| Northrim Adviser, LLC | Mesa, AZ | $556M | 3 |
| Sf Equity Partners Management, LLC | San Francisco, CA | $556M | 7 |
| Spruce Street Capital LP | New York, NY | $555.9M | 3 |
| Indago Capital LLC | New York, NY | $555.9M | 2 |
| Qvidtvm Management LLC | The Woodlands, TX | $555.8M | 3 |
| Consilio Wealth Advisors, LLC | Bellevue, WA | $555.8M | — |
| Kooman & Associates | Altoona, PA | $555.6M | — |
| Bigelow Investment Advisors, LLC | Portland, ME | $555.2M | — |
| Digital Wealth Partners LLC | Dallas, TX | $555.1M | 4 |
| O'Rourke & Company, Incorporated | Boston, MA | $555.1M | — |
| Premier Wealth Advisors, LLC | New York, NY | $555.1M | — |
| Kimery Wealth Management, LLC | Memphis, TN | $555M | — |
| Lansing Street Advisors LLC | Ambler, PA | $555M | 1 |
| Sarasin Asset Management Limited | London | $555M | — |
| Ion Pacific, Inc. | Venice, CA | $554.9M | 47 |
| Kercheville Advisors LLC | San Antonio, TX | $554.7M | — |
| Prairie Advisory, LLC | Leawood, KS | $554.3M | — |
| Suntx Capital Management Corp. | Dallas, TX | $554.2M | 3 |
| The Central Trust Bank | Jefferson City, MO | $554.1M | — |
| Total Management Group, Inc. | Melville, NY | $553.9M | — |
| Global View Investment Advisors, LLC | Greenville, SC | $553.8M | — |
| Avalon Global Asset Management LLC | San Francisco, CA | $553.8M | 2 |
| Pegasus Asset Management Inc | Morristown, NJ | $553.6M | — |
| Asset Planning, Inc | Los Alamitos, CA | $553.5M | — |
| Sma Capital LLC | New York, NY | $553.5M | — |
| Sc Asset Management Asesores En Inversiones Independientes, S.A. | Mexico City | $553.4M | — |
| Creekside Partners Financial Advisers LLC | Petaluma, CA | $553.4M | — |
| Tsp Capital Management Group, LLC | Summit, NJ | $553.3M | — |
| Northern Right Capital Management, L.P. | Darien, CT | $552.8M | 2 |
| Tolsma Investments, LLC | | $552.7M | — |
| Mw Advisor, LLC | New York, NY | $552.5M | 1 |
| Omega Financial Group, LLC | Santa Barbara, CA | $552.4M | — |
| Nexus One Financial Advisors LLC | Plano, TX | $552M | — |
| Alliance Wealth Advisors, LLC | Centerville, UT | $552M | — |
| Las Olas Capital Advisors, LLC | Fort Lauderdale, FL | $551.9M | 7 |
| Global Assets Advisory, LLC | Orlando, FL | $551.7M | — |
| The Planning Project LLC | The Woodlands, TX | $551.4M | — |
| Broadleaf Partners, LLC | Hudson, OH | $551.3M | — |
| Hst Ventures, LLC | Park City, UT | $551.1M | — |
| Frederick Financial Consultants, LLC | Frederick, MD | $551.1M | — |
| Amicus Financial Advisors, LLC | Lubbock, TX | $550.9M | — |
| Dedora Capital, Inc. | Napa, CA | $550.7M | — |
| Miramar Capital LLC | Northbrook, IL | $550.3M | — |
| Plum Island Partners LLC | New York, NY | $550M | — |
| Terramont Infrastructure Management LLC | New York, NY | $549.9M | 6 |
| Pinnacle Wealth Advisors, LLC | Clackamas, OR | $549.7M | — |
| Snider Retirement Strategies, Inc. | Bellevue, WA | $549.7M | — |
| Varcov Co. | Darien, CT | $549.6M | — |
| Harvest Investment Consultants LLC | Hunt Valley, MD | $549M | — |
| Mack & Co. Partners, LP | Dallas, TX | $549M | 4 |