| First Washington Corporation | Seattle, WA | $501.2M | — |
| Lrz Capital LLC | Miami, FL | $500.8M | 3 |
| Family Financial Solutions Group, LLC | Durango, CO | $500.7M | — |
| Saothair Capital Partners, LLC | Wayne, PA | $500.7M | 4 |
| Pandowealth. LLC | | $500.3M | — |
| Hc Advisors LLC | Sandy Springs, GA | $500.2M | — |
| Private Wealth Solutions, LLC | Calabasas, CA | $500M | — |
| Endowment Advisers, L.P. | Austin, TX | $499.7M | 11 |
| First Sabrepoint Capital Management, LP | Dallas, TX | $499.5M | 1 |
| Stokes Capital Advisors, LLC | Greenwood, SC | $499.4M | — |
| Greenstone Partners, LLC | Larkspur, CA | $499.3M | 1 |
| Elevated Capital Advisors, LLC | Draper, UT | $499.1M | — |
| Evt Financial Advisors AG | Zurich | $498.9M | — |
| Presidio Capital Management, LLC | San Diego, CA | $498.9M | — |
| Act Advisors, LLC | Asheville, NC | $498.9M | — |
| Scientech Research LLC | Jersey City, NJ | $498.8M | 1 |
| Clark Financial Services Group Inc | Chesterfield, MO | $498.7M | — |
| Kahn Brothers Advisors LLC | New York, NY | $498.6M | — |
| Blue Opal Capital, LLC | New York, NY | $498.5M | 39 |
| Arrowroot Family Office, LLC | Marina del Rey, CA | $498.5M | 2 |
| Outrunner Capital, LLC | Austin, TX | $498.5M | 6 |
| Hastings Equity Partners, LLC | Boston, MA | $498.5M | 6 |
| Jackson Financial Services, LLC | Mt. Pleasant, SC | $498.1M | — |
| Ruedi Wealth Management, Inc. | Champaign, IL | $498M | — |
| Pitzl Financial, LLC | Arden Hills, MN | $498M | — |
| Xcel Wealth Management, LLC | Holly Hill, FL | $497.9M | — |
| Socorro Asset Management, L.P. | Dallas, TX | $497.9M | 1 |
| William Madison Advisors, Inc. | Abilene, TX | $497.7M | — |
| Schmidt Financial Management, Inc. | Kirkland, WA | $497.5M | — |
| Legeis Capital Advisors, LLC | Great Neck, NY | $497.4M | 3 |
| Verdis Investment Management, LLC | West Conshohocken, PA | $497M | 7 |
| The Milwealth Group, LLC | Milwaukee, WI | $496.9M | — |
| Rr Advisors, LLC | Dallas, TX | $496.8M | 8 |
| Riposte Capital LLC | New York, NY | $496.6M | 1 |
| Peavine Capital, LLC | | $496.3M | — |
| Akkadian Cef Manager, LLC | San Francisco, CA | $496.3M | — |
| White Oaks Investment Management, Inc | Sarasota, FL | $496.1M | 17 |
| Rench Wealth Management, Inc. | Denton, TX | $495.9M | — |
| Structural Capital Management Company II, LP | Menlo Park, CA | $495.8M | 7 |
| Monarch Capital Management Inc | Fort Wayne, IN | $495.7M | — |
| Klosters Capital LLC | Miami, FL | $495.6M | — |
| Piedmont Capital Management, LLC | Greenboro, NC | $495.6M | 1 |
| Cherrydale Wealth Management, LLC | Montclair, NJ | $495.5M | — |
| McCay Wealth Advisory LLC | Manchester, TN | $495.4M | — |
| Semmax Financial Advisors, Inc. | Winston-Salem, NC | $495.4M | — |
| Med Venture Management, LLC | Salt Lake City, UT | $495.2M | 4 |
| Great Range Capital, LLC | Mission Woods, KS | $495M | 2 |
| Portfolio Advisory Council, L.L.C. | Houston, TX | $494.9M | — |
| Infanger Investment Technology, LLC | Mountain View, CA | $494.9M | — |
| Greystone Financial Group, LLC | Bloomfield Hills, MI | $494.9M | — |