| Foundation Wealth Management, LLC | Clayton, MO | $660.6M | — |
| St. James Investment Company, LLC | Southlake, TX | $660.6M | — |
| Goodlander Investment Management, LLC | Dallas, TX | $660.5M | 1 |
| Betterwealth LLC | San Jose, CA | $659.9M | — |
| Northstar Asset Management Company, LLC | Blue Bell, PA | $659.8M | — |
| Archer Capital Group Management, LLC | Los Angeles, CA | $659.6M | 10 |
| Buttonwood Financial Group, LLC | Kansas City, MO | $659.5M | — |
| Tradewinds, LLC | Raleigh, NC | $659.4M | — |
| Saints Capital Services, LLC | | $659.3M | 10 |
| Benin Management Corp | | $659.2M | — |
| Aries Wealth Management, LLC | Portland, ME | $658.6M | — |
| Purus Wealth Management, LLC | Newport Beach, CA | $658.1M | — |
| Aspen Wealth Management, LLC | Fort Worth, TX | $657.8M | — |
| Arbor Wealth Advisors LLC | Troy, MI | $657.7M | — |
| Optima Asset Management Inc | Dallas, TX | $657.4M | — |
| Spectrum Asset Management Inc | Newport Beach, CA | $657.3M | — |
| Highpost Capital, LLC | West Palm Beach, FL | $657.2M | 18 |
| Innovative Wealth Building LLC | California, MD | $657.2M | — |
| Brent Forrest & Associates, L.L.C. | San Antonio, TX | $657.1M | — |
| Thrive Capital Management, LLC | Fort Washington, PA | $656.7M | — |
| M37 Management LP | Menlo Park, CA | $656.4M | 4 |
| Polar Capital (america) Corporation | Tampa, FL | $656.1M | 1 |
| Warren Street Wealth Advisors, LLC | Irvine, CA | $656.1M | — |
| Old Glory Asset Management LLC | Malvern, PA | $655.9M | — |
| Bmb Advisers LLC | Los Angeles, CA | $655.8M | — |
| Rock Point Advisors, LLC | Burlington, VT | $655.7M | — |
| McGowan & Co LLP | Bryn Mawr, PA | $655.6M | — |
| Robinhood Ventures de, LLC | Menlo Park, CA | $655.3M | — |
| Rbo & Co, LLC | St. Helena, CA | $654.8M | — |
| Milestone Financial Associates, LLC | MacUngie, PA | $654.5M | — |
| Cornell Pochily Investment Advisors, Inc. | Ithaca, NY | $654.4M | — |
| Pw Nova Financial Services LLC | Newtown, PA | $654.3M | — |
| Range Advisory, LLC | McLean, VA | $653.9M | — |
| Eagle Wealth Strategies, LLC | Mullica Hill, NJ | $653.8M | — |
| Bcu Wealth Advisors, LLC | Vernon Hills, IL | $653.6M | — |
| Collaborative Wealth Management, Inc. | Lake Mary, FL | $653.3M | — |
| Rings Capital Management LLC | Chicago, IL | $653M | 3 |
| Collegiate Capital Management, Inc. | Raleigh, NC | $653M | — |
| Westover Capital Advisors, LLC | Wilmington, DE | $652.9M | — |
| Palisade Investments, LLC | Zephyr Cove, NV | $652.7M | — |
| Early McClintic & McMillan, LLC | Stafford, TX | $652.2M | — |
| Bkm Wealth Management, LLC | Brookfield, WI | $651.8M | — |
| Australis Partners (advisers) LLC | New York, NY | $651.8M | 4 |
| Proprietary Capital, LLC | Denver, CO | $651.8M | 9 |
| Oco Capital Partners LP | New York, NY | $651.8M | 2 |
| Weber Asset Management, Inc. | Lake Success, NY | $651.5M | — |
| Nomura Capital Management LLC | New York, NY | $651.3M | 1 |
| Advanced Asset Management Advisors, Inc. | Dublin, OH | $651.3M | — |
| Summit Creek Advisors, LLC | Minneapolis, MN | $650.9M | — |
| Monex Asset Management, Inc. | Houston, TX | $650.9M | — |