| Setpoint Management LLC | New York, NY | $835.1M | 4 |
| Novacap Management Financial Services Inc. | Brossard, Quebec | $834.8M | 6 |
| Ironarc Management, LLC | Austin, TX | $834.1M | 23 |
| Strategic Advisors LLC | New York, NY | $832.9M | — |
| Fdx Advisors, Inc. | Berwyn, PA | $832.8M | — |
| Private Wealth Management, Inc. | Memphis, TN | $832.5M | — |
| American Triple I, LLC | New York, NY | $832.2M | 2 |
| Ogci Climate Investments Management Company (USA), LLC | Houston, TX | $831.4M | 4 |
| Lynch & Associates Inc | Newburgh, IN | $831.1M | — |
| Zions Capital Advisors, Inc. | Salt Lake City, UT | $830.8M | — |
| Smithbridge Asset Management, Inc. | Chadds Ford, PA | $830.7M | — |
| Dinale Management, LLC | Boston, MA | $830.6M | 7 |
| One Fin Capital Management LP | San Francisco, CA | $830.6M | 1 |
| Thames Capital Management, LLC | Roseland, NJ | $830.5M | 1 |
| Strategic Investment Solutions, Inc. | Orland Park, IL | $830.2M | — |
| Black Bay Partners, LLC | New Orleans, LA | $830.1M | 7 |
| New Heritage Capital, LLC | Boston, MA | $830M | 10 |
| Kfa Private Wealth Group, LLC | Tyson, VA | $830M | — |
| North Berkeley Wealth Management, LLC | Berkeley, CA | $829.8M | — |
| Peterson Wealth Advisors, LLC | Orem, UT | $829.7M | — |
| Granite Group Advisors, LLC | Stamford, CT | $829.6M | — |
| First Citizens Institutional Asset Management LLC | New York, NY | $829.2M | 2 |
| Mason & Associates, Inc. | Los Angeles, CA | $828.7M | — |
| Global Financial Private Client, LLC | Sarasota, FL | $828.3M | — |
| Centergate Capital, L.P. | Austin, TX | $828.3M | 5 |
| R.v. Kuhns & Associates, Inc. | Portland, OR | $827.9M | — |
| Impact Retirement Advisors, LLC | | $827.7M | — |
| Walsh & Associates, LLC | Sarasota, FL | $827.7M | — |
| Edge Wealth Management, LLC | New York, NY | $827.2M | — |
| Argand Partners, LP | New York, NY | $827M | 18 |
| Mps-Loria Financial Planners,llc | Burr Ridge, IL | $826.6M | — |
| Aequitas Investment Advisors, LLC | Hingham, MA | $826.1M | — |
| Madden Securities Corporation | Dallas, TX | $826M | — |
| Rithm Capital Advisors LLC | New York, NY | $825.7M | 4 |
| Kennerman Associate Inc | Saratoga Spring, NY | $825.5M | — |
| Foguth Wealth Management, LLC. | Brighton, MI | $825.1M | — |
| Tannin Capital, LLC | Charlotte, NC | $824.9M | — |
| Platform Partners LLC | Houston, TX | $824.8M | 2 |
| P2 Capital Partners, LLC | New York, NY | $824.4M | 3 |
| Waypoint Wealth Counsel LLC | Atlanta, GA | $824.3M | — |
| Highcrest Capital, LLC | Fredericksburg, TX | $823.7M | 2 |
| Redblack Advisers, Inc. | Oradell, NJ | $823.6M | — |
| Nexannuity Asset Management, L.P. | Dallas, TX | $823.4M | — |
| Hack Vc Management, LLC | Palo Alto, CA | $822.8M | 16 |
| Longtail Alpha, LLC | Newport Beach, CA | $822.4M | 8 |
| Fortis Group Advisors LLC | Westwood, NJ | $822.4M | — |
| Opes Wealth Management, LLC | Menlo Park, CA | $822.3M | — |
| Gratus Wealth Advisors LLC | Virginia Beach, VA | $822.2M | — |
| Flc Capital Advisors | Palm Desert, CA | $822.2M | — |
| Conservation Resource Partners, LLC | Exeter, NH | $822.1M | 3 |