| Sterling Group Wealth Management, LLC | Pasadena, CA | $471.3M | — |
| Praetorian Pr LLC | Rincon, PR | $471.3M | 1 |
| Kassouf Wealth Advisors, LLC | Birmingham, AL | $471.3M | — |
| Sand Creek Capital, LLC | Rexburg, ID | $471.2M | — |
| Rinkey Investments | San Diego, CA | $471.1M | — |
| Vanterra Capital LLC | New York, NY | $470.8M | 11 |
| Van Clemens Wealth Management, LLC | Minneapolis, MN | $470.4M | — |
| Atyant Capital Management Limited | Port-Louis | $470.2M | 1 |
| Keel Wealth Management, LLC | | $470M | — |
| Hs Management Partners, LLC | New York, NY | $469.9M | — |
| Rothschild Capital Partners, LLC | New York, NY | $469.7M | 2 |
| Octogone NA, LLC | Miami, FL | $469.7M | 6 |
| Bernard Caroli Wealth Management Inc. | Rumson, NJ | $469.7M | 2 |
| Taylor Hoffman Capital Management, LLC | Richmond, VA | $469.5M | 1 |
| Arcataur Capital Management LLC | Milwaukee, WI | $469.5M | — |
| Nova Financial LLC | Tucson, AZ | $469.4M | — |
| Kingsbridge Wealth Management, Inc. | Las Vegas, NV | $469.3M | — |
| Lakeshore Financial Planning Inc. | Saint Clair Shores, MI | $469.3M | — |
| Adapt Wealth Advisors, LLC | Atlanta, GA | $469.2M | — |
| Speece Thorson Capital Group Inc | Minnetonka, MN | $469M | 1 |
| Advantage Advisers Management, LLC | New York, NY | $468.8M | 1 |
| Chesapeake Asset Management LLC | New York, NY | $468.8M | 1 |
| Henry Bragg & Co., LLC | Houston, TX | $468.7M | — |
| Capco Asset Management, LLC | Tampa, FL | $468.6M | 1 |
| Pembrook Capital Management LLC | New York, NY | $468.5M | 4 |
| Hivemind Capital Partners LLC | New York, NY | $468.2M | 6 |
| Brown McLeod, Inc | Fairhope, AL | $468.2M | — |
| Mangrove Equity Partners, L.P. | Tampa, FL | $468.1M | 7 |
| Thirtynorth Investments, LLC | New Orleans, LA | $467.8M | — |
| Flagstone Financial Management, LLC | Lincoln, NE | $467.8M | — |
| Fortitude Advisory Group L.L.C. | Gig Harbor, WA | $467.5M | — |
| North Branch Capital Management, L.P. | Oak Brook, IL | $467.5M | 5 |
| Yukon Wealth Management, Inc. | Overland Park, KS | $467.4M | — |
| Rps Advisory Solutions, LLC | Louisville, KY | $467M | — |
| Sands Capital Horizons, LLC | Arlington, VA | $466.9M | 1 |
| Coston, McIsaac, and Partners Inc. | Bar Harbor, ME | $466.9M | — |
| Seascape Capital Management,llc | Portsmouth, NH | $466.9M | — |
| Edgewater Capital Management, LLC | Independence, OH | $466.8M | 4 |
| Widmann Financial Services, Inc. | Bowie, MD | $466.8M | — |
| Z3 Capital Partners, LLC | Richmond, VA | $466.8M | — |
| Clear Sky Carbon Solutions Investment Management, LLC | Bellaire, TX | $466.6M | 5 |
| Mark Sheptoff Financial Planning LLC | Glastonbury, CT | $466.5M | — |
| Wealthvalues, LLC | Redwood City, CA | $466.5M | — |
| Closed Loop Partners, LLC | New York, NY | $466.4M | 12 |
| Peter Kimmelman Asset Management LP | New York, NY | $466.3M | 11 |
| Alliance Private Wealth, LLC | North Reading, MA | $466.2M | — |
| Consilium Wealth Advisory, LLC | | $466M | — |
| Adit Ventures Management, LLC | New York, NY | $465.9M | 27 |
| Alta Fundamental Advisers LLC | New York, NY | $465.8M | 13 |
| Baldwin & Clarke Advisory Services LLC | Bedford, NH | $465.7M | — |