| Virage Capital Management LP | Houston, TX | $588.3M | 6 |
| Investrust Consulting, LLC | Oklahoma City, OK | $588.2M | — |
| Brock Fiduciary Services LLC | New York, NY | $588.2M | — |
| Eschler Asset Management LLP | London | $588.1M | 9 |
| Jpl Wealth Management, LLC | Greenwood Village, CO | $587.9M | — |
| Napier Financial, LLC | Braintree, MA | $587.9M | — |
| Everpar Advisors LLC | Tulsa, OK | $587.8M | — |
| Kirr, Marbach & Company, LLC | Columbus, IN | $587.7M | — |
| Scopia Capital Management LP | New York, NY | $587.3M | 4 |
| Castle Rock Wealth Management, LLC | Walnut Creek, CA | $587.1M | — |
| Harpswell Capital Advisors, LLC | Yarmouth, ME | $587M | — |
| Squire Investment Management Company, LLC | Orem, UT | $586.7M | — |
| Cuadrilla Capital, LLC | Santa Barbara, CA | $586.6M | 4 |
| Arx Management, LLC | El Segundo, CA | $586.5M | — |
| Diversified Financial Advisors, LLC | Town and Country, MO | $585.9M | — |
| O'Keefe Stevens Advisory, Inc. | | $585.6M | — |
| Northleaf Capital Advisors Ltd. | Toronto, Ontario | $585.4M | 3 |
| Lep Management LLC | Salt Lake City, UT | $585.2M | 4 |
| Kreitler Financial LLC | New Haven, CT | $584.9M | — |
| Wellspring Wealth Management LLC | Alpharetta, GA | $584.8M | — |
| Aimz Investment Advisors LLC | Los Altos, CA | $584.8M | — |
| Twin Peaks Wealth Advisors, LLC | | $584.8M | — |
| Tensor Edge Capital, LLC | Boston, MA | $584.8M | 1 |
| Kdk Private Wealth Management, LLC | Houston, TX | $584.6M | 5 |
| Freedom Fiduciaries LLC | Boise, ID | $584.6M | — |
| Meraki Capital Partners LP | New York, NY | $584.5M | 1 |
| 424 Capital, LLC | Wakefield, MA | $584.5M | 9 |
| Newroad Capital Partners, LLC | Bentonville, AR | $584.4M | 5 |
| Hobbs Group Advisors LLC | Columbia, SC | $584.4M | — |
| Fortis Advisors, LLC | Wayne, PA | $584.3M | 6 |
| Fortress Private Ledger, LLC | Raleigh, NC | $584M | — |
| Monetary Management Group Inc | St. Louis, MO | $583.8M | — |
| Persium Advisors, LLC | Atlanta, GA | $583.6M | — |
| Vine Investment Advisors, LP | Palm Beach Gardens, FL | $583.5M | 8 |
| Rowling & Associates LLC | San Diego, CA | $583M | — |
| Praesidium Investment Management Company, LLC | New York, NY | $582.9M | 2 |
| Citymark Capital Management Company LLC | Cleveland, OH | $582.8M | 2 |
| Howard Bailey Securities, LLC | Fort Wayne, IN | $582.8M | — |
| Addison Advisors LLC | Middlebury, VT | $582.7M | — |
| Manteio Scalable Technologies LLC | Jersey City, NJ | $582.5M | — |
| Richardson Capital Management, LLC | Menomonee Falls, WI | $582.2M | — |
| Northlight Capital Partners LLC | Westport, CT | $582.2M | 14 |
| Avalon Capital Management | Menlo Park, CA | $582.2M | — |
| Ni Acquisitions Company LLC | Lemoyne, PA | $581.8M | — |
| Freshford Capital Management, LLC | Harrison, NY | $581.8M | 2 |
| Two Sigma Real Estate, LP | New York, NY | $581.7M | 10 |
| Stewart Wealth Management, Inc. | San Rafael, CA | $581.5M | — |
| Armadillo Litigation Funding LLC | Houston, TX | $581.4M | 5 |
| 55 North Private Wealth, LLC | Winter Park, FL | $581.3M | — |
| Hyperion Capital Advisors LP | New York, NY | $581.3M | 3 |