| Taproot Management LP | New York, NY | $940.1M | 1 |
| Develop Capital Partners, LP. | Pittsford, NY | $940M | — |
| Blankinship & Foster, LLC | Solana Beach, CA | $939.5M | — |
| Strattam Capital Management, LLC | San Francisco, CA | $938.7M | 17 |
| Ascension Capital Advisors, Inc. | Houston, TX | $938.5M | — |
| Roberts, Glore & Co. | Deerfield, IL | $938.4M | — |
| Cedar Street Asset Management LLC | Chicago, IL | $938.4M | 3 |
| Mac Alpha Capital Management, LP | Tampa, FL | $937.8M | 6 |
| Sirios Capital Management, L.P. | Boston, MA | $937.5M | 3 |
| CC Capital Insurance Advisors LLC | New York, NY | $937.4M | 1 |
| Stonebrook Private LLC | Northville, MI | $937M | — |
| Brilliance Asset Management Limited | Hong Kong | $936.5M | 3 |
| Ritter Daniher Financial Advisory LLC | Cincinnati, OH | $936.5M | — |
| Dalal Street, LLC | West Lake Hills, TX | $936.3M | 5 |
| Ara Gc Partners, LLC | Houston, TX | $935.9M | 11 |
| Hartline Investment Corp. | Winnetka, IL | $935.5M | — |
| Heronbridge Investment Management LLP | Bath | $935.3M | 1 |
| Financial Solutions Advisory Group, Inc. | Chicago, IL | $935M | — |
| Crane Advisory LLC | Fullerton, CA | $934.6M | — |
| Uniting Wealth Partners LLC | Denver, CO | $934.6M | — |
| Sandlot Partners, LLC | Orem, UT | $934.5M | 49 |
| Telescope Partners LLC | San Francisco, CA | $934M | 13 |
| Johnson Bixby & Associates, LLC | Vancouver, WA | $933.7M | — |
| Mountain Pacific Investment Advisers, LLC | Boise, ID | $933.7M | — |
| Strategic Equity Management, Inc. | Tucson, AZ | $933.5M | — |
| Trails Edge Capital Partners, LP | Atlanta, GA | $933.4M | 1 |
| Estabrook Capital Management LLC | New York, NY | $933.3M | — |
| Toscafund Asset Management LLP | London | $933.3M | 7 |
| Bos Asset Management, LLC | Springfield, IL | $933.2M | — |
| 3l Capital Management, LLC | Los Angeles, CA | $932.3M | 10 |
| Ls Investment Advisors, LLC | Bloomfield Hills, MI | $932.1M | — |
| J. Safra Sarasin Asset Management (north America) Ltd | Geneva | $931.9M | — |
| Prevail Innovative Wealth Advisors, LLC | Leawood, KS | $931.8M | 1 |
| Nw1 Partners UK LLP | London | $931.7M | 4 |
| Frisch Financial Group, Inc. | Melville, NY | $931.6M | — |
| Clearalpha Technologies LP | Greenwich, CT | $931.6M | 1 |
| Pcg Wealth Advisors, LLC | Overland Park, KS | $931.1M | — |
| Sky Investment Group LLC | Hartford, CT | $931M | — |
| Brighton Securities Corp. | Rochester, NY | $931M | — |
| Philip James Wealth Management, LLC | Alpharetta, GA | $930.6M | — |
| Rb Capital Management, LLC | Reno, NV | $930.6M | — |
| Sandalwood Securities, Inc. | Roseland, NJ | $930.2M | 9 |
| Strategy Asset Managers L.L.C. | Pasadena, CA | $930.1M | 2 |
| Trinity Fund Advisors LLC | Miami, FL | $930M | 5 |
| Stablepoint Partners, LLC | Braintree, MA | $930M | — |
| Wick Capital Partners, LLC | Wayne, PA | $929.7M | — |
| Miri Capital Management LLC | Boston, MA | $929.7M | 3 |
| Investmark Advisory Group LLC | Shelton, CT | $929.7M | — |
| Galecki Financial Management Inc | Fort Wayne, IN | $929.5M | — |
| Oppenheimer Investment Management LLC | New York, NY | $929.4M | — |