| Foundation Wealth Management, LLC | Media, PA | $411.9M | — |
| Aurelius Capital Management, LP | New York, NY | $411.9M | 3 |
| Curbstone Financial Management Corporation | Manchester, NH | $411.7M | — |
| Vortus Investment Advisors, LLC | Fort Worth, TX | $411.7M | 5 |
| Grandview Asset Management LLC | Harrisburg, PA | $411.7M | — |
| Slagle Financial, LLC. | Edwardsville, IL | $411.7M | — |
| Hall Capital Management Company, Inc. | Barrington, RI | $411.6M | — |
| Yakira Capital Management, Inc. | Westport, CT | $411.6M | 1 |
| Mb, Levis & Associates,llc | Center Valley, PA | $411.6M | — |
| Hlm Management Co., LLC | Waltham, MA | $411.4M | 7 |
| Bdfs Capital LLC | Rehoboth Beach, DE | $411.3M | — |
| Zuna, LLC | Portland, OR | $411.3M | — |
| Rooney Capital Management, Inc. | | $411.2M | — |
| Guardian Wealth Management, LLC | Chattanooga, TN | $411.1M | — |
| Everest Private Wealth | Cupertino, CA | $410.8M | — |
| Copper Financial Network, LLC | Lenexa, KS | $410.7M | — |
| Access Financial Resources Inc. | Oklahoma City, OK | $410.6M | — |
| Eso Management Services LLC | San Mateo, CA | $410.6M | 5 |
| Blue Square Asset Management, LLC | New York, NY | $410.3M | 1 |
| Sunbeam Capital Management, LLC | | $410.2M | — |
| Pavaki Capital Management, LLC | | $410.1M | 1 |
| Lavelle Capital LP | San Francisco, CA | $410.1M | 5 |
| Bemanaged Financial Services, Inc. | Grand Rapids, MI | $410M | — |
| Ogborne Capital Management, LLC. | San Francisco, CA | $410M | 1 |
| Taylor Financial Group, Inc. | Roanoke, VA | $410M | — |
| Momentous Wealth Management, Inc. | Vancouver, WA | $409.9M | — |
| Sustainable Insight Capital Management, LLC | New York, NY | $409.9M | — |
| Boyd Wealth Management, LLC | Sacramento, CA | $409.8M | — |
| Professional Financial Solutions, LLC | Fairfax, VA | $409.7M | — |
| Venture Capital Fund of America III, Inc. | New York, NY | $409.6M | 9 |
| Heffernan Advisory, Inc. | Flagstaff, AZ | $409.6M | — |
| Eley Financial Management, Inc. | South Burlington, VT | $409.6M | — |
| Hilton Head Capital Partners, LLC | Hilton Head Island, SC | $409.5M | — |
| Peloton Equity LLC | Greenwich, CT | $409.5M | 7 |
| Friday Financial, Inc. | Dubuque, IA | $409.3M | — |
| Marks Wealth, LLC | Ellicott City, MD | $409.2M | — |
| Sterling Investment Management, LLC | Tucson, AZ | $409.2M | — |
| Code Waechter LLC | Tampa, FL | $409M | — |
| Truefg, LLC | Cedar Park, TX | $409M | — |
| Rooted Wealth Advisors, Inc. | Bourbonnais, IL | $408.8M | — |
| Greenridge Equity Partners, LLC | Austin, TX | $408.8M | 4 |
| Wasserstein Management, LP | New York, NY | $408.5M | 1 |
| Palouse Capital Management, Inc. | Spokane, WA | $408.5M | — |
| Capstone Capital LLC | Henderson, NV | $408.4M | — |
| New Leaf Venture Partners LLC | New York, NY | $408.4M | 9 |
| Advisory Solutions Group, LLC | Plymouth, MN | $408.4M | — |
| Range Financial Group, LLC | Tigard, OR | $408.1M | — |
| Heritage Financial, LLC | Gainesville, VA | $408M | — |
| Quad City Investment Advisors, LLC | Moline, IL | $408M | — |
| Revere Asset Management, Inc. | Allen, TX | $407.9M | — |