| 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 | — |
| Nippon Value Investors Kk | Tokyo | $591.3M | 1 |
| Poehling Capital Management, Inc. | Madison, WI | $591.3M | — |
| Inclusive Capital Partners, L.P. | San Francisco, CA | $591.1M | 4 |
| Accredited Investor Services, LLC | St. Cloud, MN | $591M | — |
| The Legacy Financial Group, Inc. | Tulsa, OK | $590.7M | — |
| Milestone Partners Management Co., L.P. | Villanova, PA | $590.7M | 13 |
| Levco Capital LP | New York, NY | $590.5M | 1 |
| Financial Gravity Family Office Services, LLC | Lakeway, TX | $590.5M | — |
| Milestone Financial Planning, LLC | Bedford, NH | $590.3M | — |
| Section Partners Management, LLC | Palo Alto, CA | $590M | 10 |
| Reston Wealth Management, LLC. | Reston, VA | $589.9M | — |
| Mig Capital, LLC | Newport Beach, CA | $589.5M | 1 |
| Master's Wealth Management Inc. | Leola, PA | $589.5M | — |
| Sequent Planning, LLC | Omaha, NE | $589.5M | — |
| Vam Group, Inc. | Grand Rapids, MI | $589.4M | — |
| Greater Midwest Financial Group, LLC | Saint Paul, MN | $589.3M | — |
| Fairfield, Bush & Co. | Darien, CT | $589M | — |
| Rja Asset Management LLC | Stamford, CT | $588.9M | 2 |
| Wp Advisors, LLC | | $588.9M | — |
| Consolidated Financial Management Group, LLC | Dublin, OH | $588.7M | — |
| Hfr Wealth Management, LLC | | $588.7M | — |
| Stone-Goff Management, LLC | New York, NY | $588.6M | 15 |
| Ias Wealth Management, Inc. | The Woodlands, TX | $588.6M | — |
| Jade Mountain Partners, LLC | White Plains, NY | $588.4M | 6 |
| Virage Capital Management LP | Houston, TX | $588.3M | 6 |
| Investrust Consulting, LLC | Oklahoma City, OK | $588.2M | — |
| Brock Fiduciary Services LLC | New York, NY | $588.2M | — |
| Eschler Asset Management LLP | London | $588.1M | 9 |
| Jpl Wealth Management, LLC | Greenwood Village, CO | $587.9M | — |
| Napier Financial, LLC | Braintree, MA | $587.9M | — |
| Everpar Advisors LLC | Tulsa, OK | $587.8M | — |
| Kirr, Marbach & Company, LLC | Columbus, IN | $587.7M | — |
| Scopia Capital Management LP | New York, NY | $587.3M | 4 |
| Summa Corp. | Tomball, TX | $587.2M | — |
| Castle Rock Wealth Management, LLC | Walnut Creek, CA | $587.1M | — |
| Harpswell Capital Advisors, LLC | Yarmouth, ME | $587M | — |
| Squire Investment Management Company, LLC | Orem, UT | $586.7M | — |
| Cuadrilla Capital, LLC | Santa Barbara, CA | $586.6M | 4 |
| Arx Management, LLC | El Segundo, CA | $586.5M | — |
| Diversified Financial Advisors, LLC | Town and Country, MO | $585.9M | — |
| O'Keefe Stevens Advisory, Inc. | | $585.6M | — |
| Northleaf Capital Advisors Ltd. | Toronto, Ontario | $585.4M | 3 |
| Lep Management LLC | Salt Lake City, UT | $585.2M | 4 |
| Kreitler Financial LLC | New Haven, CT | $584.9M | — |
| Wellspring Wealth Management LLC | Alpharetta, GA | $584.8M | — |
| Aimz Investment Advisors LLC | Los Altos, CA | $584.8M | — |