| S Capital Wealth Advisors, LLC | Mahtomedi, MN | $127.5M | — |
| Divvi Wealth Management LLC | Kansas City, MO | $127.4M | — |
| We Financial Group LLC | San Francisco, CA | $127.4M | — |
| Citigroup Alternative Investments LLC | New York, NY | $127.4M | 7 |
| Cardinal Retirement Planning, Inc. | | $127.4M | — |
| Luminescent Wealth Management, Inc. | Scottsdale, AZ | $127.4M | — |
| Millenia Financial Partners, LLC | | $127.4M | — |
| 2 Knights Wealth Management, LLC | Pepper Pike, OH | $127.3M | — |
| Fairchild Financial Advisors, Inc. | Folsom, CA | $127.3M | — |
| Moore Financial Advisors, Ltd. | Belmont, MA | $127.2M | — |
| Axim Wealth Management LLC | Springboro, OH | $127.2M | — |
| Wright Wealth Strategies, LLC | San Luis Obispo, CA | $127.2M | — |
| Synergy Wealth Management, LLC | Grand Rapids, MI | $127.1M | — |
| Protocol Wealth, LLC | Denver, CO | $127.1M | — |
| D&a Advisors, LLC | Reno, NV | $127.1M | 2 |
| Oxley, Harry Keir | San Francisco, CA | $127M | — |
| Sage Wealth Planning, LLC | Georgetown, TX | $127M | — |
| Growstrong Wealth Strategies, LLC | Fort Collins, CO | $127M | — |
| Gainspoletti Wealth Planners Advisory LLC | Cleveland, MS | $127M | — |
| Miller Financial Services, Inc. | San Juan Capistrano, CA | $127M | — |
| Kingsford Capital Management, LLC | Point Richmond, CA | $127M | 2 |
| Ashwood Advisors, LLC | Medfield, MA | $126.9M | — |
| Duke Funding Management, L.L.C. | Old Greenwich, CT | $126.9M | 4 |
| Advr, Inc | Charleston, SC | $126.8M | — |
| Bone Fide Wealth, LLC | New York, NY | $126.7M | — |
| Personal Money Planning, LLC | Wichita Falls, TX | $126.7M | — |
| Shadowridge Asset Management, LLC | Austin, TX | $126.7M | — |
| Carmichael Capital, Inc. | Franklin, TN | $126.6M | — |
| Brackenwood Capital Management, LLC | Bainbridge Island, WA | $126.6M | — |
| Artesa Financial Group, LLC | Conroe, TX | $126.6M | — |
| Copperline Wealth Management & Planning | Cody, WY | $126.6M | — |
| Kingwood Investment Group, LLC | Kingwood, TX | $126.5M | — |
| Hickory Wealth Management, LLC | Springfield, MO | $126.5M | — |
| Acts Financial Advisors, LLC | McLean, VA | $126.5M | — |
| Twin Gryphon Advisors LLC | Marshfield, MA | $126.5M | 1 |
| Investment Office Resources, LLC | Clayton, MO | $126.5M | — |
| RIA Wealth Advisors, LLC | Round Rock, TX | $126.5M | — |
| Fortitude Private Wealth Inc. | Carmel, IN | $126.5M | — |
| Aisa Financial Planning Ltd | Devizes | $126.5M | — |
| P&a Capital Advisors, Inc. | New York, NY | $126.4M | 3 |
| Goldfarb Financial Management, LLC | | $126.4M | — |
| Financial Empowerment LLC | Burnsville, MN | $126.4M | — |
| Coker & Palmer, Inc. | Jackson, MS | $126.3M | — |
| Premier Private Wealth Management, LLC | Palm Harbor, FL | $126.3M | — |
| Bcm Capital Management LLC | Northfield, IL | $126.3M | 2 |
| Leste USA, LLC | Miami, FL | $126.3M | — |
| Shepherd Street Advisors LLC | Larkspur, CA | $126.2M | — |
| Trinity Investment Management, LLC | Fort Worth, TX | $126.2M | 1 |
| Private Wealth Management LLC | | $126.2M | — |
| Oak Street Advisors Inc | Myrtle Beach, SC | $126.2M | — |