| Harvest Investment Services, LLC | Oakbrook Terrace, IL | $758.4M | — |
| Progressive Investment Management Corporation | Lake Oswego, OR | $758.3M | — |
| Tbg-Bedford Group LLC | Saint Louis, MO | $758.1M | — |
| Klaas Financial Asset Advisors, LLC. | Loves Park, IL | $758.1M | — |
| Shrewsbury River Capital LP | Red Bank, NJ | $757.5M | 3 |
| Riva Ridge Capital Management LP | New York, NY | $757.5M | 5 |
| Summit Street Capital Management, LLC | New York, NY | $757.5M | 1 |
| Paratus Financial, Inc. | Dallas, TX | $757.4M | — |
| Prostar Capital (US) LLC | Greenwich, CT | $757.4M | 3 |
| Mill Hill Capital LLC | New York, NY | $757.2M | 3 |
| Equinum, LLC | Brooklyn, NY | $757M | — |
| Lns Operations, LLC | Naperville, IL | $756.6M | — |
| Hi-Line Capital Management, LLC | Watertown, SD | $756.6M | — |
| G2 Capital Management, LLC | Columbus, OH | $756.5M | 1 |
| Moller Wealth Partners, Inc. | Northfield, IL | $755.9M | — |
| Blue Fin Capital, Inc. | Warren, RI | $755.9M | — |
| Sageguard Financial Group, LLC | Goodlettsville, TN | $755.7M | — |
| Lighthouse Financial LLC | Saint Petersburg, FL | $755.6M | — |
| Total Clarity Wealth Management, Inc | St. Charles, IL | $755.4M | — |
| Alight Capital Management LP | New York, NY | $754.4M | 1 |
| Alternative Investment Resource, LLC | Chicago, IL | $754.2M | 13 |
| Mill Road Capital Management LLC | Greenwich, CT | $753.8M | 5 |
| DX Advisors LLC | Las Vegas, NV | $753.3M | — |
| Sweeney & Michel, LLC | Chico, CA | $752.6M | — |
| Navpoint Financial, Inc. | Prior Lake, MN | $752.2M | — |
| Banyan Alpha Investment L.P. | South San Francisco, CA | $751.9M | 1 |
| Ballast, Inc. | Lexington, KY | $751.5M | — |
| Nymbus Capital Inc. | Montreal, Quebec | $751.5M | — |
| Ark & Tlk Investments, LLC | Oklahoma City, OK | $751.4M | — |
| Gator Capital Management, LLC | Tampa, FL | $751.1M | 2 |
| Ewa, LLC | Pittsburgh, PA | $750.7M | — |
| Tilson Financial Group Inc | New Providence, NJ | $750.6M | — |
| Stevens, Foster Financial Services, Inc. | Bloomington, MN | $750.4M | — |
| Hopwood Financial Services, Inc. | Reston, VA | $750.3M | — |
| Torray Investment Partners LLC | Bethesda, MD | $750.1M | — |
| Capitalia (suisse) | Geneva | $750M | — |
| Rockline Wealth Management LLC | Islip Terrace, NY | $749.6M | — |
| Westwood Advisors, L.L.C | Dallas, TX | $749.5M | 14 |
| Spanos Barber Jesse & Co., LLC | Walnut Creek, CA | $749.4M | 15 |
| Curran Financial Partners, LLC | Daniel Island, SC | $749.4M | — |
| Southernsun Asset Management LLC | Memphis, TN | $749.4M | — |
| Qtr Family Wealth, LLC | Lake Mary, FL | $749.3M | — |
| Cytium Investment Management, LLC | New York, NY | $749M | 2 |
| Flagship Wealth Advisors, LLC. | Wakefield, MA | $748.6M | — |
| Lnk Partners, LLC | White Plains, NY | $748.6M | 3 |
| Curafin Advisors, LLC | Phoenix, AZ | $748.4M | — |
| Sfe Investment Counsel Inc. | Los Angeles, CA | $748.4M | 2 |
| Porter White Investment Advisors, Inc. | Birmingham, AL | $748.2M | — |
| Waller Financial Planning Group, Inc. | Columbus, OH | $747.8M | — |
| Fiduciary Family Office, LLC | Boca Raton, FL | $747.7M | — |