| 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 | 1 |
| 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 |
| Defender Capital LLC | Charlotte, NC | $510M | 1 |
| Chase Investment Counsel Corporation | Charlottesville, VA | $509.8M | — |
| Madison Advisory Services, Inc. | White Plains, NY | $509.7M | — |
| Nebari Partners, LLC | New York, NY | $509.7M | 5 |
| Aspire Private Capital, LLC | Cornelius, NC | $509.7M | — |
| Alpha Solutions Investment Advisors, LLC | South San Francisco, CA | $509.5M | — |
| Highbrook Capital Partners LLC | Atlanta, GA | $509.1M | — |
| Platform Wealth Management, LLC | Holladay, UT | $509M | — |
| Mana Advisors LLC | New York, NY | $509M | — |
| Turnspire Capital Partners LLC | New York, NY | $508.9M | 13 |
| Permanent Equity Management, LLC | Columbia, MO | $508.8M | 3 |
| Lionheart Strategic Management, LLC | New York, NY | $508.7M | 1 |
| Taurus Private Markets, LLC | Wayne, PA | $508.7M | 3 |
| Dover Partners Inc | Dayton, OH | $508.6M | — |
| Pinnacle Holdings, LLC | Tulsa, OK | $508.3M | 3 |
| And Wealth Partners, LLC | Baltimore, MD | $508.2M | — |
| Lavelle Capital LP | San Francisco, CA | $508.2M | 5 |
| Ibn Asset Management, LLC | Thousand Oaks, CA | $508.2M | — |
| Quadratic Capital Management LLC | Greenwich, CT | $508.1M | — |
| Solace Capital Partners, L.P. | El Segundo, CA | $508.1M | 1 |
| Instrumental Wealth, LLC | Tampa, FL | $508M | — |
| Financial Designs Corporation | Claremont, CA | $507.9M | — |
| Wea Financial Advisors, Inc. | Madison, WI | $507.8M | — |
| Agellus Capital, LLC | Clayton, MO | $507.8M | 6 |
| Crossbeam Venture Partners LLC | New York, NY | $507.7M | 12 |
| Mandarinfish Management, LLC | | $507.7M | 4 |
| Garden Investment Management, L.P. | Greenwich, CT | $507.7M | 2 |
| Wealthcrest Financial Services, LLC | Springfield, VA | $507.5M | — |
| Stratis Capital, LLC | Darien, CT | $507.5M | — |