| Garrison Point Advisors, LLC | Walnut Creek, CA | $597.1M | — |
| The Phoenix Fund Advisor LLC | Guaynabo, PR | $596.4M | 1 |
| Ascentis Wealth Management, LLC | Dallas, TX | $595.7M | — |
| Comprehensive Financial Consultants Institutional, Inc. | Bloomington, IN | $595.6M | — |
| Endeavor Private Wealth, Inc. | Topeka, KS | $595.3M | — |
| Reliant Wealth Planning, LLC | Louisville, KY | $595.2M | — |
| Hedeker Wealth LLC | Lincolnshire, IL | $595.1M | — |
| Affinity Investment Group, LLC | Exeter, NH | $595.1M | — |
| The Junk Investment Group, LLC | Hunt Valley, MD | $595M | — |
| Innovative Financial Solutions Nj, LLC | Cranford, NJ | $594.9M | — |
| Swbc Investment Company | San Antonio, TX | $594.4M | 1 |
| Octahedron Capital Management, L.P. | Burlingame, CA | $594.2M | 12 |
| Outlook Wealth Advisors, LLC | The Woodlands, TX | $593.7M | — |
| Alignment Growth Management LLC | New York, NY | $593.2M | 2 |
| Capital Resource Management Inc | Deerfield, IL | $593.2M | — |
| Atlas Merchant Capital LLC | New York, NY | $593M | 5 |
| Fund Direct Advisors Inc. | Greensboro, NC | $593M | — |
| Greensledge Asset Management LLC | Glastonbury, CT | $592.8M | 1 |
| Disciplined Investments, LLC | Tulsa, OK | $592.8M | — |
| Gda Luma Capital Management, LP | Miami, FL | $592.4M | 1 |
| Delta Financial Advisors, L.L.C. | Metairie, LA | $592.3M | — |
| Gerber, LLC | Columbus, OH | $592.1M | — |
| Wealth Preservation Advisors, LLC | Chattanooga, TN | $591.6M | — |
| Hoxton Planning & Management, LLC | Shepherdstown, WV | $591.5M | — |
| Hz Investments Inc. | Chevy Chase, MD | $591.4M | — |
| Walter C. Flower & Co., Inc | New Orleans, LA | $591.3M | — |
| Nippon Value Investors Kk | Tokyo | $591.3M | 1 |
| Poehling Capital Management, Inc. | Madison, WI | $591.3M | — |
| Inclusive Capital Partners, L.P. | San Francisco, CA | $591.1M | 4 |
| Accredited Investor Services, LLC | St. Cloud, MN | $591M | — |
| The Legacy Financial Group, Inc. | Tulsa, OK | $590.7M | — |
| Milestone Partners Management Co., L.P. | Villanova, PA | $590.7M | 13 |
| Levco Capital LP | New York, NY | $590.5M | 1 |
| Financial Gravity Family Office Services, LLC | Lakeway, TX | $590.5M | — |
| Milestone Financial Planning, LLC | Bedford, NH | $590.3M | — |
| Section Partners Management, LLC | Palo Alto, CA | $590M | 10 |
| Reston Wealth Management, LLC. | Reston, VA | $589.9M | — |
| Mig Capital, LLC | Newport Beach, CA | $589.5M | 1 |
| Master's Wealth Management Inc. | Leola, PA | $589.5M | — |
| Sequent Planning, LLC | Omaha, NE | $589.5M | — |
| Vam Group, Inc. | Grand Rapids, MI | $589.4M | — |
| Greater Midwest Financial Group, LLC | Saint Paul, MN | $589.3M | — |
| Fairfield, Bush & Co. | Darien, CT | $589M | — |
| Rja Asset Management LLC | Stamford, CT | $588.9M | 2 |
| Wp Advisors, LLC | | $588.9M | — |
| Consolidated Financial Management Group, LLC | Dublin, OH | $588.7M | — |
| Hfr Wealth Management, LLC | | $588.7M | — |
| Stone-Goff Management, LLC | New York, NY | $588.6M | 15 |
| Ias Wealth Management, Inc. | The Woodlands, TX | $588.6M | — |
| Jade Mountain Partners, LLC | White Plains, NY | $588.4M | 6 |