| Front Street Capital Management, Inc. | Missoula, MT | $862M | — |
| The High Net Worth Advisory Group, LLC | Naples, FL | $861.7M | — |
| Meridian Management Co | Little Rock, AR | $861.6M | — |
| Halle Capital Management LP | New York, NY | $861.5M | 11 |
| Elite Wealth Management, Inc. | Kirkland, WA | $861.3M | — |
| Keystone Wealth Services, LLC | Palm Desert, CA | $860.7M | — |
| Eagle's View Capital Management LLC | New York, NY | $860.5M | 7 |
| Invesco Private Capital, Inc. | New York, NY | $860.4M | 4 |
| 1confirmation Global, LLC | Incline Village, NV | $860M | 10 |
| Atlas Private Wealth Advisors, LLC | Red Bank, NJ | $859.8M | — |
| Wealthcare Investment Partners LLC | Portsmouth, RI | $859.6M | — |
| Probity Advisors, Inc. | Dallas, TX | $859.4M | — |
| Cannae Portfolio Advisors, LLC | Stamford, CT | $859.4M | 2 |
| J.h. Whitney Capital Partners, LLC | New Canaan, CT | $859.3M | 6 |
| Sengu Capital Limited | Hong Kong | $859.1M | 1 |
| Pinney & Scofield, Inc. | Cambridge, MA | $858.7M | — |
| Bridgeinvest LLC | Miami, FL | $858.6M | 2 |
| Cambient Family Office, LLC | Ada, MI | $857.9M | — |
| Alliance Consumer Growth, LLC | New York, NY | $857.9M | 9 |
| Virgo Investment Group LLC | Burlingame, CA | $857.4M | 12 |
| Saddle Point Management, L.P. | New York, NY | $857.2M | 2 |
| Delta Investment Management, LLC | San Francisco, CA | $856.7M | — |
| Grey Rock Management Partners IV, LLC | Dallas, TX | $856.7M | 9 |
| Blume Capital Management, Inc. | Berkeley, CA | $856.6M | — |
| Arosa Capital Management LP | Miami Beach, FL | $856.6M | 5 |
| Gfo Asset Management, LLC | Miami Beach, FL | $856.1M | 3 |
| Cpmg, Inc. | Dallas, TX | $855.8M | 26 |
| Politan Capital Management, L.P. | | $855.7M | 1 |
| Radnor Capital Management, LLC | Wayne, PA | $854.8M | — |
| Rossby Financial, LLC | Melbourne, FL | $854.8M | — |
| Estuary Capital Management LP | Wayzata, MN | $853.9M | 1 |
| Gt Investment Partners, LP | Irvine, CA | $853.5M | 4 |
| Birchwood Financial Partners, Inc. | Bloomington, MN | $853.2M | — |
| Leelyn Smith, LLC | Geneva, IL | $852.3M | — |
| Smith Thornton Advisors, LLC | Huntsville, AL | $852.3M | — |
| Olympus Capital Holdings Asia LLC | Mount Kisco, NY | $852.1M | 18 |
| P. J. Schmidt Investment Management, Inc | Cedarburg, WI | $852M | — |
| Apeiron RIA LLC | Dallas, TX | $852M | — |
| Warner Financial, Inc | Bethesda, MD | $851.8M | — |
| Harbor Advisors LLC | West Palm Beach, FL | $851.7M | — |
| Hh Capital Management, Inc. | Hermosa Beach, CA | $851.4M | — |
| Affinity Capital Advisors LLC | Berkeley, CA | $851.3M | — |
| Aztlan Equity Management, LLC | McLean, VA | $851.1M | 4 |
| Channel Wealth, LLC | Santa Barbara, CA | $850.9M | — |
| Whitaker-Myers Wealth Managers, Ltd. | Mansfield, OH | $850.6M | — |
| Ns Management Ltd | Devonshire, Devonshire | $850.3M | — |
| Aetna Asset Advisors, LLC | Hartford, CT | $850.2M | — |
| Liberty Capital Management Inc | Birmingham, MI | $849.5M | — |
| Prime Quadrant US, LLC | Toronto | $849.3M | — |
| Avenir Corporation | Alexandria, VA | $849.3M | — |