| Twin Peaks Wealth Advisors, LLC | | $584.8M | — |
| Tensor Edge Capital, LLC | Boston, MA | $584.8M | 1 |
| Kdk Private Wealth Management, LLC | Houston, TX | $584.6M | 5 |
| Freedom Fiduciaries LLC | Boise, ID | $584.6M | — |
| 424 Capital, LLC | Wakefield, MA | $584.5M | 9 |
| Newroad Capital Partners, LLC | Bentonville, AR | $584.4M | 5 |
| Hobbs Group Advisors LLC | Columbia, SC | $584.4M | — |
| Fortis Advisors, LLC | Wayne, PA | $584.3M | 6 |
| Fortress Private Ledger, LLC | Raleigh, NC | $584M | — |
| Monetary Management Group Inc | St. Louis, MO | $583.8M | — |
| Persium Advisors, LLC | Atlanta, GA | $583.6M | — |
| Vine Investment Advisors, LP | Palm Beach Gardens, FL | $583.5M | 8 |
| Rowling & Associates LLC | San Diego, CA | $583M | — |
| Praesidium Investment Management Company, LLC | New York, NY | $582.9M | 2 |
| Citymark Capital Management Company LLC | Cleveland, OH | $582.8M | 2 |
| Howard Bailey Securities, LLC | Fort Wayne, IN | $582.8M | — |
| Addison Advisors LLC | Middlebury, VT | $582.7M | — |
| Manteio Scalable Technologies LLC | Jersey City, NJ | $582.5M | — |
| Richardson Capital Management, LLC | Menomonee Falls, WI | $582.2M | — |
| Northlight Capital Partners LLC | Westport, CT | $582.2M | 14 |
| Avalon Capital Management | Menlo Park, CA | $582.2M | — |
| Ni Acquisitions Company LLC | Lemoyne, PA | $581.8M | — |
| Freshford Capital Management, LLC | Harrison, NY | $581.8M | 2 |
| Two Sigma Real Estate, LP | New York, NY | $581.7M | 10 |
| Stewart Wealth Management, Inc. | San Rafael, CA | $581.5M | — |
| Armadillo Litigation Funding LLC | Houston, TX | $581.4M | 5 |
| 55 North Private Wealth, LLC | Winter Park, FL | $581.3M | — |
| Hyperion Capital Advisors LP | New York, NY | $581.3M | 3 |
| Rainier Investment Management LLC | Seattle, WA | $581.1M | — |
| Rtw Financial Advisors Inc | Dallas, TX | $581M | — |
| Keystone Global Partners LLC | Denver, CO | $580.5M | — |
| Mosaic Advisors LLC | Houston, TX | $580.5M | — |
| Winch Advisory Services, LLC | Appleton, WI | $580.2M | — |
| Northwest Quadrant, LLC | Bend, OR | $579.7M | — |
| Savanna Investment Management LLC | New York, NY | $579.5M | 23 |
| Able Wealth Management LLC | Toms River, NJ | $579.5M | 1 |
| Harvey Capital Management Inc | Palm Beach, FL | $579.4M | — |
| Epg Wealth Management LLC | Atlanta, GA | $579.1M | — |
| Mattern Wealth Management LLC | Lawrence, KS | $579M | — |
| Edgerock Capital LLC | Denver, CO | $578.9M | — |
| Two Roads Partners Management, LP | New York, NY | $578.9M | 5 |
| Civitas Capital Management, LLC | Dallas, TX | $578.6M | 61 |
| Twele Capital Management, Inc. | Minnetonka, MN | $578.5M | — |
| Boxer Capital Management, LLC | San Diego, CA | $578.2M | 2 |
| Bh3 Fund Advisors, LLC | Fort Lauderdale, FL | $578.1M | 8 |
| Oxler Private Wealth LLC | Rye Brook, NY | $578.1M | — |
| Jackson, Grant Investment Advisers, Inc. | Stamford, CT | $577.7M | — |
| Infinedi Partners, LP | | $577.3M | 5 |
| Valueworks LLC | New York City, NY | $577.3M | 1 |
| Silverview Credit Partners LP | Tampa, FL | $577.3M | 3 |