| Rainier Investment Management LLC | Seattle, WA | $581.1M | — |
| Rtw Financial Advisors Inc | Dallas, TX | $581M | — |
| Keystone Global Partners LLC | Denver, CO | $580.5M | — |
| Mosaic Advisors LLC | Houston, TX | $580.5M | — |
| Winch Advisory Services, LLC | Appleton, WI | $580.2M | — |
| Northwest Quadrant, LLC | Bend, OR | $579.7M | — |
| Savanna Investment Management LLC | New York, NY | $579.5M | 23 |
| Able Wealth Management LLC | Toms River, NJ | $579.5M | 1 |
| Harvey Capital Management Inc | Palm Beach, FL | $579.4M | — |
| Epg Wealth Management LLC | Atlanta, GA | $579.1M | — |
| Mattern Wealth Management LLC | Lawrence, KS | $579M | — |
| Edgerock Capital LLC | Denver, CO | $578.9M | — |
| Two Roads Partners Management, LP | New York, NY | $578.9M | 5 |
| Civitas Capital Management, LLC | Dallas, TX | $578.6M | 61 |
| Twele Capital Management, Inc. | Minnetonka, MN | $578.5M | — |
| Boxer Capital Management, LLC | San Diego, CA | $578.2M | 2 |
| Bh3 Fund Advisors, LLC | Fort Lauderdale, FL | $578.1M | 8 |
| Oxler Private Wealth LLC | Rye Brook, NY | $578.1M | — |
| Jackson, Grant Investment Advisers, Inc. | Stamford, CT | $577.7M | — |
| Infinedi Partners, LP | | $577.3M | 5 |
| Valueworks LLC | New York City, NY | $577.3M | 1 |
| Silverview Credit Partners LP | Tampa, FL | $577.3M | 3 |
| Cello Capital Management, LP | New York, NY | $577.2M | 2 |
| Tabor Asset Management, LP | New York, NY | $577.2M | 1 |
| Brogan Financial, Inc. | Knoxville, TN | $577M | — |
| Birnam Oak Advisors, LP | New York, NY | $577M | 3 |
| Alexander Investment Services Co. | Louisville, KY | $576.8M | — |
| Allodium Investment Consultants, LLC | Minneapolis, MN | $576.8M | — |
| Angeleno Group, LLC | Beverly Hills, CA | $576.5M | 9 |
| Muddy Waters Capital LLC | Austin, TX | $576.3M | 5 |
| Shorehill Capital LLC | Chicago, IL | $576.2M | 2 |
| Sanders Morris LLC | Houston, TX | $576.1M | — |
| Gross & Hartman Investments, LLC | Leola, PA | $576M | — |
| Rezny Wealth Management, Inc. | Fort Myers, FL | $576M | — |
| Domain Timber Advisors, LLC | Atlanta, GA | $575.9M | — |
| Bulletproof Capital, LLC | Chicago, IL | $575.8M | 2 |
| Northern Lakes Capital, L.P. | Minneapolis, MN | $575.4M | 7 |
| Southocean Capital Partners, LLC | Ft. Lauderdale, FL | $575.3M | 17 |
| Lucashill, LLC | Dallas, TX | $575.2M | 3 |
| Sage Advisors, LLC | Edmonds, WA | $575.1M | — |
| Keidan Financial Consultants LLC | Columbus, OH | $574.9M | — |
| Western Standard, LLC | Los Angeles, CA | $574.9M | 2 |
| Realization Capital Partners Management LLC | | $574.2M | 2 |
| Untitled Investments LP | New York, NY | $574M | 3 |
| Berkeley, Inc | Boise, ID | $573.9M | — |
| Curtis Advisory Group, LLC | Santa Barbara, CA | $573.7M | — |
| Fsa Advisors, Inc. | Troy, MI | $573.4M | — |
| Bastion Management II LLC | Stamford, CT | $572.7M | 5 |
| Burkett Financial Services, LLC | Rock Hill, SC | $572.6M | — |
| North Shore Private Asset Management, LLC | Lake Forest, IL | $572.6M | — |