| Softvest Advisors, LLC | Abilene, TX | $788.2M | 6 |
| Southern Equity Advisors LLC | St. Thomas, VI | $788.1M | 5 |
| Mma Asset Management LLC | Conshohocken, PA | $787.8M | — |
| Bell Investment Advisors Inc | Orinda, CA | $787.6M | — |
| Shorenstein Investment Advisers LLC | San Francisco, CA | $787.5M | 3 |
| New Wave Loans Residential, LLC | North Miami Beach, FL | $787.4M | 1 |
| Investor's Fiduciary Advisor Network, LLC | | $787.4M | — |
| Sycamore Financial Group, Inc. | Kokomo, IN | $787.4M | — |
| Corner Capital Management, LLC | New York, NY | $787.4M | 32 |
| Pfingsten Partners, L.L.C. | Chicago, IL | $787M | 4 |
| Eagle Rock Investment Company, LLC | Atlanta, GA | $786.7M | — |
| Warburton Capital Management, LLC | Tulsa, OK | $786.6M | — |
| Vestgen Investment Management, LLC | Egg Harbor Twp., NJ | $786.6M | — |
| Encore Consumer Capital, LP | San Francisco, CA | $786.2M | 5 |
| Inceptionr LLC | | $786.1M | — |
| Cresta Advisors, Ltd. | Laredo, TX | $786M | — |
| Enhanced Capital Partners, LLC | New Orleans, LA | $785.9M | 5 |
| Regent Peak Wealth Advisors, LLC | Atlanta, GA | $785.9M | — |
| Cadent Capital Advisors, LLC | Tulsa, OK | $785.8M | — |
| Insight Advisors, LLC | Newtown, PA | $785.7M | — |
| The Helmstar Group, LLC | Boise, ID | $785.6M | — |
| Enhalus Capital, LP | New York, NY | $785.5M | 3 |
| Coastlands Capital LP | San Francisco, CA | $785M | 1 |
| Pin Oak Investment Advisors Inc | Houston, TX | $784.8M | 12 |
| Jvl Associates, LLC | Wyoming, MI | $784.4M | — |
| Flagstar Securities, Inc. | New York, NY | $784.3M | — |
| Bellwether Advisors, LLC | Lincoln, NE | $784M | — |
| Centurion Wealth Management, LLC | McLean, VA | $784M | — |
| Systelligence, LLC | Bloomington, MN | $783.9M | — |
| Augustine Asset Management Inc | Jacksonville, FL | $783.3M | — |
| Harfst and Associates, Inc. | Sheridan, WY | $783.2M | — |
| Old Port Advisors, Inc | Portland, ME | $782.8M | — |
| Deltec Asset Management LLC | New York, NY | $782.8M | 4 |
| Amerant Investments, Inc. | Coral Gables, FL | $782.4M | — |
| Clarity Capital Kcps Ltd | Ramat-Gan | $782.3M | — |
| Huntleigh Advisors, Inc. | St. Louis, MO | $781.8M | — |
| Whelan Financial | Fresno, CA | $781.8M | — |
| Dahring | Cusmano LLC | Novi, MI | $781.4M | — |
| Tamarisk Financial, LLC | Holland, MI | $781.3M | — |
| Sierra Crest Investment Management LLC | New York, NY | $781.1M | 1 |
| Factor Wealth Management Ltd. | Chicago, IL | $781M | — |
| New Vernon Wealth Management LLC | Highland Park, IL | $781M | — |
| Water Asset Management, LLC | New York, NY | $780.9M | 13 |
| Sierra Summit Advisors LLC | | $780.8M | — |
| Portfolio Medics, LLC | Bonita Springs, FL | $780.5M | — |
| Creative Capital Management Investments LLC | San Diego, CA | $780.4M | — |
| Dsg Capital Advisors, LLC | Edina, MN | $780.3M | — |
| Princeton Fund Advisors, LLC | Denver, CO | $780M | — |
| Faropoint Ventures, LLC | Hoboken, NJ | $780M | 3 |
| Lipe & Dalton,inc. | Syracuse, NY | $779.9M | — |