| Gerald Baker Financial Group, L.l.c.dba Baker Financial Services | Arlington, TX | $909.3M | — |
| Tide Rock Leverageco Manager, LLC | Solana Beach, CA | $908.9M | 3 |
| 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 | — |
| 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 | — |
| 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 |
| 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 |
| Sfam, LLC | Elmhurst, IL | $896.5M | — |
| Key Client Fiduciary Advisors, LLC | Fairfield, NJ | $896.3M | — |
| The Weil Company | San Diego, CA | $896.2M | — |
| Eagleclaw Capital Management LLC | Boston, MA | $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 | — |