| Verbena Value LP | Westport, CT | $1B | — |
| Dawson Partners (US) Inc. | New York, NY | $999.1M | 1 |
| Palm Beach Capital Management III, LLC | West Palm Beach, FL | $998.8M | 15 |
| Nexwave Capital Partners LLC | New York, NY | $997.8M | 4 |
| Daybright Advisory Services, Inc. | Miami, FL | $997.4M | — |
| Passive Capital Management, LLC | Syracuse, NY | $996.9M | — |
| Huizenga Capital Management, LLC | Oak Brook, IL | $996.7M | 20 |
| Galilei Investment Office LLP | London | $996.1M | — |
| Commonwealth Financial Services, LLC. | Vienna, WV | $994.7M | — |
| Omnia Family Wealth, LLC | Aventura, FL | $994.6M | 2 |
| Lantz Financial LLC | Naperville, IL | $994.1M | — |
| Five Arrows Managers (USA) LLC | New York, NY | $994M | 2 |
| McLean Asset Management Corporation | Tysons, VA | $993.9M | — |
| Syntheticfi LLC | San Francisco, CA | $992.9M | — |
| Kabouter Management, LLC | Chicago, IL | $992.5M | 4 |
| Bayswater Management Company LP | Denver, CO | $991.5M | 6 |
| Advisory Research Inc | Chicago, IL | $991.3M | 2 |
| Merit Capital Partners Management, L.L.C. | Chicago, IL | $991.1M | 2 |
| Brown | Miller Wealth Management, LLC | McLean, VA | $991.1M | — |
| Riverview Research, LLC | Independence, OH | $990.8M | — |
| Cander Asset Management LP | New York, NY | $989M | — |
| Sculptor Advisors LLC | New York, NY | $989M | — |
| Man Global Private Markets (USA) Inc. | New York, NY | $988.2M | — |
| Morris & Wells Wealth Management | Charlottesville, VA | $987.9M | — |
| Terril Brothers Inc | Saint Louis, MO | $987.8M | — |
| Bcs Financial, LLC | Johnson City, TN | $987.4M | — |
| Oneascent Investment Solutions, LLC | Birmingham, AL | $987.2M | — |
| Financial Enhancement Group LLC | Anderson, IN | $987M | — |
| Story3 Capital Partners, LLC | | $986.9M | 12 |
| Ellis Investment Partners, LLC | Berwyn, PA | $986.8M | — |
| Concentrum Wealth Management, Inc. | San Jose, CA | $986.8M | — |
| Goodwin Capital Advisers, Inc. | Hartford, CT | $986.6M | — |
| American Independent Securities Group, LLC | Eagle, ID | $986.3M | — |
| Pacific Sage Partners, LLC | Edmonds, WA | $986.3M | — |
| North Sky Capital, LLC | Wayzata, MN | $986.1M | 15 |
| Fine Capital Partners, L.P. | New York, NY | $986M | 2 |
| Fiduciary Experts LLC | | $985.8M | — |
| Rfg - Bristol Wealth Advisors, LLC | Taunton, MA | $985.6M | — |
| The Rice Partnership, LLC | Honolulu, HI | $985.5M | — |
| Pagaya Investments US LLC | New York, NY | $985.4M | 11 |
| Encompass More Asset Management LLC | Danville, CA | $984.9M | 2 |
| Barton Investment Management, LLC | W. Conshohocken, PA | $984.7M | — |
| Avion Wealth, LLC | The Woodlands, TX | $984.6M | — |
| Nuance Investments, LLC | Kansas City, MO | $984.3M | — |
| Vistashares Advisors LLC | | $984M | — |
| Tac Partners, Inc. | Boston, MA | $983.4M | 6 |
| Walter & Keenan Wealth Management, LLC | South Bend, IN | $983.3M | — |
| Asset One Wealth Management, LLC | Bellevue, WA | $982.5M | — |
| Semper Augustus Investments Group LLC | Highlands Ranch, CO | $982.2M | 1 |
| New Forests Inc. | San Francisco, CA | $981.9M | 4 |