| Lorne Steinberg Wealth Management Inc. | Montreal, Quebec | $814.4M | — |
| Eldridge Investment Advisors Inc | Manchester, NH | $814.3M | — |
| Claritas Capital Management Services, Inc. | Nashville, TN | $814M | 108 |
| Cmh Wealth Management, LLC | Portsmouth, NH | $813.4M | — |
| Kozak & Tripp Private Asset Management, Inc. | Highlands Ranch, CO | $813.4M | — |
| Spectrum Financial Alliance, Ltd., L.L.C. | Nicholasville, KY | $813M | — |
| Divisar Capital Management, LLC | San Francisco, CA | $812.8M | 2 |
| Sunflower Wealth Advisors LLC | Salina, KS | $812.8M | — |
| Assetbuilder, Inc. | Allen, TX | $812.7M | — |
| Prosperitas Financial, LLC | Valencia, CA | $812.5M | — |
| Absolute Capital Management, LLC | Pittsburgh, PA | $812.1M | — |
| Integris Wealth Management, LLC | Monterey, CA | $812M | — |
| Franklin, Parlapiano, Turner & Welch LLC | Houston, TX | $811.5M | — |
| Speyside Equity Advisers LLC | Ann Arbor, MI | $811.4M | 2 |
| Horizon Technology Finance Management LLC | Farmington, CT | $811.1M | — |
| Nelson Capital Management, LLC | Menlo Park, CA | $810.8M | — |
| Stevens Capital Partners Inc | Omaha, NE | $810.3M | — |
| Investment Management Associates, Inc. | Greenwood Village, CO | $810M | — |
| Navi Intl-Administradora e Gestora de Recursos Financeiros Ltda. | Sao Paulo | $810M | 1 |
| The Advocate Group, LLC | Minnetonka, MN | $809.9M | — |
| The Advisory Group of San Francisco, LLC | San Francisco, CA | $809.9M | — |
| Zanetti Financial, LLC | Albuquerque, NM | $809.4M | — |
| Jack Creek Partners LLC | New York, NY | $809M | — |
| Tanglewood Legacy Advisors, LLC | Houston, TX | $809M | — |
| Efg Asset Management (north America) Corp | Portland, OR | $808.9M | — |
| Polen Capital CLO Management, LLC | Waltham, MA | $808.4M | 2 |
| Sunburst Financial Group, LLC | Vestavia Hills, AL | $808.1M | — |
| Rmwc | New York, NY | $807.4M | 6 |
| Proventus AG Vermogensverwaltung | Zurich | $807.2M | — |
| Capital Innovations, LLC | Waukesha, WI | $806.7M | — |
| Andbanc Advisory LLC | Miami, FL | $806.5M | — |
| Mayfair Advisory Group, LLC | Birmingham, AL | $806.4M | — |
| Droms Strauss Advisors, Inc. | St. Louis, MO | $806.3M | — |
| Willing Capital Management Limited | Hong Kong | $806.3M | 1 |
| Firestone Capital Management Inc | South Miami, FL | $806.2M | — |
| Northstar Asset Management Inc | Boston, MA | $805.9M | — |
| Warberg Asset Management LLC | Winnetka, IL | $805.9M | 5 |
| Clarus Ventures, LLC | Cambridge, MA | $805.6M | 9 |
| Lakeridge Wealth Management LLC | Mentor, OH | $805.4M | — |
| Oha Private Credit Advisors II, L.P. | New York, NY | $805.2M | — |
| Asio Capital LLC | Lexington, KY | $805.1M | — |
| Strathmore Capital Advisors, Inc. | Charlotte, NC | $805M | — |
| Copper Harbor Investment Advisors, LLC | Appleton, WI | $805M | — |
| Roof Eidam Maycock Peralta LLC | San Francisco, CA | $804.9M | — |
| Masters Capital Management, L.L.C. | Atlanta, GA | $804.6M | 4 |
| Felicitas Global Partners, LLC | Pasadena, CA | $804.4M | 12 |
| Tempo Wealth, LLC | Independence, OH | $804.3M | — |
| Cim, LLC | Albany, NY | $804.3M | — |
| Nokomis Capital, L.L.C. | Dallas, TX | $804.2M | 1 |
| Great Diamond Partners, LLC | Portland, ME | $804.1M | — |