| Nvest Financial, LLC | Portsmouth, NH | $688.3M | — |
| 9yards Capital Management LP | New York, NY | $687.6M | 31 |
| Keenan Capital, LLC | Burlingame, CA | $687.6M | 1 |
| Siharum Advisors, LLC | Boston, MA | $687.5M | — |
| Atwater Malick, LLC | Lancaster, PA | $687.4M | — |
| Alliance Advisory & Securities, LLC | Westlake Village, CA | $687.4M | — |
| Bridge Capital Advisors | Houston, TX | $687.3M | — |
| Smart Wealth, LLC | Omaha, NE | $686.4M | — |
| Wealth Management Advisors, LLC | Greenville, SC | $686.1M | — |
| Marotta Asset Management, Inc. | Charlottesville, VA | $686M | — |
| Ma Private Wealth, LLC | San Carlos, CA | $686M | — |
| Ser Capital Partners Management, LP | Redwood City, CA | $685.8M | 13 |
| Thayer Partners LLC | | $685.7M | — |
| Topspin Management Company Lbo LLC | Mamaroneck, NY | $685.6M | 13 |
| Indie Asset Partners, LLC | Carmel, IN | $685.2M | 3 |
| Precedent Wealth Partners, LLC | Houston, TX | $685M | — |
| Sandy Cove Advisors, LLC | Hingham, MA | $684.9M | — |
| Cederberg Capital Limited | London | $684.6M | 5 |
| Cederberg Capital Asia Limited | Tsim Sha Tsui, Kowloon | $684.6M | — |
| Providence Wealth Advisors, LLC | Frankfort, IL | $684.4M | — |
| Integra Global Advisors LLC | Stamford, CT | $684.1M | 4 |
| Northern Financial Advisors, Inc. | Bloomfield Hills, MI | $684M | — |
| Marietta Investment Partners, LLC | Milwaukee, WI | $683.7M | — |
| High Note Wealth, LLC | Deephaven, MN | $683.5M | — |
| Argent Retirement Plan Advisors, LLC | New Orleans, LA | $683.1M | — |
| Phocas Financial Corporation | Alameda, CA | $682.7M | — |
| R.l. Evans Co. Inc. | Bellevue, WA | $682.6M | — |
| Compass Wealth Management LLC | Guilford, CT | $682.5M | — |
| River Cities Management, Inc. (f.k.a. Mayfield & Robinson, Inc.) | Cincinnati, OH | $682.1M | 11 |
| Ventira Private Wealth Management Ltd. | Zurich | $682M | — |
| Global Frontier Investments, LLC | Charleston, SC | $682M | 3 |
| Broad Run Investment Management, LLC | Arlington, VA | $681.8M | — |
| Sandbox Financial Partners, LLC | Bethesda, MD | $681.7M | — |
| Dash Acquisitions Inc. | Woodland Hills, CA | $681.6M | — |
| Synergy Investment Management LLC | Altamonte Springs, FL | $681.5M | — |
| Belltower Partners LLC | New York, NY | $681.4M | 6 |
| Lmg Wealth Partners, LLC | Shreveport, LA | $681.2M | — |
| McNally Advisors, LLC | Chicago, IL | $680.9M | 15 |
| Eagle Bay Advisors LLC | New York, NY | $680.8M | — |
| Alan W. Weber | | $680.7M | 1 |
| The Banc Funds Company, L.L.C. | Chicago, IL | $680.4M | 3 |
| Von Borstel & Associates, Inc. | The Dalles, OR | $680.2M | — |
| Efm Investments & Advisory LLC | Portland, OR | $680M | 7 |
| Truffle Hound Capital, LLC | Bethesda, MD | $680M | 1 |
| Bryant Woods Investment Advisors, LLC | Getzville, NY | $679.7M | — |
| Encore Housing Opportunity Fund Investment Manager, LLC | Boca Raton, FL | $679.5M | 5 |
| Van den Berg Management I, Inc. | Austin, TX | $679.5M | — |
| Saxon Interests, Inc. | Houston, TX | $679.1M | — |
| Brasada Capital Management, LP | Houston, TX | $679.1M | 1 |
| Signal Securities, Inc. | Fort Worth, TX | $679.1M | — |