| 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 | — |
| Portfolio Design Labs, LLC | Encino, CA | $624.9M | — |
| Pvg Asset Management Corp | Centennial, CO | $624.9M | — |
| Brave Asset Management, Inc. | Summit, NJ | $624.3M | — |
| Lountzis Asset Management, LLC | Wyomissing, PA | $624.1M | 1 |
| Riverview Capital Advisers LLC | Boston, MA | $624.1M | — |
| Industrial Development Funding LLC | Miami Beach, FL | $624M | 2 |
| Hill Island Financial LLC | Grand Rapids, MI | $623.8M | — |
| Axius Advisors LLC | Saint Charles, MO | $623.8M | — |
| MacHine Investment Group, LP | New York, NY | $623.7M | 10 |
| Sherrill & Hutchins Financial Advisory Inc | Atlanta, GA | $623.7M | — |
| Spp Management Services, LLC | Charlotte, NC | $623.6M | 29 |
| Kelly Financial Services LLC | Braintree, MA | $623.6M | — |
| Dhjj Financial Advisors, Ltd. | Naperville, IL | $623.4M | — |
| Fca Corp | Houston, TX | $623.1M | 1 |
| Neumann Advisory Hong Kong Limited | Hong Kong | $622.9M | 2 |
| L2 Point Management LLC | San Francisco, CA | $622.5M | 6 |
| Shoten Capital LP | Austin, TX | $622.4M | 1 |
| Hapanowicz & Associates Financial Services, Inc. | Pittsburgh, PA | $622.3M | — |
| Staple Street Capital Management, L.P. | New York, NY | $622.2M | 4 |
| Mirabilis Management Company LLC | | $622.1M | 4 |
| Gatewood Capital Management LLC | New York, NY | $622M | 4 |
| Hoge Financial Services, LLC | Canonsburg, PA | $621.9M | — |
| Avalan, LLC | Santa Barbara, CA | $621.8M | 1 |
| 12th Street Asset Management LLC | Nashville, TN | $621.6M | 1 |
| Aviso Wealth Management | Bellevue, WA | $621.3M | — |
| Oak Family Advisors, LLC | Chicago, IL | $621M | — |
| Parallaxes Capital Management, LLC | Los Angeles, CA | $620.8M | 10 |
| Altus Wealth Group, LLC | Colorado Springs, CO | $620.1M | — |
| Capital Advisers, Inc. | Raleigh, NC | $620M | — |
| Bna Wealth, Inc. | Rock Hill, SC | $619.8M | — |
| Corus Family Wealth Advisors, Inc. | McKinney, TX | $619.5M | — |
| Red Arts Capital Management, LLC | Chicago, IL | $619.5M | 3 |
| Innovative Capital Advisors, LLC | Chicago, IL | $619.5M | — |
| Alpha Financial Advisors, LLC | Charlotte, NC | $619.3M | — |
| Banner Capital Management, LLC | Lehi, UT | $619.2M | 6 |
| Cpa Asset Management Group, LLC | West Palm Beach, FL | $619.2M | — |
| Tactive Advisors, LLC | Sarasota, FL | $619M | — |
| Tri-Ad Capital Management I, LLC | Escondido, CA | $619M | — |
| Meritas Wealth Management, LLC | San Rafael, CA | $618.9M | — |
| Sancus Capital Management LP | Los Angeles, CA | $618.9M | 2 |
| Alexander Labrunerie & Co., Inc. | Columbia, MO | $618.9M | — |
| White Oaks Wealth Advisors, Inc. | Minneapolis, MN | $618.3M | — |
| Wheeler Retirement Plans LLC | Duluth, MN | $618.1M | — |
| Steadtrust LLC | | $618.1M | — |
| Rivermont Capital Management LP | New York, NY | $617.9M | 1 |