| Capstone Wealth Management Corp. | Lakeland, FL | $109.4M | — |
| Simcoe Capital, LLC | Spokane, WA | $109.4M | — |
| Sizemore Capital Management, LLC | San Isidro | $109.4M | 9 |
| Wealthshape LLC | Windsor, CT | $109.4M | — |
| Peak Financial Management, Inc. | Broomfield, CO | $109.4M | — |
| Alpha Financial Management, Inc. | Savannah, GA | $109.4M | — |
| Afton Advisors, LLC | | $109.3M | — |
| Ingram Advisory Services, LLC | Winter Haven, FL | $109.3M | — |
| Garden State Retirement Specialists, LLC | Red Bank, NJ | $109.3M | — |
| Aspire Advisors, LLC | North White Plains, NY | $109.2M | — |
| Nk Capital LLC | | $109.2M | 2 |
| Arch Partners Wealth Management, Inc. | Watkinsville, GA | $109.2M | — |
| Rlj Equity Partners, LLC | Bethesda, MD | $109.1M | 2 |
| Lyons Wealth Management, LLC | Winter Park, FL | $109.1M | 1 |
| Partners Capital Services, Inc. | Hauppauge, NY | $109.1M | — |
| Skypoint Capital Advisors, LLC | Atlanta, GA | $109M | — |
| Finish Well RIA LLC | Columbus, OH | $109M | — |
| A Better Way Financial, LLC | Allentown, PA | $109M | — |
| Pavlic Investment Advisors, Inc. | Delafield, WI | $108.8M | — |
| Planning Solutions International LLC | Jacksonville, FL | $108.8M | — |
| Capital Endurance Group, Inc | Alpharetta, GA | $108.8M | — |
| Islet Management, LP | New York, NY | $108.8M | 1 |
| Blue Granite Capital, LLC | Charleston, SC | $108.8M | — |
| Hfg Colorado, Inc. | Greenwood Village, CO | $108.8M | — |
| A. J. Perry & Company, Inc. | Towson, MD | $108.8M | — |
| Northbrook Financial Planning LLC | Baltimore, MD | $108.8M | — |
| Five Mile River Investment Management, LLC | | $108.7M | — |
| Rooted Financial Group, LLC | Tigard, OR | $108.7M | — |
| Asset Management Services, Inc. | | $108.7M | — |
| Grace Capital Management, LLC | Austin, TX | $108.7M | — |
| Aii Capital Management, LLC | Moorpark, CA | $108.6M | 1 |
| Ten Peaks Partners L.L.C. | Clayton, MO | $108.6M | — |
| Finances for Real Life | Lompoc, CA | $108.6M | — |
| Double Eagle Wealth Management LLC | Dallas, TX | $108.6M | — |
| Privacore Capital Advisors, LLC | New York, NY | $108.5M | — |
| L&s Private Wealth, LLC | Oklahoma City, OK | $108.5M | — |
| Greenbrook Management, LLC | New York, NY | $108.5M | 13 |
| Triple Summit Advisors, LLC | | $108.5M | — |
| Montello Wealth Management, Inc. | Palm Beach Gardens, FL | $108.4M | — |
| Standard Partners LLC | Bethesda, MD | $108.3M | 1 |
| Peapod Lane Capital LLC | Bedford Hills, NY | $108.2M | — |
| Panteles Advisors, LLC | Argyle, TX | $108.2M | — |
| Federmann Financial Advisors Inc. | Rocky Point, NY | $108.2M | — |
| Newman Ladd Capital Advisors, LLC. | Camillus, NY | $108.1M | — |
| Laidlaw Wealth Management LLC | New York, NY | $108.1M | — |
| Srn Advisors, LLC | Huntingdon Valley, PA | $108M | — |
| Schlosser Financial Services, Inc. | | $108M | — |
| Castle Financial & Retirement Planning Associates Inc | Fair Haven, NJ | $107.9M | — |
| Shannon T. Pitner and Company | Indialantic, FL | $107.9M | — |
| Sumnicht & Associates, LLC | Appleton, WI | $107.9M | — |