| CM Investment Partners LLC | New York, NY | $444.2M | 3 |
| Carlisle Tax Credits LLC | | $444.2M | 4 |
| Sage Residential Management LLC | Morristown, NJ | $444.1M | 3 |
| Hamilton Capital Partners, LLC | Atlanta, GA | $444M | — |
| King River Capital Management Pty Ltd | Surry Hills, New South Wales | $444M | 19 |
| Sumitomo Mitsui Ds Asset Management (singapore) PTE. Ltd. | Singapore | $444M | 1 |
| O'Boyle Wealth Management, Inc. | Beverly Hills, CA | $443.9M | — |
| Carolina Qualified Retirement Plan Advisers, LLC | | $443.9M | — |
| Social Leverage Advisors, LLC | Scottsdale, AZ | $443.7M | 11 |
| Pavion Blue Capital, LLC | Newport Beach, CA | $443.7M | — |
| Lumbard & Kellner, LLC | Hollis, NH | $443.6M | — |
| Stone Summit Wealth LLC | | $443.6M | — |
| McDonald Financial Services, LLC | Montgomery, AL | $443.5M | — |
| Cross Staff Investments Inc. | Pittsford, NY | $443.5M | — |
| Hedgeye Asset Management, LLC | Stamford, CT | $443.4M | — |
| Bright Road Wealth Management, LLC | Anchorage, AK | $443.3M | — |
| Financial Freedom, LLC | Cincinnati, OH | $443.2M | — |
| Members Advisory Group, LLC | Williamsville, NY | $443.2M | — |
| Greykasell Wealth Strategies, Inc. | Danville, CA | $443.2M | — |
| Inland Advisory Services, LLC | Oak Brook, IL | $443.1M | — |
| Selkirk Management, LLC | Chatham, NJ | $443M | 1 |
| Spiegelman Wealth Management, Inc. | Walnut Creek, CA | $443M | — |
| Ulland Investment Advisors, LLC | Minneapolis, MN | $442.9M | — |
| Luminus Management, LLC | Houston, TX | $442.8M | 9 |
| James R. Martin Consulting, Inc. Dba Jrm Capital Management | Vancouver, WA | $442.7M | — |
| Lifesteps Financial, Inc. | Claremont, CA | $442.7M | — |
| Thackeray Partners, L.P. | Dallas, TX | $442.7M | 3 |
| Money Management Services, Inc. | Birmingham, AL | $442.7M | — |
| Sws Partners, LLC | Columbus, OH | $442.6M | 9 |
| East Bridge Capital Management LP | Boston, MA | $442.3M | 2 |
| Figure Investment Advisors, LLC | San Francisco, CA | $442.2M | 4 |
| Oak Harbor Capital, LLC | Las Vegas, NV | $442.1M | 18 |
| Landmark Wealth Management, LLC | Melville, NY | $442M | — |
| Durational Capital Management LP | New York, NY | $442M | 2 |
| Ovata Capital Management LLC | Hong Kong | $441.9M | — |
| Meridiana Mfo LLC | Coral Gables, FL | $441.9M | — |
| Templeton Financial Services Inc. | Chandler, AZ | $441.8M | — |
| Paradigm Asset Management Company, L.L.C. | White Plains, NY | $441.7M | — |
| Artemis Capital Partners Management Co., LLC | Boston, MA | $441.5M | 3 |
| Destiny Advisors LLC | Austin, TX | $441.4M | — |
| North Island Ventures, LLC | New York, NY | $441.4M | 4 |
| Ardan Equity Partners, LLC | West Palm Beach, FL | $441.4M | 11 |
| Rise Advisors, LLC | Rochester, NY | $441.2M | — |
| Owls Nest Partners Ia, LLC | Chadds Ford, PA | $441.2M | 2 |
| Tourmalet Advisors, LP | Fairfield, CT | $441M | 4 |
| Bishop & Company Investment Management, LLC | Erie, PA | $440.8M | — |
| Sage Private Wealth Group, LLC | Oakbrook Terrace, IL | $440.8M | — |
| Black Diamond Financial, LLC | | $440.6M | — |
| Cohere Capital Partners, LP | Boston, MA | $440.6M | 2 |
| AG Asset Advisory, LLC | Los Angeles, CA | $440.5M | — |