| 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 | — |
| Verde Capital Management, Inc. | Clarkston, MI | $749.8M | — |
| 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 | — |
| Pacifica Capital Investments LLC | | $747.6M | 15 |
| Autumn Glory Partners, LLC | Dallas, TX | $747.6M | — |
| Fow Partners, LP | Portland, ME | $747.3M | 5 |
| Pax Financial Group, LLC | San Antonio, TX | $747.1M | — |
| Dudley & Shanley, Inc. | Palm Beach, FL | $746.8M | 3 |
| Financial Insights Inc | Tacoma, WA | $746.7M | — |
| Crcm L.P. | San Francisco, CA | $746.7M | 11 |
| Discipline Wealth Solutions, Inc. | Greenville, SC | $746.7M | — |
| Skylands Capital, LLC | Milwaukee, WI | $746.5M | 4 |
| Tillman Hartley LLC | Denver, CO | $746.3M | — |
| Derby Lane Partners LP | New York, NY | $746.3M | 3 |
| Summit Investment Advisory Services, LLC | Roseville, MN | $745.8M | — |
| Running Point Capital Advisors LLC | El Segundo, CA | $745.6M | — |
| Seamount Financial Group Inc | Colorado Springs, CO | $745.2M | — |
| Beacon Global Advisor Network, LLC | Atlanta, GA | $745.1M | — |
| Campbell Deegan Wealth Management, LLC | Richmond, VA | $745.1M | — |
| Firebird Management, LLC | New York, NY | $745M | 11 |
| Piney Lake Capital Management LP | Greenwich, CT | $744.9M | 2 |
| Tremblant Capital LP | West Palm Beach, FL | $744.6M | 2 |
| Curewell Capital Management, LLC | Los Angeles, CA | $744.3M | 4 |
| Carr Financial Group Corporation | Worcester, MA | $744.2M | — |
| Old Farm Partners LP | New York, NY | $744.2M | 13 |
| Aegis Wealth Management LLC | Bethesda, MD | $744.1M | — |
| John e. Sestina and Company | Columbus, OH | $744M | — |
| Ofs CLO Management, LLC | Chicago, IL | $743.9M | 4 |
| Kendall Capital Management | Rockville, MD | $743.9M | — |
| Element Wealth, LLC | Ridgeland, MS | $743.7M | — |
| Interchange Capital Partners, LLC | Pittsburgh, PA | $743.6M | — |
| Sciens Water Opportunities Management LLC | New York, NY | $743.5M | 12 |
| Quad Partners LLC | New York, NY | $743.4M | 12 |
| Waystone Asset Management (USA) LLC | Chicago, IL | $742.6M | 1 |