| Fox, Roger Bennett | Encino, CA | $106.4M | — |
| Wealth Management Solutions LLC | | $106.3M | — |
| Dillow Wealth Management LLC | Oak Brook, IL | $106.3M | — |
| Arcadius Capital Partners Inc. | | $106.2M | 1 |
| Account Management, LLC | | $106.2M | — |
| Cypress Capital Management US Limited | Vancouver, British Columbia | $106.2M | — |
| 1230 Advisors, LLC | Pound Ridge, NY | $106.2M | — |
| Birnam Wood Capital, LLC | Dallas, TX | $106.1M | — |
| Wealth Creation Management Group LLC | | $106.1M | — |
| Raison Asset Management Corp. | Tallinn | $106.1M | 1 |
| Maseco Asia Limited | Hong Kong | $106.1M | — |
| Mana Financial Life Design, LLC | | $106.1M | — |
| Polero Ice Advisers | | $106M | — |
| Arctis Global LLC | | $106M | 1 |
| Westpoint Wealth Management, LLC | Berea, OH | $106M | — |
| Truman Wealth Advisors LLC | Columbia, MO | $106M | — |
| Abacus Investments LLC | Birmingham, AL | $105.9M | 1 |
| Kairos Capital Management, LLC | Bellevue, WA | $105.9M | — |
| Portland Financial Advisors Inc | | $105.8M | — |
| Rasp Wealth Solutions, LLC | | $105.8M | — |
| Financial Design Studio, Inc. | Deer Park, IL | $105.5M | — |
| Changing Parameters, LLC | Los Altos, CA | $105.4M | — |
| Roc Partners (US) LLC | Sydney Nsw | $105.4M | — |
| Steward Advisors Group, LLC | Halfmoon, NY | $105.4M | — |
| Relative Sentiment Technologies, LLC | | $105.4M | — |
| Ormonde Investment Management, LLC | Dallas, TX | $105.3M | — |
| Clearview Investment Partners, LLC | Costa Mesa, CA | $105.3M | — |
| Guided Wealth, LLC | | $105.3M | — |
| Innovative Financial, LLC | Lakewood, CO | $105.3M | — |
| Morgan-Aly Wealth Management, LLC | Waukesha, WI | $105.3M | — |
| Wallstreeti.com LLC. | New York, NY | $105.2M | — |
| Institutional Investment Advisors Corp | New York, NY | $105.2M | — |
| MD Wealth Advisors Inc | Cranford, NJ | $105.2M | — |
| Petrie Capital Management LLC. | Seattle, WA | $105.2M | — |
| Compass Retirement, LLC | | $105.1M | — |
| Legacy Chief Financial Office, LLC | Shenandoah, TX | $105.1M | — |
| Wealth Engagement LLC | Atlanta, GA | $105M | — |
| Venture Forth Financial, LLC | | $105M | — |
| Catalyst Wealth Management LLC | Houston, TX | $105M | — |
| Piedmont Private Wealth, LLC | | $105M | — |
| Clout Capital Investment Managers LLC | Miami, FL | $105M | — |
| Graeter Wealth Advisors, LLC | Louisville, KY | $104.9M | — |
| E & R Wealth Management, LLC | Mount Pleasant, SC | $104.8M | — |
| Vavra Capital Management, LLC | | $104.8M | — |
| Th Financial, LLC | | $104.8M | — |
| V&v Management Group Corporation | Melville, NY | $104.8M | — |
| Plum Pointe Wealth Management, LLC | Providence, RI | $104.7M | — |
| AG Global Advisors LLC | | $104.7M | — |
| Cedarview Capital Management, LP | Woodmere, NY | $104.6M | 1 |
| Luminist Capital, LLC | | $104.6M | — |