| Rose Park Advisors, LLC | Boston, MA | $629.9M | 7 |
| Pharos Capital Group, LLC | Brentwood, TN | $629.6M | 6 |
| Legacy Wealth Management, LLC | Boise, ID | $629M | — |
| Solas Capital Management, LLC | Darien, CT | $629M | 2 |
| Dagco, Inc. | Westlake, OH | $628.7M | — |
| Manatuck Hill Partners, LLC | Westport, CT | $628.6M | 6 |
| Argentem Creek Partners LP | New York, NY | $628.4M | 5 |
| Gem Asset Management, LLC | Plymouth, MI | $628.1M | — |
| Meridian Investment Advisors, Inc. | Indianapolis, IN | $628M | — |
| Capshift Advisors, LLC | West Newton, MA | $628M | — |
| Findec Wealth Services, Inc. | Stockton, CA | $627.9M | — |
| Aljian Capital Management, LLC | Carson City, NV | $627.8M | — |
| Kutscher Benner Barsness & Stevens, Inc. | Seattle, WA | $627.8M | — |
| Meridian Financial Partners LLC | Warrenton, VA | $627.6M | — |
| Centrica Wealth Management, LLC | Miami, FL | $627.4M | — |
| Ariadne Wealth Management, LP | Santa Barbara, CA | $627.3M | — |
| Hgc Advisor LLC | | $626.9M | 9 |
| Winslow Asset Management Inc | Beachwood, OH | $626.7M | — |
| Lynx1 Capital Management LP | Dorado, PR | $626.7M | 2 |
| Crosstimbers Capital Group, LLC | Houston, TX | $626.2M | 20 |
| Epsilon Financial Group, Inc. | Fairfield, CA | $626.1M | — |
| Butensky & Cohen Financial Security Inc | Ponte Vedra Beach, FL | $626M | — |
| Rialto Wealth Management, LLC | Syracuse, NY | $625.9M | — |
| Impact Capital Partners LLC | Greenwood Village, CO | $625.6M | — |
| Phraction Management LLC | Colchester, CT | $625.5M | — |
| Sandia Investment Managment LP | Boston, MA | $625.4M | — |
| Climber Capital SA | Nyon, Vaud | $625.4M | — |
| Sovereign Wealth Advisors LLC | Houston, TX | $625.1M | — |
| Portfolio Design Labs, LLC | Encino, CA | $624.9M | — |
| Pvg Asset Management Corp | Centennial, CO | $624.9M | — |
| Brave Asset Management, Inc. | Summit, NJ | $624.3M | — |
| Lountzis Asset Management, LLC | Wyomissing, PA | $624.1M | 1 |
| Riverview Capital Advisers LLC | Boston, MA | $624.1M | — |
| Industrial Development Funding LLC | Miami Beach, FL | $624M | 2 |
| Hill Island Financial LLC | Grand Rapids, MI | $623.8M | — |
| Axius Advisors LLC | Saint Charles, MO | $623.8M | — |
| MacHine Investment Group, LP | New York, NY | $623.7M | 10 |
| Sherrill & Hutchins Financial Advisory Inc | Atlanta, GA | $623.7M | — |
| Spp Management Services, LLC | Charlotte, NC | $623.6M | 29 |
| Kelly Financial Services LLC | Braintree, MA | $623.6M | — |
| Dhjj Financial Advisors, Ltd. | Naperville, IL | $623.4M | — |
| Fca Corp | Houston, TX | $623.1M | 1 |
| Neumann Advisory Hong Kong Limited | Hong Kong | $622.9M | 2 |
| L2 Point Management LLC | San Francisco, CA | $622.5M | 6 |
| Shoten Capital LP | Austin, TX | $622.4M | 1 |
| Hapanowicz & Associates Financial Services, Inc. | Pittsburgh, PA | $622.3M | — |
| Staple Street Capital Management, L.P. | New York, NY | $622.2M | 4 |
| Mirabilis Management Company LLC | | $622.1M | 4 |
| Gatewood Capital Management LLC | New York, NY | $622M | 4 |
| Hoge Financial Services, LLC | Canonsburg, PA | $621.9M | — |