| Virginia Wealth Management Group, Inc. | Virginia Beach, VA | $393.8M | — |
| Vision One Management Partners, LP | Miami, FL | $393.8M | 2 |
| Bellevue Asset Management, LLC | Bellevue, WA | $393.7M | — |
| Acas, LLC | Rancho Santa Fe, CA | $393.4M | — |
| Sl Advisors, LLC | | $393.3M | — |
| Core Wealth Partners LLC | Santa Rosa, CA | $393.2M | — |
| Pfw Advisors, LLC | Atlanta, GA | $393.2M | — |
| Causey Wealth LLC | Greenwood Village, CO | $393.2M | — |
| Key Capital Management, Inc. | Hendersonville, TN | $393M | — |
| Bentley Financial Group, Inc. | Downers Grove, IL | $392.8M | — |
| C. C. Dunnavan & Co., Inc. | Minneapolis, MN | $392.7M | — |
| Atlatl Advisers LLC | Madison, WI | $392.7M | — |
| Panoramic Capital Partners LLC | Lake Oswego, OR | $392.7M | — |
| Apex Investments Management US, LLC | Coconut Grove, FL | $392.5M | 1 |
| Apex Investments Management, S.A. | Guatemala City | $392.5M | — |
| Family Wealth Partners, LLC | Matthews, NC | $392.4M | — |
| Schorn Wealth, LLC | Englewood, FL | $392.4M | — |
| The Darrow Company, Inc. | Needham, MA | $392.4M | — |
| Eastover Investment Advisors, LLC | Charlotte, NC | $392.3M | — |
| S&a Financial Services, Inc. | Overland Park, KS | $392.3M | — |
| Carmel Capital Management L.L.C. | Carmel, CA | $392M | — |
| Highpeak Energy Management, LLC | Fort Worth, TX | $391.8M | 2 |
| Manners Paul & Associates, Inc. | Marietta, GA | $391.7M | — |
| Fifth Partners Management, LLC | Dallas, TX | $391.6M | 11 |
| Siebert Advisornxt, LLC. | New York, NY | $391.5M | — |
| Moon Capital Management LLC | Knoxville, TN | $391.5M | 1 |
| Wealth Quarterback LLC | Toms River, NJ | $391.3M | — |
| Mullaney Keating & Wright Inc | Middletown, CT | $391M | — |
| 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 |