| 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 |
| 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 | — |
| Epoch Capital, US, LLC | New York, NY | $978.5M | 2 |
| 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 |
| Level Financial Advisors, Inc. | East Amherst, NY | $975.2M | — |
| Satovsky Asset Management LLC | West Palm Beach, FL | $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 |