| 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 |
| The Advocate Group, LLC | Minnetonka, MN | $809.9M | — |
| The Advisory Group of San Francisco, LLC | San Francisco, CA | $809.9M | — |
| Zanetti Financial, LLC | Albuquerque, NM | $809.4M | — |
| Tanglewood Legacy Advisors, LLC | Houston, TX | $809M | — |
| Efg Asset Management (north America) Corp | Portland, OR | $808.9M | — |
| Polen Capital CLO Management, LLC | Waltham, MA | $808.4M | 2 |
| Sunburst Financial Group, LLC | Vestavia Hills, AL | $808.1M | — |
| Rmwc | New York, NY | $807.4M | 6 |
| Proventus AG Vermogensverwaltung | Zurich | $807.2M | — |
| Capital Innovations, LLC | Waukesha, WI | $806.7M | — |
| Andbanc Advisory LLC | Miami, FL | $806.5M | — |
| Mayfair Advisory Group, LLC | Birmingham, AL | $806.4M | — |
| Droms Strauss Advisors, Inc. | St. Louis, MO | $806.3M | — |
| Willing Capital Management Limited | Hong Kong | $806.3M | 1 |
| Firestone Capital Management Inc | South Miami, FL | $806.2M | — |
| Northstar Asset Management Inc | Boston, MA | $805.9M | — |
| Warberg Asset Management LLC | Winnetka, IL | $805.9M | 5 |
| Clarus Ventures, LLC | Cambridge, MA | $805.6M | 9 |
| Henrickson Nauta Wealth Advisors, Inc. | Belmont, MI | $805.4M | 1 |
| Lakeridge Wealth Management LLC | Mentor, OH | $805.4M | — |
| Oha Private Credit Advisors II, L.P. | New York, NY | $805.2M | — |
| Asio Capital LLC | Lexington, KY | $805.1M | — |
| Strathmore Capital Advisors, Inc. | Charlotte, NC | $805M | — |
| Copper Harbor Investment Advisors, LLC | Appleton, WI | $805M | — |
| Roof Eidam Maycock Peralta LLC | San Francisco, CA | $804.9M | — |
| Masters Capital Management, L.L.C. | Atlanta, GA | $804.6M | 4 |
| Felicitas Global Partners, LLC | Pasadena, CA | $804.4M | 12 |
| Tempo Wealth, LLC | Independence, OH | $804.3M | — |
| Cim, LLC | Albany, NY | $804.3M | — |
| Nokomis Capital, L.L.C. | Dallas, TX | $804.2M | 1 |
| Great Diamond Partners, LLC | Portland, ME | $804.1M | — |
| Hoxton Wealth USA LLC | Orlando, FL | $803.5M | — |
| Barnegat Fund Management Inc. | Hoboken, NJ | $803.4M | 1 |
| Eagleclaw Capital Management LLC | Boston, MA | $803.3M | — |
| Net Return Asset Management LLC | New York, NY | $803.3M | 3 |
| Francis Financial, Inc. | New York, NY | $803.2M | — |
| Moss, Luse & Womble, LLC | Plano, TX | $803.2M | — |
| Clear Trail Advisors, LLC | Houston, TX | $803.1M | — |
| Elsewhere Partners, LLC | Austin, TX | $803M | 11 |
| Opaleye Management Inc. | Boston, MA | $802.8M | 1 |
| Hunters Moon Capital LLP | London | $802.6M | 2 |
| Hunters Moon Capital (US) LP | New York, NY | $802.6M | — |
| Poetic Group LLC | Hackensack, NJ | $802.5M | 3 |
| The L. Warner Companies, Inc | Timonium, MD | $802.4M | — |
| Solstein Capital, LLC | Menlo Park, CA | $801.8M | 2 |
| Kain Capital LLC | New York, NY | $801.6M | 20 |
| Compass Group Management, LLC | St. Louis, MO | $801.5M | 7 |