| Arjuna Capital, LLC | Manchester, MA | $642.4M | 7 |
| Kabr Management, LLC | Englewood, NJ | $642.3M | 9 |
| Granite Harbor Advisors, Inc. | Houston, TX | $642.1M | 3 |
| Shakespeare Wealth Management, LLC | Pewaukee, WI | $641.9M | — |
| Woodward Financial Advisors, Inc. | Chapel Hill, NC | $641.5M | — |
| Phoenix Wealth Advisors Inc. | Chapel Hill, NC | $641.4M | — |
| Eve Partners, LLC | Ponte Vedra Beach, FL | $641.3M | 6 |
| Single Point Partners, LLC | Boston, MA | $641.3M | — |
| Riverstone Advisors, LLC | | $640.9M | — |
| Riggs Asset Management Co Inc | Dallas, PA | $640M | — |
| Mwa Financial Services, Inc. | Rock Island, IL | $640M | — |
| Highland Financial Advisors, LLC | Wayne, NJ | $640M | — |
| Libra Wealth LLC | Los Gatos, CA | $639.8M | — |
| The Watchman Group, Inc. | Plano, TX | $639.7M | — |
| Murphy Pohlad Asset Management LLC | Eden Prairie, MN | $639.7M | — |
| Olympiad Research LP | Stamford, CT | $639.6M | — |
| Concord Asset Management, LLC | Abingdon, VA | $639.4M | — |
| Tcfg Investment Advisors, LLC | Laguna Niguel, CA | $639.4M | — |
| Northeast Advisers Inc | Paoli, PA | $639.1M | — |
| Sk Wealth Management, LLC | Providence, RI | $639M | — |
| Bellatore Financial, Inc. | The Woodlands, TX | $638.7M | 1 |
| Acumen Wealth Advisors, LLC | Chattanooga, TN | $638.5M | 1 |
| Colorado Capital Management, Inc. | Boulder, CO | $638.4M | — |
| Hemsley Advisors, Ltd. | Chicago, IL | $638.1M | — |
| Scott & Selber, Inc. Capital Management | Houston, TX | $637.9M | — |
| Resource Financial Group, Ltd. | Wilmette, IL | $637.4M | — |
| Southern Capital Advisors, LLC | Jackson, TN | $636.9M | — |
| Timber Creek Capital Management, LLC | Boston, MA | $636.8M | — |
| Venture Investment Management Co., L.L.C. | Peapack, NJ | $636.8M | 14 |
| West Advisors, Incorporated | | $636.7M | — |
| Rock Island Capital, LLC | Oak Brook, IL | $636.6M | 13 |
| Crow's Nest Holdings LP | Richmond, VA | $636.6M | 2 |
| 503 Capital Partners, LLC | Leawood, KS | $636.4M | 8 |
| Karmel Capital Management LLC | Solana Beach, CA | $636.1M | 9 |
| Merritt Point Partners LLC | Oakland, CA | $636.1M | 2 |
| Fischer Financial Services Inc | Harrisburg, PA | $636.1M | — |
| The Roxborough Group, LLC | San Francisco, CA | $636M | 5 |
| Rowland Miller + Partners LLC | Atlanta, GA | $635.9M | — |
| Empower Financial Advisory, LLC | Glastonbury, CT | $635.8M | — |
| Hilltop Wealth Advisors, LLC | Chapel Hill, NC | $635.5M | — |
| Fire Capital Management, LLC | San Francisco, CA | $635.5M | — |
| Clare Market Investments, LLC | Dallas, TX | $635.2M | — |
| Northwest Financial Services Inc | Indianapolis, IN | $634.9M | — |
| Ugvp Management, LLC | Summit, NJ | $634.9M | 8 |
| Stanley Capital Management LLC | Houston, TX | $634.6M | 1 |
| Simcoe Capital Management, LLC | New York, NY | $633.8M | 3 |
| Central Valley Advisors, LLC | Sacramento, CA | $633.7M | — |
| Vision Retirement, LLC | Ridgewood, NJ | $633.7M | — |
| Wj Interests, LLC | Sugar Land, TX | $633.5M | — |
| Kickstand Ventures, LLC | Pittsford, NY | $633.5M | — |