| Gerber/taylor Management LLC | $11.42 billion | 40 | 0 |
| B. Riley Wealth Advisors, Inc. | $4.21 billion | 268 | 9 |
| Highland Capital Management, LLC | $3.88 billion | 21 | 0 |
| Southeastern Asset Management Inc. | $3.70 billion | 29 | 0 |
| Calydon Capital, LLC | $3.58 billion | 8 | 2 |
| Red Door Wealth Management, LLC | $3.09 billion | 19 | 0 |
| Duncan Williams Asset Management, LLC | $2.69 billion | 21 | 0 |
| Legacy Wealth Management, LLC | $2.66 billion | 22 | 0 |
| Chickasaw Capital Management, LLC | $2.55 billion | 19 | 0 |
| Sentry, LLC | $2.33 billion | 4 | 0 |
| Newsouth Capital Management Inc | $2.23 billion | 11 | 0 |
| Nfc Investments, LLC | $2.14 billion | 9 | 2 |
| Steel Grove Capital Advisors, LLC | $1.64 billion | 13 | 0 |
| Delta Asset Management, LLC | $1.53 billion | 10 | 7 |
| Reliant Investment Management, LLC | $1.47 billion | 12 | 0 |
| Td Capital Management LLC | $1.24 billion | 13 | 0 |
| Summit Asset Management LLC | $1.08 billion | 8 | 0 |
| Invictus Fiduciary Services, LLC | $1.01 billion | 2 | 0 |
| Kelman Lazarov Inc | $894.6 million | 17 | 0 |
| Private Wealth Management, Inc. | $832.5 million | 4 | 0 |
| Southernsun Asset Management LLC | $749.4 million | 15 | 0 |
| Kimery Wealth Management, LLC | $555.0 million | 10 | 0 |
| Envision Financial Planning, LLC | $462.5 million | 6 | 0 |
| Brandon Financial Planning, Inc. | $434.9 million | 5 | 0 |
| William Howard & Co. Financial Advisors, Inc. | $342.1 million | 10 | 1 |
| Commerce Advisors, LLC | $337.9 million | 6 | 0 |
| Wolf River Capital Management, LLC | $328.7 million | 8 | 0 |
| Cardinal Wealth Advisory, LLC | $273.2 million | 3 | 0 |
| Memphis Capital Management, LLC | $268.6 million | 2 | 3 |
| Mercury Investment Group | $252.6 million | 3 | 0 |
| Ridgeline Capital Management, LLC | $228.3 million | 3 | 0 |
| Walnut Grove Capital Partners, LP | $226.3 million | 6 | 0 |
| 1819 Partners | $207.1 million | 4 | 0 |
| Blong Financial | $202.0 million | 2 | 1 |
| Strategic Advisory Services | $201.2 million | 10 | 0 |
| Frazee Investment Consulting, Inc. | $195.5 million | 3 | 0 |
| Preserver Partners | $175.7 million | 5 | 0 |
| Rbg Wealth Advisors LLC | $154.8 million | 4 | 0 |
| Additive Advisory Pbc | $140.9 million | 3 | 0 |
| Pope Asset Management, LLC | $114.8 million | 3 | 0 |
| Dorian Investment Advisory LLC | $102.6 million | 1 | 0 |
| B. Riley Wealth Private Shares | $47.6 million | 8 | 4 |
| Worthington Capital Management, LLC | $41.2 million | 3 | 0 |
| Dorian Eason Asset Management, LLC | $27.1 million | 1 | 0 |
| Greenwood Pine Partners | $22.9 million | 29 | 0 |