| Affinity Capital Advisors LLC | Berkeley, CA | $851.3M | — |
| Aztlan Equity Management, LLC | McLean, VA | $851.1M | 4 |
| Channel Wealth, LLC | Santa Barbara, CA | $850.9M | — |
| Whitaker-Myers Wealth Managers, Ltd. | Mansfield, OH | $850.6M | — |
| Ns Management Ltd | Devonshire, Devonshire | $850.3M | — |
| Aetna Asset Advisors, LLC | Hartford, CT | $850.2M | — |
| Liberty Capital Management Inc | Birmingham, MI | $849.5M | — |
| Prime Quadrant US, LLC | Toronto | $849.3M | — |
| Avenir Corporation | Alexandria, VA | $849.3M | — |
| Silverlake Wealth Management LLC | Williston, VT | $849.1M | — |
| Bason Asset Management LLC | Lakewood, CO | $848.8M | — |
| Pennsylvania Capital Management Inc. | Huntingdon Valley, PA | $848.6M | — |
| Bnc Wealth Management, LLC | Beaverton, OR | $847.5M | — |
| Mitchell Capital Management Co | Leawood, KS | $847.3M | — |
| Seneca Financial Advisors LLC | Rochester, NY | $847.2M | — |
| Riverglade Capital Management, L.P. | Chicago, IL | $846.9M | 5 |
| Baron Wealth Management, LLC | Troy, MI | $846.8M | — |
| Barry Investment Advisors, LLC | New Bedford, MA | $846.8M | — |
| Oakworth Asset Management, LLC | Birmingham, AL | $846.3M | — |
| Verde Capital Management, Inc. | Clarkston, MI | $845.8M | — |
| Falconpoint Capital Partners LLC | New York, NY | $845.1M | 3 |
| Integrated Quantitative Investments LLC | Bellevue, WA | $844.8M | — |
| Lincoln Capital, LLC | Lincoln, NE | $844.8M | — |
| Lighthouse Wealth Strategies, LLC | Gig Harbor, WA | $844.4M | — |
| American Money Management, LLC | Rancho Santa Fe, CA | $844M | — |
| Perspective Wealth Partners, LLC | Boise, ID | $843.9M | — |
| Claremont Capital Management, LLC | Phoenix, AZ | $843.9M | — |
| Ckc Capital LLC | New York, NY | $843.7M | 3 |
| First Light Retirement, LLC | Del Mar, CA | $843.7M | — |
| Rosemawr Management LLC | Miami Beach, FL | $843.6M | 8 |
| Inlight Wealth Management, LLC | Atlanta, GA | $843.3M | — |
| Bridge Net Lease Fund Manager LLC | Sandy, UT | $843.3M | — |
| Loomis Capital Management LLC | | $842.2M | — |
| Purkiss Capital Advisors, LLC | | $842.2M | — |
| Fai Capital Management | Tampa, FL | $842.1M | — |
| Aua Private Equity Partners, LLC | West Palm Beach, FL | $841.8M | 13 |
| Stone House Investment Management, LLC | Tunkhannock, PA | $841.7M | — |
| Akkadian Ventures, Inc. | San Francisco, CA | $841.2M | 18 |
| Guggenheim Investment Advisors, LLC | New York, NY | $840.9M | — |
| Emp Management LLC | Atlanta, GA | $840.6M | 17 |
| Hpe Capital Management II, LLC | Cincinnati, OH | $840.5M | 8 |
| Coinbase Asset Management, LLC | Stamford, CT | $840.5M | 6 |
| M. Kulyk & Associates, LLC | | $840.4M | 1 |
| Tfb Advisors, LLC | Overland Park, KS | $840.2M | — |
| Adams Asset Advisors LLC | Dallas, TX | $839.4M | — |
| Openview Advisors, LLC | Boston, MA | $839M | 9 |
| Concise Capital Management, LP | Miami, FL | $838.6M | 1 |
| Net Worth Advisory Group, LLC | Sandy, UT | $838.4M | — |
| Acansa Investment Management Group, LLC | Tysons Corner, VA | $838M | — |
| Twin Capital Management Inc | McMurray, PA | $837.8M | — |