| Moon Capital Management LLC | Knoxville, TN | $391.5M | 1 |
| Wealth Quarterback LLC | Toms River, NJ | $391.3M | — |
| Oxinas Partners, LLC | Jeffersonville, IN | $391M | — |
| Equita Financial Network, Inc. | Fort Washington, PA | $391M | — |
| Rmw Advisors, LLC | Houston, TX | $390.9M | — |
| Paskin & Berler Capital Advisors, LLC | | $390.9M | — |
| 1776 Wealth LLC | Sandy Springs, GA | $390.8M | — |
| Evans Investment Advisors, L.L.C. | Baton Rouge, LA | $390.7M | — |
| Hillcrest Wealth Advisors - Ny, LLC | Holmdel, NJ | $390.7M | — |
| Platt Wealth Management, LLC | San Diego, CA | $390.6M | — |
| Shrier Wealth Management, LLC | Los Angeles, CA | $390.6M | — |
| Harold Davidson & Associates, Inc | Los Angeles, CA | $390.5M | — |
| Barramundi Advisors LLC | Boca Raton, FL | $390.4M | 46 |
| Intrepid Financial Planning Group, LLC | Carmel, IN | $390.4M | — |
| Clearlight Partners Management, LLC | Newport Beach, CA | $390.3M | 2 |
| 16th Amendment Advisors LLC | New York, NY | $390.2M | 1 |
| Ascend Interplay, LLC | New York, NY | $390.2M | — |
| Prudent Man Investment Management Inc | Lousiville, CO | $390.2M | — |
| Bluestone Capital Management, LLC | Wayne, PA | $390.1M | 1 |
| Davis Investment Partners, LLC | Charlotte, NC | $390M | — |
| Hahn Capital Management, LLC | Walnut Creek, CA | $390M | — |
| Legend Financial Advisors Inc | Pittsburgh, PA | $389.9M | — |
| 6th Man Ventures, LLC | | $389.9M | 6 |
| Nixon Capital LLC | Austin, TX | $389.9M | 1 |
| Jjp Capital Management, Inc. | Columbia, MO | $389.9M | — |
| Pacific Point Advisors, LLC | San Diego, CA | $389.6M | 2 |
| Green Ridge Wealth Planning LLC | Montville, NJ | $389.6M | — |
| Savoir Faire Capital Management, LP | Norwalk, CT | $389.5M | — |
| In on Capital Advisors LLC | Miami, FL | $389.4M | — |
| Solomon Api LLC | Rockledge, FL | $389M | — |
| Avisen Advisors, LLC | Sacramento, CA | $389M | — |
| Lbj Family Wealth Advisors, Ltd. | Austin, TX | $388.8M | 2 |
| Redwood Financial Planning, LLC | Scotch Plains, NJ | $388.8M | — |
| Sentinel Wealth Management, Inc. | Reston, VA | $388.8M | — |
| Know Your Options LLC | Chicago, IL | $388.8M | — |
| Monorail Securities LLC | Sarasota, FL | $388.7M | — |
| James Reed Financial Services, Inc. | Cleveland, OH | $388.6M | — |
| Costello Asset Management, Inc. | Feasterville, PA | $388.5M | — |
| Socotra Management, Inc. | Sacramento, CA | $388.5M | 5 |
| Pathways Advisory Group, Inc. | Fresno, CA | $388.5M | — |
| Trinity Investment Advisors, LLC | West Chester, PA | $388.2M | — |
| Wheelhouse Advisory Group, LLC | St. Louis, MO | $388.1M | — |
| Brian D. Lowder, Inc. | San Diego, CA | $388.1M | — |
| Joseph P. Lucia & Associates, LLC | Yorktown Heights, NY | $388M | — |
| Ridgeview Asset Management Partners, LLC | Stamford, CT | $387.9M | 6 |
| Collaborative Capital Advisors LLC | New York, NY | $387.8M | 1 |
| Resolute Wealth Strategies, LLC | Jackson, MS | $387.6M | — |
| Orso Partners, LP | South San Francisco, CA | $387.5M | — |
| Hassell Wealth Management, L.L.C. | Houma, LA | $387.4M | — |
| Braeswood Carbon Management, LLC | San Francisco, CA | $387.3M | 2 |