| Valliance Asset Management LLC | New York, NY | $123M | — |
| Arkhouse Management Co. LP | New York, NY | $122.9M | 4 |
| Bretton Capital Management LLC | San Francisco, CA | $122.8M | — |
| Worth Financial Group Inc. | Dallas, TX | $122.8M | — |
| Sunstone Advisors, LLC | Irvine, CA | $122.8M | 8 |
| Legacy Financial Services Group, Inc. | Traverse City, MI | $122.8M | — |
| Enduring Wealth Advisors, LLC | Temecula, CA | $122.8M | — |
| Senior Tax Advisory Group, Inc | Colorado Springs, CO | $122.8M | — |
| Contango Wealth Management LLC | Oakland, CA | $122.8M | — |
| Rall Capital Management, Inc. | Rockledge, FL | $122.7M | — |
| Investment Consultants LLC | | $122.7M | — |
| Tc Financial Management, Co. Inc. | Margate City, NJ | $122.7M | — |
| Wassaw Sound Management, LLC | Savannah, GA | $122.7M | — |
| Elevated Wealth, LLC | | $122.7M | — |
| Uak Diversified LLC | | $122.7M | — |
| Every Securities LLC | Sacramento, CA | $122.7M | — |
| Kahn Financial Group, Inc. | Clearwater, FL | $122.6M | — |
| Alphabond LLC | Palm Beach, FL | $122.6M | — |
| Trillium Investments LLC | Emeryville, CA | $122.6M | — |
| Silver Creek Capital Management LLC | Seattle, WA | $122.5M | 8 |
| Main Line Group Wealth Management, LLC | | $122.5M | 2 |
| Maynerich Financial | Virden, IL | $122.5M | — |
| Castlebar Asset Management, LLC | Overland Park, KS | $122.5M | — |
| Coast Advisory LLC | East Troy, WI | $122.5M | — |
| V3limited LLC | Radnor, PA | $122.4M | — |
| Lionsbridge Wealth Management LLC | Jacksonville Beach, FL | $122.4M | — |
| Integrated Wealth Advisors, LLC | Bellevue, WA | $122.4M | — |
| Stewart & Associates, PLLC | Missoula, MT | $122.3M | — |
| Pegasus Financial Group LLC | Chantilly, VA | $122.3M | — |
| Fnex Wealth, LLC | Indianapolis, IN | $122.3M | — |
| Fsc Wealth Advisors, LLC | Fishkill, NY | $122.3M | — |
| Arbor Financial Services, LLC | Downers Grove, IL | $122.2M | — |
| Pacific Coast Investment Advisors, LLC | West Linn, OR | $122.2M | — |
| Apex Wealth Advisors LLC | | $122.2M | — |
| Condon Wealth Management, Inc. | Plymouth, MA | $122.1M | — |
| United Value Capital, LLC | | $122M | — |
| Laureate Wealth Management, LLC | Glen Ellyn, IL | $121.9M | 5 |
| Kw Wealth Management LLC | | $121.9M | — |
| First Look Capital Management, LLC | | $121.9M | — |
| Portfolio Resources Advisor Group, Inc. | Coral Gables, FL | $121.9M | — |
| Tolley Financial Group, LLC | Raleigh, NC | $121.9M | — |
| Clio Asset Management LLC | Charlottesville, VA | $121.8M | — |
| Cambrian Asset Management, Inc. | Mill Valley, CA | $121.8M | 2 |
| Ascentris, LLC | Denver, CO | $121.8M | 2 |
| Lifelong Wealth Management Group, LLC | Lake Oswego, OR | $121.7M | — |
| Commencement Financial Planning LLC | | $121.7M | — |
| Cypress Capital Management, LLC | Sheridan, WY | $121.7M | — |
| Encore Wealth Advisors, LLC | Morris, MN | $121.7M | — |
| New Wave Financial Services, LLC | | $121.6M | — |
| Arbalpha Capital, LLC | Miami, FL | $121.6M | — |