| Ramsay Stattman Vela & Price Inc | Colorado Springs, CO | $778.5M | — |
| M3f, Inc. | Salt Lake City, UT | $778.2M | 1 |
| Legacy Partners, LLC | Los Angeles, CA | $777.9M | 10 |
| Goalvest Advisory LLC | New York, NY | $777.6M | 4 |
| Astira Capital Partners LP | Boston, MA | $777.3M | 2 |
| Snow Phipps Group, LLC | New York, NY | $777.1M | 10 |
| Stormfield Capital, LLC | Southport, CT | $776.4M | — |
| Meld Financial, Inc. | Birmingham, AL | $776.4M | — |
| Market Street Wealth Management Advisors, LLC | Indianapolis, IN | $776M | — |
| Bcm Advisors, LLC | Lafayette, LA | $775.7M | — |
| Global View Capital Management LLC | Waukesha, WI | $775.2M | — |
| Grafine Capital Holdings LLC | New York, NY | $775M | 4 |
| Newgen Asset Management Limited | Toronto, Ontario | $774.8M | 1 |
| Habrok Capital Management LLP | London | $774.3M | 2 |
| Strategic Value Bank Partners LLC | Cleveland, OH | $774.1M | 5 |
| Embassy Asset Management LP | Short Hills, NJ | $774M | 2 |
| Ampfield Management, L.P. | New York, NY | $774M | 4 |
| Satis Asset Management Ltd | London | $773.9M | — |
| Klh Capital Partners, L.P. | Tampa, FL | $773.9M | 3 |
| T Ventures Management Co, Ltd. | Sydney Nsw | $773.9M | 6 |
| The Lyme Timber Company LLC | Hanover, NH | $773.9M | — |
| Flynn Zito Capital Management, LLC | Garden City, NY | $773.9M | — |
| Forthright Wealth Management, LLC | Alpharetta, GA | $773.4M | — |
| Jb Investments Management, LLC | | $773.4M | 1 |
| Potentum Partners, L.P. | Melbourne, Victoria | $773.3M | 1 |
| North Point Portfolio Managers Corporation | Orange Village, OH | $773.3M | — |
| 4612 Group, LLC | Atlanta, GA | $773.3M | 7 |
| Bruton Chisnell Advisors, LLC | Downingtown, PA | $772.5M | — |
| Intrinsic Edge Capital Management LLC | Chicago, IL | $771.8M | 4 |
| Mtm Financial Group, LLC | Bethlehem, PA | $771.6M | — |
| Seabridge Investment Advisors LLC | Summit, NJ | $771.2M | — |
| Drucker Wealth 3.0, LLC | | $771.2M | — |
| Standpoint Asset Management, LLC | Scottsdale, AZ | $771.1M | — |
| Blue Zone Wealth Advisors, LLC | Los Angeles, CA | $770M | 4 |
| Professional Financial Advisors, LLC | North Platte, NE | $769.8M | — |
| Retirement Fund Management, LLC | Atlanta, GA | $769.7M | — |
| Permanent Capital Management, LP | Chicago, IL | $768.9M | 3 |
| Hourglass Capital, LLC | Houston, TX | $768.9M | — |
| Grant Street Asset Management Inc | Canonsburg, PA | $768.9M | — |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $768.8M | — |
| Kraft, Davis & Associates, LLC | St. Louis, MO | $768.5M | — |
| Wilsey Asset Management Incorporated | San Diego, CA | $768.5M | — |
| Lodge Hill Capital, LLC | New York, NY | $768.3M | 1 |
| Apax Partners US, LLC | New York, NY | $768.3M | 3 |
| Shah Capital Management, Inc | Raleigh, NC | $768M | 1 |
| Urban Fund Management, LLC | Plano, TX | $767.8M | 8 |
| Community US Fund Management, Inc. | | $767.6M | 10 |
| Compass Advisory Group LLC | Melville, NY | $767.5M | — |
| Acme, LLC | San Francisco, CA | $767.5M | 19 |
| Benchmark Plus Management, LLC | Gig Harbor, WA | $767.4M | 9 |