| Basepoint Wealth, LLC | Cedar Rapids, IA | $883.8M | — |
| Lebenthal Diversified Asset Management Inc. | Hauppauge, NY | $883.7M | — |
| Sage Rhino Capital LLC | Menlo Park, CA | $883.7M | — |
| Castellan Group, LLC | Louisville, KY | $882.2M | 8 |
| Intelligence Driven Advisers, LLC | Carlsbad, CA | $881.9M | — |
| Optas, LLC | Dripping Springs, TX | $881.9M | — |
| All Star Financial LLC | Minneapolis, MN | $881.7M | — |
| Freedom Advisory, LLC | Guaynabo, PR | $880.6M | — |
| Roscommon Analytics LLC | New York, NY | $880.6M | 1 |
| Lyonross Capital Management, LLC | White Plains, NY | $880.5M | — |
| Bayshore Capital Advisors, LLC | Tampa, FL | $879.2M | 10 |
| Park Place Capital Corporation | Homewood, AL | $879.2M | — |
| Transatlantique Private Wealth LLC | New York, NY | $878.8M | — |
| Alongside, LLC | Austin, TX | $878.6M | — |
| Chatham Capital Group Inc | Savannah, GA | $878.1M | 2 |
| Milestone Investment Advisors, LLC | Middleton, WI | $877.6M | — |
| Seymour Asset Management LLC | New York, NY | $877.5M | — |
| Noesis Capital Management Corp | Boca Raton, FL | $876.9M | — |
| Montz Harcus Wealth Management LLC | New Orleans, LA | $876.3M | — |
| True Green Capital Management LLC | Westport, CT | $876.2M | 7 |
| Icon Advisers, Inc. | Greenwood Village, CO | $875.9M | — |
| Cgc Financial Services, LLC | Lake Oswego, OR | $875.8M | — |
| Green Cities Investment Management, LLC | Portland, OR | $875M | 4 |
| Quint Capital Corporation | New York, NY | $875M | 1 |
| Running Oak Capital LLC | Minneapolis, MN | $874.7M | — |
| Broadside Wealth Technologies Inc. | San Francisco, CA | $874.5M | — |
| Bitkraft Ventures Management, LLC | | $874.4M | 6 |
| Leisure Capital Management, Inc. | Costa Mesa, CA | $874M | — |
| Sandglass Capital Advisors LLC | New York, NY | $873.7M | 4 |
| Atlas Wealth LLC | Cincinnati, OH | $872.6M | — |
| Integrity Growth Partners, L.P. | Los Angeles, CA | $872.6M | 11 |
| Affinity Wealth Management LLC | Wilmington, DE | $872.5M | — |
| B&t Capital Management, Incorporated | Austin, TX | $871.4M | — |
| Marlin Manager, LLC | Saint Petersburg, FL | $871M | — |
| Oak Grove Capital, LLC | | $871M | — |
| Secure Asset Management, L.L.C. | Troy, MI | $870.6M | — |
| Prairie Management Company, L.P. | Chicago, IL | $869.9M | 6 |
| Atlas Capital Management Corp | Ft Wayne, IN | $869.8M | — |
| Pine Valley Capital Partners LLC | Austin, TX | $869.6M | 8 |
| Redw Wealth LLC | Albuquerque, NM | $869.2M | — |
| Canopy Partners, LLC | Cincinnati, OH | $869M | — |
| Bridgewealth Advisory Group, LLC | Fresno, CA | $868.9M | — |
| Bg Investment Services, LLC | Hagatna | $868.5M | — |
| Aspen Renewable Investments, L.L.C. | New York, NY | $868.4M | 10 |
| Circle Advisers Inc | New York, NY | $868.2M | — |
| Integrity Financial Corporation | Jackson, WY | $868.1M | — |
| Park Capital Management, LLC | Madison, WI | $868M | — |
| Highline Wealth Partners, LLC | Sherman Oaks, CA | $867.9M | — |
| Tmb Capital Partners, LLC | Little Rock, AR | $867.8M | — |
| Vantage Financial Group, Inc. | Cleveland, OH | $866.9M | — |