| Equilibria Wealth Management, LLC | Katy, TX | $130.4M | — |
| Sartorial Wealth Inc. | Mississauga, Ontario | $130.4M | — |
| Messmer Capital Advisors LLC | Milford, OH | $130.4M | — |
| Altamira Financial Group, LLC | Santa Fe, NM | $130.3M | — |
| The Sherry Group, Inc. | Mountain Home, AR | $130.3M | — |
| Peakvalley Wealth, LLC | Roanoke, VA | $130.3M | — |
| Alliance of Wealth Advisors, LLC | Rapid City, SD | $130.3M | — |
| Arbus Capital Management, LLC | | $130.2M | — |
| Walsky Investment Management Inc | Wyomissing, PA | $130.2M | — |
| Montgomery Capital Advisors LLC | New York, NY | $130.1M | — |
| Wise Wealth Management, LLC | New York, NY | $130.1M | — |
| Cerasus Advisors Inc | | $130.1M | — |
| Versatile Capital Management L.L.C. | Chicago, IL | $130.1M | — |
| My Financial Aurora Limited Liability Company | Austin, TX | $130M | — |
| Capital City Wealth Management, Inc. | Bismarck, ND | $130M | — |
| Global Venture Management LLC | San Juan, PR | $130M | 2 |
| Seven Hills Capital Advisors, LLC | Cincinnati, OH | $130M | — |
| Wheels Up Wealth, Inc. | | $130M | — |
| Aria Wealth Management, Inc. | Saratoga, CA | $130M | — |
| Hondius Capital Management, LP | Norwalk, CT | $129.9M | 1 |
| Navigo Wealth Management, LLC | | $129.9M | — |
| Pearl Wealth LLC | | $129.9M | — |
| Sophis Investments LLC | New York, NY | $129.9M | — |
| Safe Harbor Fiduciary, LLC | Pensacola, FL | $129.9M | — |
| R. F. Lafferty & Co., Inc. | New York, NY | $129.8M | — |
| Catalyst Investment Management LLC | | $129.8M | — |
| Financial Network Specialists LLC | | $129.8M | — |
| Pasqua, Thomas | Palm City, FL | $129.7M | — |
| Vida Wealth Partners, Inc. | Santa Barbara, CA | $129.6M | — |
| MacLendon Wealth Management, LLC | Delray Beach, FL | $129.6M | — |
| Arnold Castellano and Associates, LLC | Shreveport, LA | $129.5M | — |
| Burnham & Company LLC | Grand Rapids, MI | $129.5M | — |
| Equilibrium Wealth LLC | | $129.5M | — |
| Pebble Valley Holdings, Inc | Western Springs, IL | $129.5M | — |
| Intrinsic Investors LLC | Wauwatosa, WI | $129.4M | — |
| Cgi Wealth Advisors, Inc. | Frazer, PA | $129.4M | — |
| Trust Beyond Corp | | $129.4M | — |
| Sklar Capital Advisors, LLC | Albuquerque, NM | $129.4M | — |
| Antonetti Capital Management, LLC | Naples, FL | $129.4M | — |
| Saber Capital Management LLC | Fuquay Varina, NC | $129.3M | 2 |
| Genereux Investment Management, Inc. | | $129.3M | — |
| Attleboro Wealth Management LLC | Yardley, PA | $129.3M | — |
| Marcus Capital, LLC | Northfield, IL | $129.2M | — |
| Rsc Asset Management Group, LLC | Studio City, CA | $129.2M | 4 |
| Jct Investment Counsel, Inc. | Akron, OH | $129.1M | — |
| Obion Capital Management LP | Miami, FL | $129M | 1 |
| Stephen Smith Financial Inc. | Schaumburg, IL | $129M | — |
| Ralicki & Company, P.A. | Stuart, FL | $129M | — |
| Mariva Global Asset Management, LLC | Miami, FL | $129M | — |
| Infinity Advisory Group, LLC | Portage, MI | $128.9M | — |