| Soaring Investment Management, LLC | Portland, OR | $112.5M | — |
| Jason W. Qualls | Murfreesboro, TN | $112.5M | — |
| Evergreen Wealth Advisors | Raleigh, NC | $112.5M | — |
| Cogent Independent Advisors, Inc. | | $112.4M | — |
| Ontrack Wealth Management, LLC | Canton, MI | $112.4M | — |
| Aria Wealth Partners, LLC | Charlottesville, VA | $112.3M | — |
| San Francisco Wealth Planning LLC | | $112.3M | — |
| Kdm Wealth Management Inc. | Geneva, IL | $112.2M | — |
| Superior Financial, LLC | Rochester, MN | $112.2M | — |
| Inkwell Capital LLC | | $112.2M | — |
| Aragon Family Office LLC | Homewood, AL | $112.1M | — |
| Paladin Realty Partners, LLC | | $112M | 6 |
| Yahara Wealth Management LLC | Madison, WI | $112M | — |
| Leeb Capital Management, Inc. | New York, NY | $111.9M | — |
| Rightoak Asset Management, LLC | | $111.9M | — |
| Ballast Equity Partners Management Company, LLC | Providence, RI | $111.9M | 3 |
| Compass Retirement Group LLC | St. Louis, MO | $111.9M | — |
| Caleo Capital N.A. LLC | Ponte Vedra, FL | $111.8M | — |
| Orchard Capital Management, LLC | Chicago, IL | $111.8M | — |
| Primm & Co Inc | | $111.8M | — |
| Sullivan Investment Management LLC | Wisconsin Rapids, WI | $111.8M | — |
| Tam Capital Management Inc | | $111.7M | — |
| Symphony Wealth Management, LLC. | | $111.7M | — |
| Setarcos Wealth Advisors LLC | Philadelphia, PA | $111.7M | — |
| People Make the Difference, Inc. | Hoover, AL | $111.6M | — |
| Powers Investment Advisory Corporation | | $111.6M | — |
| Wealthfront Strategies LLC | Palo Alto, CA | $111.6M | — |
| Valley Wealth Management LLC | Oshkosh, WI | $111.5M | — |
| Precedent Asset Management, LLC | Indianapolis, IN | $111.5M | — |
| Dw Investment Solutions, Inc. | | $111.4M | — |
| Global Opportune Investments LLC | Miami, FL | $111.3M | — |
| Financial Mountain Inc | Boulder, CO | $111.3M | — |
| The Quick Group LLC | New York, NY | $111.3M | — |
| Belleair Wealth Management, LLC | Belleair Bluffs, FL | $111.2M | — |
| Spirit West Advisors, LLC | Scottsdale, AZ | $111.1M | — |
| Integrity Wealth Management, LLC | | $111.1M | — |
| Bondurant Investment Advisory, LLC | Evanston, IL | $111.1M | — |
| Harbor Light Planning, LLC | | $111.1M | — |
| Golden Years Advisory, LLC | Duluth, GA | $111.1M | — |
| Gallacher Capital LLC | Lone Tree, CO | $111.1M | — |
| Levenson Wealth LLC | | $111M | — |
| Summit Planning Group, Inc. | E. Syracuse, NY | $111M | — |
| Dumont Global LP | New York, NY | $111M | 1 |
| Koehler Asset Management, LLC | Babylon, NY | $111M | — |
| Seacrest Investment Management, LLC | Purchase, NY | $110.9M | — |
| Kaltbaum Capital Management, LLC | | $110.9M | — |
| Fox Financial Services, Inc. | White Plains, NY | $110.9M | — |
| Apricity Financial, LLC | | $110.8M | 1 |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek, CA | $110.8M | — |
| Tengram Capital Partners L.P. | Westport, CT | $110.7M | 2 |