| Altman Advisors, Inc | Chicago, IL | $483.4M | — |
| Usadvisors Wealth Management, LLC | Eden Prairie, MN | $483.3M | — |
| Global Kandor Advisors, LLC | Miami, FL | $483.3M | — |
| Buttonwood Financial Advisors, Inc. | Baltimore, MD | $483.2M | — |
| Joyce Wealth Management, LLC | Houston, TX | $483.1M | — |
| Van Strum & Towne Inc | San Francisco, CA | $483M | — |
| Valen Private Capital, LLC. | Paoli, PA | $482.6M | — |
| Astoria Strategic Wealth, Inc. | | $482.5M | — |
| Monte Financial Group, LLC | Guilford, CT | $482.4M | — |
| Genesis Private Wealth, LLC | Ashburn, VA | $482.4M | — |
| Physicians Financial Services, Inc. | Raleigh, NC | $482.3M | — |
| Ping Capital Management, Inc. | New York, NY | $482.2M | 2 |
| Ss&h Financial Advisors, Inc. | Troy, MI | $482.2M | — |
| Oakstreet Wealth Management, Inc. | Magnolia, TX | $482M | — |
| Emet Capital Management, LLC | New York, NY | $481.8M | 2 |
| Amj Financial Wealth Management LLC | Leesburg, VA | $481.8M | — |
| Cross Financial Advisors, LLC | Portland, OR | $481.8M | — |
| 15 Wealth Advisors LLC | Mundelein, IL | $481.5M | — |
| Ip Financial Advisory Services LLC | Charlotte, NC | $481.4M | — |
| Tigeroak Management, LLC | Nashville, TN | $481.2M | — |
| Onyxpoint Global Management LP | New York, NY | $481.2M | 3 |
| Pinnacle Peak Private Client Group, LLC | Scottsdale, AZ | $481.1M | — |
| Aureon Partners LLC | New York, NY | $481M | — |
| Thurston Advisors, LLC | Vero Beach, FL | $480.9M | 9 |
| Harbor Advisory Corporation | Portsmouth, NH | $480.9M | — |
| Eaton-Cambridge Inc. | Phoenix, AZ | $480.7M | — |
| Orange Avenue Advisors LLC | Orlando, FL | $480.7M | — |
| Courage Miller Partners, LLC | Norfolk, VA | $480.7M | — |
| Lion Point Capital, LP | New York, NY | $480.6M | 5 |
| Nine Ten Capital Management, LLC | Chicago, IL | $480.6M | 1 |
| Contrary LLC | | $480.5M | 11 |
| 10th Mountain, LLC | | $480.3M | — |
| Trellis Wealth Advisors, LLC | San Luis Obispo, CA | $479.8M | — |
| Af Advisors, Inc. | Sacramento, CA | $479.8M | — |
| Townsend Asset Management Corp. | Raleigh, NC | $479.6M | — |
| Asset Advisory Group, Inc. | Kinnelon, NJ | $479.5M | — |
| Match Grade Advisors, LLC | Greenville, SC | $479.4M | — |
| Positive Selection Investment Management, LLC | Greenwich, CT | $479.2M | 1 |
| Priority Senior Secured Income Management, LLC | West Palm Beach, FL | $479.1M | — |
| Keener Financial Planning, LLC | Keller, TX | $479M | — |
| Meredith Wealth Planning LLC | Maryville, IL | $478.7M | — |
| Joule Financial, LLC | Lexington, KY | $478.6M | — |
| Sound Point Meridian Management Company LLC | New York, NY | $478.5M | — |
| Idb Lido Wealth, LLC | New York, NY | $478.4M | — |
| Great Oak Capital Partners, LLC | South Easton, MA | $477.9M | — |
| Elmwood Wealth Management, Inc. | Berkeley, CA | $477.9M | — |
| Cannon Tingey Investment Advisors Inc | Salt Lake City, UT | $477.7M | — |
| Barnes Wealth Management Group, Inc. | Bakersfield, CA | $477.2M | — |
| Midatlantic Capital Management, Inc. | Richmond, VA | $477M | — |
| Jw Asset Management, LLC | | $476.9M | 4 |