capital Q Management LLC | Maitland, FL | $93.4M | 1 |
| Oelschlager Investments LLC | Akron, OH | $93.3M | — |
| Midas Management Corporation | Walpole, NH | $93.2M | — |
| Compass Investments LLC | Pittsburgh, PA | $93.2M | — |
| First Associated Investment Advisors, Inc. | Duluth, MN | $93.1M | — |
| Leh II Management LLC | Englewood, CO | $93.1M | 1 |
| Wealthspan Investment Management, LLC | Grand Rapids, MI | $93.1M | — |
| Thinking Big Financial Inc. | Brooklyn, NY | $93M | — |
| Oppenheimer + Close, LLC | New York, NY | $93M | — |
| Peak Financial Planning, LLC | Canoga Park, CA | $93M | — |
| Cannon Global Investment Management, LLC | Davie, FL | $92.9M | 2 |
| 3roots Wealth Partners LLC | Scottsdale, AZ | $92.6M | — |
| Vault Fiduciary LLC | | $92.5M | — |
| Tekmen Wells LLC | New York, NY | $92.4M | — |
| Xponance Alts Solutions, LLC | Philadelphia, PA | $92.3M | 1 |
| Family Partners Capital, LLC | Hamilton, MA | $92.3M | — |
| Mundoval Capital Management, Inc. | La Jolla, CA | $91.9M | — |