| Angeleno Group, LLC | Beverly Hills, CA | $576.5M | 9 |
| Muddy Waters Capital LLC | Austin, TX | $576.3M | 5 |
| Shorehill Capital LLC | Chicago, IL | $576.2M | 2 |
| Sanders Morris LLC | Houston, TX | $576.1M | — |
| Gross & Hartman Investments, LLC | Leola, PA | $576M | — |
| Rezny Wealth Management, Inc. | Fort Myers, FL | $576M | — |
| Domain Timber Advisors, LLC | Atlanta, GA | $575.9M | — |
| Bulletproof Capital, LLC | Chicago, IL | $575.8M | 2 |
| Northern Lakes Capital, L.P. | Minneapolis, MN | $575.4M | 7 |
| Southocean Capital Partners, LLC | Ft. Lauderdale, FL | $575.3M | 17 |
| Lucashill, LLC | Dallas, TX | $575.2M | 3 |
| Sage Advisors, LLC | Edmonds, WA | $575.1M | — |
| Keidan Financial Consultants LLC | Columbus, OH | $574.9M | — |
| Western Standard, LLC | Los Angeles, CA | $574.9M | 2 |
| Realization Capital Partners Management LLC | | $574.2M | 2 |
| Untitled Investments LP | New York, NY | $574M | 3 |
| Berkeley, Inc | Boise, ID | $573.9M | — |
| Curtis Advisory Group, LLC | Santa Barbara, CA | $573.7M | — |
| Fsa Advisors, Inc. | Troy, MI | $573.4M | — |
| Bastion Management II LLC | Stamford, CT | $572.7M | 5 |
| Burkett Financial Services, LLC | Rock Hill, SC | $572.6M | — |
| North Shore Private Asset Management, LLC | Lake Forest, IL | $572.6M | — |
| G.w. Sherwold Associates, Inc. | Lake Forest, CA | $572.4M | — |
| The Ithaka Group, LLC | Arlington, VA | $572.1M | — |
| Prasad Wealth Partners, LLC | Independence, OH | $572.1M | — |
| Linepoint Partners & Co., LLC | Los Angeles, CA | $572.1M | 8 |
| Conning Investment Products, Inc. | Hartford, CT | $572M | — |
| Painted Porch Advisors LLC | Santa Barbara, CA | $571.9M | 5 |
| Independent Investors Inc | Nesconset, NY | $571.9M | — |
| Family Wms, LLC | Athens, GA | $571.6M | — |
| Westward Investment Advisory, LLC | Mission, KS | $571.5M | — |
| Prevatt Capital Ltd | Nassau | $571.5M | 1 |
| Capital Markets Iq, LLC | | $571.4M | — |
| Clean Yield Group Inc | Norwich, VT | $571.2M | — |
| Sanchez Wealth Management Group, LLC | Jacksonville, FL | $571.2M | — |
| Lifestyle Asset Management, Inc. | Friendswood, TX | $571.2M | — |
| Tyro Capital Management, LLC | Miami, FL | $570.9M | 2 |
| Loom Capital Management LLC | New York, NY | $570.8M | 6 |
| Gumshoe Capital Management LLC | New York, NY | $570.6M | 2 |
| Ttp Investments, Inc. | San Jose, CA | $570.6M | — |
| Goodhart Partners LLP | London | $570M | 2 |
| Freif Advisors LLC | Denver, CO | $569.9M | — |
| Bay Hills Capital Management, LLC | San Francisco, CA | $569.8M | 14 |
| Lionstone Capital Management LLC | New York, NY | $569.7M | 4 |
| Inca Investments, LLC | Miami, FL | $569.6M | 1 |
| Aspiring Ventures, LLC | Cincinnati, OH | $569.5M | — |
| Tallwoods Partners, LLC | Chicago, IL | $569.4M | — |
| Potentia RIA, LLC | San Jose, CA | $569.1M | — |
| Gilliland Jeter Wealth Management, LLC | Little Rock, AR | $569.1M | — |
| Driftwood Advisors, LLC | Coral Gables, FL | $568.8M | 3 |