| Platform Wealth Management, LLC | Holladay, UT | $509M | — |
| Mana Advisors LLC | New York, NY | $509M | — |
| Turnspire Capital Partners LLC | New York, NY | $508.9M | 13 |
| Permanent Equity Management, LLC | Columbia, MO | $508.8M | 3 |
| Lionheart Strategic Management, LLC | New York, NY | $508.7M | 1 |
| Taurus Private Markets, LLC | Malvern, PA | $508.7M | 3 |
| Dover Partners Inc | Dayton, OH | $508.6M | — |
| Pinnacle Holdings, LLC | Tulsa, OK | $508.3M | 3 |
| And Wealth Partners, LLC | Baltimore, MD | $508.2M | — |
| Ibn Asset Management, LLC | Thousand Oaks, CA | $508.2M | — |
| Quadratic Capital Management LLC | Greenwich, CT | $508.1M | — |
| Solace Capital Partners, L.P. | El Segundo, CA | $508.1M | 1 |
| Instrumental Wealth, LLC | Tampa, FL | $508M | — |
| Financial Designs Corporation | Claremont, CA | $507.9M | — |
| Wea Financial Advisors, Inc. | Madison, WI | $507.8M | — |
| Agellus Capital, LLC | Clayton, MO | $507.8M | 6 |
| Crossbeam Venture Partners LLC | New York, NY | $507.7M | 12 |
| Mandarinfish Management, LLC | | $507.7M | 4 |
| Garden Investment Management, L.P. | Greenwich, CT | $507.7M | 2 |
| Wealthcrest Financial Services, LLC | Springfield, VA | $507.5M | — |
| Stratis Capital, LLC | Darien, CT | $507.5M | — |
| The Lam Group, Inc. | | $507.4M | — |
| Mep Capital Management, LLC | New York, NY | $507.3M | 21 |
| Maltin Wealth Management, Inc. | | $507.2M | — |
| Pine Harbor Wealth Management LLC | Fairfax, VA | $507.1M | — |
| H I a - Helvetia Investment Advisors SA | Lugano | $506.8M | — |
| Lfl Advisers, LLC | Evanston, IL | $506.8M | 1 |
| Boone Wealth Advisors, LLC | Bellevue, WA | $506.8M | — |
| Kaufman Rossin Wealth, LLC | Miami, FL | $506.7M | — |
| Beta Capital Management LLC | Miami, FL | $506.6M | — |
| Cleveland Wealth, LLC | Cleveland, OH | $506.6M | — |
| Onyx Financial Advisors, LLC | Idaho Falls, ID | $506.4M | — |
| Blacksand Capital, LLC | Honolulu, HI | $506.3M | 11 |
| Financial & Tax Architects, LLC | St. Louis, MO | $506.2M | — |
| Bluesphere Advisors LLC | East Norriton, PA | $506.2M | — |
| Phd Consulting LLC | Overland Park, KS | $506.2M | — |
| Welch Capital Partners LLC | Harrison, NY | $506.2M | 1 |
| Stony Point Wealth Management Inc. | Richmond, VA | $506.1M | 1 |
| Eab Investment Group, LLC | Bala Cynwyd, PA | $506M | — |
| Park Street Capital Advisers, L.L.C. | | $505.9M | 7 |
| First Advisors National, LLC | Atlanta, GA | $505.9M | — |
| Mkd Wealth Coaches, LLC | Troy, MI | $505.7M | — |
| Global Credit Advisers, LLC | New York, NY | $505.7M | 6 |
| Hfg Wealth Management, LLC | The Woodlands, TX | $505.6M | — |
| 327 Capital Partners, LLC | San Antonio, TX | $505.5M | 8 |
| Oliver Capital Management, LLC | Seattle, WA | $505.5M | — |
| Selby Lane Capital, LLC | Charlottesville, VA | $505.4M | 7 |
| Carl P. Sherr & Co., LLC | Worcester, MA | $505.4M | — |
| Punch Card Management LP | Winter Park, FL | $505.4M | 1 |
| Bellars Harris Wealth Management, LLC | Virginia Beach, VA | $505.4M | — |