| McLean Asset Management Corporation | Tysons, VA | $993.9M | — |
| Syntheticfi LLC | San Francisco, CA | $992.9M | — |
| Kabouter Management, LLC | Chicago, IL | $992.5M | 4 |
| Bayswater Management Company LP | Denver, CO | $991.5M | 6 |
| Advisory Research Inc | Chicago, IL | $991.3M | 2 |
| Brown | Miller Wealth Management, LLC | McLean, VA | $991.1M | — |
| Riverview Research, LLC | Independence, OH | $990.8M | — |
| Cander Asset Management LP | New York, NY | $989M | — |
| Sculptor Advisors LLC | New York, NY | $989M | — |
| Man Global Private Markets (USA) Inc. | New York, NY | $988.2M | — |
| Morris & Wells Wealth Management | Charlottesville, VA | $987.9M | — |
| Terril Brothers Inc | Saint Louis, MO | $987.8M | — |
| Bcs Financial, LLC | Johnson City, TN | $987.4M | — |
| Oneascent Investment Solutions, LLC | Birmingham, AL | $987.2M | — |
| Financial Enhancement Group LLC | Anderson, IN | $987M | — |
| Story3 Capital Partners, LLC | | $986.9M | 12 |
| Ellis Investment Partners, LLC | Berwyn, PA | $986.8M | — |
| Concentrum Wealth Management, Inc. | San Jose, CA | $986.8M | — |
| Goodwin Capital Advisers, Inc. | Hartford, CT | $986.6M | — |
| American Independent Securities Group, LLC | Eagle, ID | $986.3M | — |
| Pacific Sage Partners, LLC | Edmonds, WA | $986.3M | — |
| North Sky Capital, LLC | Wayzata, MN | $986.1M | 15 |
| Fine Capital Partners, L.P. | New York, NY | $986M | 2 |
| Fiduciary Experts LLC | | $985.8M | — |
| Rfg - Bristol Wealth Advisors, LLC | Taunton, MA | $985.6M | — |
| The Rice Partnership, LLC | Honolulu, HI | $985.5M | — |
| Pagaya Investments US LLC | New York, NY | $985.4M | 11 |
| Encompass More Asset Management LLC | Danville, CA | $984.9M | 2 |
| Barton Investment Management, LLC | W. Conshohocken, PA | $984.7M | — |
| Avion Wealth, LLC | The Woodlands, TX | $984.6M | — |
| Nuance Investments, LLC | Kansas City, MO | $984.3M | — |
| Vistashares Advisors LLC | | $984M | — |
| Tac Partners, Inc. | Boston, MA | $983.4M | 6 |
| Walter & Keenan Wealth Management, LLC | South Bend, IN | $983.3M | — |
| Asset One Wealth Management, LLC | Bellevue, WA | $982.5M | — |
| Semper Augustus Investments Group LLC | Highlands Ranch, CO | $982.2M | 1 |
| Oliver Luxxe Assets LLC | Gladstone, NJ | $981.9M | 3 |
| New Forests Inc. | San Francisco, CA | $981.9M | 4 |
| Prytania Investment Advisors LLP | London | $981.7M | 4 |
| Altiora Financial Group, LLC | | $981.7M | — |
| Broadshore Capital Partners, LLC | Los Angeles, CA | $981.6M | — |
| Khrom Capital Management, LLC | Miami, FL | $980.6M | 1 |
| Village Global Management, L.L.C. | Covina, CA | $978.7M | 7 |
| Wealth Alliance Advisory Group, LLC | Wichita, KS | $978.6M | — |
| Summit Wealth & Retirement Planning, Inc. | Eagle, ID | $978.1M | — |
| Astoria Portfolio Advisors LLC | New York, NY | $977.6M | — |
| Keyframe Capital Partners, L.P. | New York, NY | $977.3M | 13 |
| Patton Fund Management, Inc. | | $977.2M | 2 |
| Mbe Wealth Management, LLC | Tomah, WI | $977.1M | — |
| Night Squared LP | New York, NY | $976.1M | 2 |