| Resilience Management, LLC | Cleveland, OH | $546.3M | 15 |
| 3 Boomerang Capital, LP | Greenwich, CT | $546.1M | 6 |
| Legacy Wealth Asset Management, LLC | Woodbury, MN | $546M | — |
| Wellington Shields & Co., LLC | New York, NY | $546M | — |
| Whitegate Investment Counselors, Inc. | Concord, NH | $545.4M | — |
| Stewardship Advisors, LLC | Mount Joy, PA | $545.2M | — |
| 25, LLC | Saint Louis, MO | $545M | — |
| Selby Wealth Management, LLC | Emeryville, CA | $544.8M | — |
| Amherst Capital Management LLC | New York, NY | $544.7M | 1 |
| Trillium Wealth LLC | Winter Park, FL | $544.6M | — |
| Sierra Ocean, LLC | Ripon, CA | $544.6M | — |
| Penobscot Wealth Management | Portland, ME | $544.5M | — |
| Tsw II Capital Advisors, LLC | Chattanooga, TN | $544.5M | 9 |
| Oneascent Family Office LLC | Birmingham, AL | $544.5M | — |
| Newstone Capital Partners, LLC | Dallas, TX | $544.5M | 6 |
| Golden Reserve Retirement, LLC | Dublin, OH | $544.3M | — |
| Goodreid Investment Counsel Corp. | Toronto | $544.1M | — |
| Farol Investment Advisers LP | New York, NY | $543.7M | 7 |
| Andrews, Lucia Wealth Management LLC | Danville, CA | $543.5M | — |
| Marion Wealth Management, LLC | Monroeville, PA | $543.4M | — |
| Palumbo Wealth Management LLC | Great Neck, NY | $543.4M | — |
| Prosperity Planning, Inc. | North Kansas City, MO | $543.2M | — |
| Fountainhead Financial, LLC | Chicago, IL | $543.2M | — |
| Headwater Investment Consulting,inc. | McMinnville, OR | $543M | — |
| Planning Directions, Inc. | Glen Mills, PA | $542.4M | — |
| Juno Financial Group LLC | Richmond, VA | $541.9M | — |
| Beacon Investment Advisors LLC | Gaithersburg, MD | $541.9M | — |
| Tandem Financial, LLC | Greenwood Village, CO | $541.8M | — |
| Cibolo Energy Partners, LLC | Houston, TX | $541.5M | 9 |
| Shorehaven Wealth Partners, LLC | Red Bank, NJ | $541.5M | — |
| Affiliated Financial Advisors Inc | Milwaukee, WI | $541.5M | — |
| Bcgm Wealth Management, LLC | Lafayette, IN | $541.5M | — |
| Aristides Capital LLC | Louisville, KY | $541.4M | 4 |
| Andalusian Credit Partners, LLC | New York, NY | $541.3M | — |
| Northmarq Fund Management, LLC | Lake Oswego, OR | $541.3M | — |
| Relation Wealth Management, Inc. | Tulsa, OK | $541.2M | — |
| Venrex Investment Management LLP | London | $541M | 26 |
| Compound Family Offices, LLC | Sarasota, FL | $540.8M | — |
| Dividend Assets Capital, LLC | Ridgeland, SC | $540.8M | — |
| Gray Private Wealth, LLC | Canton, MA | $540.7M | — |
| Consilium Investment Management LLC | Fort Lauderdale, FL | $540.6M | 2 |
| Caz Investments Registered Adviser LLC | Houston, TX | $540.6M | — |
| Ahoy Capital Management LLC | Palo Alto, CA | $540.3M | 10 |
| Oakwood Real Estate Partners, LLC | Denver, CO | $540.2M | 23 |
| Herold Advisors, Inc. | New York, NY | $540.2M | — |
| Lawrence W. Kelly & Associates, Inc. | Pasadena, CA | $540.1M | — |
| Imc Advisors, LLC | Columbus, IN | $540M | — |
| Spirit of America Management Corp | Syosset, NY | $540M | — |
| Wbi Investments, LLC | Red Bank, NJ | $539.6M | — |
| Dynamic Financial Group, LLC | Cedar Falls, IA | $539.6M | — |