| Vip Planners, Inc. | Roanoke, VA | $126.2M | — |
| Adirondack Research & Management Inc. | Guilderland, NY | $126.1M | — |
| Capital Wealth Advisors, Ltd. | West Bend, WI | $126.1M | — |
| Vip Wealth Advisors LLC | Decatur, GA | $126.1M | — |
| Significant Wealth Partners LLC | Cary, IL | $126.1M | — |
| Thielen Capital Corporation | Ladera Ranch, CA | $126M | — |
| Live Oak Management Group, LLC | Bluffton, SC | $126M | — |
| Integrity Road Wealth Partners LLC | Houston, TX | $126M | — |
| Reality Financial Planning Services, LLC | Sarasota, FL | $125.9M | — |
| Bsc Capital Partners, LLC | West des Moines, IA | $125.8M | — |
| Sundial Wealth LLC | Delray Beach, FL | $125.8M | 1 |
| Breakthru Advisory Services, LLC | Muskego, WI | $125.7M | — |
| Oda and Company, Inc. | Medina, OH | $125.6M | — |
| Hyphen Wealth Management LLC | Lafayette, CA | $125.6M | — |
| Liontree Partners LLC | New York, NY | $125.5M | 9 |
| Oak Street Investment Advisors, LLC | Greenwood Village, CO | $125.5M | 7 |
| Lone Peak Advisers, LLC | Draper, UT | $125.4M | — |
| Berkeley Advisors, Inc. | Atlanta, GA | $125.3M | — |
| Cultivate Wealth Partners LLC | Broomfield, CO | $125.3M | — |
| Demers Constance Elaine | Columbus, OH | $125.3M | — |
| Maytal Asset Management LLC | White Plains, NY | $125.3M | — |
| Gardner Asset Management LLC | Dallas, TX | $125.3M | — |
| Wms Group LLC | | $125.3M | — |
| Bastion Fiduciary, LLC | | $125.2M | — |
| Konza Global Advisory, LLC | Overland Park, KS | $125.2M | — |
| Seedsafe Financial LLC | | $125.2M | — |
| Blue Curve Advisory, LLC | Towson, MD | $125.2M | — |
| Southpaw Asset Management LP | | $125.1M | 1 |
| Cantlon Financial Planning LLC | | $125.1M | — |
| 44 North Capital, LLC | Burlington, VT | $125.1M | — |
| Mar Wealth Management Services, LLC | West Palm Beach, FL | $125.1M | — |
| Wilson Group Financial Management, LLC | Orlando, FL | $125.1M | — |
| Abbondandolo Wealth Management Corp | Glen Cove, NY | $125.1M | — |
| Institutional Investment Consulting | Bloomfield Hills, MI | $125M | — |
| Paradoxiom Capital LP | Stamford, CT | $125M | — |
| East Beach Asset Management, LLC | Los Angeles, CA | $125M | — |
| Strongtower Wealth Management, PLC | Hot Springs, AR | $125M | — |
| Doxara Capital LP | Jacksonville, FL | $125M | — |
| Tidehaven Wealth, LLC | Mount Pleasant, SC | $125M | — |
| Masterpiece Capital, LLC | Austin, TX | $124.9M | — |
| Wolf Financial Advisors LLC | Pekin, IL | $124.9M | — |
| Landmark Investment Partners, L.P. | West Palm Beach, FL | $124.9M | 1 |
| Dakota Investments, LLC | Bryn Mawr, PA | $124.8M | — |
| Harborview Asset Management LLC | Gig Harbor, WA | $124.7M | — |
| Axiom Wealth Strategies, LLC | Bend, OR | $124.7M | — |
| Ngp Financial Planning, LLC | | $124.7M | — |
| UMB Private Wealth Management, LLC | Kansas City, MO | $124.7M | 4 |
| US Infravest Managers LP | | $124.6M | 2 |
| Haykin, Michael | | $124.5M | — |
| Captial Advisor Network | Lafayette, IN | $124.5M | — |