| John e. Sestina and Company | Columbus, OH | $744M | — |
| Ofs CLO Management, LLC | Chicago, IL | $743.9M | 4 |
| Kendall Capital Management | Rockville, MD | $743.9M | — |
| Element Wealth, LLC | Ridgeland, MS | $743.7M | — |
| Interchange Capital Partners, LLC | Pittsburgh, PA | $743.6M | — |
| Sciens Water Opportunities Management LLC | New York, NY | $743.5M | 12 |
| Quad Partners LLC | New York, NY | $743.4M | 12 |
| Waystone Asset Management (USA) LLC | Chicago, IL | $742.6M | 1 |
| Sensible Money, LLC | Scottsdale, AZ | $742.5M | — |
| Absolute Capital Management, LLC | Pittsburgh, PA | $742.5M | — |
| Ifc Core Investment Management LLC | Raleigh, NC | $742.4M | — |
| Highclere International Investors LLP | London | $742.3M | 2 |
| Gradient Capital Advisors, LLC | San Diego, CA | $742.2M | — |
| Allegheny Investments | Pittsburgh, PA | $742.1M | — |
| Mission Creek Capital Partners, Inc. | San Francisco, CA | $741.6M | — |
| Stride Consumer Partners LLC | Boston, MA | $740.3M | 5 |
| The August Group Capital Limited | Toronto | $740.3M | — |
| Bayshore Asset Management, LLC | Coral Gables, FL | $740.1M | — |
| Nicholas Wealth, LLC | Marietta, GA | $739.8M | — |
| Paragon Capital Management LLC | Overland Park, KS | $739.8M | — |
| Global Financial Group Advisors LLC | Grand Rapids, MI | $739.4M | — |
| Am Investment Strategies, LLC | Chattanooga, TN | $738.4M | — |
| Baird Capital Management Company, LLC | Milwaukee, WI | $737.9M | 11 |
| Financial Directions LLC | Tucson, AZ | $737.8M | — |
| Generate Capital Advisors, Pb LLC | San Francisco, CA | $737.2M | 4 |
| Barometer Capital Management Inc. | Toronto, Ontario | $737M | 10 |
| Crossplane Capital Management, LP | Dallas, TX | $736.2M | 4 |
| Thomist Capital Management, LP | Houston, TX | $736.2M | 1 |
| Valstone Partners VI, LLC | Birmingham, MI | $735.9M | 3 |
| The Marshall Financial Group LLC | Hunt Valley, MD | $735.6M | — |
| DL Carlson Investment Group Inc. | Concord, NH | $735.5M | — |
| Shorebridge Capital Management, LLC | Summit, NJ | $735.1M | 2 |
| Stenger Family Office, LLC | Naperville, IL | $734.9M | — |
| Fractal Investments LLC | | $734.7M | — |
| Alpha Capital Management Group LLC | Denver, CO | $734.4M | — |
| Kkm Financial LLC | Chicago, IL | $733.9M | — |
| Girard Pension Services, LLC | Allentown, PA | $733.8M | — |
| CL Wealth Management LLC | Schaumburg, IL | $733.6M | — |
| Allium Financial Advisors, LLC | Lake Oswego, OR | $733.5M | — |
| Clarity Wealth Advisors, LLC | San Jose, CA | $732.9M | — |
| Able Financial Group, LLC | Scottsdale, AZ | $732.9M | — |
| Sc Management LLC | New York, NY | $732.6M | 25 |
| Walled Lake Planning & Wealth Management, LLC | Highland Park, IL | $732.2M | — |
| Skba Capital Management, LLC | San Francisco, CA | $732M | — |
| Navalign, LLC | Encino, CA | $731.9M | — |
| Centerpoint Advisors, LLC | Needham, MA | $731.9M | — |
| Astara Capital Partners, L.P. | New York, NY | $731.9M | 16 |
| Newman Dignan & Sheerar, Inc | Providence, RI | $731.3M | — |
| Sevenbridge Financial Group, LLC | Harrisburg, PA | $731.1M | — |
| Sturbridge Capital LLC | Birmingham, MI | $730.9M | 4 |