| Thrive Capital Management, LLC | Fort Washington, PA | $656.7M | — |
| M37 Management LP | Menlo Park, CA | $656.4M | 4 |
| Polar Capital (america) Corporation | Tampa, FL | $656.1M | 1 |
| Warren Street Wealth Advisors, LLC | Irvine, CA | $656.1M | — |
| Old Glory Asset Management LLC | Malvern, PA | $655.9M | — |
| Bmb Advisers LLC | Los Angeles, CA | $655.8M | — |
| Rock Point Advisors, LLC | Burlington, VT | $655.7M | — |
| McGowan & Co LLP | Bryn Mawr, PA | $655.6M | — |
| Rbo & Co, LLC | St. Helena, CA | $654.8M | — |
| Milestone Financial Associates, LLC | MacUngie, PA | $654.5M | — |
| Cornell Pochily Investment Advisors, Inc. | Ithaca, NY | $654.4M | — |
| Pw Nova Financial Services LLC | Newtown, PA | $654.3M | — |
| Eagle Wealth Strategies, LLC | Mullica Hill, NJ | $653.8M | — |
| Bcu Wealth Advisors, LLC | Vernon Hills, IL | $653.6M | — |
| Collaborative Wealth Management, Inc. | Lake Mary, FL | $653.3M | — |
| Rings Capital Management LLC | Chicago, IL | $653M | 3 |
| Collegiate Capital Management, Inc. | Raleigh, NC | $653M | — |
| Westover Capital Advisors, LLC | Wilmington, DE | $652.9M | — |
| Palisade Investments, LLC | Zephyr Cove, NV | $652.7M | — |
| Early McClintic & McMillan, LLC | Stafford, TX | $652.2M | — |
| Bkm Wealth Management, LLC | Brookfield, WI | $651.8M | — |
| Australis Partners (advisers) LLC | New York, NY | $651.8M | 4 |
| Proprietary Capital, LLC | Denver, CO | $651.8M | 9 |
| Oco Capital Partners LP | New York, NY | $651.8M | 2 |
| Weber Asset Management, Inc. | Lake Success, NY | $651.5M | — |
| Nomura Capital Management LLC | New York, NY | $651.3M | 1 |
| Advanced Asset Management Advisors, Inc. | Dublin, OH | $651.3M | — |
| Summit Creek Advisors, LLC | Minneapolis, MN | $650.9M | — |
| Monex Asset Management, Inc. | Houston, TX | $650.9M | — |
| Acm Management Company, LLC | Portland, OR | $650.1M | 2 |
| Sheridan Production Partners Manager III, LLC | Houston, TX | $650M | — |
| Bridgecreek Financial Group, LLC | Tulsa, OK | $649.9M | — |
| Rosecliff Venture Management, LLC | New York, NY | $649.8M | 10 |
| Jrm Investment Counsel, L.L.C. | | $649.4M | — |
| Midwest Professional Planners, Ltd. | Wausau, WI | $649.3M | — |
| Essex LLC | Deer Park, IL | $649.3M | — |
| Asset Strategy Advisors, LLC | Wayland, MA | $649.3M | — |
| Dale K. Ehrhart, Inc. | Venice, FL | $648.8M | — |
| Monument Capital Management, LLC | Alexandria, VA | $648.4M | — |
| Reap Financial Group, LLC | Austin, TX | $648.2M | — |
| Family Office Research, LLC | Bethesda, MD | $648.2M | — |
| 5c Capital Management, LLC | Woodcliff Lake, NJ | $648.1M | — |
| Powell Investment Advisors, LLC | Miami, FL | $648M | 1 |
| Arixa Management, LLC | Los Angeles, CA | $647.9M | — |
| Altum Capital Management, LLC | New York, NY | $647.8M | 2 |
| Pier Capital, LLC | Stamford, CT | $647.7M | 1 |
| Boston Standard Wealth Management, LLC | Winchester, MA | $647.6M | — |
| Standard General L.P. | New York, NY | $647.3M | 21 |
| Act Two Investors LLC | | $647M | — |
| Guardian Point Capital, LP | Charlottesville, VA | $646.4M | 1 |