| 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 | Houston, 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 | — |
| Phd Consulting LLC | Overland Park, KS | $559.2M | — |
| 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 | — |
| Lifegoal Investments, LLC | | $558M | — |
| 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 | — |
| Enrich Financial Partners LLC | Madison, WI | $556.8M | — |
| Trinity Capital Management, LLC | Santa Barbara, CA | $556.8M | — |
| Ht Partners LLC | Centerbrook, CT | $556.3M | — |
| Ofs Enterprise LLC | Kearney, NE | $556.3M | — |
| Saturn Five Advisors LLC | Denver, CO | $556.1M | 22 |
| Sq Capital LLC | New York, NY | $556.1M | 3 |
| Northrim Adviser, LLC | Mesa, AZ | $556M | 3 |
| Sf Equity Partners Management, LLC | San Francisco, CA | $556M | 7 |
| Spruce Street Capital LP | New York, NY | $555.9M | 3 |
| Indago Capital LLC | New York, NY | $555.9M | 2 |
| Qvidtvm Management LLC | The Woodlands, TX | $555.8M | 3 |
| Consilio Wealth Advisors, LLC | Bellevue, WA | $555.8M | — |
| Kooman & Associates | Altoona, PA | $555.6M | — |
| Bigelow Investment Advisors, LLC | Portland, ME | $555.2M | — |
| Digital Wealth Partners LLC | Dallas, TX | $555.1M | 4 |
| O'Rourke & Company, Incorporated | Boston, MA | $555.1M | — |
| Premier Wealth Advisors, LLC | New York, NY | $555.1M | — |
| Kimery Wealth Management, LLC | Memphis, TN | $555M | — |
| Lansing Street Advisors LLC | Ambler, PA | $555M | 1 |
| Sarasin Asset Management Limited | London | $555M | — |
| Ion Pacific, Inc. | Venice, CA | $554.9M | 47 |
| Kercheville Advisors LLC | San Antonio, TX | $554.7M | — |
| Prairie Advisory, LLC | Leawood, KS | $554.3M | — |
| Suntx Capital Management Corp. | Dallas, TX | $554.2M | 3 |