| Solidarity Wealth, LLC | Lehi, UT | $704.2M | — |
| Bmss Wesson Wealth Solutions, LLC | Birmingham, AL | $704M | — |
| Propel Venture Partners Management Co., LLC | San Carlos, CA | $703.6M | 7 |
| 1 Seed Partners LLC | Chicago, IL | $703.5M | 13 |
| Windsor Capital Management, LLC | Phoenix, AZ | $703.4M | — |
| CCC Advisors, LLC | Austin, TX | $703.3M | 14 |
| Southeastern Asset Management International (singapore) PTE. Ltd | Singapore City | $702.7M | 1 |
| Ar Asset Management, Inc. | West Hollywood, CA | $702.4M | 3 |
| Safeguard Investment Advisory Group, LLC | Corona, CA | $702.3M | — |
| Core Wealth Advisors, Inc. | Lakeland, FL | $702.1M | — |
| Olympus Peak Asset Management LP | Greenwich, CT | $702M | 4 |
| Contravisory Investment Management, Inc. | Norwell, MA | $701.7M | 2 |
| Preisz Associates, Inc. | Portland, OR | $701.7M | — |
| Stillwater Asset Management, LLC | Stillwater, MN | $701.4M | 3 |
| Harbour Capital Advisors, LLC | Tysons Corner, VA | $701.1M | 2 |
| Rpg Family Wealth Advisory, LLC | Burlington, MA | $700.7M | — |
| Atlas Asset Management LLC | Guaynabo, PR | $700.6M | — |
| 360 Financial, Inc. | Wayzata, MN | $700.5M | — |
| Lauterbach Financial Advisors, LLC | El Paso, TX | $700.3M | — |
| Ktf Investments, LLC | Seal Beach, CA | $700.2M | — |
| Aethon Energy Management LLC | Dallas, TX | $700.1M | 5 |
| Tidemark Management Company LP | Menlo Park, CA | $699.6M | 4 |
| Hartford Financial Management Inc | West Hartford, CT | $699.6M | — |
| The Retirement Solution LLC | Redmond, WA | $699.4M | — |
| Iam Advisory LLC | Easton, PA | $699.4M | — |
| Tempus Wealth Planning, LLC | Irvine, CA | $699.4M | — |
| Broadview Financial Management, LLC | Wauwatosa, WI | $699.2M | — |
| Aberdeen Wealth Management LLC | Lake Bluff, IL | $699.1M | — |
| Lafise Global Advisors LLC | Miami, FL | $699M | — |
| Grey Fox Wealth Advisors, LLC | Rockland, DE | $698.8M | — |
| Iron Path Capital, L.P. | Charlottesville, VA | $698.5M | 10 |
| Sw Investment Management LLC | | $698.5M | 1 |
| Ikarian Capital, LLC | Dallas, TX | $698M | 1 |
| Acadian Asset Management (singapore) PTE Ltd | Singapore | $697.9M | — |
| Hamilton Wealth, LLC | Los Angeles, CA | $697.8M | — |
| Abg Consultants, LLC | Cottonwood Heights, UT | $697.4M | — |
| Diesslin Group, Inc. | Fort Worth, TX | $696.3M | 2 |
| LP Investment Management, LLC | Dallas, TX | $696.1M | — |
| Palo Alto Investors LP | Palo Alto, CA | $696M | 6 |
| Maximai Investment Partners, LLC | Coral Gables, FL | $695.8M | — |
| Fox Run Management LLC | Greenwich, CT | $695.8M | 1 |
| Maltese Capital Management, LLC | New York, NY | $695.7M | 5 |
| Compass Capital Corporation | Braintree, MA | $695.5M | — |
| Dream Capital Advisors, LLC | Lincolnshire, IL | $695.3M | — |
| Wembley Strategic Advisory LLC | New York, NY | $695.2M | 6 |
| Optimum Quantvest Corporation | Dallas, TX | $695.1M | — |
| Mayport, LLC | | $694.9M | — |
| Premier Wealth Advisors, LLC | San Diego, CA | $694.9M | — |
| High Falls Advisors, Inc. | Rochester, NY | $694.7M | — |
| Value Holdings Management Co. LLC | | $694.5M | 2 |