| Crossplane Capital Management, LP | Dallas, TX | $736.2M | 4 |
| Thomist Capital Management, LP | Houston, TX | $736.2M | 1 |
| Valstone Partners VI, LLC | Birmingham, MI | $735.9M | 3 |
| The Marshall Financial Group LLC | Hunt Valley, MD | $735.6M | — |
| DL Carlson Investment Group Inc. | Concord, NH | $735.5M | — |
| Shorebridge Capital Management, LLC | Summit, NJ | $735.1M | 2 |
| Stenger Family Office, LLC | Naperville, IL | $734.9M | — |
| Fractal Investments LLC | | $734.7M | — |
| Alpha Capital Management Group LLC | Denver, CO | $734.4M | — |
| Girard Pension Services, LLC | Allentown, PA | $733.8M | — |
| CL Wealth Management LLC | Schaumburg, IL | $733.6M | — |
| Allium Financial Advisors, LLC | Lake Oswego, OR | $733.5M | — |
| Clarity Wealth Advisors, LLC | San Jose, CA | $732.9M | — |
| Able Financial Group, LLC | Scottsdale, AZ | $732.9M | — |
| Sc Management LLC | New York, NY | $732.6M | 25 |
| Walled Lake Planning & Wealth Management, LLC | Highland Park, IL | $732.2M | — |
| Skba Capital Management, LLC | San Francisco, CA | $732M | — |
| Navalign, LLC | Encino, CA | $731.9M | — |
| Centerpoint Advisors, LLC | Needham, MA | $731.9M | — |
| Astara Capital Partners, L.P. | New York, NY | $731.9M | 16 |
| Newman Dignan & Sheerar, Inc | Providence, RI | $731.3M | — |
| Sevenbridge Financial Group, LLC | Harrisburg, PA | $731.1M | — |
| Sturbridge Capital LLC | Birmingham, MI | $730.9M | 4 |
| Quantum Financial Services Inc. | Indianapolis, IN | $730.9M | — |
| Traveka Wealth, LLC | Los Altos, CA | $730.8M | — |
| Bayhawk Capital LP | Boston, MA | $730.8M | 5 |
| Schwarz Dygos Wheeler Investment Advisors LLC | Minneapolis, MN | $730.4M | — |
| Tiller Private Wealth, Inc. | Bethlehem, PA | $730.3M | — |
| Ipswich Investment Management Company, Inc. | Beverly, MA | $730.2M | — |
| Philadelphia Financial Management of San Francisco, LLC | San Francisco, CA | $730M | 3 |
| Oak Harbor Wealth Partners, LLC | Raleigh, NC | $729.9M | — |
| Carbon Direct Capital Management LLC | New York, NY | $729.6M | 9 |
| Canby Financial Advisors, LLC | Framingham, MA | $729.4M | — |
| Unofficial Management, Inc. | New York, NY | $729.2M | 8 |
| Huber Capital Management LLC | El Segundo, CA | $729.2M | — |
| Lesko Securities, Inc. | Vestal, NY | $728.5M | — |
| Meadow Creek Wealth Advisors, LLC | Atlanta, GA | $728M | — |
| Cooperative Funeral Fund Inc | Madison, CT | $727.8M | — |
| Aaf Wealth Management, LLC | Westborough, MA | $727.6M | — |
| Pike Street Capital, LP | Seattle, WA | $727.4M | 7 |
| Tradewinds Capital Management, LLC | Bellingham, WA | $727.3M | — |
| Quantum Financial Planning Services, Inc. | Spokane, WA | $727.2M | — |
| Axq Capital, LP | Jersey City, NJ | $727.1M | — |
| Silver Heights Capital Management Inc. | Toronto, Ontario | $727.1M | — |
| Virtus Family Office, LLC | El Paso, TX | $726.9M | 2 |
| Smith & Howard Wealth Management, LLC | Atlanta, GA | $726.9M | — |
| Trgp Investment Partners, LP | Stamford, CT | $726.8M | 10 |
| Iq Eq Asset Management Limited | Tokyo | $726.6M | — |
| Woodstock Wealth Management, Inc. | Woodstock, GA | $726.6M | — |
| Kaydan Wealth Management, Inc. | Fenton, MI | $726.5M | — |