| Bridger Investment Partners LLC | New York, NY | $920.2M | — |
| Horst & Graben Wealth Management, LLC | Portland, OR | $920.1M | — |
| Oak Root LLC | | $920M | — |
| Long Wharf Capital LLC | Boston, MA | $919.1M | 4 |
| White Lighthouse Investment Management, Inc. | | $918.6M | — |
| Northern Capital Management, Inc. | Spokane, WA | $918.2M | — |
| Rainey & Randall Wealth Advisors, Inc. | Celebration, FL | $918.2M | — |
| Avego Management, LLC | Alpharetta, GA | $917.5M | 7 |
| Mraz, Amerine & Associates, Inc. | Modesto, CA | $917.5M | — |
| Rovin Capital LLC | Mesa, AZ | $917.3M | 2 |
| Dillon & Associates Inc | Jackson, MI | $916.4M | — |
| Charles Pratt & Company, L.L.C. | New York, NY | $916.1M | 1 |
| Strenta Investment Management Services, LLC | Miami, FL | $916.1M | 1 |
| Goodman Financial Corporation | Houston, TX | $915.9M | — |
| Old West Investment Management, LLC | Los Angeles, CA | $915.7M | 3 |
| Dome Equities, LLC | New York, NY | $915.4M | 15 |
| Madryn Asset Management, LP | New York, NY | $915M | 6 |
| Fi401k Advisors, LLC | Centennial, CO | $915M | — |
| Strategic Point Investment Advisors LLC | Providence, RI | $914.8M | — |
| Extract Advisors LLC | Calabasas, CA | $914.4M | 4 |
| Rmg Wealth Management, LLC | Platteville, WI | $914M | — |
| Christopher & Co., LLC | Austin, TX | $913.8M | 25 |
| 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 | — |
| Uhy Wealth Management RIA LLC | Sterling Heights, MI | $912.1M | — |
| 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 |
| Singer Wealth Advisors LLC | Boca Raton, FL | $910.6M | — |
| 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 | — |