| Advisortrust Partners, LLC | Raleigh, NC | $435.3M | — |
| Murphy Middleton Hinkle & Parker, Inc. | Thomasville, GA | $435.3M | — |
| Vci Wealth Management LLC | Saint Louis, MO | $435.3M | — |
| Family Capital Management, Inc. | Grand Rapids, MI | $435.1M | — |
| Horrell Capital Management, Inc. | Little Rock, AR | $435.1M | — |
| Brandon Financial Planning, Inc. | Memphis, TN | $434.9M | — |
| Carmel Capital Partners, LLC | San Diego, CA | $434.3M | 3 |
| Comprehensive Financial Planning, Inc. | East Petersburg, PA | $434.1M | — |
| Mutual of America Life Insurance Company | New York, NY | $434.1M | — |
| Spark Investment Management LLC | New York, NY | $433.9M | 1 |
| Sestante Wealth Management, LLC | Coronado, CA | $433.9M | — |
| Plan a Wealth, LLC | Lincoln, NE | $433.8M | — |
| Align Financial, LLC | Hermantown, MN | $433.7M | — |
| L1 Capital Global Inc. | Miami Beach, FL | $433.6M | 1 |
| Santori & Peters, Inc. | Canonsburg, PA | $433.5M | — |
| Waypoint Wealth Counsel LLC | Atlanta, GA | $433.3M | — |
| Greenbridge Partners LLC | Lakeland, FL | $433.1M | — |
| Alphacentric Advisors LLC | San Juan, PR | $433.1M | — |
| Bgv Vc Management LLC | Menlo Park, CA | $433M | 12 |
| Regents Park Funds, LLC | Irvine, CA | $433M | — |
| Faction Ventures, LLC | Palo Alto, CA | $432.6M | 4 |
| Lisanti Capital Growth LLC | New York, NY | $432.5M | — |
| Engaged Capital, LLC | Newport Beach, CA | $432.3M | 6 |
| Third North Capital LP | New York, NY | $432.2M | 2 |
| Tred Avon Family Wealth, LLC | Easton, MD | $431.9M | — |
| Heitman International HK Limited | Central Hong Kong | $431.9M | 1 |
| Argentarii, LLC | Cincinnati, OH | $431.9M | 6 |
| Fsb Premier Wealth Management, Inc. | Waterloo, IA | $431.7M | — |
| Mrwm Advisors, LLC | Nashville, TN | $431.7M | — |
| Tricord Advisors, Inc. | Riverside, CA | $431.5M | — |
| Intermarket Corporation | New York, NY | $431.5M | 3 |
| Foreword Capital, LP | San Francisco, CA | $431.5M | 1 |
| Nbz Investment Advisors, LLC | Knoxville, TN | $431.2M | — |
| ETF Portfolio Partners, Inc. | Leawood, KS | $431.1M | — |
| Prospect Financial Services LLC | Melville, NY | $431M | — |
| Mwm Group LLC | Cedarhurst, NY | $431M | — |
| Republic Capital Adviser LLC | New York, NY | $430.9M | 100 |
| Causey Public Finance LLC | | $430.9M | — |
| Cutler Capital Management LLC | Worcester, MA | $430.8M | 2 |
| Steadmont Advisors, LLC | Birmingham, AL | $430.7M | — |
| White Pine Capital LLC | Bloomington, MN | $430.6M | 1 |
| Swmg, LLC | Fort Worth, TX | $430.4M | — |
| Castle Wealth Management LLC | Boynton Beach, FL | $430.1M | — |
| Diker Management LLC | New York, NY | $430M | 1 |
| Socha Financial Group, LLC | Corning, NY | $430M | — |
| Power Wealth Management LLC | Alpharetta, GA | $429.9M | — |
| Integrated Capital Management LLC | Bloomfield Hills, MI | $429.8M | — |
| Compass Financial Group, Inc. | Deerfield Beach, FL | $429.7M | — |
| Navigate Wealth Management, LLC | Birmingham, AL | $429.6M | — |
| Shayne & Jacobs, LLC | Nashville, TN | $429.5M | — |