| Xcelsior Advisor Partners LLC | | $650.7M | — |
| Acm Management Company, LLC | Portland, OR | $650.1M | 2 |
| Sheridan Production Partners Manager III, LLC | Houston, TX | $650M | — |
| Bridgecreek Financial Group, LLC | Tulsa, OK | $649.9M | — |
| Rosecliff Venture Management, LLC | New York, NY | $649.8M | 10 |
| Jrm Investment Counsel, L.L.C. | | $649.4M | — |
| Midwest Professional Planners, Ltd. | Wausau, WI | $649.3M | — |
| Essex LLC | Deer Park, IL | $649.3M | — |
| Asset Strategy Advisors, LLC | Wayland, MA | $649.3M | — |
| Dale K. Ehrhart, Inc. | Venice, FL | $648.8M | — |
| Reap Financial Group, LLC | Austin, TX | $648.2M | — |
| Family Office Research, LLC | Bethesda, MD | $648.2M | — |
| 5c Capital Management, LLC | Woodcliff Lake, NJ | $648.1M | — |
| Powell Investment Advisors, LLC | Miami, FL | $648M | 1 |
| Arixa Management, LLC | Los Angeles, CA | $647.9M | — |
| Altum Capital Management, LLC | New York, NY | $647.8M | 2 |
| Pier Capital, LLC | Stamford, CT | $647.7M | 1 |
| Boston Standard Wealth Management, LLC | Winchester, MA | $647.6M | — |
| Standard General L.P. | New York, NY | $647.3M | 21 |
| Act Two Investors LLC | | $647M | — |
| Guardian Point Capital, LP | Charlottesville, VA | $646.4M | 1 |
| Peakview Management, LLC | Menlo Park, CA | $646.4M | 10 |
| Ssw Partners LP | New York, NY | $646.4M | 2 |
| Gpb Capital Holdings, LLC | Greenwich, CT | $646.2M | 1 |
| Legacy Wealth Partners, LLC | Lakewood, CO | $646M | — |
| McGinty Road Partners, LP | Minnetonka, MN | $646M | 7 |
| Kitching Partners, LLC | Conshohocken, PA | $645.9M | — |
| Cambridge Financial Group, LLC | Tucson, AZ | $645.8M | — |
| Triumph Capital Management | Denver, CO | $645.6M | — |
| Shankervalleau Wealth Advisors, Inc. | Skokie, IL | $645.3M | — |
| Dafna Capital Management, LLC | Los Angeles, CA | $645.2M | 6 |
| Dwm Asset Management, LLC | Stamford, CT | $645M | 3 |
| Spicewood Mineral Management, LLC | Dallas, TX | $644.7M | 7 |
| One8zero8, LLC | Greensboro, NC | $644.6M | — |
| Eldred Rock Partners, LLC | San Antonio, TX | $644.1M | 1 |
| Buckley Wealth Management, LLC | Las Vegas, NV | $644M | — |
| Heron Bay Capital Management, LLC | Bloomfield Hills, MI | $643.8M | — |
| Richards, Merrill & Peterson, Inc. | Spokane, WA | $643.6M | — |
| Cadent Management Services, LLC | Rye Brook, NY | $643.5M | 4 |
| Karya Capital Management LLC | New York, NY | $643.5M | 1 |
| Heritage Wealth Management, Inc. | San Diego, CA | $643.4M | 8 |
| Curasset Capital Management, LLC | Newark, NJ | $643.2M | — |
| Raab & Moskowitz Asset Management LLC | Chatham, NJ | $642.9M | — |
| Sightline Partners LLC | Bloomington, MN | $642.8M | 9 |
| Chapin Davis, Inc | Baltimore, MD | $642.8M | — |
| Equilibrium Capital Investment Management , LLC | Portland, OR | $642.6M | 4 |
| Abacus Fcf Advisors LLC | Orlando, FL | $642.6M | — |
| Hudson Capital Management LLC | Ramsey, NJ | $642.6M | — |
| The Financial Resource Center, Inc. | Carmel, IN | $642.5M | — |
| Jones Hill Capital LP | New York, NY | $642.4M | 1 |