| Materetsky Financial Group, Inc. | Boynton Beach, FL | $720.8M | — |
| R. S. Crum, Inc. | Newport Beach, CA | $720.7M | — |
| Parkergale, LLC | Chicago, IL | $719.1M | 3 |
| Doliver Advisors, L.P. | Houston, TX | $718.4M | 15 |
| Towercrest Capital Management, LLC | Newtown, PA | $717.6M | — |
| Saaga, LLC | Miami, FL | $717.5M | — |
| Wealth Management Associates, Inc. | Cherry Hill, NJ | $717.4M | — |
| Medina Value Partners, LLC | Los Angeles, CA | $717.2M | 2 |
| Dopkins Wealth Management, LLC | Williamsville, NY | $717M | — |
| Seneca Management LLC | Denver, CO | $716.9M | 6 |
| Taiber, Kosmala & Associates, LLC | Chicago, IL | $716.7M | — |
| Main Street Retirement Planning, LLC | Coppell, TX | $716.6M | — |
| Lygh Capital PTE. Ltd. | Singapore | $716.6M | 2 |
| Aisling Capital Management LP | New York, NY | $716.4M | 2 |
| Morin Private Client Group, LLC | | $716.3M | — |
| G. a. Repple & Company | Casselberry, FL | $716.3M | — |
| Roman Butler Fullerton & Co | St. Louis, MO | $716.1M | — |
| Grant Avenue Capital LLC | New York, NY | $716.1M | 8 |
| Altrius Capital Management, Inc. | Novi, MI | $716M | — |
| Align Impact, LLC | Denver, CO | $715.4M | 2 |
| Davern Capital Partners, LP | New York, NY | $715.1M | 1 |
| Atlas Legacy Advisors LLC | Los Angeles, CA | $715M | — |
| Uscf Advisers LLC | Walnut Creek, CA | $714.9M | — |
| Financial Management Strategies, Inc. | Broadview Hts., OH | $714.2M | — |
| Old Peak Finance LLC | Chapel Hill, NC | $714.1M | — |
| Alpha Investment Consulting Group, LLC | Milwaukee, WI | $713.6M | — |
| Nvwm LLC | Yardley, PA | $713.5M | — |
| Drake Capital Advisors LLC | Old Greenwich, CT | $713.4M | 2 |
| Rv Capital AG | Schindellegi | $713.3M | 2 |
| Frontier Global Partners LLC | La Jolla, CA | $713.1M | 2 |
| By Crypto Management, LLC | Little Rock, AR | $712.9M | 8 |
| Essex Investment Management Company, LLC | Boston, MA | $712.7M | — |
| Fieldview Capital Management, LLC | Niles, MI | $712.5M | — |
| Excalibur Management Corp | Waltham, MA | $712.1M | — |
| Valtinson Bruner Financial Planning LLC | New Brighton, MN | $712M | — |
| Cvna, LLC | Pepper Pike, OH | $711.9M | — |
| Aston Capital Management | Coral Gables, FL | $711.8M | 5 |
| Precision Wealth Strategies, LLC | St. Louis, MO | $711M | — |
| The Wealth Group, Ltd | Eden Prairie, MN | $711M | — |
| The Magnolia Group, LLC | Omaha, NE | $710.6M | 1 |
| Lifelong Wealth Advisors, Inc. | Arden Hills, MN | $710.4M | — |
| Redwood Investments, LLC | Boston, MA | $710.1M | — |
| Peak Planning Group, LLC | Centennial, CO | $710M | — |
| Wealthbridge Capital Management, LLC | Westerville, OH | $709.7M | — |
| Navista Wealth Management, Inc. | Minnetonka, MN | $709.6M | — |
| Rogan & Associates, Inc. | Safety Harbor, FL | $709.6M | — |
| Covision Advisors LLC | New York, NY | $708.4M | 2 |
| Arc Advisory LLC | San Francisco, CA | $708.3M | — |
| Tb Alternative Assets Ltd. | Grand Cayman | $708.2M | 1 |
| Bench Walk Advisors LLC | Boca Raton, FL | $707.6M | 81 |