| Yiheng Capital Management, L.P. | San Francisco, CA | $675.8M | 1 |
| Aphias Capital, L.P. | San Francisco, CA | $675.8M | 2 |
| Summit Wealth Partners, LLC | Orlando, FL | $675.7M | — |
| Tounjian Advisory Partners LLC | Fort Myers, FL | $675.5M | — |
| Little House Capital, LLC | Braintree, MA | $675.2M | — |
| Rda Financial Network, Inc. | Akron, IA | $675.2M | — |
| Allegiance Financial Group Advisory Services LLC | Vienna, VA | $675M | — |
| Ballast Advisors, LLC | Woodbury, MN | $674.5M | — |
| Matthew Goff Investment Advisor, LLC | Houston, TX | $674.4M | — |
| West Financial Advisors, L.L.C. | Des Moines, IA | $674.2M | — |
| Integral Investment Advisors, Inc. | Turlock, CA | $673.9M | — |
| Garden State Investment Advisory Services, LLC | Red Bank, NJ | $673.8M | — |
| Cherry Tree Wealth Management, LLC | Minnetonka, MN | $673.5M | — |
| Dlj Real Estate Capital Partners, LLC | New York, NY | $673M | 12 |
| Warana Capital, LLC | New York, NY | $672.9M | 11 |
| Sage Capital Advisors, LLC | Sioux Falls, SD | $672.8M | — |
| Pinnacle Financial Group LLC | Western Springs, IL | $672.7M | — |
| Achieve Partners Management, LLC | New York, NY | $672.3M | 15 |
| Adams Street Advisors, LLC | Chicago, IL | $672.1M | — |
| Firethorn Wealth Partners, LLC | Augusta, GA | $671.9M | — |
| Lifecycle Financial Planners Inc. | Bloomfield Hills, MI | $671.7M | — |
| Presilium Private Wealth, LLC | Radnor, PA | $671.7M | — |
| Spire Capital Management LLC | New York, NY | $671.5M | 4 |
| Diversifi Capital Inc | Los Altos, CA | $671.4M | 22 |
| Arable Capital Partners, LLC | Bellevue, WA | $671.2M | 1 |
| Harvest Financial Advisors, LLC | West Chester, OH | $671M | — |
| Planned Solutions Financial & Insurance Services, Inc. | Folsom, CA | $671M | — |
| Montrose Advisors Incorporated | New York, NY | $670.8M | 1 |
| ABS Legacy Partners, LLC | Hickory, NC | $670.8M | — |
| Elevation Wealth Partners, LLC | Walnut Creek, CA | $670.7M | — |
| First Financial Coaching, Inc. | Mt. Clemens, MI | $670.6M | — |
| Havenshare Financial, LLC | | $670.5M | — |
| Trinity Financial Advisors LLC | Columbus, OH | $670M | 1 |
| Lombard Advisers Incorporated | Baltimore, MD | $669.8M | — |
| Dynasty Equity Partners Management, LLC | New York, NY | $669.8M | 4 |
| Saxon Woods Advisors LLC | Purchase, NY | $669.6M | — |
| Pave Investment Advisors, LLC. | New York, NY | $669.6M | — |
| Stone Temple Partners LLC | New York, NY | $668.7M | 3 |
| Wealth Care LLC | | $668.6M | — |
| The Oak Ridge Financial Services Group, Inc | Golden Valley, MN | $668.6M | — |
| Radial Equity Partners LP | New York, NY | $668.5M | 1 |
| Koesten Hirschmann & Crabtree, Inc. | Overland Park, KS | $668.3M | — |
| Oakwell Private Wealth Management, LLC | Austin, TX | $668.1M | — |
| Capeview Capital LLP | London | $667.6M | 3 |
| Veridan Wealth LLC | West Linn, OR | $667.2M | — |
| A.w. Jones Advisors, LLC | New York, NY | $667M | 4 |
| Periscope Equity LLC | Chicago, IL | $667M | 8 |
| Opengate Capital Management, LLC | New York, NY | $666.8M | 11 |
| Investors Research Corporation | Atlanta, GA | $666.7M | — |
| Cayetano Development, LLC | Austin, TX | $666.6M | 64 |