| Peakview Management, LLC | Menlo Park, CA | $646.4M | 10 |
| Ssw Partners LP | New York, NY | $646.4M | 2 |
| Gpb Capital Holdings, LLC | Greenwich, CT | $646.2M | 1 |
| Legacy Wealth Partners, LLC | Lakewood, CO | $646M | — |
| McGinty Road Partners, LP | Minnetonka, MN | $646M | 7 |
| Kitching Partners, LLC | Conshohocken, PA | $645.9M | — |
| Cambridge Financial Group, LLC | Tucson, AZ | $645.8M | — |
| Proaltus USA Inc. | Miami, FL | $645.7M | 12 |
| Triumph Capital Management | Denver, CO | $645.6M | — |
| Shankervalleau Wealth Advisors, Inc. | Skokie, IL | $645.3M | — |
| Dafna Capital Management, LLC | Los Angeles, CA | $645.2M | 6 |
| Dwm Asset Management, LLC | Stamford, CT | $645M | 3 |
| Spicewood Mineral Management, LLC | Dallas, TX | $644.7M | 7 |
| One8zero8, LLC | Greensboro, NC | $644.6M | — |
| Eldred Rock Partners, LLC | San Antonio, TX | $644.1M | 1 |
| Buckley Wealth Management, LLC | Las Vegas, NV | $644M | — |
| Heron Bay Capital Management, LLC | Bloomfield Hills, MI | $643.8M | — |
| Richards, Merrill & Peterson, Inc. | Spokane, WA | $643.6M | — |
| Cadent Management Services, LLC | Rye Brook, NY | $643.5M | 4 |
| Karya Capital Management LLC | New York, NY | $643.5M | 1 |
| Heritage Wealth Management, Inc. | San Diego, CA | $643.4M | 8 |
| Curasset Capital Management, LLC | Newark, NJ | $643.2M | — |
| Raab & Moskowitz Asset Management LLC | Chatham, NJ | $642.9M | — |
| Sightline Partners LLC | Bloomington, MN | $642.8M | 9 |
| Tsfg, LLC | Lake Forest, IL | $642.8M | — |
| Chapin Davis, Inc | Baltimore, MD | $642.8M | — |
| Equilibrium Capital Investment Management , LLC | Portland, OR | $642.6M | 4 |
| Hudson Capital Management LLC | Ramsey, NJ | $642.6M | — |
| The Financial Resource Center, Inc. | Carmel, IN | $642.5M | — |
| Jones Hill Capital LP | New York, NY | $642.4M | 1 |
| Kabr Management, LLC | Englewood, NJ | $642.3M | 9 |
| Granite Harbor Advisors, Inc. | Houston, TX | $642.1M | 3 |
| Shakespeare Wealth Management, LLC | Pewaukee, WI | $641.9M | — |
| Woodward Financial Advisors, Inc. | Chapel Hill, NC | $641.5M | — |
| Abacus Fcf Advisors LLC | Orlando, FL | $641.4M | — |
| Phoenix Wealth Advisors Inc. | Chapel Hill, NC | $641.4M | — |
| Eve Partners, LLC | Ponte Vedra Beach, FL | $641.3M | 6 |
| Single Point Partners, LLC | Boston, MA | $641.3M | — |
| Riverstone Advisors, LLC | | $640.9M | — |
| Riggs Asset Management Co Inc | Dallas, PA | $640M | — |
| Mwa Financial Services, Inc. | Rock Island, IL | $640M | — |
| Highland Financial Advisors, LLC | Wayne, NJ | $640M | — |
| Libra Wealth LLC | Los Gatos, CA | $639.8M | — |
| The Watchman Group, Inc. | Plano, TX | $639.7M | — |
| Murphy Pohlad Asset Management LLC | Eden Prairie, MN | $639.7M | — |
| Olympiad Research LP | Stamford, CT | $639.6M | — |
| Concord Asset Management, LLC | Abingdon, VA | $639.4M | — |
| Tcfg Investment Advisors, LLC | Laguna Niguel, CA | $639.4M | — |
| Northeast Advisers Inc | Paoli, PA | $639.1M | — |
| Sk Wealth Management, LLC | Providence, RI | $639M | — |