| Bfi Infinity Ltd. | Zurich | $837.6M | 2 |
| Torreyana Capital, LLC | La Jolla, CA | $837.4M | 1 |
| Pinion Investment Advisors, LLC | Wichita, KS | $837.1M | — |
| Market Street Wealth Management, LLC | West Chester, PA | $837M | — |
| Redwood Holdings, LLC | Santa Monica, CA | $837M | — |
| Freegulliver, L.L.C. | New Orleans, LA | $836.6M | 29 |
| Darcyville Management LP | Washington, DC | $836.6M | 12 |
| Peddock Capital Advisors, LLC | Braintree, MA | $836.2M | — |
| Riverpark Advisors, LLC | New York, NY | $836M | — |
| Financial Sense Advisors, Inc. | San Diego, CA | $835.6M | — |
| Setpoint Management LLC | New York, NY | $835.1M | 4 |
| Novacap Management Financial Services Inc. | Brossard, Quebec | $834.8M | 6 |
| Ironarc Management, LLC | Austin, TX | $834.1M | 23 |
| Strategic Advisors LLC | New York, NY | $832.9M | — |
| Fdx Advisors, Inc. | Berwyn, PA | $832.8M | — |
| Private Wealth Management, Inc. | Memphis, TN | $832.5M | — |
| American Triple I, LLC | New York, NY | $832.2M | 2 |
| Ogci Climate Investments Management Company (USA), LLC | Houston, TX | $831.4M | 4 |
| Lynch & Associates Inc | Newburgh, IN | $831.1M | — |
| Zions Capital Advisors, Inc. | Salt Lake City, UT | $830.8M | — |
| Smithbridge Asset Management, Inc. | Chadds Ford, PA | $830.7M | — |
| Dinale Management, LLC | Boston, MA | $830.6M | 7 |
| One Fin Capital Management LP | San Francisco, CA | $830.6M | 1 |
| Thames Capital Management, LLC | Roseland, NJ | $830.5M | 1 |
| Strategic Investment Solutions, Inc. | Orland Park, IL | $830.2M | — |
| Black Bay Partners, LLC | New Orleans, LA | $830.1M | 7 |
| New Heritage Capital, LLC | Boston, MA | $830M | 10 |
| Kfa Private Wealth Group, LLC | Tyson, VA | $830M | — |
| North Berkeley Wealth Management, LLC | Berkeley, CA | $829.8M | — |
| Peterson Wealth Advisors, LLC | Orem, UT | $829.7M | — |
| Granite Group Advisors, LLC | Stamford, CT | $829.6M | — |
| First Citizens Institutional Asset Management LLC | New York, NY | $829.2M | 2 |
| Mason & Associates, Inc. | Los Angeles, CA | $828.7M | — |
| Global Financial Private Client, LLC | Sarasota, FL | $828.3M | — |
| Centergate Capital, L.P. | Austin, TX | $828.3M | 5 |
| R.v. Kuhns & Associates, Inc. | Portland, OR | $827.9M | — |
| Impact Retirement Advisors, LLC | | $827.7M | — |
| Walsh & Associates, LLC | Sarasota, FL | $827.7M | — |
| Edge Wealth Management, LLC | New York, NY | $827.2M | — |
| Argand Partners, LP | New York, NY | $827M | 18 |
| Mps-Loria Financial Planners,llc | Burr Ridge, IL | $826.6M | — |
| Aequitas Investment Advisors, LLC | Hingham, MA | $826.1M | — |
| Madden Securities Corporation | Dallas, TX | $826M | — |
| Rithm Capital Advisors LLC | New York, NY | $825.7M | 4 |
| The Capital Management Corporation | Glen Allen, VA | $825.6M | — |
| Kennerman Associate Inc | Saratoga Spring, NY | $825.5M | — |
| Corgi Strategies, LLC | Chicago, IL | $825.1M | — |
| Tannin Capital, LLC | Charlotte, NC | $824.9M | — |
| Platform Partners LLC | Houston, TX | $824.8M | 2 |
| P2 Capital Partners, LLC | New York, NY | $824.4M | 3 |