| McMillan Office, Inc. | St. Clair Shores, MI | $913.7M | — |
| Partners in Financial Planning, LLC | Salem, VA | $913.6M | — |
| Rfe Management Corporation | Westport, CT | $913.3M | 7 |
| Braemont Capital Management LLC | Dallas, TX | $913M | 7 |
| System 2 Advisors, L.P. | Summit, NJ | $912.9M | 3 |
| Briaud Financial Planning Inc | College Station, TX | $912.8M | — |
| Beverly Hills Private Wealth, LLC | Beverly Hills, CA | $912.2M | — |
| Guardian Financial Partners, LLC | Orange, CA | $911.9M | — |
| Sg Trading Solutions, LLC | Bountiful, UT | $911.7M | — |
| Brookfield Asset Management Pic Bmg, LLC | New York, NY | $911.7M | 1 |
| Peak Wealth Solutions, Inc. | Pepper Pike, OH | $911.6M | — |
| Trubee Wealth Advisors, Inc. | Buffalo, NY | $911.5M | — |
| Nesteggs Retirement Plan Services, Inc. | Jacksonville, FL | $911.3M | — |
| Moon Capital Management LP | New York, NY | $911.2M | 5 |
| Claris Advisors, LLC | St. Louis, MO | $911.1M | — |
| Tiempo Capital Partners, LLC | Miami, FL | $911M | — |
| Syverson Strege & Company | West des Moines, IA | $910.8M | — |
| Constitution Capital Pm, L. P. | Andover, MA | $910.8M | — |
| Taylor Derrick Capital, L.L.C. | Salt Lake City, UT | $910.7M | 10 |
| Brookmont Capital Management, LLC | Dallas, TX | $910.5M | — |
| Fca Partners, LLC | Charlotte, NC | $910.3M | — |
| Strategic Planning Group, LLC | Bountiful, UT | $910.3M | — |
| Cullen Investment Group, Ltd. | Lafayette, LA | $910M | — |
| Clayton Financial Services Inc | Topeka, KS | $909.8M | — |
| Fonville Wealth Management LLC | Richmond, VA | $909.6M | — |
| Dean Investment Associates, LLC | Beavercreek, OH | $909.3M | — |
| Gerald Baker Financial Group, L.l.c.dba Baker Financial Services | Arlington, TX | $909.3M | — |
| Estancia Capital Management, LLC | Scottsdale, AZ | $908M | 5 |
| Darwin Ventures, LLC | Sandpoint, ID | $908M | 12 |
| First Eagle Separate Account Management, LLC | New York, NY | $907.6M | — |
| Alley Investment Management Company, LLC | Lake Forest, IL | $907.2M | — |
| Dme Advisors, LP | New York, NY | $907M | 1 |
| Cranbrook Wealth Management, LLC | Bloomfield Hills, MI | $906.8M | — |
| Round Rock Advisors LLC | Wilton, CT | $906.7M | — |
| Berthel, Fisher & Company Financial Services, Inc. | Cedar Rapids, IA | $906.4M | — |
| Riverpoint Wealth Management Holdings, LLC | Chicago, IL | $906.2M | — |
| South Street Advisors, LLC | New York, NY | $906.1M | — |
| First Affirmative Financial Network LLC | Colorado Springs, CO | $905.2M | — |
| Richard P. Slaughter Associates, Inc. | Austin, TX | $905.2M | — |
| Navimed Capital Advisors, LLC | Rosslyn, VA | $904.9M | 4 |
| Shannon River Fund Management, LLC | New York, NY | $904.7M | 2 |
| Holowesko Partners Ltd. | Nassau | $904.1M | 4 |
| Convergence Financial, LLC | Columbia, MO | $904M | — |
| Sator Grove Management Company, LLC | | $903.9M | 2 |
| Mengis Capital Management, Inc. | Portland, OR | $903.5M | — |
| Formidable Asset Management, LLC | Cincinnati, OH | $903M | 1 |
| Studio Investment Management, LLC | Chicago, IL | $903M | — |
| Distributed Global Manager LP | Austin, TX | $902.7M | 12 |
| Dmkc Advisory Services, LLC | Des Moines, IA | $902.5M | — |
| Navis Wealth Advisors LLC | Rye Brook, NY | $902.2M | — |