| G.w. Sherwold Associates, Inc. | Lake Forest, CA | $572.4M | — |
| The Ithaka Group, LLC | Arlington, VA | $572.1M | — |
| Prasad Wealth Partners, LLC | Independence, OH | $572.1M | — |
| Linepoint Partners & Co., LLC | Los Angeles, CA | $572.1M | 8 |
| Conning Investment Products, Inc. | Hartford, CT | $572M | — |
| Painted Porch Advisors LLC | Santa Barbara, CA | $571.9M | 5 |
| Independent Investors Inc | Nesconset, NY | $571.9M | — |
| Family Wms, LLC | Athens, GA | $571.6M | — |
| Westward Investment Advisory, LLC | Mission, KS | $571.5M | — |
| Prevatt Capital Ltd | Nassau | $571.5M | 1 |
| Capital Markets Iq, LLC | | $571.4M | — |
| Clean Yield Group Inc | Norwich, VT | $571.2M | — |
| Sanchez Wealth Management Group, LLC | Jacksonville, FL | $571.2M | — |
| Lifestyle Asset Management, Inc. | Friendswood, TX | $571.2M | — |
| Tyro Capital Management, LLC | Miami, FL | $570.9M | 2 |
| Loom Capital Management LLC | New York, NY | $570.8M | 6 |
| Gumshoe Capital Management LLC | New York, NY | $570.6M | 2 |
| Ttp Investments, Inc. | San Jose, CA | $570.6M | — |
| Goodhart Partners LLP | London | $570M | 2 |
| Freif Advisors LLC | Denver, CO | $569.9M | — |
| Bay Hills Capital Management, LLC | San Francisco, CA | $569.8M | 14 |
| Lionstone Capital Management LLC | New York, NY | $569.7M | 4 |
| Inca Investments, LLC | Miami, FL | $569.6M | 1 |
| 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 | Sioux Falls, SD | $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 | — |
| Hmv Wealth Advisors, LLC | Shreveport, LA | $567.4M | — |
| 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 | — |