| Huntleigh Advisors, Inc. | St. Louis, MO | $781.8M | — |
| Whelan Financial | Fresno, CA | $781.8M | — |
| Dahring | Cusmano LLC | Novi, MI | $781.4M | — |
| Tamarisk Financial, LLC | Holland, MI | $781.3M | — |
| Sierra Crest Investment Management LLC | New York, NY | $781.1M | 1 |
| Factor Wealth Management Ltd. | Chicago, IL | $781M | — |
| New Vernon Wealth Management LLC | Highland Park, IL | $781M | — |
| Water Asset Management, LLC | New York, NY | $780.9M | 13 |
| Sierra Summit Advisors LLC | | $780.8M | — |
| Portfolio Medics, LLC | Bonita Springs, FL | $780.5M | — |
| Creative Capital Management Investments LLC | San Diego, CA | $780.4M | — |
| Dsg Capital Advisors, LLC | Edina, MN | $780.3M | — |
| Princeton Fund Advisors, LLC | Denver, CO | $780M | — |
| Faropoint Ventures, LLC | Hoboken, NJ | $780M | 3 |
| Lipe & Dalton,inc. | Syracuse, NY | $779.9M | — |
| Safanad Inc. | New York, NY | $779.8M | 7 |
| Wisdom Financial Services, L.L.C. | Geneseo, IL | $779.2M | — |
| Artia Global Partners LP | Miami, FL | $778.9M | 1 |
| Ramsay Stattman Vela & Price Inc | Colorado Springs, CO | $778.5M | — |
| M3f, Inc. | Salt Lake City, UT | $778.2M | 1 |
| Legacy Partners, LLC | Los Angeles, CA | $777.9M | 10 |
| Goalvest Advisory LLC | New York, NY | $777.6M | 4 |
| Astira Capital Partners LP | Boston, MA | $777.3M | 2 |
| Snow Phipps Group, LLC | New York, NY | $777.1M | 10 |
| Stormfield Capital, LLC | Southport, CT | $776.4M | — |
| Meld Financial, Inc. | Birmingham, AL | $776.4M | — |
| Market Street Wealth Management Advisors, LLC | Indianapolis, IN | $776M | — |
| Bcm Advisors, LLC | Lafayette, LA | $775.7M | — |
| Global View Capital Management LLC | Waukesha, WI | $775.2M | — |
| Grafine Capital Holdings LLC | New York, NY | $775M | 4 |
| Newgen Asset Management Limited | Toronto, Ontario | $774.8M | 1 |
| Habrok Capital Management LLP | London | $774.3M | 2 |
| Stoneridge Pmg Advisors, LLC | Radnor, PA | $774.2M | — |
| Strategic Value Bank Partners LLC | Cleveland, OH | $774.1M | 5 |
| Embassy Asset Management LP | Short Hills, NJ | $774M | 2 |
| Ampfield Management, L.P. | New York, NY | $774M | 4 |
| Satis Asset Management Ltd | London | $773.9M | — |
| Klh Capital Partners, L.P. | Tampa, FL | $773.9M | 3 |
| The Lyme Timber Company LLC | Hanover, NH | $773.9M | — |
| Flynn Zito Capital Management, LLC | Garden City, NY | $773.9M | — |
| Forthright Wealth Management, LLC | Alpharetta, GA | $773.4M | — |
| Jb Investments Management, LLC | | $773.4M | 1 |
| Potentum Partners, L.P. | Melbourne, Victoria | $773.3M | 1 |
| North Point Portfolio Managers Corporation | Orange Village, OH | $773.3M | — |
| 4612 Group, LLC | Atlanta, GA | $773.3M | 7 |
| Bruton Chisnell Advisors, LLC | Downingtown, PA | $772.5M | — |
| Intrinsic Edge Capital Management LLC | Chicago, IL | $771.8M | 4 |
| Mtm Financial Group, LLC | Bethlehem, PA | $771.6M | — |
| Seabridge Investment Advisors LLC | Summit, NJ | $771.2M | — |
| Standpoint Asset Management, LLC | Scottsdale, AZ | $771.1M | — |