| 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 | — |
| Brilliance Asset Management Limited | Hong Kong | $851.2M | 3 |
| 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 | — |
| Silverlake Wealth Management LLC | Williston, VT | $849.1M | — |
| Bason Asset Management LLC | Lakewood, CO | $848.8M | — |
| Pennsylvania Capital Management Inc. | Huntingdon Valley, PA | $848.6M | — |
| Bnc Wealth Management, LLC | Beaverton, OR | $847.5M | — |
| Mitchell Capital Management Co | Leawood, KS | $847.3M | — |
| Seneca Financial Advisors LLC | Rochester, NY | $847.2M | — |
| Riverglade Capital Management, L.P. | Chicago, IL | $846.9M | 5 |
| Baron Wealth Management, LLC | Troy, MI | $846.8M | — |
| Barry Investment Advisors, LLC | New Bedford, MA | $846.8M | — |
| Oakworth Asset Management, LLC | Birmingham, AL | $846.3M | — |
| Verde Capital Management, Inc. | Clarkston, MI | $845.8M | — |
| New Harbor Financial Group, LLC | Worcester, MA | $845.7M | — |
| Falconpoint Capital Partners LLC | New York, NY | $845.1M | 3 |
| Integrated Quantitative Investments LLC | Bellevue, WA | $844.8M | — |
| Lincoln Capital, LLC | Lincoln, NE | $844.8M | — |
| Lighthouse Wealth Strategies, LLC | Gig Harbor, WA | $844.4M | — |
| American Money Management, LLC | Rancho Santa Fe, CA | $844M | — |
| Perspective Wealth Partners, LLC | Boise, ID | $843.9M | — |
| Claremont Capital Management, LLC | Phoenix, AZ | $843.9M | — |
| Ckc Capital LLC | New York, NY | $843.7M | 3 |
| First Light Retirement, LLC | Del Mar, CA | $843.7M | — |
| Rosemawr Management LLC | Miami Beach, FL | $843.6M | 8 |
| Inlight Wealth Management, LLC | Atlanta, GA | $843.3M | — |
| Bridge Net Lease Fund Manager LLC | Sandy, UT | $843.3M | — |
| Loomis Capital Management LLC | | $842.2M | — |
| Purkiss Capital Advisors, LLC | | $842.2M | — |
| Fai Capital Management, Inc. | Tampa, FL | $842.1M | — |
| Aua Private Equity Partners, LLC | West Palm Beach, FL | $841.8M | 13 |