| S.c. Thomas & Associates, Cpa, LLC | Medina, OH | $104.6M | — |
| Integrated Investment Strategies,inc. | Carmel, IN | $104.5M | — |
| White Lighthouse Investment Management S.A.R.L. | 1003 Lausanne | $104.5M | — |
| Xena Financial Planning, LLC | Portland, OR | $104.5M | — |
| Cruiser Capital Advisors, LLC | Stamford, CT | $104.4M | 1 |
| Millstone Financial Group Limited Liability Company | Princeton, NJ | $104.4M | — |
| Healthview Asset Management, Inc. | Pittsburgh, PA | $104.4M | — |
| Red Seven | Escondido, CA | $104.4M | — |
| Asset Planning Corporation | W. Palm Beach, FL | $104.4M | — |
| Wellacre Wealth Management, LLC | Santa Monica, CA | $104.3M | — |
| Wlt Partners Inc. | Miami, FL | $104.3M | — |
| Tao Private Wealth, LLC | Tulsa, OK | $104.2M | — |
| Alexander Capital Advisors, LLC | New Canaan, CT | $104.2M | 1 |
| Dhandho Funds LLC | West Lake Hills, TX | $104M | — |
| Carter, Terry & Company, Inc. | Atlanta, GA | $104M | — |
| Wavelength Capital Management, LLC | Westport, CT | $104M | — |
| Asterozoa Management LLC | Phoenix, AZ | $103.9M | 2 |
| Baffin Advisors LLC | | $103.9M | — |
| Point Nemo Capital, LLC | | $103.8M | — |
| Longboard Asset Management, LP | | $103.8M | — |
| 325 Fillmore LLC | Denver, CO | $103.8M | 4 |
| Bright Lake Wealth Management, LLC | Roseville, CA | $103.6M | — |
| Altitude Capital Management LLC | Des Moines, IA | $103.6M | — |
| Eurocapital Advisors, Inc | Miami, FL | $103.6M | — |
| Alamo Capital | Walnut Creek, CA | $103.6M | — |
| Financial Counseling Associates, Inc. | | $103.5M | — |
| AG Financial, LLC | Salt Lake City, UT | $103.5M | — |
| Seaside Wealth Advisors LLC | Wilmington, NC | $103.5M | — |
| Stage Wealth Management, Inc. | | $103.5M | — |
| Advocacy Financial LLC | Covington, LA | $103.4M | — |
| Reitz Capital Advisors LLC | Freeland, MI | $103.4M | — |
| Naylor & Company Investments, LLC | | $103.4M | — |
| Gssg Solar, LLC | Denver, CO | $103.4M | 3 |
| Newfoundland Capital Management US, LLC | | $103.4M | 6 |
| Butterworth Financial LLC | Danvers, MA | $103.3M | — |
| Allridge Wealth Management, P.C. | Ashburn, VA | $103.3M | — |
| Abundant Wealth Partners, LLC | Santa Barbara, CA | $103.2M | — |
| Navigation Wealth Management, Inc. | Fort Collins, CO | $103.2M | — |
| First Financial Services, LLC | Little Rock, AR | $103.2M | — |
| Moralis Technologies, LLC | Pittsburgh, PA | $103M | — |
| Invictus Timing Service Ltd | Westbury, NY | $103M | — |
| Ironhorn Advisors LLC | Austin, TX | $103M | — |
| Eagle Capital Advisors, LLC | Middlebury, CT | $103M | — |
| Templer Wealth Management, LLC | Vienna, VA | $102.9M | — |
| Pearl Wealth Group, LLC | | $102.9M | — |
| Opportunus Wealth Management, LLC | | $102.9M | — |
| Networth Asset Management, Inc | | $102.8M | — |
| Fairchild Capital LLC | Portland, OR | $102.8M | — |
| Dorian Investment Advisory LLC | Memphis, TN | $102.6M | — |
| Uhy Wealth Management RIA LLC | Farmington Hills, MI | $102.6M | — |