| Qbox Fiduciary Solutions, LLC | Fort Wayne, IN | $429.2M | — |
| Radian Investment Management LLC | New York, NY | $428.9M | — |
| Square Wave Capital LLC | Brooklyn, NY | $428.8M | 1 |
| Symphony Financial Services, Inc. | Akron, OH | $428.7M | — |
| Lawson Kroeker Investment Management Inc | Omaha, NE | $428.6M | — |
| Blue Water Asset Management, LLC | Grand Rapids, MI | $428.5M | — |
| Lega Z Advisory LLC | | $428.4M | — |
| Coalescence Partners Investment Management LP | New York, NY | $428.4M | 4 |
| Longwall Investment Partners, LLC | Westport, CT | $428.2M | 1 |
| Providence Financial Advisors, LLC | Overland Park, KS | $428.1M | — |
| Haven Private, LLC | Orlando, FL | $428.1M | — |
| Cpc Management, LLC | Kansas City, MO | $428M | 1 |
| Kerux, LLC | Granite Bay, CA | $428M | — |
| McCarter Private Wealth Services LLC | Boston, MA | $427.7M | — |
| Belay Investment Group, LLC | Sherman Oaks, CA | $427.5M | 2 |
| Shearwater Capital, LLC | Denver, CO | $427.3M | — |
| Sag Harbor Capital Management, LLC | Great Neck, NY | $427.2M | 2 |
| O'Donnell Financial Services, LLC | San Rafael, CA | $427.1M | — |
| Protium Capital Limited | Hong Kong | $427M | 1 |
| Cp Capital (US) Partners LP | New York, NY | $426.9M | 4 |
| Care Equity Capital Management, L.P. | | $426.9M | 2 |
| Hfg Advisors, Inc. | Cincinnati, OH | $426.7M | — |
| Beacon Bridge Wealth Partners, LLC | Lower Gwynedd, PA | $426.6M | — |
| Hep Management Corporation | New York, NY | $426.6M | 3 |
| Blue Like an Orange Capital US LLC | Washington, DC | $426.5M | 2 |
| Pacific Strategic Management, LP | Houston, TX | $426.5M | 3 |
| Abr Dynamic Funds, LLC | New York, NY | $426.2M | 2 |
| Cypress Capital, LLC | Franklin, TN | $426M | — |
| Professional Financial Advisors Inc | Radnor, PA | $426M | — |
| Astra Asset Management UK Limited | London | $425.8M | 1 |
| Legacy Bridge, LLC | West des Moines, IA | $425.8M | — |
| Omni 360 Wealth, Inc. | Plainsboro, NJ | $425.7M | — |
| Sylvest Advisors, LLC | Dallas, TX | $425.7M | — |
| Perigee Capital, LP | Sarasota, FL | $425.7M | 118 |
| Appomattox Advisory, Inc | New York, NY | $425.6M | 7 |
| Quad-Cities Investment Group, LLC | Davenport, IA | $425.5M | — |
| Science & Technology Partners, L.P. | Greenwich, CT | $425.5M | 1 |
| Boothe Investment Group, Inc. | Dover, DE | $425.4M | — |
| Stonehearth Capital Management LLC | Danvers, MA | $425.4M | — |
| Buttonwood Wealth, LLC | Winchester, VA | $425.3M | — |
| Dubin Clark & Company, Inc | Jacksonville Beach, FL | $425.2M | 6 |
| Trinity Wealth Management LLC | Cincinnati, OH | $425.2M | — |
| Broadview Real Estate Partners, LLC | Stamford, CT | $425.1M | 5 |
| Paradigm Investment Advisory, LLC | Bridgewater, NJ | $425.1M | — |
| Ashdon Investment Management, LLC | Tullahoma, TN | $425.1M | — |
| Forward Consumer Partners, LLC | Greenwich, CT | $425M | 3 |
| TCW Asset Backed Finance Management Company LLC | Los Angeles, CA | $425M | — |
| Lifemark Securities Corp. | Rochester, NY | $424.9M | — |
| MacDougall Financial Counseling | Delmont, PA | $424.8M | — |
| Gamma Asset Management LLC | San Juan, PR | $424.8M | — |