| Hubbell Strickland Wealth Management, LLC | New Orleans, LA | $617.9M | — |
| Regis Metro Associates, Inc. | San Francisco, CA | $617.8M | 2 |
| Capital Planning, LLC | Bellevue, WA | $617.7M | — |
| Cardinal Strategic Wealth Guidance, LLC | Louisville, KY | $617.7M | — |
| Di Investment Management LP | Dallas, TX | $617.6M | 4 |
| Hussman Strategic Advisors Inc | Ellicott City, MD | $617.4M | — |
| Eq Wealth Advisors, LLC | Dallas, TX | $617M | — |
| Clear Wave Wealth Management, LLC | Red Bank, NJ | $617M | — |
| West Wealth Group, LLC | Irvine, CA | $616.7M | — |
| Greenbush Financial Group, LLC | Albany, NY | $616.5M | — |
| Hiltop Partners, LLC | Mishawaka, IN | $616.4M | — |
| Grey Ledge Advisors, LLC | Guilford, CT | $616M | — |
| Stolper & Company | San Diego, CA | $615.7M | — |
| Fmb Wealth Management | Westlake Village, CA | $615.7M | — |
| Kettle Hill Capital Management, LLC | New York, NY | $615.5M | 3 |
| Trevian Wealth Management, LLC | | $615.5M | 2 |
| Nine Thirty Capital Management, LLC | New York, NY | $615.5M | 4 |
| Freedom Day Solutions, LLC | Houston, TX | $615.3M | — |
| Meaningful Partners LLC | El Segundo, CA | $615.2M | 7 |
| H.i.g. Whitehorse Advisers, LLC | Miami, FL | $615.1M | — |
| Envoy Advisory Inc. | Colorado Springs, CO | $615M | — |
| Financial Alternatives, Inc. | La Jolla, CA | $614.8M | — |
| Mystic Asset Management, Inc. | Warwick, RI | $614.6M | — |
| Lisc Fund Management, LLC | New York, NY | $614.6M | 12 |
| Darwin Wealth Management, LLC | Tampa, FL | $614.5M | — |
| Zega Investments, LLC | Palm Beach Gardens, FL | $614M | — |
| Blue Owl Strategic Equity Advisors LLC | New York, NY | $613.9M | 1 |
| Safe Harbor Family Capital, LLC | Chapel Hill, NC | $613.9M | — |
| Elmind Capital LP | | $613.6M | 1 |
| Turas Capital Management LP | Boston, MA | $613.5M | 1 |
| Seminal Food and Nutrition Investments, LLC | Wayne, PA | $613.2M | 10 |
| Auctus Advisors LLC | Charlotte, NC | $612.9M | — |
| Capital a Wealth Management, LLC | Cranberry Twp., PA | $612.9M | — |
| Private Wealth Management Group LLC | Princeton, NJ | $612.8M | — |
| Wolff Financial Management LLC | Kalamazoo, MI | $612.7M | — |
| Atlantic Creek Investment Management, LLC | New York, NY | $612.4M | 3 |
| Wealth Watch Advisors, Inc | Englewood, CO | $612.4M | — |
| Red Lighthouse Investment Management, LLC | | $612.2M | — |
| Quartz Partners, LLC | Saratoga Springs, NY | $611.9M | — |
| Catalur Capital Management, LP | New York, NY | $611.9M | 5 |
| Mulholland Wealth Advisors, LLC | Scottsdale, AZ | $611.7M | — |
| Highmark Wealth Management LLC | St. Paul, MN | $611.7M | — |
| Financial Security Management, Inc | Lakewood, CO | $611.5M | — |
| Steffes Financial, Ltd | Overland Park, KS | $611.5M | — |
| Arbor Trust Wealth Advisors, LLC | Ann Arbor, MI | $611.4M | — |
| Peregrine Asset Advisers, Inc. | Portland, OR | $611M | — |
| Financial Plans & Strategies, Inc. | Greenwood, IN | $610.6M | — |
| Vista Investment Partners LLC | Oklahoma City, OK | $610.6M | — |
| Weinand Financial, Inc. | Lacey, WA | $610.4M | — |
| Amerra Capital Management, LLC | Englewood, NJ | $610.4M | 20 |