| Collective Family Office, LLC | York, PA | $533.4M | — |
| Trigran Investments, Inc. | Northbrook, IL | $533.2M | 2 |
| Wealth Intelligently Navigated, LLC | Greer, SC | $532.9M | — |
| Argonautica Private Wealth Management, Inc | Wellesley, MA | $532.9M | — |
| Cimarron Healthcare Capital, LLC | Salt Lake City, UT | $532.7M | 7 |
| Consultiva Wealth Management, Corp. | San Juan, PR | $532.7M | — |
| Cmt Asset Management LLC | Chicago, IL | $532.7M | 14 |
| Brophy Wealth Management, LLC | Bedford, NH | $532.5M | — |
| Passport Capital, LLC | San Francisco, CA | $532.4M | 14 |
| Eight 31 Financial, LLC | Midland, TX | $532.4M | 3 |
| Founders Grove Wealth Partners, LLC | Richmond, VA | $532.3M | — |
| White Pine Investment Company | Livonia, MI | $532.3M | — |
| P. Schoenfeld Asset Management LP | New York, NY | $532.2M | 4 |
| Dst Wealth Management LLC | Indian Wells, CA | $532.1M | — |
| Elevated Financial Group, LLC | Indianapolis, IN | $532M | — |
| Mh Advisory Services LLC | | $532M | — |
| Cerro Pacific Wealth Advisors, LLC | San Luis Obispo, CA | $531.6M | — |
| XXI Wealth, LLC | Chicago, IL | $531.5M | — |
| New Silk Route Advisors, L.P. | New York, NY | $531.5M | 2 |
| Ceeto Capital Group, LLC | Coral Gables, FL | $531.4M | — |
| Sardis Group, LLC | Atlanta, GA | $531.2M | — |
| Cap91 Partners Management LLC | Richmond, VA | $531M | 2 |
| Titan Retirement Advisors LLC | Fulshear, TX | $531M | — |
| Brown Wealth Management, LLC | Naperville, IL | $530.8M | — |
| Trinity Portfolio Advisors, LLC | Southlake, TX | $530.5M | — |
| Santa Barbara Mgmt, LLC | Chicago, IL | $530.2M | — |
| Matheson & Rock Wealth Management, LLC | Davenport, IA | $530M | — |
| A-Street Management LP | | $530M | 3 |
| Pension & Wealth Management Advisors, Inc. | Waltham, MA | $529.8M | — |
| Denver Wealth Management, Inc. | Denver, CO | $529.8M | — |
| Gagnon Securities, LLC | New York, NY | $529.7M | — |
| Tc Latin America Partners LLC | San Juan, PR | $529.7M | 7 |
| Yarger Wealth Strategies, LLC | Westerville, OH | $529.7M | — |
| Barrett & Company, Inc. | Providence, RI | $529.7M | — |
| Mindful Asset Planning LLC | Apple Valley, MN | $529.5M | — |
| Benefit Fiduciary Group LLC | Richmond, VA | $529.4M | — |
| Benedict Financial Advisors, Inc. | Atlanta, GA | $529.4M | — |
| Cowa, LLC | Tulsa, OK | $529.4M | — |
| Navigate Private Wealth, LLC | Draper, UT | $529.2M | — |
| Ch Global Capital Management, LLC | New York, NY | $529.1M | 1 |
| Caravela Energy Partners LP | Darien, CT | $529.1M | 2 |
| Orin Green Financial, LLC | San Diego, CA | $528.8M | — |
| S.A. Mason, LLC | Holland, MI | $528.7M | — |
| Peterson Wealth Services Inc. | South Ogden, UT | $528.5M | — |
| Measured Wealth Private Client Group, LLC | Rye, NH | $528.3M | — |
| Bcr Wealth Strategies, LLC | Vestavia, AL | $528.1M | — |
| Strength Capital Partners, LLC | Birmingham, MI | $528M | — |
| Archean Capital Partners II, L.L.C. | Newtown Square, PA | $527.8M | 2 |
| Cura Wealth Advisors, LLC | Chicago, IL | $527.7M | — |
| Rosecap Investment Advisors, LLC | Grand Junction, CO | $527.5M | — |