| Align Impact, LLC | Denver, CO | $715.4M | 1 |
| Davern Capital Partners, LP | New York, NY | $715.1M | 1 |
| Atlas Legacy Advisors LLC | Los Angeles, CA | $715M | — |
| Uscf Advisers LLC | Walnut Creek, CA | $714.9M | — |
| Financial Management Strategies, Inc. | Broadview Hts., OH | $714.2M | — |
| Old Peak Finance LLC | Chapel Hill, NC | $714.1M | — |
| Alpha Investment Consulting Group, LLC | Milwaukee, WI | $713.6M | — |
| Nvwm LLC | Yardley, PA | $713.5M | — |
| Drake Capital Advisors LLC | Old Greenwich, CT | $713.4M | 2 |
| Rv Capital AG | Schindellegi | $713.3M | 2 |
| Frontier Global Partners LLC | La Jolla, CA | $713.1M | 2 |
| By Crypto Management, LLC | Little Rock, AR | $712.9M | 8 |
| Essex Investment Management Company, LLC | Boston, MA | $712.7M | — |
| Fieldview Capital Management, LLC | Niles, MI | $712.5M | — |
| Excalibur Management Corp | Waltham, MA | $712.1M | — |
| Valtinson Bruner Financial Planning LLC | New Brighton, MN | $712M | — |
| Cvna, LLC | Pepper Pike, OH | $711.9M | — |
| Aston Capital Management | Coral Gables, FL | $711.8M | 5 |
| Precision Wealth Strategies, LLC | St. Louis, MO | $711M | — |
| The Wealth Group, Ltd | Eden Prairie, MN | $711M | — |
| Carlson Capital, L.P. | Dallas, TX | $710.8M | 11 |
| The Magnolia Group, LLC | Omaha, NE | $710.6M | 1 |
| Lifelong Wealth Advisors, Inc. | Arden Hills, MN | $710.4M | — |
| Redwood Investments, LLC | Boston, MA | $710.1M | — |
| Peak Planning Group, LLC | Centennial, CO | $710M | — |
| Wealthbridge Capital Management, LLC | Westerville, OH | $709.7M | — |
| Navista Wealth Management, Inc. | Minnetonka, MN | $709.6M | — |
| Rogan & Associates, Inc. | Safety Harbor, FL | $709.6M | — |
| Covision Advisors LLC | New York, NY | $708.4M | 2 |
| Arc Advisory LLC | San Francisco, CA | $708.3M | — |
| Tb Alternative Assets Ltd. | Grand Cayman | $708.2M | 1 |
| Bench Walk Advisors LLC | Boca Raton, FL | $707.6M | 81 |
| Manske Wealth Management, LLC | Houston, TX | $707.3M | — |
| Duncker, Streett & Co., LLC | St. Louis, MO | $707.3M | — |
| Corrigo Investment Partners, LLC | Austin, TX | $707.2M | 3 |
| E & G Advisors, LP | Houston, TX | $706.9M | — |
| Lincoln Peak Capital Management, LLC | Boston, MA | $706.5M | 5 |
| Kaleidoscope Capital LP | Boston, MA | $706.2M | 2 |
| Dodds Wealth, LLC | Greenwood Village, CO | $706.2M | — |
| Northcape Wealth Management, LLC | Williamsville, NY | $706.1M | — |
| Empire Financial Management Company, LLC | Holmdel, NJ | $706M | 1 |
| Morangie Management LLC | Vero Beach, FL | $706M | 2 |
| Skinner, Copper & Ehmen Wealth Management, LLC | Springfield, IL | $705.7M | — |
| Bond & Devick Financial Network, Inc. | Saint Louis Park, MN | $705.5M | — |
| Benjamin F. Edwards Wealth Management, LLC | St. Louis, MO | $705.4M | — |
| Rempart Asset Management Inc. | Montreal, Quebec | $705.2M | — |
| Ridgecrest Wealth Partners, LLC | San Rafael, CA | $705.1M | — |
| Latticework Capital Management LLC | Dallas, TX | $705.1M | 6 |
| Marchant MC Limited | London | $705.1M | 2 |
| Halter Ferguson Financial Inc | Carmel, IN | $705M | 1 |