| Ncm Capital Management, LLC | Ramsey, NJ | $539.4M | — |
| Wealth Advisors of Iowa, LLC | West des Moines, IA | $539.4M | — |
| K Fund Capital Management, LLC | Los Angeles, CA | $539.3M | 10 |
| River Street Advisors, LLC | Aurora, IL | $539.2M | — |
| Black Knight Wealth Management, LLC | | $539.2M | — |
| Access Wealth Planning, LLC | East Hanover, NJ | $539.1M | — |
| Mountain Hill Investment Partners | Atlantic Highlands, NJ | $539M | — |
| Euphrates Advisors LLC | Washington, DC | $539M | 3 |
| Gallacher Capital Management LLC | Lone Tree, CO | $539M | 3 |
| The Capital Advisory Group Advisory Services, LLC | Phoenix, AZ | $538.8M | — |
| Buska Wealth Management, LLC | Wausau, WI | $538.7M | — |
| Harbourvest Registered Advisers L.P. | Boston, MA | $538.7M | — |
| Morris Financial Concepts, Inc. | Mount Pleasant, SC | $538.4M | — |
| Deans Knight Capital Management Ltd. | Vancouver | $538.3M | 1 |
| Origin Credit Advisers, LLC | Denver, CO | $538M | 1 |
| Arkfeld Wealth Strategies, L.L.C. | Omaha, NE | $538M | — |
| Troob Capital Management LLC | Rye Brook, NY | $537.9M | 5 |
| Weaver Capital Management, LLC | Suwanee, GA | $537.8M | — |
| Alpha Partners Management, LLC | New York, NY | $537.5M | 28 |
| Rareview Capital LLC | Las Vegas, NV | $537.5M | — |
| Antara Capital LP | New York, NY | $537.4M | 2 |
| Aecom-Canyon Partners Real Estate Fund Advisors LLC | Dallas, TX | $537.3M | 3 |
| Bp Capital Energy Advisors, LLC | Dallas, TX | $537.2M | 6 |
| Redmond Asset Management, LLC | Henrico, VA | $537.2M | — |
| Hinds Financial Group Inc | Lakewood, CO | $536.9M | — |
| Novapoint Capital LLC | Atlanta, GA | $536.2M | — |
| J.g.hendricks Financial Services, LLC | Algonquin, IL | $536.1M | — |
| Litvak Wealth, LLC | Norwalk, CT | $536.1M | — |
| Crescat Portfolio Management LLC | Denver, CO | $536.1M | 5 |
| Ninth Avenue Capital, LP | Kansas City, MO | $536M | 1 |
| Bright Rock Capital Management LLC | Hanover, MA | $536M | — |
| Legacy Capital Group California, Inc. | Los Gatos, CA | $535.7M | — |
| Fairbridge Asset Management LLC | Darien, CT | $535.4M | 2 |
| Spg Advisors LLC | Kirkland, WA | $535.4M | — |
| Juniper Capital Advisors, L.P. | Houston, TX | $535.4M | 5 |
| Triagen Wealth Management LLC | Calabasas, CA | $535.2M | — |
| Financial Innovations, LLC | Atlanta, GA | $535.2M | — |
| National Wealth Management Group, LLC | Cincinnati, OH | $534.9M | — |
| Celeres Capital Advisors, LLC | San Juan, PR | $534.8M | — |
| Peak Financial Management Inc | Wellesley, MA | $534.4M | — |
| Mezzasalma Advisors, LLC | Tinton Falls, NJ | $534.4M | — |
| USA Financial Formulas LLC | Ada, MI | $534.4M | — |
| Morse Asset Management, Inc. | Darien, CT | $534.3M | — |
| Peirce Capital Management, LLC | The Woodlands, TX | $534.1M | — |
| Robertson Investment Management | Houston, TX | $534.1M | — |
| Affiliated Private Investors LLC | West Palm Beach, FL | $533.7M | 5 |
| Jacksonville Wealth Management, LLC | Jacksonville, FL | $533.5M | — |
| New Capital Management, LP | Houston, TX | $533.5M | — |
| Sky Island Capital LP | Dallas, TX | $533.5M | 9 |
| Bayberry Capital Partners LP | New York, NY | $533.4M | 1 |