| Blueshift Asset Management, LLC | Red Bank, NJ | $694.4M | 1 |
| William Joseph Capital Management, Inc. | Bristol, CT | $694.3M | — |
| Icv Partners, LLC | Miami, FL | $694.1M | 4 |
| Black Swift Group, LLC | Boulder, CO | $694.1M | 3 |
| Moneda USA, Inc. | New York, NY | $694M | — |
| Cogenuity Partners, LLC | San Francisco, CA | $693.8M | 4 |
| Wmg Financial Advisors, LLC | Knoxville, TN | $693.8M | — |
| Cambridge Advisors Inc | Omaha, NE | $693.5M | — |
| Bonnie Wusz & Associates, Inc. | Orange, CA | $692.8M | — |
| Skyoak Wealth LLC | Southfield, MI | $692.7M | — |
| Covenant Asset Management, LLC | Chester, NJ | $692.6M | — |
| Eichner Investment Planning, LLC | Cincinnati, OH | $692.1M | — |
| Madrona Financial Services, LLC | Everett, WA | $691.8M | — |
| Unio Capital LLC | Princeton, NJ | $691.5M | 2 |
| Ramsey Quantitative Systems, Inc. | Louisville, KY | $691.4M | 2 |
| Westchester Capital Management Inc | Omaha, NE | $691.3M | — |
| Park Road Partners LP | New York, NY | $691.3M | 3 |
| Lazari Capital Management, Inc. | Burbank, CA | $691.1M | 1 |
| Trp Capital Advisors V, LLC | Birmingham, MI | $691M | 11 |
| Brainvest Wealth Management LLC | Miami, FL | $690.9M | 1 |
| Alti Wealth Management (US International), Inc. | Coral Gables, FL | $690.9M | — |
| Milestone Asset Management, LLC | Pittsburgh, PA | $690.7M | — |
| Plan Group Financial, Inc. | Oklahoma City, OK | $690.3M | — |
| Newpoint Real Estate Investment Management LLC | New York, NY | $690.1M | — |
| West Branch Capital LLC | Amherst, MA | $690.1M | — |
| Family Investment Center, Inc. | Saint Joseph, MO | $689.3M | — |
| Intervest Capital Partners LLC | New York, NY | $689.3M | — |
| East End Financial Group, Inc. | Riverhead, NY | $689.2M | — |
| Anchyra Partners LLC | Atlanta, GA | $689.2M | — |
| Nvest Financial, LLC | Portsmouth, NH | $688.3M | — |
| Signature Equity Partners, LLC | Columbus, OH | $688.1M | — |
| 9yards Capital Management LP | New York, NY | $687.6M | 31 |
| Keenan Capital, LLC | Burlingame, CA | $687.6M | 1 |
| Siharum Advisors, LLC | Boston, MA | $687.5M | — |
| Atwater Malick, LLC | Lancaster, PA | $687.4M | — |
| Alliance Advisory & Securities, LLC | Westlake Village, CA | $687.4M | — |
| Smart Wealth, LLC | Omaha, NE | $686.4M | — |
| Wealth Management Advisors, LLC | Greenville, SC | $686.1M | — |
| Marotta Asset Management, Inc. | Charlottesville, VA | $686M | — |
| Ma Private Wealth, LLC | San Carlos, CA | $686M | — |
| Ser Capital Partners Management, LP | Redwood City, CA | $685.8M | 13 |
| Thayer Partners LLC | | $685.7M | — |
| Topspin Management Company Lbo LLC | Mamaroneck, NY | $685.6M | 13 |
| Indie Asset Partners, LLC | Carmel, IN | $685.2M | 1 |
| Precedent Wealth Partners, LLC | Houston, TX | $685M | — |
| Sandy Cove Advisors, LLC | Hingham, MA | $684.9M | — |
| Cederberg Capital Limited | London | $684.6M | 5 |
| Cederberg Capital Asia Limited | Tsim Sha Tsui, Kowloon | $684.6M | — |
| Providence Wealth Advisors, LLC | Frankfort, IL | $684.4M | — |
| Integra Global Advisors LLC | Stamford, CT | $684.1M | 4 |