| Blue Zone Wealth Advisors, LLC | Los Angeles, CA | $770M | 4 |
| Professional Financial Advisors, LLC | North Platte, NE | $769.8M | — |
| Retirement Fund Management, LLC | Atlanta, GA | $769.7M | — |
| Permanent Capital Management, LP | Chicago, IL | $768.9M | 3 |
| Hourglass Capital, LLC | Houston, TX | $768.9M | — |
| Grant Street Asset Management Inc | Canonsburg, PA | $768.9M | — |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $768.8M | — |
| Kraft, Davis & Associates, LLC | St. Louis, MO | $768.5M | — |
| Wilsey Asset Management Incorporated | San Diego, CA | $768.5M | — |
| Lodge Hill Capital, LLC | New York, NY | $768.3M | 1 |
| Apax Partners US, LLC | New York, NY | $768.3M | 3 |
| New England Capital Financial Advisors LLC | Cheshire, CT | $768M | — |
| Shah Capital Management, Inc | Raleigh, NC | $768M | 1 |
| Urban Fund Management, LLC | Plano, TX | $767.8M | 8 |
| Community US Fund Management, Inc. | | $767.6M | 10 |
| Compass Advisory Group LLC | Melville, NY | $767.5M | — |
| Acme, LLC | San Francisco, CA | $767.5M | 19 |
| Benchmark Plus Management, LLC | Gig Harbor, WA | $767.4M | 9 |
| Flowstone Partners, LLC | | $767.4M | — |
| Ironwood Capital Advisors LLC | Avon, CT | $766.2M | 9 |
| Benchmark Financial Wealth Advisors LLC | Boca Raton, FL | $766.1M | — |
| Wisdomtree Digital Management, Inc. | New York, NY | $766M | — |
| Coinfund Management LLC | New York, NY | $766M | 9 |
| Demming Financial Services Corp. | Aurora, OH | $765.9M | — |
| T Ventures Management Co, Ltd. | Sydney Nsw | $765.8M | 6 |
| Blue Edge Capital, LLC | Richmond, VA | $765.1M | — |
| Orange Investment Advisors, LLC | Winter Park, FL | $765M | 1 |
| Buffalo Business & Estate Services Ltd | Orchard Park, NY | $764.9M | — |
| Investment Performance Services LLC | Savannah, GA | $763.7M | — |
| Lepercq de Neuflize Asset Management LLC | New York, NY | $763.7M | 1 |
| Stonecastle Advisors, LLC | New York, NY | $763.4M | 5 |
| Tremont Realty Capital LLC | Newton, MA | $763.3M | — |
| Jeppson Wealth Management, LLC | Manhattan Beach, CA | $763.2M | — |
| Perennial Advisors, LLC | New York, NY | $761.9M | — |
| Summit Wealth Group LLC | Exeter, NH | $761.9M | — |
| Fsa Investment Group, LLC | Pensacola, FL | $761.8M | 1 |
| Ocean Endowment Partners, LLC | | $761.5M | 1 |
| Stempoint Capital LP | New York, NY | $761.3M | 2 |
| Sterling Financial Planning Inc | Sparta, NJ | $760.8M | — |
| American Wealth Management | Reno, NV | $760.5M | — |
| Sfg Wealth Management, LLC | Towson, MD | $760.2M | — |
| Cyprium Investment Partners LLC | Cleveland, OH | $760.2M | 5 |
| Independent Family Office, LLC | Albany, NY | $760.1M | — |
| Slwa, LLC | San Luis Obispo, CA | $760M | — |
| Sciencast Management LP | Princeton, NJ | $760M | — |
| Hughes Financial Services, LLC | Herndon, VA | $759.8M | — |
| Invex Advisors LLC | Coral Gables, FL | $759.3M | 3 |
| Strong Tower Advisory Services LLC | Minneapolis, MN | $759.2M | — |
| US Agriculture, LLC | Carmel, IN | $759.1M | 1 |
| Provident Wealth Management, LLC | Brentwood, TN | $758.5M | — |