| Evergreen Wealth Partners LLC | Kalispell, MT | $405.2M | — |
| Altus Wealth Management, LLC | Ft. Mitchell, KY | $405.2M | — |
| Covara Capital, LLC | New York, NY | $405.1M | 1 |
| Focusgrowth Asset Management, LP | New York, NY | $405.1M | 8 |
| Triton Wealth Management, PLLC | Sun City, AZ | $405.1M | — |
| Lotus Technology Management, LP | Orlando, FL | $405M | 1 |
| Qp Wealth Management, LLC | Boca Raton, FL | $405M | — |
| Core Wealth Management, Inc. | Jupiter, FL | $404.7M | — |
| Long Angle Management, LLC | Dover, DE | $404.7M | 59 |
| Ocm Private Wealth, LLC | Chicago, IL | $404.7M | 7 |
| Kanen Wealth Management LLC | Coconut Creek, FL | $404.6M | 3 |
| Cre Venture Capital, Inc. | Mahwah, NJ | $404.6M | 31 |
| Excel Financial, LLC | Red Wing, MN | $404.5M | — |
| Mb Generational Wealth, LLC | Spokane, WA | $404.4M | — |
| S Harris Financial Group, LLC | San Antonio, TX | $404.4M | — |
| Dupree Financial Group, LLC | Lexington, KY | $404.4M | — |
| Fee-Only Financial Planning, L.c. | | $404.4M | — |
| Naples Asset Management Co., LLC | Mooresville, NC | $404.3M | — |
| Westbeck Capital Management LLP | London, England | $404.2M | 1 |
| Axiom Financial Strategies Group, LLC | New Albany, IN | $404.1M | — |
| Hfm Investment Advisors, LLC | Glassboro, NJ | $404.1M | — |
| Cloud Investments, LLC | Huntsville, AL | $404M | — |
| Charter Oak Advisors LP | New York, NY | $403.9M | 1 |
| Mainsail Financial Group, LLC | Bellevue, WA | $403.9M | — |
| Alexander Randolph Advisory Inc | McLean, VA | $403.9M | — |
| A.g. Campbell Advisory, LLC | Baltimore, MD | $403.9M | — |
| Tilia Fiduciary Partners, Inc. | Wilmington, NC | $403.7M | — |
| Mrm-Horizon Advisors, LLC | Boston, MA | $403.5M | 2 |
| Hidden Cove Wealth Management, LLC | Bainbridge Island, WA | $403.5M | — |
| Alliance Wealth Strategies, LLC | Lynchburg, VA | $403.3M | — |
| Forum Solutions Group, LLC | Fishers, IN | $403.3M | — |
| Sfm, LLC | Bedford, NH | $403.2M | — |
| Tfr Capital, LLC | Plano, TX | $403.1M | — |
| Legacy Investment Partners, LLC | Overland Park, KS | $403.1M | — |
| Borer Denton & Associates, Inc. | Blue Bell, PA | $403M | — |
| Carnegie Lake Advisors LLC | Princeton, NJ | $403M | — |
| Lcm Capital Management Inc | Chicago, IL | $403M | — |
| Palo Duro Investment Partners, LP | Chicago, IL | $402.8M | 3 |
| Goldberg Advisers, LLC | San Rafael, CA | $402.6M | — |
| Rational Investment Management, LLC | | $402.6M | — |
| Erben Associates, LLC | Austin, TX | $402.5M | — |
| Henry James International Management, Inc. | New York, NY | $402.4M | — |
| Sturgeon Ventures LLP | London | $402.3M | — |
| Bci Securities, Inc. | Miami, FL | $402.2M | — |
| Proathlete Wealth Management LLC | Boca Raton, FL | $402.2M | — |
| Anderson Financial Strategies, LLC | Dayton, OH | $402.1M | — |
| Balch Hill Capital, LLC | | $402.1M | 1 |
| O'Neil Global Advisors, Inc. | Los Angeles, CA | $401.9M | 2 |
| Ratan Capital Management, LP | Miami, FL | $401.9M | 2 |
| As Avaron Asset Management | Tallinn | $401.9M | — |