| Spg Advisors LLC | Kirkland, WA | $535.4M | — |
| Juniper Capital Advisors, L.P. | Houston, TX | $535.4M | 5 |
| Triagen Wealth Management LLC | Calabasas, CA | $535.2M | — |
| Financial Innovations, LLC | Atlanta, GA | $535.2M | — |
| National Wealth Management Group, LLC | Cincinnati, OH | $534.9M | — |
| Celeres Capital Advisors, LLC | San Juan, PR | $534.8M | — |
| Peak Financial Management Inc | Wellesley, MA | $534.4M | — |
| Mezzasalma Advisors, LLC | Tinton Falls, NJ | $534.4M | — |
| USA Financial Formulas LLC | Ada, MI | $534.4M | — |
| Morse Asset Management, Inc. | Darien, CT | $534.3M | — |
| Peirce Capital Management, LLC | The Woodlands, TX | $534.1M | — |
| Robertson Investment Management | Houston, TX | $534.1M | — |
| Affiliated Private Investors LLC | West Palm Beach, FL | $533.7M | 5 |
| Jacksonville Wealth Management, LLC | Jacksonville, FL | $533.5M | — |
| New Capital Management, LP | Houston, TX | $533.5M | — |
| Sky Island Capital LP | Dallas, TX | $533.5M | 9 |
| Bayberry Capital Partners LP | New York, NY | $533.4M | 1 |
| Collective Family Office, LLC | York, PA | $533.4M | — |
| Trigran Investments, Inc. | Northbrook, IL | $533.2M | 2 |
| Wealth Intelligently Navigated, LLC | Spartanburg, SC | $532.9M | — |
| Argonautica Private Wealth Management, Inc | Wellesley, MA | $532.9M | — |
| Cimarron Healthcare Capital, LLC | Salt Lake City, UT | $532.7M | 7 |
| Consultiva Wealth Management, Corp. | San Juan, PR | $532.7M | — |
| Cmt Asset Management LLC | Chicago, IL | $532.7M | 14 |
| Brophy Wealth Management, LLC | Bedford, NH | $532.5M | — |
| Passport Capital, LLC | San Francisco, CA | $532.4M | 14 |
| Eight 31 Financial, LLC | Midland, TX | $532.4M | 3 |
| Founders Grove Wealth Partners, LLC | Richmond, VA | $532.3M | — |
| White Pine Investment Company | Livonia, MI | $532.3M | — |
| P. Schoenfeld Asset Management LP | New York, NY | $532.2M | 4 |
| Dst Wealth Management LLC | Indian Wells, CA | $532.1M | — |
| Elevated Financial Group, LLC | Indianapolis, IN | $532M | — |
| Mh Advisory Services LLC | | $532M | — |
| Monument Capital Management, LLC | Alexandria, VA | $531.7M | — |
| Cerro Pacific Wealth Advisors, LLC | San Luis Obispo, CA | $531.6M | — |
| Ancient Management LP | New York, NY | $531.6M | — |
| XXI Wealth, LLC | Chicago, IL | $531.5M | — |
| New Silk Route Advisors, L.P. | New York, NY | $531.5M | 2 |
| Ceeto Capital Group, LLC | Coral Gables, FL | $531.4M | — |
| Sardis Group, LLC | Atlanta, GA | $531.2M | — |
| Cap91 Partners Management LLC | Richmond, VA | $531M | 2 |
| Titan Retirement Advisors LLC | Fulshear, TX | $531M | — |
| Brown Wealth Management, LLC | Naperville, IL | $530.8M | — |
| Trinity Portfolio Advisors, LLC | Southlake, TX | $530.5M | — |
| Santa Barbara Mgmt, LLC | Chicago, IL | $530.2M | — |
| Matheson & Rock Wealth Management, LLC | Davenport, IA | $530M | — |
| A-Street Management LP | | $530M | 3 |
| Pension & Wealth Management Advisors, Inc. | Waltham, MA | $529.8M | — |
| Denver Wealth Management, Inc. | Denver, CO | $529.8M | — |
| Gagnon Securities, LLC | New York, NY | $529.7M | — |