| Aberdeen Wealth Management LLC | Lake Bluff, IL | $699.1M | — |
| Lafise Global Advisors LLC | Miami, FL | $699M | — |
| Grey Fox Wealth Advisors, LLC | Rockland, DE | $698.8M | — |
| Iron Path Capital, L.P. | Charlottesville, VA | $698.5M | 10 |
| Sw Investment Management LLC | | $698.5M | 1 |
| Ikarian Capital, LLC | Dallas, TX | $698M | 1 |
| Acadian Asset Management (singapore) PTE Ltd | Singapore | $697.9M | — |
| Hamilton Wealth, LLC | Los Angeles, CA | $697.8M | — |
| Abg Consultants, LLC | Cottonwood Heights, UT | $697.4M | — |
| Diesslin Group, Inc. | Fort Worth, TX | $696.3M | 2 |
| LP Investment Management, LLC | Dallas, TX | $696.1M | — |
| Palo Alto Investors LP | Palo Alto, CA | $696M | 6 |
| Maximai Investment Partners, LLC | Coral Gables, FL | $695.8M | — |
| Fox Run Management LLC | Greenwich, CT | $695.8M | 1 |
| Maltese Capital Management, LLC | New York, NY | $695.7M | 5 |
| Dream Capital Advisors, LLC | Lincolnshire, IL | $695.3M | — |
| Wembley Strategic Advisory LLC | New York, NY | $695.2M | 6 |
| Optimum Quantvest Corporation | Dallas, TX | $695.1M | — |
| Mayport, LLC | | $694.9M | — |
| Premier Wealth Advisors, LLC | San Diego, CA | $694.9M | — |
| High Falls Advisors, Inc. | Rochester, NY | $694.7M | — |
| Value Holdings Management Co. LLC | | $694.5M | 2 |
| Blueshift Asset Management, LLC | Red Bank, NJ | $694.4M | 1 |
| William Joseph Capital Management, Inc. | Bristol, CT | $694.3M | — |
| Icv Partners, LLC | Miami, FL | $694.1M | 4 |
| Black Swift Group, LLC | Boulder, CO | $694.1M | 3 |
| Moneda USA, Inc. | New York, NY | $694M | — |
| Cogenuity Partners, LLC | San Francisco, CA | $693.8M | 4 |
| Wmg Financial Advisors, LLC | Knoxville, TN | $693.8M | — |
| Cambridge Advisors Inc | Omaha, NE | $693.5M | — |
| Bonnie Wusz & Associates, Inc. | Orange, CA | $692.8M | — |
| Skyoak Wealth LLC | Southfield, MI | $692.7M | — |
| Verecan Capital Management Inc. | Halifax | $692.7M | 2 |
| Covenant Asset Management, LLC | Chester, NJ | $692.6M | — |
| Eichner Investment Planning, LLC | Cincinnati, OH | $692.1M | — |
| Madrona Financial Services, LLC | Everett, WA | $691.8M | — |
| Unio Capital LLC | Princeton, NJ | $691.5M | 2 |
| Ramsey Quantitative Systems, Inc. | Louisville, KY | $691.4M | 2 |
| Lazari Capital Management, Inc. | Burbank, CA | $691.1M | 1 |
| Trp Capital Advisors V, LLC | Birmingham, MI | $691M | 11 |
| Brainvest Wealth Management LLC | Miami, FL | $690.9M | 1 |
| Alti Wealth Management (US International), Inc. | Coral Gables, FL | $690.9M | — |
| Milestone Asset Management, LLC | Pittsburgh, PA | $690.7M | — |
| Plan Group Financial, Inc. | Oklahoma City, OK | $690.3M | — |
| Newpoint Real Estate Investment Management LLC | New York, NY | $690.1M | — |
| West Branch Capital LLC | Amherst, MA | $690.1M | — |
| Family Investment Center, Inc. | Saint Joseph, MO | $689.3M | — |
| Intervest Capital Partners LLC | New York, NY | $689.3M | — |
| East End Financial Group, Inc. | Riverhead, NY | $689.2M | — |
| Anchyra Partners LLC | Atlanta, GA | $689.2M | — |