| Long Arc Capital LP | New York, NY | $866.8M | 13 |
| Storge Partners Economic Studies LLC | Coral Gables, FL | $866.6M | — |
| Tsg Advice Partners, LLC | Columbus, OH | $866.5M | — |
| Bernardo Wealth Planning, LLC | Harleysville, PA | $866.4M | 8 |
| Canton Hathaway LLC | Providence, RI | $866.1M | 4 |
| Kkm Financial LLC | Chicago, IL | $865.7M | — |
| Xa Investments LLC | Chicago, IL | $865.6M | — |
| Granite Fo, LLC | | $865.6M | — |
| Charger Investment Partners LP | El Segundo, CA | $865.3M | 9 |
| Carson Advisory, Inc. | Athens, GA | $864.9M | — |
| Treo Asset Management, LLC | New York, NY | $864.7M | 6 |
| Backcast Partners Management LLC | New York, NY | $864.4M | 13 |
| Moody Aldrich Partners, LLC | Marblehead, MA | $864.3M | 3 |
| I80 Group LP | New York, NY | $864M | 3 |
| Greenrock Research, Inc. | Chicago, IL | $863.9M | — |
| Lloyd Capital LLC | Kilchberg | $863.3M | — |
| Cartesian Capital Group, LLC | New York, NY | $863.2M | 3 |
| Ativo Capital Management, LLC | Chicago, IL | $862.7M | 1 |
| Gill Capital Partners, LLC | Denver, CO | $862.4M | 1 |
| Gsg Advisors LLC | Mount Laurel, NJ | $862.3M | — |
| McMill Wealth Inc | Norfolk, NE | $862.3M | — |
| 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 | — |