| Hack Vc Management, LLC | Palo Alto, CA | $822.8M | 16 |
| Longtail Alpha, LLC | Newport Beach, CA | $822.4M | 8 |
| Fortis Group Advisors LLC | Westwood, NJ | $822.4M | — |
| Opes Wealth Management, LLC | Menlo Park, CA | $822.3M | — |
| Gratus Wealth Advisors LLC | Virginia Beach, VA | $822.2M | — |
| Flc Capital Advisors | Palm Desert, CA | $822.2M | — |
| Conservation Resource Partners, LLC | Exeter, NH | $822.1M | 3 |
| Alta Fox Capital Management, LLC | Fort Worth, TX | $821.4M | 2 |
| Palatine Fund Advisors, LLC | Miami, FL | $821.4M | 4 |
| Myda Advisors LLC | Woodmere, NY | $821.2M | 3 |
| New Harbor Financial Group, LLC | Worcester, MA | $820.9M | — |
| J.p. Marvel Investment Advisors, Inc. | Boston, MA | $820.7M | — |
| Segra Capital Management, LLC | Palm Beach, FL | $820.7M | 5 |
| Albitz/Miloe and Associates, Inc. | Torrance, CA | $820.6M | — |
| Lnc Management, LLC | Arlington, VA | $820.3M | 6 |
| Teleios Capital Partners LLC | Zug | $820M | 3 |
| Valicenti Advisory Services Inc | Elmira, NY | $820M | — |
| Premier Financial Group Inc | Eureka, CA | $819.9M | — |
| Fsa Wealth Partners, Inc. | Rockville, MD | $819.7M | — |
| Advisors Management Group Inc | La Crosse, WI | $819.6M | — |
| Abel Hall, LLC | Baton Rouge, LA | $819.1M | — |
| Elyxium Wealth LLC | Beverly Hills, CA | $819M | 1 |
| Ccmp Growth Advisors, LP | New York, NY | $818.5M | 6 |
| Gcg Management, LLC | Chicago, IL | $818.2M | 4 |
| Clear Brook Advisors, Inc. | Boston, MA | $817.8M | — |
| A. N. Culbertson & Company, Inc. | Charlottesville, VA | $817.8M | — |
| Ssa Swiss Advisors AG | Zurich | $817.5M | — |
| Manna Tree Partners, LLC | Denver, CO | $816.2M | 12 |
| Quadra Gestao de Recursos S.A. | Sao Paulo | $815.8M | 3 |
| River Associates Investments, L.P. | Chattanooga, TN | $815.5M | 2 |
| Shulman Demeo Asset Management, LLC | Lake Success, NY | $815.4M | — |
| Forum Capital Advisors LLC | Denver, CO | $815.2M | 5 |
| Shoreline Equity Partners, LLC | Neptune Beach, FL | $815.2M | 3 |
| Lorne Steinberg Wealth Management Inc. | Montreal, Quebec | $814.4M | — |
| Eldridge Investment Advisors Inc | Manchester, NH | $814.3M | — |
| Claritas Capital Management Services, Inc. | Nashville, TN | $814M | 108 |
| Cmh Wealth Management, LLC | Portsmouth, NH | $813.4M | — |
| Kozak & Tripp Private Asset Management, Inc. | Highlands Ranch, CO | $813.4M | — |
| Divisar Capital Management, LLC | San Francisco, CA | $812.8M | 2 |
| Sunflower Wealth Advisors LLC | Salina, KS | $812.8M | — |
| Assetbuilder, Inc. | Allen, TX | $812.7M | — |
| Prosperitas Financial, LLC | Valencia, CA | $812.5M | — |
| Integris Wealth Management, LLC | Monterey, CA | $812M | — |
| Franklin, Parlapiano, Turner & Welch LLC | Houston, TX | $811.5M | — |
| Speyside Equity Advisers LLC | Ann Arbor, MI | $811.4M | 2 |
| Horizon Technology Finance Management LLC | Farmington, CT | $811.1M | — |
| Nelson Capital Management, LLC | Menlo Park, CA | $810.8M | — |
| Stevens Capital Partners Inc | Omaha, NE | $810.3M | — |
| Investment Management Associates, Inc. | Greenwood Village, CO | $810M | — |
| Navi Intl-Administradora e Gestora de Recursos Financeiros Ltda. | Sao Paulo | $810M | 1 |