| 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 |
| Benin Management Corp | | $521M | — |
| Disciplined Equity Management, Inc. | Neptune Beach, FL | $521M | — |
| Kingdom Financial Group, LLC | Peoria, AZ | $520.9M | — |
| 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 | — |
| Altera Private Access, LLC | Atlanta, GA | $519.1M | 51 |
| Savano Direct Capital Partners, LLC | Baltimore, MD | $519.1M | 10 |
| Broadoak Asset Management, LLC | Bethesda, MD | $519M | 10 |
| Northstar Financial Companies, Inc. | Conshohocken, PA | $519M | — |
| Matson Financial Advisors, Inc. | Danbury, CT | $518.9M | — |
| Summit House Capital Management, LLC | Dallas, TX | $518.7M | 3 |
| Council Capital Funds Management, LLC | Nashville, TN | $518.6M | 7 |
| Bicycle Management Company, L.P. | Coconut Grove, FL | $518.5M | 1 |
| Boardman Bay Capital Management LLC | New York, NY | $518.4M | 15 |
| Independent Wealth Network, Inc. | Urbandale, IA | $518.4M | — |
| Hudson Hill Capital Management, LLC | New York, NY | $518.1M | 5 |
| Quantech Solution Partners North America Inc. | Ny, NY | $517.9M | — |
| Parkshore Wealth Management | Granite Bay, CA | $517.9M | — |
| Seldon Capital LP | San Francisco, CA | $517.8M | 1 |
| Altium Investment Strategies LLC | Wesley Chapel, FL | $517.7M | — |
| Bgm Wealth Partners, LLC | Bloomington, MN | $517.5M | — |
| Jordan/Zalaznick Advisers, Inc. | New York, NY | $517.5M | 8 |
| Alliance Wealth Management Group, LLC | Flemington, NJ | $517.4M | — |
| Fiat Wealth Management LLC | Wayzata, MN | $517.4M | — |
| Nest Egg Etfs, LLC | Downey, CA | $517.3M | — |
| Chelsea Counsel Company | Woodland Hills, CA | $517M | — |
| Sowa Financial Group Inc | Lincoln, RI | $517M | — |
| Gifford Fong Associates | Lafayette, CA | $517M | — |
| Medallion Wealth Advisors, LLC | Farmington, CT | $516.9M | — |
| Crg Fund Manager, LLC | Chicago, IL | $516.9M | 5 |
| Millennia Global Investors LLC | New York, NY | $516M | 7 |
| 801 West Capital Management, LLC | Lake Oswego, OR | $515.9M | 4 |
| Prudent Investors Network, Inc. | Lake Forest, CA | $515.8M | — |
| Cid Capital II, Inc. | Carmel, IN | $515.8M | 5 |
| Steamboat Capital Partners, LLC | | $515.6M | 2 |
| Orion Investment Co | St. Louis, MO | $515.4M | — |
| Financial Network Wealth Advisors LLC | Murray, UT | $515.4M | — |
| The Main Street Group, Ltd | Glen Allen, VA | $515.3M | — |
| Twenty-First Tailored Solutions, Inc. | | $515.3M | — |
| Prism Advisors, Inc. | Studio City, CA | $515.1M | — |
| Wealthspring Capital LLC | West Harrison, NY | $515M | 1 |
| Mattson Financial Services, LLC | Kentwood, MI | $515M | — |