| Wespac Advisors Socal, LLC | Pasadena, CA | $609.8M | — |
| Woodward Diversified Capital, LLC | Bakersfield, CA | $609.8M | 11 |
| Endowment Wealth Management, Inc. | Appleton, WI | $609.2M | 11 |
| Cornerstone Wealth Advisors, Inc. | Edina, MN | $608.7M | — |
| J. Stern & Co., LLC | New York City, NY | $608.6M | 1 |
| Central Family Advisors, LLC | New York, NY | $608.3M | — |
| Rose Capital Advisors, LLC | Miami Beach, FL | $608.3M | 1 |
| Beacon Harbor Wealth Advisors, Inc. | Virginia Beach, VA | $608.3M | — |
| Inlet Private Wealth, LLC | Jupiter, FL | $608.1M | — |
| Merchants Investment Partners, LLC | New York, NY | $607.9M | 3 |
| Gradient Securities, LLC | Arden Hills, MN | $607.9M | — |
| Ironwood Wealth Management, LLC | Chandler, AZ | $607.7M | — |
| Arcapita Investment Management US Inc. | Atlanta, GA | $607.3M | 8 |
| Drake & Associates, LLC | Waukesha, WI | $607.3M | — |
| The Enterprise Investment Company | Farmington Hills, MI | $607.1M | — |
| Drexel Morgan & Co. | Radnor, PA | $607M | — |
| Trinity Investors Fund Advisors, LLC | Southlake, TX | $606.6M | 56 |
| Shah Wealth Advisors, LLC | Chino Hills, CA | $606.2M | — |
| Cogentblue Wealth Advisors, LLC | Knoxville, TN | $606M | — |
| Caldwell Sutter Capital, Inc. | Sausalito, CA | $605.7M | — |
| Prostatis Group LLC | Hanover, MD | $605.4M | — |
| Tlwm, LLC | San Antonio, TX | $605.4M | — |
| Mfa Wealth Advisors, LLC | Pittsburgh, PA | $605.4M | — |
| Kah Capital Management, LLC | McLean, VA | $605.3M | 2 |
| Eagle Health Investments LP | Greenwich, CT | $605.3M | 1 |
| Atlas Brown, Inc. | Louisville, KY | $605.2M | — |
| Fairvoy Private Wealth, LLC | Birmingham, AL | $605.1M | — |
| Destiny Family Office | Tavares, FL | $605.1M | — |
| Institutional Capital Management, Inc. | | $605M | — |
| Proaltus USA Inc. | Miami, FL | $604.9M | 8 |
| Lago Asset Management, LLC | Chicago, IL | $604.9M | 12 |
| Sapere Wealth Management, LLC | Matthews, NC | $604.8M | 6 |
| Heritage Wealth Management Inc. | Cincinnati, OH | $604.7M | — |
| Atlantic Edge Private Wealth Management, LLC | | $604.3M | — |
| Ackerman Capital Advisors, LLC | Dallas, TX | $604M | 2 |
| Deuterium Capital Management, LLC | Clearwater, FL | $603.7M | 2 |
| Long Walk Management LP | | $603.6M | 1 |
| Tucker Asset Management LLC | Littleton, CO | $603.6M | — |
| Callodine Credit Management, LLC | Boston, MA | $603M | 2 |
| Vendera Management Holdings, LLC | Dallas, TX | $602.8M | 11 |
| Avaii Wealth Management, LLC | Appleton, WI | $602.8M | — |
| Endeavour Capital Advisors Inc. | Greenwich, CT | $602.7M | 3 |
| Hurricane Capital Advisors LLC | New York, NY | $602.7M | 28 |
| Ar Asset Management, Inc. | West Hollywood, CA | $602.6M | 3 |
| Intergy Private Wealth, LLC | Colorado Springs, CO | $602.6M | — |
| Owl Creek Wealth Partners LLC | Denver, CO | $602.3M | — |
| Agriglobe Land Advisors, LLC | Fresno, CA | $602.2M | — |
| Bpgc Management LP | New York, NY | $601.9M | 2 |
| 5c Lending Partners Advisor LLC | New York, NY | $601.8M | — |
| Dunhill Financial, LLC | London | $601.7M | — |