| Spring Lane Management, LLC | Boston, MA | $424.7M | 7 |
| Syrios Wealth Management Group, Inc. | La Jolla, CA | $424.6M | — |
| Mascagni Wealth Management, Inc. | Clinton, MS | $424.5M | — |
| Hayek Kallen Investment Management L.L.C. | Fairhope, AL | $424.4M | — |
| Sorenson Impact Advisory, LLC | Salt Lake City, UT | $424.3M | — |
| Smart Money Group, LLC | Eastland, TX | $424.3M | — |
| Blackdiamond Wealth Management, LLC | New York, NY | $424M | — |
| Apollo S3 Ric Management, L.P. | New York, NY | $423.8M | — |
| First City Capital Management Inc | Savannah, GA | $423.7M | — |
| Castle Coast Wealth, LLC | La Jolla, CA | $423.7M | — |
| Geneva Partners, LLC | Lake Geneva, WI | $423.6M | — |
| Sindia Capital Advisers, LLC | Somers Point, NJ | $423.4M | — |
| Heritage Family Offices, LLP | Scottsdale, AZ | $423.3M | 1 |
| Sage Financial Management Group, Inc. | McLean, VA | $423.2M | — |
| Zarvona Energy LLC | Houston, TX | $423.1M | 5 |
| Valiant Wealth, LLC | West des Moines, IA | $423.1M | 30 |
| Ararat Capital Management LP | Westport, CT | $423M | 2 |
| Blakeslee & Blakeslee Financial Advisers Inc. | San Luis Obispo, CA | $423M | — |
| Zullo Investment Group, Inc. | Scranton, PA | $423M | — |
| McCarthy Asset Management, Inc. | Redwood Shores, CA | $422.4M | — |
| Marek Capital Management LP | New York, NY | $422.4M | — |
| Forza Wealth Management, LLC | Sarasota, FL | $422.4M | — |
| Congress Park Capital LLC | Saratoga Springs, NY | $422.3M | — |
| Adirondack Capital Advisors, LLC | Syracuse, NY | $422.3M | — |
| Once Capital Management, LLC | New York, NY | $422.1M | 3 |
| The Estate Planners Group LLC | Yardley, PA | $422.1M | — |
| Investment Planning Advisors | Cumming, GA | $421.7M | — |
| Primetrust Advisors LLC | Greenville, SC | $421.6M | — |
| Cavalier Investments, LLC | Alpharetta, GA | $421.4M | — |
| Jgb Capital Management L.P. | Westport, CT | $421M | 6 |
| Giverny Capital Advisors LLC | Princeton, NJ | $420.9M | — |
| Odyssey Group LLC | Lancaster, PA | $420.9M | — |
| Graham, Bordelon, Golson & Gilbert, Inc. | Monroe, LA | $420.8M | — |
| Rubicon Advisors, GP | Redding, CA | $420.7M | — |
| Metavasi Capital LP | Larchmont, NY | $420.6M | 2 |
| Front Row Advisors LLC | Tiburon, CA | $420.4M | — |
| Acima Private Wealth LLC | Richmond, VA | $420.4M | — |
| Genesee Capital Advisors, LLC | Auburn, NY | $420.3M | — |
| Exeter Financial, LLC | Scottsdale, AZ | $420.2M | — |
| Cascade Investment Group, Inc. | Colorado Springs, CO | $419.9M | — |
| Point Bridge Capital, LLC | Fort Worth, TX | $419.7M | 9 |
| Hollander Asset Management LLC | Miami, FL | $419.7M | 2 |
| Potrero Capital Research, LLC | San Francisco, CA | $419.6M | 3 |
| Directed Capital Advisors, LLC | St. Petersburg, FL | $419.6M | 2 |
| Oriental Financial Services LLC | San Juan, PR | $419.6M | — |
| R.w. Roge & Company, Inc | Bohemia, NY | $419.5M | — |
| Emblem Group, L.P. | Boston, MA | $419.4M | 5 |
| Harlow Wealth Management, Inc. | Vancouver, WA | $419.4M | — |
| Rhodes Investment Advisors, Inc. | Fort Worth, TX | $419.2M | — |
| Moontower Asset Management LP | Austin, TX | $419.2M | 6 |