| Jdh Wealth Management, LLC | Santa Rosa, CA | $494.9M | — |
| Sterling Wealth Management, Inc. | Champaign, IL | $494.6M | — |
| Pacific Ridge Capital Partners, LLC | Lake Oswego, OR | $494.6M | — |
| Lincolnshire Management, Inc. | New York, NY | $494.4M | 9 |
| The Connor Group Fund Manager, LLC | Miamisburg, OH | $494.3M | 9 |
| Balanced Wealth Group LLC | Westlake, OH | $494.1M | — |
| True Wealth Design, LLC | Akron, OH | $494M | — |
| Busey Capital Management, Inc. | Urbana, IL | $493.8M | — |
| Bonaventure Capital, LLC | Birmingham, AL | $493.8M | 4 |
| Allred Capital Management, LLC | Dallas, TX | $493.4M | — |
| Sellaronda Global Management LP | New York, NY | $493.1M | 1 |
| Hfm Investment Advisors, Inc. | | $493.1M | — |
| United American Securities, Inc. | New York, NY | $493M | 1 |
| Manteio Capital LLC | Jersey City, NJ | $492.7M | 3 |
| Harber Capital LLC | Asheville, NC | $492.7M | 3 |
| Symmetry Capital Advisors LLC | Dallas, TX | $492.7M | — |
| Basin Oil and Gas Management, LP | Fort Worth, TX | $492.7M | 5 |
| Carr's Hill Capital Partners Management, L.P. | New Orleans, LA | $492.7M | 8 |
| True North Management Group, LLC | Stamford, CT | $492.5M | 4 |
| Mastodon Advisory Group, LLC | | $492.5M | — |
| Engle Capital Management, L.P. | Greenwich, CT | $492.4M | 1 |
| Fusion Capital, LLC | Mt. Pleasant, SC | $492.3M | — |
| Hanc Wealth Management, LLC | Grand Rapids, MI | $492.1M | — |
| Rpd Fund Management LLC | | $492.1M | 3 |
| Chico Wealth RIA, Inc. | Chico, CA | $492M | — |
| Central Illinois Group, LLC | Champaign, IL | $491.9M | — |
| Brick & Kyle Associates Inc | Newtown, PA | $491.7M | — |
| Tyler Street Capital | Plymouth, MA | $491.5M | — |
| Atwater Capital, LLC | Los Angeles, CA | $491.5M | 13 |
| If Advisors, LLC | | $491.4M | — |
| Paces Ferry Wealth Advisors, LLC | Atlanta, GA | $491.2M | — |
| Permit Capital, LLC | West Conshohocken, PA | $491.1M | 3 |
| Victor Capital Partners Management Company, LP | New York, NY | $491M | 7 |
| Maryland Capital Advisors, Inc. | Chester, MD | $490.8M | — |
| Whitcomb & Hess, Inc. | Ashland, OH | $490.7M | — |
| Quantum Advisers, LLC | Houston, TX | $490.6M | 9 |
| Redstone Advisors Inc | Wichita, KS | $490.6M | — |
| Lifewealth Investments, LLC | Winter Garden, FL | $490.6M | — |
| Samalin Investment Counsel, LLC | Chappaqua, NY | $490.5M | — |
| Cypress Financial Planning, LLC | Haddon Heights, NJ | $490.4M | — |
| Synergy Fund Management Group Limited | Central | $490.3M | 5 |
| Cook Pine Capital LLC | Greenwich, CT | $490.3M | 3 |
| Tim Looney Investments, LLC | Longwood, FL | $490.3M | — |
| Daher Capital Group, LLC | Jupiter, FL | $490M | — |
| Hillcrest Credit and Income Fund II Manager, LLC | New York, NY | $490M | 2 |
| Montgomery Investment Management Inc | Rockville, MD | $490M | — |
| Mns Financial Management, L.L.C. | Fort Myers, FL | $489.2M | — |
| Iron Financial LLC | Northbrook, IL | $489.2M | 3 |
| Ifrah Financial Services, Inc. | Little Rock, AR | $489.1M | — |
| Postrock Partners LLC | Overland Park, KS | $489.1M | — |