| 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 |
| Blue Horizon Equity, Inc. | Pittsford, NY | $745.9M | — |
| 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 |
| 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 |
| Sensible Money, LLC | Scottsdale, AZ | $742.5M | — |
| Ifc Core Investment Management LLC | Raleigh, NC | $742.4M | — |
| Highclere International Investors LLP | London | $742.3M | 2 |
| Gradient Capital Advisors, LLC | San Diego, CA | $742.2M | — |
| Allegheny Investments | Pittsburgh, PA | $742.1M | — |
| Richmond Investment Services LLC | Mequon, WI | $742M | — |
| Mission Creek Capital Partners, Inc. | San Francisco, CA | $741.6M | — |
| Stride Consumer Partners LLC | Boston, MA | $740.3M | 5 |
| The August Group Capital Limited | Toronto | $740.3M | 1 |
| Bayshore Asset Management, LLC | Coral Gables, FL | $740.1M | — |
| Nicholas Wealth, LLC | Marietta, GA | $739.8M | — |
| Paragon Capital Management LLC | Overland Park, KS | $739.8M | — |
| Arrow Capital Pty Ltd | Sydney Nsw | $739.7M | — |
| Global Financial Group Advisors LLC | Grand Rapids, MI | $739.4M | — |
| Am Investment Strategies, LLC | Chattanooga, TN | $738.4M | — |
| Baird Capital Management Company, LLC | Milwaukee, WI | $737.9M | 11 |
| Financial Directions LLC | Tucson, AZ | $737.8M | — |
| Generate Capital Advisors, Pb LLC | San Francisco, CA | $737.2M | 4 |
| Barometer Capital Management Inc. | Toronto, Ontario | $737M | 10 |