| 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 |
| Flowstone Partners, LLC | | $767.4M | — |
| Ironwood Capital Advisors LLC | Avon, CT | $766.2M | 9 |
| Benchmark Financial Wealth Advisors LLC | Boca Raton, FL | $766.1M | — |
| Wisdomtree Digital Management, Inc. | New York, NY | $766M | — |
| Coinfund Management LLC | New York, NY | $766M | 9 |
| T Ventures Management Co, Ltd. | Sydney Nsw | $765.8M | 6 |
| Blue Edge Capital, LLC | Richmond, VA | $765.1M | — |
| Orange Investment Advisors, LLC | Winter Park, FL | $765M | 1 |
| Buffalo Business & Estate Services Ltd | Orchard Park, NY | $764.9M | — |
| Investment Performance Services LLC | Savannah, GA | $763.7M | — |
| Lepercq de Neuflize Asset Management LLC | New York, NY | $763.7M | 1 |
| Stonecastle Advisors, LLC | New York, NY | $763.4M | 5 |
| Tremont Realty Capital LLC | Newton, MA | $763.3M | — |
| Jeppson Wealth Management, LLC | Manhattan Beach, CA | $763.2M | — |
| Perennial Advisors, LLC | New York, NY | $761.9M | — |
| Summit Wealth Group LLC | Exeter, NH | $761.9M | — |
| Fsa Investment Group, LLC | Pensacola, FL | $761.8M | 1 |
| Ocean Endowment Partners, LLC | | $761.5M | 1 |
| Stempoint Capital LP | New York, NY | $761.3M | 2 |
| Sterling Financial Planning Inc | Sparta, NJ | $760.8M | — |
| American Wealth Management | Reno, NV | $760.5M | — |
| Sfg Wealth Management, LLC | Towson, MD | $760.2M | — |
| Cyprium Investment Partners LLC | Cleveland, OH | $760.2M | 5 |
| Independent Family Office, LLC | Albany, NY | $760.1M | — |
| Slwa, LLC | San Luis Obispo, CA | $760M | — |
| Sciencast Management LP | Princeton, NJ | $760M | — |
| Hughes Financial Services, LLC | Herndon, VA | $759.8M | — |
| Invex Advisors LLC | Coral Gables, FL | $759.3M | 3 |
| Strong Tower Advisory Services LLC | Minneapolis, MN | $759.2M | — |
| US Agriculture, LLC | Carmel, IN | $759.1M | 1 |
| Provident Wealth Management, LLC | Brentwood, TN | $758.5M | — |
| Harvest Investment Services, LLC | Oakbrook Terrace, IL | $758.4M | — |
| Progressive Investment Management Corporation | Lake Oswego, OR | $758.3M | — |
| Tbg-Bedford Group LLC | Saint Louis, MO | $758.1M | — |
| Klaas Financial Asset Advisors, LLC. | Loves Park, IL | $758.1M | — |
| Shrewsbury River Capital LP | Red Bank, NJ | $757.5M | 3 |
| Riva Ridge Capital Management LP | New York, NY | $757.5M | 5 |
| Summit Street Capital Management, LLC | New York, NY | $757.5M | 1 |
| Paratus Financial, Inc. | Dallas, TX | $757.4M | — |
| Prostar Capital (US) LLC | Greenwich, CT | $757.4M | 3 |
| Mill Hill Capital LLC | New York, NY | $757.2M | 3 |
| Hi-Line Capital Management, LLC | Watertown, SD | $756.6M | — |
| G2 Capital Management, LLC | Columbus, OH | $756.5M | 1 |
| Moller Wealth Partners, Inc. | Northfield, IL | $755.9M | — |
| Blue Fin Capital, Inc. | Warren, RI | $755.9M | — |
| Sageguard Financial Group, LLC | Goodlettsville, TN | $755.7M | — |
| Lighthouse Financial LLC | Saint Petersburg, FL | $755.6M | — |