| 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 | — |
| First Kentucky Securities Corporation | Louisville, KY | $566M | — |
| Adams Wealth Management LLC | Logan, UT | $565.8M | 12 |
| Googins Advisors, Inc. | Middleton, WI | $565.5M | — |
| 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 | — |
| Dara Capital US, Inc. | Miami, FL | $563.1M | — |
| Brooklyn Fi, LLC | Brooklyn, NY | $563.1M | — |
| Sequel Holdings, L.P. | Dallas, TX | $563M | 10 |
| Vela Investment Management, LLC | New Albany, OH | $562.9M | — |
| Lifeguide Financial Advisors, LLC | Mechanicsburg, PA | $562.9M | — |
| Harraden Circle Investments, LLC | New York, NY | $562.9M | 4 |
| Jacobsen Capital Management, LLC | Salt Lake City, UT | $562.9M | — |
| Mb Global Advisers, LLC | New York, NY | $562.5M | 2 |
| Strongbox Wealth, LLC | Lee's Summit, MO | $562.4M | — |
| Altera Private Access, LLC | Atlanta, GA | $562.4M | 52 |
| Beck Capital Management LLC | Austin, TX | $562.4M | — |
| Dumont & Blake Investment Advisors LLC | Princeton, NJ | $562.3M | — |
| Capitol Private Wealth Group LLC | Vienna, VA | $562.1M | — |
| Sgh Wealth Management | Lathrup Village, MI | $561.8M | — |
| Acorn Wealth Advisors, LLC | Grand Blanc, MI | $561.4M | — |
| Towerpoint Wealth, LLC | Sacramento, CA | $561.3M | — |
| Rog VI L.L.C. | Houston, TX | $561.3M | 9 |
| Retireright, LLC | West des Moines, IA | $561.1M | — |
| Canaras Capital Management, LLC | New York, NY | $561M | 8 |
| Bulldog Investors, LLP | Saddle Brook, NJ | $561M | — |
| Matrix Private Capital Group LLC | Chicago, IL | $561M | 4 |
| Wedgewood Partners, Inc. | St. Louis, MO | $560.7M | — |
| John a. Wolfe & Associates, Inc. | Portage, MI | $560.7M | — |
| Continuim Equity Partners, LP | Pittsburgh, PA | $560.4M | 8 |
| Melia Group LLC | Tulsa, OK | $560.1M | — |
| Coral Tree Management, LP | Los Angeles, CA | $560.1M | 4 |