| 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 | — |
| Taiko Private Wealth | Chicago, IL | $514.8M | — |
| Haven Wealth Group LLC | Houston, TX | $514.8M | — |
| Gavilan Investment Partners LLC | Burlingame, CA | $514.7M | 1 |
| Searcy Financial Services, Inc. | Overland Park, KS | $514M | — |
| Uhler Vertich White Advisors, LLC | Fort Myers, FL | $513.7M | — |
| Wiser Wealth Management, Inc | Marietta, GA | $513.6M | — |
| Tower Bay Asset Management LP | Stamford, CT | $513.6M | 1 |
| Serenity Investment Advisors LLC | Chicago, IL | $513.6M | — |
| Greybull Advisors, LLC | Jackson, WY | $513.6M | 4 |
| Allocator Solutions, LLC | St. Louis, MO | $513.5M | 1 |
| Elevatus Wealth Management, LLC | Victor, NY | $513.4M | — |
| Canam Capital Management, LLC | New York, NY | $513.3M | 9 |
| Dew Point Capital, Inc. | Los Angeles, CA | $513.2M | — |
| Alaethes Wealth, LLC | | $513.2M | — |