| One Degree Advisors, Inc. | San Diego, CA | $489M | — |
| Wood Tarver Financial Group, LLC | Boise, ID | $489M | — |
| Westerly Capital Management LLC | San Francisco, CA | $488.9M | 2 |
| Wph GP, LLC | Boston, MA | $488.8M | 13 |
| Thackeray Partners, L.P. | Dallas, TX | $488.7M | 4 |
| Acorn Creek Capital LLC | Fort Collins, CO | $488.7M | — |
| Gordian Wealth Advisors, LLC | Mill Valley, CA | $488.7M | — |
| Parkview Ltd. | Zurich | $488.5M | — |
| Register Financial Advisors, LLC | Atlanta, GA | $488.5M | — |
| Bridgefront Capital, LLC | Austin, TX | $488.5M | — |
| Financial Avengers, Inc. | Oakland, CA | $488.4M | — |
| Objectivity Squared, LLC | Charleston, SC | $487.8M | — |
| Hixon Zuercher, LLC | Findlay, OH | $487.7M | — |
| Hrc Wealth Management, LLC | Moscow, ID | $487.4M | — |
| 44 Wealth Management LLC | Eugene, OR | $487.4M | — |
| Blt Fund Manager LLC | Stamford, CT | $487.3M | 5 |
| Brown, Lisle/Cummings, Inc. | Providence, RI | $487.3M | — |
| Argent Wealth, LLC | Ridgeland, MS | $487.3M | — |
| Abr Capital Partners, LLC | Baltimore, MD | $487.2M | 23 |
| Three Magnolias Financial Advisors, LLC | Winston Salem, NC | $487.1M | — |
| D.b. Fitzpatrick & Co., Inc. | Boise, ID | $487M | — |
| Bell & Brown Wealth Advisors, LLC | Newport Beach, CA | $486.8M | — |
| Rosenblum Silverman Sutton Sf Inc | San Francisco, CA | $486.6M | — |
| Interlock Equity LP | Los Angeles, CA | $486.4M | 3 |
| Ballina Capital, LLC | | $486.3M | — |
| Cornerstone Planning, LLC | Charlotte, NC | $485.9M | — |
| The Pines Wealth Management, LLC | Southern Pines, NC | $485.9M | — |
| I-Qu & Co. Management, L.P. | Chicago, IL | $485.8M | 10 |
| 1505 Capital LLC | New York, NY | $485.7M | — |
| The Cavanaugh Group Inc | Kiawah Island, SC | $485.7M | — |
| Anthemis Capital Managers Limited | London | $485.6M | 4 |
| Armor Advisors, L.L.C. | New York, NY | $485.5M | 3 |
| Anthemis Capital Managers (americas) LLC | New York, NY | $485.5M | 1 |
| Peakequity Partners Management Co., L.L.C. | Villanova, PA | $485.5M | 3 |
| Nwk Group, Inc. | San Francisco, CA | $485.3M | — |
| Bridger Management LLC | New York, NY | $485.2M | 3 |
| The Ambrus Group LLC | Tampa, FL | $485.1M | 3 |
| Johnson & White Wealth Management LLC | York, PA | $484.6M | — |
| Vantage Point Financial LLC | Lisle, IL | $484.6M | — |
| Nine Masts Capital Advisers LLC | New York, NY | $484.6M | — |
| Xebec Asset Management, LLC | Dallas, TX | $484.5M | 8 |
| Graney & King, LLC | Latham, NY | $484.4M | — |
| Mountain Pacific Advisors, LLC | Bellevue, WA | $484.3M | — |
| Rail-Splitter Capital Management LLC | Winnetka, IL | $484.1M | — |
| Legacy Financial Independent Advisors LLC | Louisville, KY | $484M | — |
| Locus Investment Group, Ltd. | Port Louis | $483.7M | 1 |
| Militia Investments, LLC | Austin, TX | $483.7M | — |
| Exodus Wealth, LLC | Fort Lauderdale, FL | $483.6M | — |
| Morton Brown Family Wealth LLC | Allentown, PA | $483.5M | — |
| Paradiem, LLC | Covington, LA | $483.4M | — |