| 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 |
| Empirical Asset Management, LLC | Wellesley, MA | $560M | 1 |
| A & I Financial Services, LLC | Lone Tree, CO | $560M | — |
| Qp Consulting, LLC | Takoma Park, MD | $559.6M | — |
| Aecom Capital Real Estate, LLC | Los Angeles, CA | $559.5M | — |
| Ocean Path Advisors, LLC | Manhattan Beach, CA | $559.5M | — |
| Endeavor Advisors, LLC | The Woodlands, TX | $559.5M | — |
| Van Leeuwen & Associates, Inc. | Richmond, KY | $559.4M | — |
| M. Kraus & Company | Shelburne, VT | $559.3M | — |
| Headland Capital, LLC | Mt. Pleasant, SC | $559.3M | — |
| Narus Financial Partners, LLC | Salt Lake City, UT | $559M | — |
| Capital Investment Management, Inc | Lee's Summit, MO | $558.9M | — |
| Paulson Wealth Management Inc. | West Palm Beach, FL | $558.9M | — |
| Ogorek Wealth Management, LLC | Williamsville, NY | $558.9M | — |
| Wealth Science Advisors LLC | Alpharetta, GA | $558.7M | — |
| Impact Investment Adviser LLC | San Francisco, CA | $558.5M | — |
| Guidance Point Advisors, LLC | | $558.3M | — |
| Thomaslloyd Climate Solutions LLC | Pleasantville, NY | $558.2M | — |
| Hobart Private Capital, LLC | Charlotte, NC | $558.2M | — |
| Prairie Wealth Advisors, Inc. | Omaha, NE | $558M | 1 |
| F&v Capital Management, L.L.C. | Boca Raton, FL | $557.8M | — |
| Life Line Wealth Management LLC | Beverly Hills, CA | $557.6M | — |
| Quantum Financial Advisors Inc | Rockville, MD | $557.5M | — |
| Nicollet Investment Management, Inc. | Minneapolis, MN | $557.4M | — |
| Financial Harvest, LLC | Winter Park, FL | $557.4M | — |