| Aspiring Ventures, LLC | Cincinnati, OH | $569.5M | — |
| Tallwoods Partners, LLC | Chicago, IL | $569.4M | — |
| Potentia RIA, LLC | San Jose, CA | $569.1M | — |
| Gilliland Jeter Wealth Management, LLC | Little Rock, AR | $569.1M | — |
| Driftwood Advisors, LLC | Coral Gables, FL | $568.8M | 3 |
| Elite Retirement Planning, LLC | Grimes, IA | $568.8M | — |
| Act Wealth Management, LLC | Allen, TX | $568.8M | — |
| Talis Advisory Services, LLC | Richardson, TX | $568.8M | — |
| Freedom Investment Management, Inc. | South Windsor, CT | $568.7M | — |
| Br Capital Advisors LLC | Coral Gables, FL | $568.4M | — |
| RIA Advisory Group, LLC | Des Moines, IA | $568.4M | — |
| Fcg Investment Company | Germantown, TN | $568.2M | — |
| Scissortail Wealth Management, LLC | Tulsa, OK | $568.2M | — |
| Pier 88 Investment Partners, LLC | San Francisco, CA | $568M | 7 |
| S.e.e.d. Planning Group, LLC | Binghamton, NY | $568M | — |
| Ddfg, Inc | Thousand Oaks, CA | $567.8M | — |
| Liberty Square Wealth Partners LLC | Bethlehem, PA | $567.8M | — |
| Turnbridge Re Fund Management Company I LLC | New York, NY | $567.8M | 3 |
| Mascoma Wealth Management LLC | Hanover, NH | $567.8M | — |
| Prentice Wealth Management LLC | Rochester, NY | $567.5M | — |
| Ffg Partners, LLC | Fort Lauderdale, FL | $567.4M | — |
| Frec Advisers LLC | San Francisco, CA | $567.2M | — |
| White Wolf Capital Advisors, LLC | Miami, FL | $566.8M | 34 |
| Sumitomo Mitsui Ds Asset Management (hong Kong) Limited | Hong Kong | $566.7M | — |
| Deepwater Asset Management, LLC | Minneapolis, MN | $566.5M | 10 |
| Latitude Advisors, LLC | | $566.5M | — |
| Decker Wealth Management, LLC | Nashville, TN | $566.2M | — |
| Rhino Investment Partners, Inc. | West Conshohocken, PA | $566.2M | 1 |
| Alteri Wealth LLC | Westlake Village, CA | $566.1M | — |
| Midwest Financial Group LLC | Overland Park, KS | $566.1M | — |
| Equinum, LLC | Brooklyn, NY | $566M | — |
| First Kentucky Securities Corporation | Louisville, KY | $566M | — |
| Adams Wealth Management LLC | Logan, UT | $565.8M | 12 |
| First Fiduciary Investment Counsel Inc | Cleveland, OH | $565.5M | — |
| Atticus Wealth Management, LLC | Palm Beach Gardens, FL | $565.3M | — |
| Alidade Capital, LLC | Bloomfield Hills, MI | $564.9M | 2 |
| Friedlander & Co Inc | Milwaukee, WI | $564.8M | — |
| Reedmark Advisors, LLC | Somerville, NJ | $564.6M | — |
| Jackson Square Capital, LLC | San Francisco, CA | $564.3M | — |
| Olstein Capital Management, L.P. | Purchase, NY | $564.1M | — |
| Shikiar Asset Management Inc | New York, NY | $564M | — |
| Boyum Wealth Architects LLC | Bloomington, MN | $564M | — |
| Ecc Fund Manager II, LLC | New York, NY | $563.9M | — |
| The Luts & Greenleigh Group, Inc. | Bethesda, MD | $563.9M | — |
| Pondera Holdings LLC | Chicago, IL | $563.8M | 8 |
| Wave Equity Partners LLC | Boston, MA | $563.8M | 17 |
| Tortuga Advisers LLC | Simi Valley, CA | $563.5M | — |
| Downtown Wealth Studios, LLC | Miami, FL | $563.5M | — |
| Stieven Capital Advisors, L.P. | St. Louis, MO | $563.4M | 2 |
| Paradigm Wealth Management, LLC | Westlake, OH | $563.4M | — |