| Kah Capital Management, LLC | McLean, VA | $605.3M | 2 |
| Eagle Health Investments LP | Greenwich, CT | $605.3M | 1 |
| Atlas Brown, Inc. | Louisville, KY | $605.2M | — |
| Fairvoy Private Wealth, LLC | Birmingham, AL | $605.1M | — |
| Destiny Family Office, LLC | Tavares, FL | $605.1M | — |
| Institutional Capital Management, Inc. | | $605M | — |
| Lago Asset Management, LLC | Chicago, IL | $604.9M | 12 |
| Sapere Wealth Management, LLC | Matthews, NC | $604.8M | 6 |
| Heritage Wealth Management Inc. | Cincinnati, OH | $604.7M | — |
| Atlantic Edge Private Wealth Management, LLC | | $604.3M | — |
| Ackerman Capital Advisors, LLC | Dallas, TX | $604M | 2 |
| Deuterium Capital Management, LLC | Clearwater, FL | $603.7M | 2 |
| Long Walk Management LP | | $603.6M | 1 |
| Tucker Asset Management LLC | Littleton, CO | $603.6M | — |
| Callodine Credit Management, LLC | Boston, MA | $603M | 2 |
| Vendera Management Holdings, LLC | Dallas, TX | $602.8M | 11 |
| Avaii Wealth Management, LLC | Appleton, WI | $602.8M | — |
| Endeavour Capital Advisors Inc. | Greenwich, CT | $602.7M | 3 |
| Hurricane Capital Advisors LLC | New York, NY | $602.7M | 28 |
| 10 East Partners LLC | New York, NY | $602.7M | 36 |
| Intergy Private Wealth, LLC | Colorado Springs, CO | $602.6M | — |
| Owl Creek Wealth Partners LLC | Greenwood Village, CO | $602.3M | — |
| Agriglobe Land Advisors, LLC | Fresno, CA | $602.2M | — |
| Bpgc Management LP | New York, NY | $601.9M | 2 |
| 5c Lending Partners Advisor LLC | New York, NY | $601.8M | — |
| Dunhill Financial, LLC | London | $601.7M | — |
| Lunt Capital Management Inc. | Holladay, UT | $601.5M | — |
| Axial Reade Capital, LP | New York, NY | $601.2M | 5 |
| Alliance Wealth Advisors, LLC | Scranton, PA | $601.1M | — |
| Modus Advisors, LLC | Excelsior, MN | $601.1M | — |
| Aton Financial LLC | San Juan, PR | $600.9M | 5 |
| Olio Financial Planning, LLC | McLean, VA | $600.5M | — |
| Carlton, Hofferkamp and Jenks Wealth Management, LLC | The Woodlands, TX | $600.2M | — |
| Sequoia Wealth Management, LLC | Barrington, IL | $599.6M | — |
| Gfg Alternative Investment Advisors LLC | Greenwich, CT | $599.6M | 3 |
| Giverny Capital Asset Management LLC | New York, NY | $599.4M | — |
| Wealth Advisory Solutions, LLC | Zionsville, IN | $599.1M | — |
| Steginsky Capital LLC | | $599M | — |
| Mainsail Asset Management, LLC | Birmingham, AL | $598.8M | 4 |
| Praetorian Wealth Management, Inc. | Carmel, CA | $598.7M | — |
| Avathon Capital Management LP | Chicago, IL | $598.6M | 11 |
| Whitener Capital Management, Inc | Rocky Mount, NC | $598.5M | — |
| Lone Peak Global Investors, LLC | Alpine, UT | $598.4M | — |
| Concorde Asset Management, LLC | Ann Arbor, MI | $598.4M | — |
| Velocity Capital Management LLC | New York, NY | $598.2M | 4 |
| Brookstone Asset Management, LLC | Wheaton, IL | $597.9M | — |
| Grand Wealth Management, LLC | Grand Rapids, MI | $597.8M | — |
| Maytus Capital Management, LLC | New York, NY | $597.8M | 1 |
| Jaffa Capital Management LLC | Clifton, NJ | $597.2M | 1 |
| Measured Risk Portfolios, Inc. | San Diego, CA | $597.2M | — |