| 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 | — |
| Generation Partners Management, LLC | | $401.6M | 6 |
| Silver Coast Investments LLC | San Diego, CA | $401.6M | — |
| Leeward Financial Partners, LLC | | $401.5M | — |
| H. L. Ormond & Company, LLC | Greenville, NC | $401.4M | — |
| Tar River Wealth Planning, LLC | Louisburg, NC | $401.2M | — |
| Essential Partners LLC | Rancho Santa Fe,, CA | $401.1M | — |
| Rog IX, LLC | Houston, TX | $401M | — |
| Insight Strategic Wealth LLC | Knoxville, TN | $401M | — |
| The Capital Chart Room, Ltd | Fort Worth, TX | $400.9M | — |
| Valuequest Advisers, LLC | New York, NY | $400.8M | 1 |
| Helm Capital Management LLC | Seattle, WA | $400.8M | — |
| Cornerstone Financial Planning, LLC | Portsmouth, NH | $400.7M | — |
| Noble Wealth Management P.b.c. | Greenwood Village, CO | $400.5M | — |
| Soundcore Capital Partners, LP | New York, NY | $400.4M | 11 |
| Burns Matteson Capital Management, LLC | Corning, NY | $400.4M | — |
| Ticino Wealth LLC | Mission Viejo, CA | $400.2M | — |
| Keyes, Stange & Wooten Wealth Management, LLC | Daytona Beach, FL | $400.1M | — |
| McP Advisers, LLC | Atlanta, GA | $400M | 1 |
| Golden Spark Insights Merchant Banking Group Inc. | Fairfax, VA | $400M | — |
| Sjbenen Advisory, LLC | | $399.9M | — |
| Kirkwood Financial Services LLC | San Antonio, TX | $399.8M | — |
| Silver Birch Financial LLC | | $399.5M | — |
| Threadgill Financial, LLC | The Woodlands, TX | $399.4M | — |
| Pioneer Wealth Management Group, Inc | Austin, TX | $399.2M | — |
| Trinity Wealth Management, LLC | Berwyn, PA | $399.2M | — |