| 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 |
| James T. Borello & Co. | East Dundee, IL | $514.1M | — |
| 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 | — |
| Pharvision Advisers, LLC | Boca Raton, FL | $513.2M | 1 |
| Broadwing Capital Management LLC | Dallas, TX | $513.1M | 6 |
| Fortwood Capital LP | Greenwich, CT | $513M | 1 |
| Ggm Financial LLC | Columbus, OH | $513M | — |
| Wakefield Wealth Management, LLLP | Englewood, CO | $512.9M | — |
| Systima Capital Management LLC | Chicago, IL | $512.6M | 6 |
| Taylor & Morgan Wealth Management, LLC | Troy, MI | $512.5M | — |
| Investment Research Partners LLC | Lemont, PA | $512.4M | 3 |
| Cypress Point Investment Management LP | Mill Valley, CA | $512.4M | 2 |
| Leo Wealth Americas, LLC | Hurst, TX | $512.3M | — |
| Misaki Capital Inc. | Tokyo | $512.1M | — |
| Venator Management LLC | Pittsburgh, PA | $511.7M | 1 |
| St. James Investment Advisors, LLC | Port Jefferson, NY | $511.5M | — |
| Client 1st Advisory Group LLC | Dunedin, FL | $511.5M | — |
| Owner Resource Group, LLC | Austin, TX | $511.1M | 9 |
| Florek Financial, LLC | Duxbury, MA | $511M | — |
| Robert L. Bender, Inc. Dba Robert Bender & Associates | Pasadena, CA | $510.9M | — |
| Shoker Investment Counsel Inc. | | $510.8M | — |
| Fidato Wealth LLC | Middleburg Heights, OH | $510.8M | — |
| Horizon Advisory Services, Inc. | West Henrietta, NY | $510.2M | — |
| Eldridge Gp1 Advisers, LLC | New York, NY | $510M | 3 |