| Lunt Capital Management Inc. | Holladay, UT | $601.5M | — |
| Axial Reade Capital, LP | New York, NY | $601.2M | 5 |
| Alliance Wealth Advisors, LLC | Scranton, PA | $601.1M | — |
| Modus Advisors, LLC | Excelsior, MN | $601.1M | — |
| Aton Financial LLC | San Juan, PR | $600.9M | 5 |
| Olio Financial Planning, LLC | McLean, VA | $600.5M | — |
| Carlton, Hofferkamp and Jenks Wealth Management, LLC | The Woodlands, TX | $600.2M | — |
| Sequoia Wealth Management, LLC | Barrington, IL | $599.6M | — |
| Gfg Alternative Investment Advisors LLC | Greenwich, CT | $599.6M | 3 |
| Giverny Capital Asset Management LLC | New York, NY | $599.4M | — |
| Wealth Advisory Solutions, LLC | Zionsville, IN | $599.1M | — |
| Steginsky Capital LLC | | $599M | — |
| Mainsail Asset Management, LLC | Birmingham, AL | $598.8M | 4 |
| Praetorian Wealth Management, Inc. | Carmel, CA | $598.7M | — |
| Avathon Capital Management LP | Chicago, IL | $598.6M | 11 |
| Whitener Capital Management, Inc | Rocky Mount, NC | $598.5M | — |
| Lone Peak Global Investors, LLC | Alpine, UT | $598.4M | — |
| Concorde Asset Management, LLC | Ann Arbor, MI | $598.4M | — |
| Velocity Capital Management LLC | New York, NY | $598.2M | 4 |
| Brookstone Asset Management, LLC | Wheaton, IL | $597.9M | — |
| Grand Wealth Management, LLC | Grand Rapids, MI | $597.8M | — |
| Maytus Capital Management, LLC | New York, NY | $597.8M | 1 |
| Jaffa Capital Management LLC | Clifton, NJ | $597.2M | 1 |
| Measured Risk Portfolios, Inc. | San Diego, CA | $597.2M | — |
| Carlson Capital, L.P. | Dallas, TX | $597.2M | 11 |
| Garrison Point Advisors, LLC | Walnut Creek, CA | $597.1M | — |
| The Phoenix Fund Advisor LLC | Guaynabo, PR | $596.4M | 1 |
| Ascentis Wealth Management, LLC | Dallas, TX | $595.7M | — |
| Comprehensive Financial Consultants Institutional, Inc. | Bloomington, IN | $595.6M | — |
| Endeavor Private Wealth, Inc. | Topeka, KS | $595.3M | — |
| Reliant Wealth Planning, LLC | Louisville, KY | $595.2M | — |
| Hedeker Wealth LLC | Lincolnshire, IL | $595.1M | — |
| Affinity Investment Group, LLC | Exeter, NH | $595.1M | — |
| The Junk Investment Group, LLC | Hunt Valley, MD | $595M | — |
| Innovative Financial Solutions Nj, LLC | Cranford, NJ | $594.9M | — |
| Octahedron Capital Management, L.P. | Burlingame, CA | $594.2M | 12 |
| Outlook Wealth Advisors, LLC | The Woodlands, TX | $593.7M | — |
| Alignment Growth Management LLC | New York, NY | $593.2M | 2 |
| Capital Resource Management Inc | Deerfield, IL | $593.2M | — |
| Atlas Merchant Capital LLC | New York, NY | $593M | 5 |
| Fund Direct Advisors Inc. | Greensboro, NC | $593M | — |
| Greensledge Asset Management LLC | Glastonbury, CT | $592.8M | 1 |
| Disciplined Investments, LLC | Tulsa, OK | $592.8M | — |
| Gda Luma Capital Management, LP | Miami, FL | $592.4M | 1 |
| Delta Financial Advisors, L.L.C. | Metairie, LA | $592.3M | — |
| Gerber, LLC | Columbus, OH | $592.1M | — |
| Wealth Preservation Advisors, LLC | Chattanooga, TN | $591.6M | — |
| Hoxton Planning & Management, LLC | Shepherdstown, WV | $591.5M | — |
| Hz Investments Inc. | Chevy Chase, MD | $591.4M | — |
| Walter C. Flower & Co., Inc | New Orleans, LA | $591.3M | — |