| The Fairman Group, LLC | Chesterbrook, PA | $902.1M | — |
| New Vernon Advisers LP | Morristown, NJ | $902.1M | 5 |
| Flaharty Asset Management, LLC | Clearwater, FL | $901.6M | — |
| Trimer Capital Management LP | San Francisco, CA | $901.5M | 3 |
| Mars Jewett Financial Group, Inc. | Bellevue, WA | $901.4M | — |
| Riata Capital Group, LLC | Dallas, TX | $901.1M | 15 |
| Beacon Financial Advisory LLC | Cleveland, OH | $900.7M | — |
| Greenup Street Wealth Management LLC | Overland Park, KS | $900.4M | — |
| First Turn Management, LLC | Solana Beach, CA | $900.1M | 2 |
| Yorkville Advisors Global, LP | Mountainside, NJ | $900M | 3 |
| 93 Financial Group, LLC | Woburn, MA | $899.7M | — |
| Malabar Investments, LLC | New York, NY | $899.6M | 6 |
| Wealthtrust Axiom, LLC | Wayne, PA | $899.6M | — |
| Goldner Hawn LP | Minneapolis, MN | $898.9M | 3 |
| Nippon Value Investors Kk | Tokyo | $898.5M | 1 |
| Asset Management Group, Inc. | Stamford, CT | $898.3M | — |
| Riskbridge Advisors, LLC | Norwalk, CT | $898.3M | — |
| Blockchange Management LLC | | $898M | 19 |
| Kairos Investment Management Company, LLC | Irvine, CA | $897.2M | 12 |
| Tranquility Partners, LLC | Brentwood, TN | $897M | — |
| Sfam, LLC | Elmhurst, IL | $896.5M | — |
| Key Client Fiduciary Advisors, LLC | Fairfield, NJ | $896.3M | — |
| The Weil Company | San Diego, CA | $896.2M | — |
| Stonebridge Financial Group, LLC | San Rafael, CA | $896M | — |
| Maytech Global Investments, LLC | New York, NY | $895.1M | 1 |
| Kelman Lazarov Inc | Memphis, TN | $894.6M | — |
| Makrod Investment Associates Inc | Verona, NJ | $894.4M | — |
| Bcg Securities, Inc. | Cherry Hill, NJ | $894.2M | — |
| Teleo Capital Management LLC | Boise, ID | $894.1M | 8 |
| Atlantic Private Wealth, LLC | Chapel Hill, NC | $894M | — |
| Allspring Global Investments (singapore) PTE. Ltd. | Singapore | $893.9M | — |
| Compass Financial Management LLC | Tampa, FL | $893.8M | — |
| Vance Wealth, LLC | Santa Clarita, CA | $893.6M | — |
| The Millstone Evans Group, LLC | Boulder, CO | $893.3M | — |
| Acorn Growth Companies, LC | Oklahoma City, OK | $893.2M | 3 |
| Moerus Capital Management LLC | New York, NY | $893.1M | 1 |
| Jlb & Associates Inc | Plymouth, MI | $892.7M | — |
| Wesbanco Bank, Inc. | Wheeling, WV | $892.6M | — |
| Autopilot Advisers, LLC | New York, NY | $892.4M | — |
| Investment Partners Ltd | New Philadelphia, OH | $892.3M | — |
| Oneprime Capital LLC | Palo Alto, CA | $892.3M | 18 |
| Gec Advisors LLC | Houston, TX | $892.1M | 8 |
| Headinvest, LLC | Portland, ME | $891.8M | — |
| Swisspartners Advisors AG | Zurich | $891.8M | — |
| Pact Capital LLC | New York, NY | $891.7M | 4 |
| Optima Asset Management LLC | New York, NY | $891.6M | 12 |
| Southland Equity Partners, LLC. | | $891.5M | — |
| Commerce Street Investment Advisor, LLC | Dallas, TX | $891.3M | 2 |
| Entrepreneurs First Investment Manager LLP | London | $890.9M | 10 |
| Lwo LLC | Dallas, TX | $890.8M | 6 |