| Sgl Investment Advisors, Inc. | Missoula, MT | $440.3M | — |
| Burford Brothers, Inc. | Dallas, TX | $440.2M | — |
| Primesolutions Advisors, LLC | Pittsburgh, PA | $440.1M | — |
| Tind Asset Management As | Oslo | $440M | 1 |
| Bluestone Equity Partners, L.P. | New York, NY | $439.9M | 1 |
| Vantus Wealth LLC | Lancaster, PA | $439.8M | — |
| Collwick Funds GP, LLC | Charlotte, NC | $439.6M | 1 |
| The Moorings Group, LLC | | $439.6M | — |
| Biltmore Wealth Management, LLC | Tempe, AZ | $439.6M | — |
| Branson Fowlkes & Co Inc | Houston, TX | $439.4M | — |
| Osterweis Capital Management Inc | San Francisco, CA | $439.4M | — |
| Bates Financial Advisors, Inc. | Rockford, IL | $439.2M | — |
| Groundforce Capital Management, LLC | Mill Valley, CA | $439.2M | 4 |
| Fwg Holdings, LLC | Winter Park, FL | $439.1M | — |
| Spivak Asset Management, LLC | Avon, CT | $439.1M | — |
| Barca Capital, LLC | West Newton, MA | $439M | 1 |
| Antman, Lester Murray | | $438.9M | — |
| Ta Capital Management, LLC | Sewell, NJ | $438.9M | — |
| Gables Capital Management Inc | Miami, FL | $438.8M | 1 |
| Newport Investment Management, LLC | Chicago, IL | $438.8M | 5 |
| Shawspring Partners, LLC | Boston, MA | $438.7M | 1 |
| Dickmeyer Boyce Financial Management, Inc | Fort Wayne, IN | $438.5M | — |
| Second Alpha Partners, LLC | New York, NY | $438.4M | 8 |
| Storen Legacy Partners, LLC | Zionsville, IN | $438.3M | — |
| Newvest Management, LP | | $438.2M | 3 |
| Hendley & Co Inc | Zanesville, OH | $438.2M | — |
| Arnold Weitz & Co | Elkhorn, NE | $438.1M | — |
| Schulz Wealth, Ltd. | Mansfield, TX | $438.1M | — |
| Cic Partners Management LLC | Dallas, TX | $438M | 3 |
| Cayside Partners, LLC | Jupiter, FL | $438M | 1 |
| Fischer Investment Group, Inc. | Pittsford, NY | $437.9M | — |
| Access Financial Services, Inc. | Minneapolis, MN | $437.8M | — |
| Skylar Capital Management LP | Houston, TX | $437.7M | 2 |
| Lloyd Advisory Services, LLC | Suwanee, GA | $437.6M | — |
| Note Advisors, LLC | Buffalo, NY | $437M | — |
| Herbert J. Sims Capital Management, Inc. | Fairfield, CT | $436.9M | — |
| Peachtree Wealth Advisors, Inc | Atlanta, GA | $436.8M | — |
| Pfg Investments, LLC | Jacksonville, OR | $436.8M | — |
| Fogel Capital Management Inc | Stuart, FL | $436.7M | — |
| Ndure Global LLC | | $436.7M | — |
| August Wealth Advisors LLC | Westport, CT | $436.6M | — |
| Blueprint Investing LLC | San Francisco, CA | $436.3M | — |
| Westend Capital Management, LLC. | Sausalito, CA | $436.2M | 1 |
| Financial Asset Management Corp | Chappaqua, NY | $436.2M | — |
| Ravenswood Partners LP | McLean, VA | $436.1M | 1 |
| Chapel Hill Investment Analysts Inc | Greensburg, PA | $436M | — |
| Muhlenkamp & Co Inc | Wexford, PA | $435.8M | — |
| Off Road Capital Management LLC | New York, NY | $435.8M | 20 |
| Pfs Partners, LLC | Mine Hill, NJ | $435.6M | — |
| Princeton Capital Management LLC | Red Bank, NJ | $435.5M | 2 |