| Tc Latin America Partners LLC | San Juan, PR | $529.7M | 7 |
| Yarger Wealth Strategies, LLC | Westerville, OH | $529.7M | — |
| Barrett & Company, Inc. | Providence, RI | $529.7M | — |
| Mindful Asset Planning LLC | Apple Valley, MN | $529.5M | — |
| Benefit Fiduciary Group LLC | Richmond, VA | $529.4M | — |
| Benedict Financial Advisors, Inc. | Atlanta, GA | $529.4M | — |
| Cowa, LLC | Tulsa, OK | $529.4M | — |
| Navigate Private Wealth, LLC | Draper, UT | $529.2M | — |
| Ch Global Capital Management, LLC | New York, NY | $529.1M | 1 |
| Caravela Energy Partners LP | Darien, CT | $529.1M | 2 |
| Orin Green Financial, LLC | San Diego, CA | $528.8M | — |
| S.A. Mason, LLC | Holland, MI | $528.7M | — |
| Peterson Wealth Services Inc. | South Ogden, UT | $528.5M | — |
| Measured Wealth Private Client Group, LLC | Portsmouth, NH | $528.3M | — |
| Bcr Wealth Strategies, LLC | Vestavia, AL | $528.1M | — |
| Strength Capital Partners, LLC | Birmingham, MI | $528M | — |
| Archean Capital Partners II, L.L.C. | Newtown Square, PA | $527.8M | 2 |
| Cura Wealth Advisors, LLC | Chicago, IL | $527.7M | — |
| Rosecap Investment Advisors, LLC | Grand Junction, CO | $527.5M | — |
| Noble Family Wealth, LLC | Clearwater, FL | $527.5M | — |
| Axon Capital LP | New York, NY | $527.4M | 2 |
| Sophron Capital Management LP | Summit, NJ | $527.3M | — |
| Hvpf Manager II, LLC | New York, NY | $527.2M | 2 |
| Compass Financial Advisory Services, LLC | Ormond Beach, FL | $527.2M | — |
| Ariston Services Group, LLC | San Diego, CA | $527M | 1 |
| Compass Group Investments Solutions LLC | Miami, FL | $526.8M | — |
| Northern Capital Management, Inc. | Spokane, WA | $526.7M | — |
| Retirement Wellness Group LLC | Pasadena, CA | $526.6M | — |
| Alaethes Wealth, LLC | | $526.4M | — |
| Constellation Investimentos e Participac?es Ltda | Sao Paulo | $526.4M | 1 |
| Aurdan Capital Management, LLC | Wayne, PA | $526.2M | — |
| One Bow River Advisers, LLC. | Colorado Springs, CO | $525.9M | 1 |
| Graybill Wealth Management, Ltd. | Elmhurst, IL | $525.8M | — |
| Gold Investment Management Ltd. | Edmonton | $525.8M | — |
| MacQuarie Asset Management Credit Advisers US, LLC | New York, NY | $525.6M | 3 |
| Bostonpremier Wealth, LLC | Hingham, MA | $525.2M | — |
| Core Planning, LLC | Ofallon, MO | $525M | — |
| Optimized Investment Partners, LLC | | $525M | — |
| 5th Street Advisors, LLC | Southport, CT | $524.5M | — |
| Essential Planning, LLC | Portsmouth, NH | $524.4M | — |
| Reify Wealth Advisors, Inc. | Indianapolis, IN | $524.4M | — |
| Mowery & Schoenfeld Wealth Management, LLC | Lincolnshire, IL | $524.4M | — |
| Denver Pwm, LLC | Denver, CO | $524.4M | — |
| Pathway Financial Advisers, LLC | Auburn, IN | $524.2M | — |
| Sst Benefits Consulting & Insurance Services, LLC | Aliso Viejo, CA | $524.1M | — |
| Conifer Investments Ltd | West Hartford, CT | $524M | — |
| Dlk Investment Management | Solana Beach, CA | $524M | — |
| Convergence Investment Partners, LLC | Palm Beach Gardens, FL | $523.6M | — |
| Financial Gravity Asset Management, Inc. | Austin, TX | $523.4M | — |
| Churchill Financial Advisors, LLC | Louisville, KY | $522.9M | — |