| Intelligent Wealth Solutions LLC | Austin, TX | $961M | — |
| White Deer Management LLC | Houston, TX | $960.8M | 12 |
| The Pacific Center for Financial Services | Danville, CA | $960.6M | — |
| Folium Capital LP | Burlington, MA | $960.3M | 8 |
| Tranquility Partners, LLC | Brentwood, TN | $960M | — |
| Clearlist Capital LLC | New York, NY | $959.8M | 4 |
| Kingdon Capital Management, L.L.C. | New York, NY | $959.8M | 8 |
| SPC Management Co., Inc. | Bedminster, NJ | $959.6M | 5 |
| Roehl & Yi Investment Advisors, LLC | Eugene, OR | $959.4M | — |
| Maridea Wealth Management LLC | Brooklyn, NY | $958.7M | — |
| Militia Capital Management, LLC | Austin, TX | $958.6M | 1 |
| Leonard Rickey Investment Advisors, P.l.l.c. | Yakima, WA | $958.1M | — |
| Cortland Associates Inc | St. Louis, MO | $958M | — |
| Eos Management, L.P. | New York, NY | $957.1M | 6 |
| Corsair Capital Management, L.P. | New York, NY | $957M | 6 |
| Comvest Credit Managers, LLC | West Palm Beach, FL | $956.8M | 2 |
| Vcc Advisors, LLC | New York, NY | $956.8M | — |
| Pioneer Family Office, LLC | North Miami Beach, FL | $956.8M | — |
| Margolis Brady Raghavan Financial, Inc. | Houston, TX | $956.4M | — |
| Focus Investment Advisors, Inc | Solana Beach, CA | $956.2M | — |
| Rudius Management, L.P. | New York, NY | $955.8M | 3 |
| Thorntree Capital Partners LP | Boston, MA | $955.3M | 3 |
| Foresight Global Investors, Inc. | Purchase, NY | $955.2M | — |
| Buoyant Capital Private Limited | Mumbai | $955.1M | 3 |
| Cdam (UK) Ltd | London | $953.7M | 1 |
| Tarbox Family Office, Inc. | Newport Beach, CA | $953.7M | — |
| Arvin Capital Management LP | Austin, TX | $953.4M | 1 |
| Slow Capital, Inc. | Greenbrae, CA | $953.3M | — |
| Builder Investment Group Inc | Atlanta, GA | $952.5M | — |
| Ondo Capital Management LLC | Greenwich, CT | $952.5M | 1 |
| D.b. Root & Company, LLC | Pittsburgh, PA | $952.4M | — |
| Martin, Javan von | | $952.3M | — |
| Converium Capital Inc. | Montreal, Quebec | $952.1M | 1 |
| Legacy Financial Strategies, LLC | Overland Park, KS | $952M | — |
| Cornerstone Planning Group Inc. | Fairfield, NJ | $951.8M | — |
| American Financial Advisors, LLC. | Marietta, GA | $950.2M | — |
| Brickley Wealth Management | San Mateo, CA | $950.1M | — |
| Everview Partners, L.P. | New York, NY | $949.8M | 4 |
| Robotti & Company Advisors, LLC | New York, NY | $949.8M | 4 |
| Hcsf Management, LLC | New York, NY | $949.4M | 6 |
| Ground Swell Capital, LLC | Folly Beach, SC | $949.2M | 2 |
| Petrocap, LLC | Dallas, TX | $949.1M | 7 |
| Smi Advisory Services, LLC | Columbus, IN | $949M | — |
| The Mosaic Financial Group, LLC | Chicago, IL | $948.7M | — |
| Destiny Wealth Partners, LLC | Tavares, FL | $947.3M | — |
| Hbc Group LLC. | | $946.9M | — |
| Auxier Asset Management LLC | Aurora, OR | $946.1M | — |
| Almanack Investment Partners, LLC | Newtown Square, PA | $945.9M | 5 |
| Dgv Solutions LP | Minnetonka, MN | $944.4M | 1 |
| Edgbaston Investment Partners LLP | London | $944.2M | 1 |