| Blake Schutter Theil Wealth Advisors, LLC | Dayton, OH | $459.5M | — |
| Saiph Capital, LLC | Wyckoff, NJ | $459.4M | — |
| US Select Asset Management, Inc. | | $459.3M | 5 |
| Seaside Wealth Management, Inc. | Carlsbad, CA | $459.3M | — |
| Harspring Capital Management, LLC | New York, NY | $459.1M | 2 |
| Mizzen Management LLC | Stamford, CT | $459M | 3 |
| Nia Impact Advisors, LLC | | $459M | — |
| Owen Larue, LLC | Elizabethtown, KY | $458.9M | — |
| Legacy Wealth Management, LLC | Ridgeland, MS | $458.6M | — |
| Warner Group LLC | Madison, CT | $458.5M | — |
| Strategas Asset Management, LLC | New York, NY | $458.4M | — |
| Ancor Holdings, LP | Southlake, TX | $458.4M | 12 |
| Trinity Capital Investors | Jackson, MS | $458.3M | — |
| First Nebraska Advisory LLC | North Platte, NE | $458M | — |
| Mre Management, LLC | Annapolis, MD | $458M | — |
| Paragon Private Wealth Management LLC | Lexington, KY | $457.9M | — |
| Eagle Point Income Management LLC | Greenwich, CT | $457.9M | — |
| Cambridge Capital Management, LLC | O'Fallon, IL | $457.8M | — |
| Paramount Group Real Estate Advisor LLC | New York, NY | $457.7M | 6 |
| Pursuit Wealth Management, LLC | Raleigh, NC | $457.5M | — |
| Birch Run Investments, LLC | Exton, PA | $457.5M | — |
| Corten Real Estate Management LLC | Philadelphia, PA | $457.4M | 9 |
| Palladin Consumer Retail Partners, LLC | Boston, MA | $457.3M | 16 |
| Retirement Consulting Group, Inc. | Lake Oswego, OR | $457M | — |
| Global Wealth Strategies and Associates, LLC | Denver, CO | $457M | — |
| Smith Financial Investment Advisors, Inc. | Kokomo, IN | $456.9M | — |
| Moseley Investment Management, Inc. | Bradention, FL | $456.8M | — |
| Wealth Advisors of Tampa Bay LLC | Tampa, FL | $456.8M | — |
| Gardner Lewis Asset Management LP | Chadds Ford, PA | $456.5M | 5 |
| Lucas Group Financial Planners, Inc. | Sacramento, CA | $456.5M | — |
| Access Investment Management, LLC | Atlanta, GA | $456.4M | — |
| Agh Wealth Advisors, LLC | Wichita, KS | $456.3M | — |
| Five Oceans Advisors LLC | | $456.2M | — |
| Truenorth Wealth & Impact, LLC | Joplin, MO | $456.2M | — |
| Florida Financial Advisors, LLC | Tampa, FL | $456.1M | — |
| Worth Venture Partners, LLC | Fort Lee, NJ | $456.1M | 10 |
| Lgt Financial Advisors LLC | Dallas, TX | $456.1M | — |
| Vistamark Investments LLC | Hinsdale, IL | $456M | — |
| Benford Capital Partners Management, L.P. | Chicago, IL | $456M | 7 |
| Cypress Asset Management Inc | Houston, TX | $455.8M | — |
| Mullooly Asset Management, Inc. | Wall Township, NJ | $455.6M | — |
| Chaney Capital Management Inc. | Lynnwood, WA | $455.5M | — |
| Cove Private Wealth, LLC | Oyster Bay, NY | $455.5M | — |
| Sicart Associates, LLC | New York, NY | $455.4M | 1 |
| Flourish Wealth Management Inc. | Edina, MN | $455.2M | — |
| Eagle Capital Management, LLC | Mandeville, LA | $455.2M | — |
| Sbe LLC Dba Cedar Cove Wealth Partners | Bloomington, MN | $455M | — |
| Ivc Wealth Advisors LLC | Silverdale, PA | $455M | — |
| Selective Wealth Management, Inc. | Forest, VA | $454.8M | — |
| Whitestar Advisors, LLC | Boca Raton, FL | $454.5M | — |