| Kennedy Investment Group, Inc. | West Deptford, NJ | $633.2M | — |
| Capvisor Associates, LLC | | $633.1M | — |
| Karma Capital Advisors Pvt Ltd. | Mumbai, Maharashtra | $632.5M | 1 |
| Vickerman Investment Advisors, Inc. | Spokane, WA | $632.3M | — |
| Carlson & Company Financial Services, LLC | Topeka, KS | $632.2M | — |
| Fortem Financial Group, LLC | Palm Desert, CA | $631.9M | — |
| Vizcaya Capital, LLC | Miami, FL | $631.4M | 1 |
| Bolthouse Investments, LLC | Bakersfield, CA | $631.2M | 2 |
| Hammond, Kennedy, Whitney & Company, Inc. | | $631.2M | 5 |
| Peak Retirement Planning, Inc. | Columbus, OH | $631M | — |
| L.s.y., Inc | San Ramon, CA | $630.7M | — |
| Stuart Investment Advisors, Inc. | Austin, TX | $630.5M | — |
| Accuvest Global Advisors, Inc. | Provo, UT | $630.5M | 1 |
| Cordatus Wealth Management LLC | Yardley, PA | $630.4M | — |
| Davidson Capital Management, Inc. | Corpus Christi, TX | $630.3M | — |
| Neumann Capital Management, LLC | Foster City, CA | $630.3M | — |
| Rosel Wealth Management, LLC | Highlands Ranch, CO | $630.2M | — |
| G2 Investment Partners Management LLC | New York, NY | $630.2M | 4 |
| Searle & Co. | Greenwich, CT | $629.9M | — |
| Rose Park Advisors, LLC | Boston, MA | $629.9M | 7 |
| Sage Capital Advisors, LLC | Sioux Falls, SD | $629.8M | — |
| Pharos Capital Group, LLC | Brentwood, TN | $629.6M | 6 |
| Legacy Wealth Management, LLC | Boise, ID | $629M | — |
| Solas Capital Management, LLC | Darien, CT | $629M | 2 |
| Dagco, Inc. | Westlake, OH | $628.7M | — |
| Manatuck Hill Partners, LLC | Westport, CT | $628.6M | 6 |
| Argentem Creek Partners LP | New York, NY | $628.4M | 5 |
| Gem Asset Management, LLC | Plymouth, MI | $628.1M | — |
| Meridian Investment Advisors, Inc. | Indianapolis, IN | $628M | — |
| Capshift Advisors, LLC | West Newton, MA | $628M | — |
| Findec Wealth Services, Inc. | Stockton, CA | $627.9M | — |
| Aljian Capital Management, LLC | Carson City, NV | $627.8M | — |
| Kutscher Benner Barsness & Stevens, Inc. | Seattle, WA | $627.8M | — |
| Meridian Financial Partners LLC | Warrenton, VA | $627.6M | — |
| Centrica Wealth Management, LLC | Miami, FL | $627.4M | — |
| Ariadne Wealth Management, LP | Santa Barbara, CA | $627.3M | — |
| Hgc Advisor LLC | | $626.9M | 9 |
| Deepwater Asset Management, LLC | Minneapolis, MN | $626.7M | 8 |
| Winslow Asset Management Inc | Beachwood, OH | $626.7M | — |
| Lynx1 Capital Management LP | Dorado, PR | $626.7M | 2 |
| Crosstimbers Capital Group, LLC | Houston, TX | $626.2M | 20 |
| Epsilon Financial Group, Inc. | Fairfield, CA | $626.1M | — |
| Butensky & Cohen Financial Security Inc | Ponte Vedra Beach, FL | $626M | — |
| Wealth Dimensions Family Office, Inc | Cincinnati, OH | $625.9M | — |
| Rialto Wealth Management, LLC | Syracuse, NY | $625.9M | — |
| Impact Capital Partners LLC | Greenwood Village, CO | $625.6M | — |
| Phraction Management LLC | Colchester, CT | $625.5M | — |
| Sandia Investment Managment LP | Boston, MA | $625.4M | — |
| Climber Capital SA | Nyon, Vaud | $625.4M | — |
| Sovereign Wealth Advisors LLC | Houston, TX | $625.1M | — |