| Haddington Ventures, LLC | Houston, TX | $726.4M | 4 |
| Fs Credit Income Advisor, LLC | Philadelphia, PA | $726.2M | — |
| Renaissance Investment Group, LLC | Lenox, MA | $726.1M | — |
| Great Point Wealth Advisors, LLC | Boston, MA | $725.8M | 1 |
| Hampshire Investment Management Company, LLC | Morristown, NJ | $725.7M | 24 |
| Bright Financial Advisors, Inc. | Portage, MI | $725.5M | — |
| Bridge Capital Advisors | Houston, TX | $725.2M | — |
| Incasa LLC | Miami, FL | $725.2M | — |
| The Patten Group, Inc. | Chattanooga, TN | $725.1M | — |
| Parker Investment Management, LLC | | $725.1M | — |
| Colton Groome Financial Advisors, LLC | Asheville, NC | $724.9M | — |
| Trunorth Capital Management, L.L.C. | Kalamazoo, MI | $724.5M | — |
| Wealthstar Advisors, LLC | Plano, TX | $723.6M | — |
| Meridian Investment Counsel, Inc. | | $723.4M | — |
| The Cypress Funds LLC | Los Angeles, CA | $723.2M | 1 |
| 3fourteen & Smi Advisory Services, LLC | Columbus, IN | $723M | — |
| Cora Capital Advisors LLC | Marlton, NJ | $722.9M | — |
| Minichmacgregor Wealth Management, LLC | Saratoga Springs, NY | $722.9M | — |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale, FL | $722.8M | — |
| Clear Creek Wealth Management, LLC | Denver, CO | $722.5M | — |
| Jmac Enterprises LLC | Newtown, PA | $722.4M | — |
| Optimized Investment Partners, LLC | | $722M | — |
| Bitwise Investment Manager, LLC | San Francisco, CA | $721.8M | 1 |
| Union Capital Associates, L.P. | Greenwich, CT | $721.5M | 5 |
| Brydon Group, LLC | Washington, D.c., DC | $721.5M | 3 |
| Decagon Asset Management (US) LP | New York, NY | $720.8M | — |
| Materetsky Financial Group, Inc. | Boynton Beach, FL | $720.8M | — |
| R. S. Crum, Inc. | Newport Beach, CA | $720.7M | — |
| Parkergale, LLC | Chicago, IL | $719.1M | 3 |
| Doliver Advisors, L.P. | Houston, TX | $718.4M | 15 |
| Versor Investments LP | New York, NY | $718.1M | 6 |
| Darwin Wealth Management, LLC | Tampa, FL | $717.8M | — |
| Towercrest Capital Management, LLC | Newtown, PA | $717.6M | — |
| Saaga, LLC | Miami, FL | $717.5M | — |
| Robinhood Ventures de, LLC | Menlo Park, CA | $717.4M | — |
| Wealth Management Associates, Inc. | Cherry Hill, NJ | $717.4M | — |
| Medina Value Partners, LLC | Los Angeles, CA | $717.2M | 2 |
| Dopkins Wealth Management, LLC | Williamsville, NY | $717M | — |
| Seneca Management LLC | Denver, CO | $716.9M | 6 |
| Pascal Investment Advisers SA | Nyon | $716.7M | — |
| Taiber, Kosmala & Associates, LLC | Chicago, IL | $716.7M | — |
| Main Street Retirement Planning, LLC | Coppell, TX | $716.6M | — |
| Lygh Capital PTE. Ltd. | Singapore | $716.6M | 2 |
| Aisling Capital Management LP | New York, NY | $716.4M | 2 |
| Wealth Dimensions Family Office, Inc | Cincinnati, OH | $716.3M | — |
| Morin Private Client Group, LLC | | $716.3M | — |
| G. a. Repple & Company | Casselberry, FL | $716.3M | — |
| Roman Butler Fullerton & Co | St. Louis, MO | $716.1M | — |
| Grant Avenue Capital LLC | New York, NY | $716.1M | 8 |
| Altrius Capital Management, Inc. | Novi, MI | $716M | — |