| Bruce & Co Inc | Chicago | $379.5M | — |
| Siena Capital Partners GP, LLC | Evanston | $379.3M | 1 |
| Prospect Partners Advisors LLC | Chicago | $378.4M | 3 |
| Pritzker Alternative Strategies LP | Chicago | $378.3M | 1 |
| Oak Wealth Advisors LLC | Northbrook | $373.7M | — |
| Hughes & Company Investment Partners, L.P. | Chicago | $367.4M | 3 |
| Chicago Wealth Management, Inc. | Chicago | $365.7M | — |
| Sebold Capital Management, Inc | Lisle | $364.3M | — |
| Windrock Wealth Management LLC | Naperville | $363.2M | 1 |
| Dearborn Capital Management, LLC | Chicago | $360.9M | — |
| Bluestem Financial Advisors, LLC | Savoy | $358.2M | — |
| Booster Asset Management, LLC | Wheaton | $346.1M | — |
| Ergawealth Advisors, Inc. | Oak Brook | $341.5M | — |
| Left Brain Wealth Management, LLC | Naperville | $340.4M | 3 |
| Insight 2811 Inc | Chicago | $339.6M | — |
| Riverspan Partners LP | Chicago | $338.6M | 3 |
| Ocm Private Wealth, LLC | Chicago | $338.1M | 7 |
| Lucas Group Financial Advisors, LLC | Freeport | $337.7M | — |
| Journey Financial Group, Inc. | Buffalo Grove | $336.5M | — |
| Cogent Strategic Wealth LLC | Chicago | $336M | — |
| Neuberger Berman Loan Advisers Europe II LP | Chicago | $334.6M | 1 |
| Dibenedetto & Associates Ltd | Loves Park | $333.1M | — |
| Corazon Group LLC | Chicago | $331.5M | 6 |
| The Nestegg Group, Inc. | Lincolnwood | $331M | — |
| Bernardi Asset Management, LLC | Northfield | $331M | — |
| Powers Advisory Group, LLC | Highland | $329.5M | — |
| Benchmark Investment Advisors LLC | Chicago | $329.2M | — |
| Kenney Investments Inc | Northfield | $328.5M | — |
| Latko Wealth Management, Ltd. | Frankfort | $327.2M | — |
| Hfr Investments, LLC | Chicago | $326.2M | 2 |
| Hfr Asset Management, L.L.C | Chicago | $326.2M | — |
| Vistamark Investments LLC | Hinsdale | $317.2M | — |
| Mendel Money Management Inc | Northbrook | $317.1M | — |
| Oca Ventures, LLC | Chicago | $316.4M | 7 |
| Kenora Financial, LLC | Des Plaines | $315.8M | 1 |
| The Future Fund LLC | Chicago | $314.4M | — |
| Certified Tax Service, Inc. | Chicago | $313.9M | — |
| Fsr Wealth Management, Ltd. | Elmhurst | $312.7M | — |
| Monere Wealth Management, Inc. | Schaumburg | $312M | — |
| Tilia Holdings, LLC | Chicago | $311.9M | 3 |
| Tsp Investment Advisers, L.L.C. | Chicago | $304.7M | 3 |
| Emc Capital Advisors, LLC | Bannockburn | $304.7M | — |
| Mack Investment Securities, Inc. | Northfield | $302.6M | — |
| Access Financial Group, Inc. | Chicago | $302.3M | — |
| Cypress Investment Management, LLC | Oakbrook Terrace | $302.2M | 127 |
| Praxis Capital Management LLC | Chicago | $301.4M | 1 |
| Vital Wealth Management, LLC | Rosemont | $300.8M | — |
| Sterling Bay Capital Advisers, LLC | Chicago | $297.6M | 12 |
| Project Level Management Company, LLC | Chicago | $293.8M | 4 |
| Nextgen Growth Partners, LLC | Chicago | $293.7M | 8 |