| New Water Capital, L.P. | Boca Raton, FL | $454.4M | 6 |
| Signature Wealth Management Partners, LLC | Montvale, NJ | $454.2M | — |
| Provenance Management Co., LP | Beverly Hills, CA | $454.1M | 8 |
| Confidence Wealth Management, Inc. | Los Angeles, CA | $454.1M | — |
| Axient Investment Advisors LLC | Huntsville, AL | $454M | — |
| Wakefield Asset Management, LLLP | Englewood, CO | $454M | — |
| Columbus Investment Advisory Inc. | New Albany, OH | $453.7M | — |
| Laurel Wealth Planning LLC | Edina, MN | $453.6M | — |
| Silver Grove Financial Group, Inc. | Orchard Park, NY | $453.6M | — |
| Brant Point Investment Management LLC | New York, NY | $453.3M | 3 |
| Robinswood Financial LLC | Kirkland, WA | $453.2M | — |
| Prentiss Smith & Company, Inc. | Brattleboro, VT | $453.1M | — |
| McClarren Financial Advisors, Inc. | State College, PA | $453M | — |
| Imz Advisory Inc. | Boca Raton, FL | $452.7M | — |
| Endicott Capital Management, L.L.C. | New York, NY | $452.6M | 3 |
| Nova R Wealth, Inc. | Overland Park, KS | $452.6M | — |
| Old North State Wealth Management, LLC | Wilmington, NC | $452.6M | — |
| Aspen Investment Management Inc. | Grand Rapids, MI | $452.5M | — |
| Certior Financial Group, LLC | King of Prussia, PA | $452.3M | — |
| Audent Global Asset Management, LLC | Beverly Hills, CA | $452.3M | 13 |
| Pointe Capital Management LLC | Grosse Pointe Farms, MI | $452.3M | — |
| Sarver Vrooman Wealth Advisors LLC | Kansas City, MO | $452.2M | — |
| Rba Wealth Management, LLC | Newport Beach, CA | $452.1M | — |
| Blackhawk Capital Partners, LLC | Thiensville, WI | $452M | — |
| Virtera Partners LLC | Pepper Pike, OH | $451.8M | 6 |
| Holcombe Financial, Inc. | Atlanta, GA | $451.6M | 4 |
| Primark Advisors, LLC | Denver, CO | $451.5M | — |
| Horizon Advisors, LLC | Houston, TX | $451.4M | — |
| Edge Focus Capital Management, LLC | New York, NY | $451.3M | 3 |
| Private Wealth Advisors, LLC | Fresno, CA | $451.2M | 1 |
| Wealthspan Partners, LLC | Davenport, IA | $451.1M | — |
| Juniper Investment Company, LLC | New York, NY | $451.1M | 5 |
| Kinetic Investment Management, Inc. | Los Angeles, CA | $450.9M | — |
| Ifc Personal Money Managers, Inc. | New York, NY | $450.9M | — |
| Enzi Wealth, LLC | Austin, TX | $450.9M | — |
| Havencrest Capital Management, LLC | Dallas, TX | $450.7M | 2 |
| Stonecourt Capital LP | New York, NY | $450.5M | 5 |
| M1 Capital Management | Troy, MI | $450.4M | — |
| Nolan Management LLC | Hermosa Beach, CA | $450.4M | 3 |
| Timonier Family Office, Ltd. | Winston Salem, NC | $450.3M | — |
| Global Trust Asset Management, LLC | Palm Beach Gardens, FL | $450.2M | — |
| Waterequity LLC | Kansas City, MO | $450.2M | 5 |
| Perry Capital Partners LLC | | $450M | — |
| Mitchell & Pahl Private Wealth, LLC | Oklahoma City, OK | $449.9M | — |
| Capital Square, LLC | Athens, TN | $449.9M | — |
| Hazard & Siegel Advisory Services LLC | Dewitt, NY | $449.8M | — |
| Guidance Capital, Inc. | Louisville, KY | $449.8M | — |
| Mustard Seed Financial, LLC | Magnolia, AR | $449.4M | — |
| Quaker Wealth Management LLC | Moorestown, NJ | $449.3M | — |
| Silverleafe Capital Partners, LLC | Germantown, TN | $449.2M | — |