| Calmwater Asset Management, LLC | El Segundo, CA | $792.5M | 5 |
| Kr Capital LP | New York, NY | $792.4M | 1 |
| Xp Advisory US, Inc. | Miami, FL | $792.3M | — |
| Carsonallaria Wealth Management, Ltd. | Glen Carbon, IL | $791.8M | — |
| Maverick Real Estate Partners LLC | New York, NY | $791.8M | 6 |
| The Wealth Collaborative, Inc. | Corona del Mar, CA | $791.6M | — |
| X-Square Capital, LLC | Guaynabo, PR | $790.9M | 3 |
| Sunpointe, LLC | St. Louis, MO | $790.7M | — |
| Marathon Capital Management LLC | Hunt Valley, MD | $790.1M | — |
| Land & Buildings Investment Management, LLC | Stamford, CT | $790.1M | 2 |
| Global Imc LLC | Solana Beach, CA | $790M | 2 |
| Lapis Advisers, LP | Denver, CO | $789.5M | 8 |
| Westhill Financial Advisors, Inc. | San Rafael, CA | $789.4M | — |
| Hoey Investments, Inc. | Coatesville, PA | $788.3M | — |
| Hale Partnership Capital Management, LLC | Charlotte, NC | $788.3M | 7 |
| Softvest Advisors, LLC | Abilene, TX | $788.2M | 6 |
| Southern Equity Advisors LLC | St. Thomas, VI | $788.1M | 5 |
| Mma Asset Management LLC | Conshohocken, PA | $787.8M | — |
| Bell Investment Advisors Inc | Orinda, CA | $787.6M | — |
| Shorenstein Investment Advisers LLC | San Francisco, CA | $787.5M | 3 |
| New Wave Loans Residential, LLC | North Miami Beach, FL | $787.4M | 1 |
| Investor's Fiduciary Advisor Network, LLC | | $787.4M | — |
| Sycamore Financial Group, Inc. | Kokomo, IN | $787.4M | — |
| Corner Capital Management, LLC | New York, NY | $787.4M | 32 |
| Pfingsten Partners, L.L.C. | Chicago, IL | $787M | 4 |
| Eagle Rock Investment Company, LLC | Atlanta, GA | $786.7M | — |
| Warburton Capital Management, LLC | Tulsa, OK | $786.6M | — |
| Vestgen Investment Management, LLC | Egg Harbor Twp., NJ | $786.6M | — |
| Encore Consumer Capital, LP | San Francisco, CA | $786.2M | 5 |
| Centurion Wealth Management, LLC | McLean, VA | $786.2M | — |
| Inceptionr LLC | | $786.1M | — |
| Cresta Advisors, Ltd. | Laredo, TX | $786M | — |
| Enhanced Capital Partners, LLC | New Orleans, LA | $785.9M | 5 |
| Regent Peak Wealth Advisors, LLC | Atlanta, GA | $785.9M | — |
| Cadent Capital Advisors, LLC | Tulsa, OK | $785.8M | — |
| Insight Advisors, LLC | Newtown, PA | $785.7M | — |
| The Helmstar Group, LLC | Boise, ID | $785.6M | — |
| Enhalus Capital, LP | New York, NY | $785.5M | 3 |
| Coastlands Capital LP | San Francisco, CA | $785M | 1 |
| Pin Oak Investment Advisors Inc | Houston, TX | $784.8M | 12 |
| Jvl Associates, LLC | Wyoming, MI | $784.4M | — |
| Flagstar Securities, Inc. | New York, NY | $784.3M | — |
| Bellwether Advisors, LLC | Lincoln, NE | $784M | — |
| Systelligence, LLC | Bloomington, MN | $783.9M | — |
| Augustine Asset Management Inc | Jacksonville, FL | $783.3M | — |
| Harfst and Associates, Inc. | Sheridan, WY | $783.2M | — |
| Old Port Advisors, Inc | Portland, ME | $782.8M | — |
| Deltec Asset Management LLC | New York, NY | $782.8M | 4 |
| Amerant Investments, Inc. | Coral Gables, FL | $782.4M | — |
| Clarity Capital Kcps Ltd | Ramat-Gan | $782.3M | — |