| James T. Borello & Co. | East Dundee, IL | $621.9M | — |
| Avalan, LLC | Santa Barbara, CA | $621.8M | 1 |
| 12th Street Asset Management LLC | Nashville, TN | $621.6M | 1 |
| Aviso Wealth Management | Bellevue, WA | $621.3M | — |
| Oak Family Advisors, LLC | Chicago, IL | $621M | — |
| Parallaxes Capital Management, LLC | Los Angeles, CA | $620.8M | 10 |
| Altus Wealth Group, LLC | Colorado Springs, CO | $620.1M | — |
| Capital Advisers, Inc. | Raleigh, NC | $620M | — |
| Bna Wealth, Inc. | Rock Hill, SC | $619.8M | — |
| Corus Family Wealth Advisors, Inc. | McKinney, TX | $619.5M | — |
| Red Arts Capital Management, LLC | Chicago, IL | $619.5M | 3 |
| Innovative Capital Advisors, LLC | Chicago, IL | $619.5M | — |
| Alpha Financial Advisors, LLC | Charlotte, NC | $619.3M | — |
| Banner Capital Management, LLC | Lehi, UT | $619.2M | 6 |
| Cpa Asset Management Group, LLC | West Palm Beach, FL | $619.2M | — |
| Tactive Advisors, LLC | Sarasota, FL | $619M | — |
| Tri-Ad Capital Management I, LLC | Escondido, CA | $619M | — |
| Meritas Wealth Management, LLC | San Rafael, CA | $618.9M | — |
| Sancus Capital Management LP | Los Angeles, CA | $618.9M | 2 |
| Alexander Labrunerie & Co., Inc. | Columbia, MO | $618.9M | — |
| White Oaks Wealth Advisors, Inc. | Minneapolis, MN | $618.3M | — |
| Wheeler Retirement Plans LLC | Duluth, MN | $618.1M | — |
| Steadtrust LLC | | $618.1M | — |
| Rivermont Capital Management LP | New York, NY | $617.9M | 1 |
| Hubbell Strickland Wealth Management, LLC | New Orleans, LA | $617.9M | — |
| Regis Metro Associates, Inc. | San Francisco, CA | $617.8M | 2 |
| Capital Planning, LLC | Bellevue, WA | $617.7M | — |
| Cardinal Strategic Wealth Guidance, LLC | Louisville, KY | $617.7M | — |
| Di Investment Management LP | Dallas, TX | $617.6M | 4 |
| Hussman Strategic Advisors Inc | Ellicott City, MD | $617.4M | — |
| Eq Wealth Advisors, LLC | Dallas, TX | $617M | — |
| Clear Wave Wealth Management, LLC | Red Bank, NJ | $617M | — |
| West Wealth Group, LLC | Irvine, CA | $616.7M | — |
| Greenbush Financial Group, LLC | Albany, NY | $616.5M | — |
| Hiltop Partners, LLC | Mishawaka, IN | $616.4M | — |
| Grey Ledge Advisors, LLC | Guilford, CT | $616M | — |
| Stolper & Company | San Diego, CA | $615.7M | — |
| Fmb Wealth Management | Westlake Village, CA | $615.7M | — |
| Kettle Hill Capital Management, LLC | New York, NY | $615.5M | 3 |
| Trevian Wealth Management, LLC | | $615.5M | 2 |
| Nine Thirty Capital Management, LLC | New York, NY | $615.5M | 4 |
| Freedom Day Solutions, LLC | Houston, TX | $615.3M | — |
| Meaningful Partners LLC | El Segundo, CA | $615.2M | 7 |
| H.i.g. Whitehorse Advisers, LLC | Miami, FL | $615.1M | — |
| Envoy Advisory Inc. | Colorado Springs, CO | $615M | — |
| Financial Alternatives, Inc. | La Jolla, CA | $614.8M | — |
| Mystic Asset Management, Inc. | Warwick, RI | $614.6M | — |
| Lisc Fund Management, LLC | New York, NY | $614.6M | 12 |
| Zega Investments, LLC | Palm Beach Gardens, FL | $614M | — |
| Blue Owl Strategic Equity Advisors LLC | New York, NY | $613.9M | 1 |