| Northern Financial Advisors, Inc. | Bloomfield Hills, MI | $684M | — |
| Marietta Investment Partners, LLC | Milwaukee, WI | $683.7M | — |
| High Note Wealth, LLC | Deephaven, MN | $683.5M | — |
| Argent Retirement Plan Advisors, LLC | New Orleans, LA | $683.1M | — |
| R.l. Evans Co. Inc. | Bellevue, WA | $682.6M | — |
| Compass Wealth Management LLC | Guilford, CT | $682.5M | — |
| River Cities Management, Inc. (f.k.a. Mayfield & Robinson, Inc.) | Cincinnati, OH | $682.1M | 11 |
| Ventira Private Wealth Management Ltd. | Zurich | $682M | — |
| Global Frontier Investments, LLC | Charleston, SC | $682M | 3 |
| Broad Run Investment Management, LLC | Arlington, VA | $681.8M | — |
| Sandbox Financial Partners, LLC | Bethesda, MD | $681.7M | — |
| Dash Acquisitions Inc. | Plano, TX | $681.6M | — |
| Synergy Investment Management LLC | Altamonte Springs, FL | $681.5M | — |
| Belltower Partners LLC | New York, NY | $681.4M | 6 |
| Lmg Wealth Partners, LLC | Shreveport, LA | $681.2M | — |
| McNally Advisors, LLC | Chicago, IL | $680.9M | 15 |
| Eagle Bay Advisors LLC | New York, NY | $680.8M | — |
| Alan W. Weber | | $680.7M | 1 |
| The Banc Funds Company, L.L.C. | Chicago, IL | $680.4M | 3 |
| Von Borstel & Associates, Inc. | The Dalles, OR | $680.2M | — |
| Efm Investments & Advisory LLC | Portland, OR | $680M | 7 |
| Truffle Hound Capital, LLC | Bethesda, MD | $680M | 1 |
| Arjuna Capital, LLC | Manchester, MA | $679.7M | 7 |
| Bryant Woods Investment Advisors, LLC | Getzville, NY | $679.7M | — |
| Encore Housing Opportunity Fund Investment Manager, LLC | Boca Raton, FL | $679.5M | 5 |
| Van den Berg Management I, Inc. | Austin, TX | $679.5M | — |
| Saxon Interests, Inc. | Houston, TX | $679.1M | — |
| Brasada Capital Management, LP | Houston, TX | $679.1M | 1 |
| Signal Securities, Inc. | Fort Worth, TX | $679.1M | — |
| Forefront Analytics, LLC | W. Conshohocken, PA | $679M | 4 |
| Monument Group Wealth Advisors, LLC | Concord, MA | $678.9M | — |
| Thor Investment Management Inc | Cincinnati, OH | $678.7M | — |
| Hudson Value Partners, LLC | Palm Beach, FL | $678.3M | 1 |
| Tython Capital, LLC | Plano, TX | $678.3M | — |
| Hyposwiss Advisors SA | Geneva | $678.3M | — |
| Mtm Investment Management, LLC | Spartanburg, SC | $678.1M | — |
| Castle Harlan, Inc. | New York, NY | $678M | 21 |
| Good Springs Capital LP | New York, NY | $677.9M | 4 |
| Vsm Wealth Advisory, LLC | Hunt Valley, MD | $677.5M | — |
| Financial Strategies Group, Inc | Okemos, MI | $677.4M | — |
| 9823 Capital, LP | Dallas, TX | $677.1M | 4 |
| Yorktown Management and Research Co Inc | Forest, VA | $677.1M | — |
| Carderock Capital Management, Inc. | Chevy Chase, MD | $677M | — |
| Leverty Financial Group, LLC | Hudson, WI | $676.8M | — |
| Jacobson & Schmitt Advisors, LLC | Middleton, WI | $676.4M | — |
| Rockport Wealth, LLC | Fairview Park, OH | $676.4M | — |
| Pasi Investments, LLC | Farmington, CT | $676.3M | — |
| Boston Research and Management, Inc. | Manchester, MA | $676.2M | — |
| Stordahl Capital Management, Inc. | Greenwood Village, CO | $675.9M | — |
| Waterway Wealth Management, L.L.C. | The Woodlands, TX | $675.8M | — |