| Seymour Asset Management LLC | New York, NY | $877.5M | — |
| Noesis Capital Management Corp | Boca Raton, FL | $876.9M | — |
| Montz Harcus Wealth Management LLC | New Orleans, LA | $876.3M | — |
| True Green Capital Management LLC | Westport, CT | $876.2M | 7 |
| Icon Advisers, Inc. | Greenwood Village, CO | $875.9M | — |
| Cgc Financial Services, LLC | Lake Oswego, OR | $875.8M | — |
| Green Cities Investment Management, LLC | Portland, OR | $875M | 4 |
| Running Oak Capital LLC | Edina, MN | $874.7M | — |
| Bitkraft Ventures Management, LLC | | $874.4M | 6 |
| Pascal Investment Advisers SA | Nyon | $874.3M | — |
| Leisure Capital Management, Inc. | Costa Mesa, CA | $874M | — |
| Sandglass Capital Advisors LLC | New York, NY | $873.7M | 4 |
| Atlas Wealth LLC | Cincinnati, OH | $872.6M | — |
| Integrity Growth Partners, L.P. | Los Angeles, CA | $872.6M | 11 |
| Affinity Wealth Management LLC | Wilmington, DE | $872.5M | — |
| Marquette Asset Management, LLC | Minneapolis, MN | $871.6M | — |
| B&t Capital Management, Incorporated | Austin, TX | $871.4M | — |
| Marlin Manager, LLC | Saint Petersburg, FL | $871M | — |
| Oak Grove Capital, LLC | | $871M | — |
| Secure Asset Management, L.L.C. | Troy, MI | $870.6M | — |
| Prairie Management Company, L.P. | Chicago, IL | $869.9M | 6 |
| Atlas Capital Management Corp | Ft Wayne, IN | $869.8M | — |
| Pine Valley Capital Partners LLC | Austin, TX | $869.6M | 8 |
| Redw Wealth LLC | Albuquerque, NM | $869.2M | — |
| Canopy Partners, LLC | Cincinnati, OH | $869M | — |
| Bridgewealth Advisory Group, LLC | Fresno, CA | $868.9M | — |
| Bg Investment Services, LLC | Hagatna | $868.5M | — |
| Aspen Renewable Investments, L.L.C. | New York, NY | $868.4M | 10 |
| Circle Advisers Inc | New York, NY | $868.2M | — |
| Integrity Financial Corporation | Jackson, WY | $868.1M | — |
| Park Capital Management, LLC | Madison, WI | $868M | — |
| Highline Wealth Partners, LLC | Sherman Oaks, CA | $867.9M | — |
| Tmb Capital Partners, LLC | Little Rock, AR | $867.8M | — |
| Vantage Financial Group, Inc. | Cleveland, OH | $866.9M | — |
| Long Arc Capital LP | New York, NY | $866.8M | 13 |
| Storge Partners Economic Studies LLC | Coral Gables, FL | $866.6M | — |
| Tsg Advice Partners, LLC | Columbus, OH | $866.5M | — |
| Bernardo Wealth Planning, LLC | Harleysville, PA | $866.4M | 8 |
| Canton Hathaway LLC | Providence, RI | $866.1M | 4 |
| Xa Investments LLC | Chicago, IL | $865.6M | — |
| Granite Fo, LLC | | $865.6M | — |
| Charger Investment Partners LP | El Segundo, CA | $865.3M | 9 |
| Carson Advisory, Inc. | Athens, GA | $864.9M | — |
| Treo Asset Management, LLC | New York, NY | $864.7M | 6 |
| Backcast Partners Management LLC | New York, NY | $864.4M | 13 |
| Moody Aldrich Partners, LLC | Marblehead, MA | $864.3M | 3 |
| I80 Group LP | New York, NY | $864M | 3 |
| Greenrock Research, Inc. | Chicago, IL | $863.9M | — |
| Lloyd Capital LLC | Kilchberg | $863.3M | — |
| Cartesian Capital Group, LLC | New York, NY | $863.2M | 3 |