| 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 |
| Satovsky Asset Management LLC | New York, NY | $974.8M | — |
| Balmoral Management II L.P. | Los Angeles, CA | $974.4M | 5 |
| Maia Wealth, LLC | Denver, CO | $973M | — |
| Lebenthal Global Advisors, LLC | Hauppauge, NY | $971.8M | — |
| Crewcial Partners LLC | New York, NY | $971.6M | — |
| Aufman Associates Inc | Sewickley, PA | $971.5M | — |
| Intertide Partners L.L.C. | Chicago, IL | $971.4M | 2 |
| Veery Capital, LLC | West Chester, PA | $971.4M | — |
| Elk River Wealth Management LLC | Denver, CO | $971.3M | — |
| The Arkansas Financial Group, Inc. | Little Rock, AR | $971.1M | — |
| Scott Capital Partners LLP | London | $970.5M | — |
| Chicago Atlantic Advisers, LLC | Chicago, IL | $970.3M | 9 |
| Columbus MacRo, LLC | | $970.3M | — |
| Cirrus Real Estate Partners LP | New York, NY | $970.1M | 20 |
| Garrett Wealth Advisory Group, LLC | Weatherford, TX | $969.8M | — |
| Tda, Inc. | San Mateo, CA | $969.3M | 1 |
| Carrera Capital Advisors, LLC | Troy, MI | $968.7M | — |
| First Sentier Investors (US) LLC | New York, NY | $968.6M | 8 |
| Cat Rock Capital Management LP | Greenwich, CT | $968.5M | 2 |
| Odeon Capital Advisors LLC | New York, NY | $967.5M | 1 |
| Factorial Funds Management LLC | San Francisco, CA | $967M | 25 |
| Lifeworks Advisors, LLC | Grand Rapids, MI | $966.7M | — |
| Petrichor Healthcare Capital Management LP | New York, NY | $966.5M | 4 |
| Timefolio Asset Management Singapore PTE. Ltd. | Singapore, Singapore | $965.9M | 1 |
| Ashford Capital Management Inc | Wilmington, DE | $965.8M | 4 |
| Unique Wealth, LLC | Tampa, FL | $965.6M | — |
| Hexagon Capital Partners, LLC | Rogers, AR | $965M | — |
| Curiam Capital LLC | New York, NY | $964.7M | 3 |
| Brookwood Advisors, LLC | Beverly, MA | $964.5M | — |
| Revival Healthcare Capital LLC | Austin, TX | $964.3M | 6 |
| Grace & White, Inc | New York, NY | $964.2M | — |
| Zenith Am | Paris | $963.6M | — |
| Ami Investment Management Inc | Kendallville, IN | $963.6M | — |
| Boone Capital Management LLC | Atlanta, GA | $963.2M | 1 |
| Evernest Financial Advisors | Carmel, IN | $963M | — |
| Bison Capital Asset Management, LLC | Santa Monica, CA | $962.5M | 5 |
| Partners for Growth Managers, LLC | Tiburon, CA | $962.2M | 7 |
| Cache Advisors LLC | San Francisco, CA | $962.1M | 7 |