| 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 |
| The Capital Management Corporation | Glen Allen, VA | $825.6M | — |
| Kennerman Associate Inc | Saratoga Spring, NY | $825.5M | — |
| 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 |
| 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 |
| Alta Fox Capital Management, LLC | Fort Worth, TX | $821.4M | 2 |
| Palatine Fund Advisors, LLC | Miami, FL | $821.4M | 4 |
| Myda Advisors LLC | Woodmere, NY | $821.2M | 3 |
| J.p. Marvel Investment Advisors, Inc. | Boston, MA | $820.7M | — |
| Segra Capital Management, LLC | Palm Beach, FL | $820.7M | 5 |
| Albitz/Miloe and Associates, Inc. | Torrance, CA | $820.6M | — |
| Pacific Capital Wealth Advisors, Inc. | Corona, CA | $820.6M | — |
| Lnc Management, LLC | Arlington, VA | $820.3M | 6 |
| Teleios Capital Partners LLC | Zug | $820M | 3 |
| Valicenti Advisory Services Inc | Elmira, NY | $820M | — |
| Premier Financial Group Inc | Eureka, CA | $819.9M | — |
| Fsa Wealth Partners, Inc. | Rockville, MD | $819.7M | — |
| Advisors Management Group Inc | La Crosse, WI | $819.6M | — |
| Abel Hall, LLC | Baton Rouge, LA | $819.1M | — |
| Ccmp Growth Advisors, LP | New York, NY | $818.5M | 6 |
| Gcg Management, LLC | Chicago, IL | $818.2M | 4 |
| Clear Brook Advisors, Inc. | Boston, MA | $817.8M | — |
| A. N. Culbertson & Company, Inc. | Charlottesville, VA | $817.8M | — |
| Ssa Swiss Advisors AG | Zurich | $817.5M | — |
| Manna Tree Partners, LLC | Denver, CO | $816.2M | 12 |
| Quadra Gestao de Recursos S.A. | Sao Paulo | $815.8M | 3 |
| River Associates Investments, L.P. | Chattanooga, TN | $815.5M | 2 |
| Shulman Demeo Asset Management, LLC | Lake Success, NY | $815.4M | — |
| Forum Capital Advisors LLC | Denver, CO | $815.2M | 5 |
| Shoreline Equity Partners, LLC | Neptune Beach, FL | $815.2M | 3 |