| Noble Family Wealth, LLC | Clearwater, FL | $527.5M | — |
| Axon Capital LP | New York, NY | $527.4M | 2 |
| Sophron Capital Management LP | Summit, NJ | $527.3M | — |
| Hvpf Manager II, LLC | New York, NY | $527.2M | 2 |
| Compass Financial Advisory Services, LLC | Ormond Beach, FL | $527.2M | — |
| Ariston Services Group, LLC | San Diego, CA | $527M | 1 |
| Compass Group Investments Solutions LLC | Miami, FL | $526.8M | — |
| Retirement Wellness Group LLC | Pasadena, CA | $526.6M | — |
| Constellation Investimentos e Participac?es Ltda | Sao Paulo | $526.4M | 1 |
| Aurdan Capital Management, LLC | Wayne, PA | $526.2M | — |
| One Bow River Advisers, LLC. | Colorado Springs, CO | $525.9M | 1 |
| Graybill Wealth Management, Ltd. | Elmhurst, IL | $525.8M | — |
| Gold Investment Management Ltd. | Edmonton | $525.8M | — |
| MacQuarie Asset Management Credit Advisers US, LLC | New York, NY | $525.6M | 3 |
| Bostonpremier Wealth, LLC | Hingham, MA | $525.2M | — |
| Core Planning, LLC | Ofallon, MO | $525M | — |
| Fullerton Financial, LLC | Peoria, AZ | $525M | — |
| 5th Street Advisors, LLC | Southport, CT | $524.5M | — |
| Essential Planning, LLC | Portsmouth, NH | $524.4M | — |
| Reify Wealth Advisors, Inc. | Indianapolis, IN | $524.4M | — |
| Mowery & Schoenfeld Wealth Management, LLC | Lincolnshire, IL | $524.4M | — |
| Denver Pwm, LLC | Denver, CO | $524.4M | — |
| Pathway Financial Advisers, LLC | Auburn, IN | $524.2M | — |
| Sst Benefits Consulting & Insurance Services, LLC | Aliso Viejo, CA | $524.1M | — |
| Conifer Investments Ltd | West Hartford, CT | $524M | — |
| Dlk Investment Management | Solana Beach, CA | $524M | — |
| Convergence Investment Partners, LLC | Palm Beach Gardens, FL | $523.6M | — |
| Financial Gravity Asset Management, Inc. | Austin, TX | $523.4M | — |
| Churchill Financial Advisors, LLC | Louisville, KY | $522.9M | — |
| Evergreen Advisors, LLC | Chattanooga, TN | $522.8M | — |
| Fort Point Capital, LLC | Boston, MA | $522.6M | 5 |
| Park Edge Advisors, LLC | Cleveland, OH | $522.5M | — |
| Delta Wealth Management | | $522.5M | — |
| Sherborne Investors Management LP | New York, NY | $522.1M | 4 |
| Voya Investment Management (UK) Limited | London | $522.1M | — |
| McLaughlin Ryder Investments, Inc. | Alexandria, VA | $522.1M | — |
| Dg Capital Management, LLC | New York, NY | $521.9M | 3 |
| Leading Edge Financial Planning LLC | Knoxville, TN | $521.8M | — |
| Verso Partners LP | San Francisco, CA | $521.6M | 3 |
| Reflow Services, LLC | San Francisco, CA | $521.4M | 1 |
| Andrew Garrett, Inc. | New York, NY | $521.3M | — |
| Trinity Legacy Partners, LLC | Houston, TX | $521.2M | 1 |
| 5th Century Partners LP | Chicago, IL | $521.2M | 5 |
| Disciplined Equity Management, Inc. | Neptune Beach, FL | $521M | — |
| 3000 Management, Inc. | San Francisco, CA | $520.9M | 5 |
| Fiduciary Advisors, LLC | Cottonwood Heights, UT | $520.2M | — |
| Grounded Capital, LLC | Mill Valley, CA | $520M | 1 |
| Zuraw Financial Advisors, LLC | Greensboro, NC | $519.9M | — |
| Uncommon Cents Investing, Inc | Janesville, WI | $519.6M | — |
| Dean, Jacobson Financial Services, LLC | Fort Worth, TX | $519.4M | — |