| Evergreen Advisors, LLC | Chattanooga, TN | $522.8M | — |
| Fort Point Capital, LLC | Boston, MA | $522.6M | 5 |
| Park Edge Advisors, LLC | Cleveland, OH | $522.5M | — |
| Delta Wealth Management | | $522.5M | — |
| Sherborne Investors Management LP | New York, NY | $522.1M | 4 |
| Voya Investment Management (UK) Limited | London | $522.1M | — |
| McLaughlin Ryder Investments, Inc. | Alexandria, VA | $522.1M | — |
| Dg Capital Management, LLC | New York, NY | $521.9M | 3 |
| Leading Edge Financial Planning LLC | Knoxville, TN | $521.8M | — |
| Verso Partners LP | San Francisco, CA | $521.6M | 3 |
| Reflow Services, LLC | San Francisco, CA | $521.4M | 1 |
| Andrew Garrett, Inc. | New York, NY | $521.3M | — |
| Trinity Legacy Partners, LLC | Houston, TX | $521.2M | 1 |
| 5th Century Partners LP | Chicago, IL | $521.2M | 5 |
| Disciplined Equity Management, Inc. | Neptune Beach, FL | $521M | — |
| Kingdom Financial Group, LLC | Peoria, AZ | $520.9M | — |
| 3000 Management, Inc. | San Francisco, CA | $520.9M | 5 |
| Fiduciary Advisors, LLC | Cottonwood Heights, UT | $520.2M | — |
| Grounded Capital, LLC | Mill Valley, CA | $520M | 1 |
| Zuraw Financial Advisors, LLC | Greensboro, NC | $519.9M | — |
| Uncommon Cents Investing, Inc | Janesville, WI | $519.6M | — |
| Dean, Jacobson Financial Services, LLC | Fort Worth, TX | $519.4M | — |
| Altera Private Access, LLC | Atlanta, GA | $519.1M | 51 |
| Savano Direct Capital Partners, LLC | Baltimore, MD | $519.1M | 10 |
| Broadoak Asset Management, LLC | Bethesda, MD | $519M | 10 |
| Northstar Financial Companies, Inc. | Conshohocken, PA | $519M | — |
| Matson Financial Advisors, Inc. | Danbury, CT | $518.9M | — |
| Summit House Capital Management, LLC | Dallas, TX | $518.7M | 3 |
| Council Capital Funds Management, LLC | Nashville, TN | $518.6M | 7 |
| Bicycle Management Company, L.P. | Coconut Grove, FL | $518.5M | 1 |
| Boardman Bay Capital Management LLC | New York, NY | $518.4M | 15 |
| Independent Wealth Network, Inc. | Urbandale, IA | $518.4M | — |
| Hudson Hill Capital Management, LLC | New York, NY | $518.1M | 5 |
| Quantech Solution Partners North America Inc. | Ny, NY | $517.9M | — |
| Parkshore Wealth Management | Granite Bay, CA | $517.9M | — |
| Seldon Capital LP | San Francisco, CA | $517.8M | 1 |
| Altium Investment Strategies LLC | Wesley Chapel, FL | $517.7M | — |
| Bgm Wealth Partners, LLC | Bloomington, MN | $517.5M | — |
| Jordan/Zalaznick Advisers, Inc. | New York, NY | $517.5M | 8 |
| Alliance Wealth Management Group, LLC | Flemington, NJ | $517.4M | — |
| Fiat Wealth Management LLC | Wayzata, MN | $517.4M | — |
| Nest Egg Etfs, LLC | Downey, CA | $517.3M | — |
| Chelsea Counsel Company | Woodland Hills, CA | $517M | — |
| Sowa Financial Group Inc | Lincoln, RI | $517M | — |
| Gifford Fong Associates | Lafayette, CA | $517M | — |
| Medallion Wealth Advisors, LLC | Farmington, CT | $516.9M | — |
| Crg Fund Manager, LLC | Chicago, IL | $516.9M | 5 |
| Millennia Global Investors LLC | New York, NY | $516M | 7 |
| 801 West Capital Management, LLC | Lake Oswego, OR | $515.9M | 4 |
| Prudent Investors Network, Inc. | Lake Forest, CA | $515.8M | — |