| Harbour Investment Management L.L.C. | Edmonds, WA | $381.6M | — |
| Unique Wealth Strategies | Burr Ridge, IL | $381.5M | — |
| Sculati Wealth Management, LLC | Bloomfield Hills, MI | $381.5M | — |
| Palisade Americas Management LLC | New York, NY | $381.4M | — |
| Lpfg, LLC | Avon, OH | $381.3M | — |
| Rf&l Wealth Management, LLC | Acton, MA | $381.1M | — |
| Rubey & Rust Capital Management, LLC | | $381M | — |
| Ims Capital Management LLC | Clackamas, OR | $380.9M | — |
| Myriad Asset Management Advisors LLC | West Palm Beach, FL | $380.9M | — |
| Resolute Capital Asset Partners LLC | Denver, CO | $380.9M | 5 |
| Wealth Benefit Advisors, LLC | Houston, TX | $380.9M | — |
| Buttonwood Capital Management, LLC | Scottsdale, AZ | $380.8M | — |
| Philosmith Capital Corporation | Stamford, CT | $380.5M | 1 |
| Scala Capital LLC | Miami, FL | $380.5M | 13 |
| Goepper Burkhardt LLC | Greenville, SC | $380.3M | — |
| Suncoast Capital Management | New Orleans, LA | $380M | — |
| Fortiter Wealth Management, LLC | Houston, TX | $379.9M | — |
| Burk Holdings LLC | Tulsa, OK | $379.9M | — |
| Optima Capital LLC | Beaverton, OR | $379.8M | — |
| Exchange Place Advisors, LLC | Sudbury, MA | $379.7M | — |
| Ironbridge Private Wealth, LLC | Austin, TX | $379.7M | — |
| Triton Pacific Healthcare Partners, LLC | San Juan Capistrano, CA | $379.6M | 4 |
| 626 Financial, LLC | Portage, MI | $379.6M | — |
| Darden Wealth Group, Inc | Ann Arbor, MI | $379.6M | — |
| Bruce & Co Inc | Chicago, IL | $379.5M | — |
| Rainier Capital Partners LP | Seattle, WA | $379.5M | 3 |
| Cmg Global Holdings, LLC | Plano, TX | $379.4M | — |
| Siena Capital Partners GP, LLC | Evanston, IL | $379.3M | 1 |
| Keystone Financial Services | Loveland, CO | $379.2M | — |
| All Terrain Financial Advisors, LLC | Coon Rapids, MN | $379.2M | — |
| Rubenstein Partners, L.P. | Philadelphia, PA | $378.9M | 8 |
| Outlander Management, LLC | | $378.8M | 17 |
| Camber Partners Management LLC | New York, NY | $378.8M | 5 |
| Sun Mountain Capital Advisors, LLC | Santa Fe, NM | $378.7M | 9 |
| Mkt and Associates LLC | Tacoma, WA | $378.7M | — |
| Legacy Cg LLC | Plano, TX | $378.6M | — |
| Agnello Financial Group, Inc. | West Palm Beach, FL | $378.6M | — |
| Boca Wealth Advisors, LLC | Boca Raton, FL | $378.6M | — |
| Prospect Partners Advisors LLC | Chicago, IL | $378.4M | 3 |
| Hidden Lake Asset Management LP | New York, NY | $378.3M | 3 |
| Century Equity Partners LLC | Boston, MA | $378.3M | 6 |
| Pritzker Alternative Strategies LP | Chicago, IL | $378.3M | 1 |
| Auour Investments LLC | Woburn, MA | $378M | — |
| Freedom Financial Partners LLC | Oakdale, MN | $377.9M | — |
| Manulife Investment Management (north America) Limited | Toronto, on | $377.8M | — |
| Financial Advisory Partners, LLC | Winter Park, FL | $377.8M | — |
| Ashworth Wealth, LLC | South Jordan, UT | $377.8M | — |
| Fairhaven Financial Advisory Corporation | East Lansing, MI | $377.6M | — |
| Pinvest LLC | Coral Gables, FL | $377.5M | — |
| Axis Wealth Partners, LLC | East Providence, RI | $377.4M | — |