| Caerus Investment Advisors, LLC | | $117.2M | 15 |
| Dunham Lane Capital Partners LLC | Greenwich, CT | $117.2M | — |
| Beresh, Patrick Michael | Larkspur, CA | $117.2M | — |
| Legacy Road LLC | | $117.2M | — |
| 818 Wealth, LLC | Fort Worth, TX | $117.1M | — |
| Greystone Financial & Estate Services, Inc. | Kirkland, WA | $117.1M | — |
| Sulzberger Capital Advisors, Inc. | Miami, FL | $117.1M | — |
| Humilis Investment Strategies, LLC | | $117M | — |
| Abraham & Co., Inc. | | $117M | — |
| Wurz Financial Services, LLC | Holland, OH | $117M | — |
| Crosspoint Capital Strategies, LLC | Orinda, CA | $117M | — |
| Greenline Wealth Management LLC | Boca Raton, FL | $117M | — |
| Burt Asset Management, Inc. | | $117M | — |
| Trident Advisors Inc | Doylestown, PA | $116.9M | — |
| Omni Financial LLC | Madison, WI | $116.9M | — |
| Heirloom Investment Management LLC | | $116.9M | 3 |
| Abel Financial Management Co. | | $116.8M | — |
| Whitwell & Co, LLC | | $116.8M | — |
| Investment Managers Group, LLC | Temecula, CA | $116.8M | — |
| Nim Wealth Solutions Inc. | San Jose, CA | $116.8M | — |
| Aljz Consulting, LLC | | $116.7M | — |
| Align Wealth Management, LLC | San Jose, CA | $116.7M | — |
| Delphi Management Inc | | $116.7M | — |
| Alsworth Capital Management, LLC | Corning, NY | $116.7M | — |
| Tidwell Wealth Management LLC | Rocklin, CA | $116.7M | — |
| Hayes Asset Management, LLC | Rochester, NY | $116.6M | — |
| Kompass Kapital Advisors, LLC | Overland Park, KS | $116.6M | — |
| Dynamic Trading Management, LLC. | White Plains, NY | $116.6M | — |
| Volk Financial LLC | Falmouth, ME | $116.5M | — |
| Integra Wealth, LLC | Chattanooga, TN | $116.5M | — |
| Luna Capital Management, LLC | Burlingame, CA | $116.4M | — |
| Heckman Financial & Insurance Services, Inc. | San Jose, CA | $116.4M | — |
| Sturman Wealth Advisors, LLC | Charlottesville, VA | $116.4M | — |
| Asset Strategy Retirement Plan Consultants, LLC | Camp Hill, PA | $116.4M | — |
| Aton Advisors, LLC | | $116.4M | — |
| Paradigm Wealth Management, LLC | Lincoln, NE | $116.3M | — |
| Ebert Capital Management Inc. | Eureka, CA | $116.3M | — |
| Greenskeeper Asset Management Inc. | Oakville, Ontario | $116.3M | 1 |
| First Light Wealth Advisors, LLC | Little Falls, NJ | $116.3M | — |
| Intellicapital Advisors LLC | Ponte Vedra, FL | $116.3M | — |
| Jaffe Asset Management LLC | Beverly Hills, CA | $116.2M | — |
| Columbia Benefits, LLC | Denver, CO | $116.2M | — |
| Solyco Wealth LLC | Birmingham, MI | $116.2M | — |
| Salvini, Brooke Alison | | $116.2M | — |
| Santa Fe Advisors LLC | Santa Fe, NM | $116.1M | — |
| Orchard City Wealth Management, LLC | Los Gatos, CA | $116.1M | — |
| Motilal Oswal Capital Limited | Prabhadevi, Mumbai | $116.1M | 1 |
| Serone Capital Management LLC | New York, NY | $116.1M | — |
| Ryzome Investment Advisors, LLC | Okemos, MI | $116.1M | — |
| Sacajawea & Company, LLC | | $116.1M | 1 |