| Broad Sky Partners LLC | New York, NY | $476.9M | 6 |
| Sfw Capital Partners, L.P. | Rye, NY | $476.8M | 9 |
| Mbm Wealth Consultants, LLC | Chesterfield, MO | $476.7M | — |
| Andra Capital LLC | San Francisco, CA | $476.5M | 1 |
| Bridgeport Management Company LLC | New York, NY | $476.5M | 3 |
| Arborstone Financial, LLC | Andover, MA | $476M | — |
| The Invictus Collective, LLC | Park Ridge, IL | $476M | 1 |
| Emerald Hill Capital Partners Holdings, LLC | Lakewood, CO | $476M | 2 |
| Wimmer Associates I, LLC | Pasadena, CA | $475.9M | — |
| G&s Capital LLC | Denver, CO | $475.6M | — |
| Oneascent Wealth Management LLC | Birmingham, AL | $475.6M | — |
| Archiv Capital Management LP | | $475.5M | 2 |
| Source Capital, LLC | Atlanta, GA | $475.4M | 19 |
| Bcp Advisors LLC | Miami, FL | $475.3M | — |
| Allgen Financial Advisors, Inc. | Orlando, FL | $475.2M | — |
| Carson Management Company, LLC | Dallas, TX | $475.1M | 20 |
| Nw1 Partners US LLC | London | $475.1M | 12 |
| Horiko Capital Management LLC | Miami, FL | $475.1M | 2 |
| Kelly Financial Group, LLC | Wethersfield, CT | $474.9M | — |
| S2 Fund Manager, LLC | Dallas, TX | $474.8M | 6 |
| Tof Manager, LLC | Cleveland, OH | $474.6M | 6 |
| Noctua International Wmg, LLC | Miami, FL | $474.5M | — |
| Trueblood Wealth Management, LLC | Lima, OH | $474.1M | — |
| Proem Advisors LLC | Dallas, TX | $474.1M | 3 |
| Markowski Brothers Holding Corporation | | $473.9M | — |
| Spielberger & Brooks, Inc. | Woodbury, NY | $473.8M | — |
| Sds Real Estate Advisors | Los Angeles, CA | $473.8M | 5 |
| Cape Investment Advisory, Inc. | McDonough, GA | $473.7M | — |
| Towle & Co | Denver, CO | $473.7M | 2 |
| The Wellington Grp LLC | Indianapolis, IN | $473.6M | 1 |
| Juncture Wealth Strategies, LLC | Scottsdale, AZ | $473.6M | — |
| Sycale Advisors (ny) LLC | New York, NY | $473.1M | 9 |
| Promethean Investments LLP | Edinburgh | $473M | 10 |
| Coign Capital Advisors LLC | Draper, UT | $472.9M | — |
| Brightside Capital Partners LLC | Lantana, FL | $472.8M | — |
| Blue Water Wealth, Inc. | Portland, OR | $472.8M | — |
| Encompass Wealth Advisors, LLC | Portland, OR | $472.8M | — |
| Stellus Private BDC Advisor, LLC | Houston, TX | $472.8M | — |
| Aigh Capital Management, LLC | | $472.7M | 1 |
| Lighthouse Financial Services Inc | Brea, CA | $472.5M | — |
| Planned Financial Services, LLC | Cleveland, OH | $472.5M | — |
| Financial Arcitects, Inc | Jenison, MI | $472.5M | — |
| Zimmerman Wealth Management, LLC | Evanston, IL | $472.4M | — |
| Wealthedge Investment Advisors, LLC | New York, NY | $472.1M | — |
| Wealth Effects LLC | Boston, MA | $472M | — |
| Cabana LLC | Fayetteville, AR | $471.8M | — |
| Mainstreet RIA LLC | O'Fallon, MO | $471.8M | — |
| Birinyi Associates, Inc. | Westport, CT | $471.7M | — |
| Main Capital Partners North America LLC | Boston, MA | $471.6M | — |
| Mason & Associates, LLC | Newport News, VA | $471.4M | — |