| Hyposwiss Advisors SA | Geneva | $678.3M | — |
| Mtm Investment Management, LLC | Spartanburg, SC | $678.1M | — |
| Castle Harlan, Inc. | New York, NY | $678M | 21 |
| Good Springs Capital LP | New York, NY | $677.9M | 4 |
| Vsm Wealth Advisory, LLC | Hunt Valley, MD | $677.5M | — |
| Financial Strategies Group, Inc | Okemos, MI | $677.4M | — |
| 9823 Capital, LP | Dallas, TX | $677.1M | 4 |
| Yorktown Management and Research Co Inc | Forest, VA | $677.1M | — |
| Carderock Capital Management, Inc. | Chevy Chase, MD | $677M | — |
| Leverty Financial Group, LLC | Hudson, WI | $676.8M | — |
| Jacobson & Schmitt Advisors, LLC | Middleton, WI | $676.4M | — |
| Rockport Wealth, LLC | Fairview Park, OH | $676.4M | — |
| Pasi Investments, LLC | Farmington, CT | $676.3M | — |
| Boston Research and Management, Inc. | Manchester, MA | $676.2M | — |
| Stordahl Capital Management, Inc. | Greenwood Village, CO | $675.9M | — |
| Waterway Wealth Management, L.L.C. | The Woodlands, TX | $675.8M | — |
| Yiheng Capital Management, L.P. | San Francisco, CA | $675.8M | 1 |
| Aphias Capital, L.P. | San Francisco, CA | $675.8M | 2 |
| Demming Financial Services Corp. | Aurora, OH | $675.7M | — |
| Summit Wealth Partners, LLC | Orlando, FL | $675.7M | — |
| Tounjian Advisory Partners LLC | Fort Myers, FL | $675.5M | — |
| Little House Capital, LLC | Braintree, MA | $675.2M | — |
| Rda Financial Network, Inc. | Akron, IA | $675.2M | — |
| Allegiance Financial Group Advisory Services LLC | Vienna, VA | $675M | — |
| Ballast Advisors, LLC | Woodbury, MN | $674.5M | — |
| Matthew Goff Investment Advisor, LLC | Houston, TX | $674.4M | — |
| West Financial Advisors, L.L.C. | Des Moines, IA | $674.2M | — |
| Integral Investment Advisors, Inc. | Turlock, CA | $673.9M | — |
| Garden State Investment Advisory Services, LLC | Red Bank, NJ | $673.8M | — |
| Cherry Tree Wealth Management, LLC | Minnetonka, MN | $673.5M | — |
| Dlj Real Estate Capital Partners, LLC | New York, NY | $673M | 12 |
| New England Capital Financial Advisors LLC | South Meriden, CT | $673M | — |
| Warana Capital, LLC | New York, NY | $672.9M | 11 |
| Pinnacle Financial Group LLC | Western Springs, IL | $672.7M | — |
| Achieve Partners Management, LLC | New York, NY | $672.3M | 15 |
| Adams Street Advisors, LLC | Chicago, IL | $672.1M | — |
| Firethorn Wealth Partners, LLC | Augusta, GA | $671.9M | — |
| Lifecycle Financial Planners Inc. | Bloomfield Hills, MI | $671.7M | — |
| Presilium Private Wealth, LLC | Radnor, PA | $671.7M | — |
| Spire Capital Management LLC | New York, NY | $671.5M | 4 |
| Diversifi Capital Inc | Los Altos, CA | $671.4M | 20 |
| Arable Capital Partners, LLC | Bellevue, WA | $671.2M | 1 |
| Harvest Financial Advisors, LLC | West Chester, OH | $671M | — |
| Planned Solutions Financial & Insurance Services, Inc. | Folsom, CA | $671M | — |
| Montrose Advisors Incorporated | New York, NY | $670.8M | 1 |
| ABS Legacy Partners, LLC | Hickory, NC | $670.8M | — |
| Elevation Wealth Partners, LLC | Walnut Creek, CA | $670.7M | — |
| First Financial Coaching, Inc. | Mt. Clemens, MI | $670.6M | — |
| Havenshare Financial, LLC | | $670.5M | — |
| Trinity Financial Advisors LLC | Columbus, OH | $670M | 1 |