| Dougherty Wealth Advisers LLC | Minnetonka, MN | $505.4M | — |
| Capitala Private Advisors, LLC | Charlotte, NC | $505.1M | 4 |
| Perceptive Edge Investment Management, Inc. | Wayzata, MN | $505M | — |
| Accretive Wealth Partners, LLC | Parsippany, NJ | $504.5M | — |
| Black Coral Financial Advisors, LLC | Mount Olive, NJ | $504.4M | — |
| Pineridge Advisors, LLC | St. Charles, MO | $504.2M | — |
| Aquire Wealth Advisors, LLC | Salt Lake City, UT | $504M | — |
| Ducere Wealth Management, LLC | Newport Beach, CA | $503.8M | — |
| Weinberger Asset Management, Inc | Los Angeles, CA | $503.6M | — |
| 11 Capital Partners LP | Darien, CT | $503.5M | 1 |
| Etesian Wealth Advisors, Inc. | West Linn, OR | $503.3M | — |
| Drum Capital Management LLC | Stamford, CT | $503.2M | 6 |
| Smh Capital Advisors LLC | Fort Worth, TX | $503.1M | — |
| Prosperity Financial Group, Inc. | San Ramon, CA | $503M | — |
| Preservation Equity Fund Advisors, LLC | Irvine, CA | $502.9M | 4 |
| Saybrook Capital Corp | Sag Harbor, NY | $502.7M | — |
| Boltwood Capital Management | Walnut Creek, CA | $502.5M | — |
| Sharp Wealth Advisory, LLC | Horsham, PA | $502.1M | — |
| Quantitative Process, LLC | Charlotte, NC | $502.1M | — |
| Investors Asset Management of Georgia Inc | Atlanta, GA | $502M | — |
| Humble Management, LLC | New York, NY | $501.6M | 2 |
| First Washington Corporation | Seattle, WA | $501.2M | — |
| Googins Advisors, Inc. | Middleton, WI | $501M | — |
| Family Financial Solutions Group, LLC | Durango, CO | $500.7M | — |
| Saothair Capital Partners, LLC | Wayne, PA | $500.7M | 4 |
| Pandowealth. LLC | | $500.3M | — |
| Hc Advisors LLC | Sandy Springs, GA | $500.2M | — |
| Private Wealth Solutions, LLC | Calabasas, CA | $500M | — |
| Endowment Advisers, L.P. | Austin, TX | $499.7M | 11 |
| First Sabrepoint Capital Management, LP | Dallas, TX | $499.5M | 1 |
| Stokes Capital Advisors, LLC | Greenwood, SC | $499.4M | — |
| Greenstone Partners, LLC | Larkspur, CA | $499.3M | 1 |
| Elevated Capital Advisors, LLC | Draper, UT | $499.1M | — |
| Evt Financial Advisors AG | Zurich | $498.9M | — |
| Presidio Capital Management, LLC | San Diego, CA | $498.9M | — |
| Act Advisors, LLC | Asheville, NC | $498.9M | — |
| Scientech Research LLC | Jersey City, NJ | $498.8M | 1 |
| Clark Financial Services Group Inc | Chesterfield, MO | $498.7M | — |
| Kahn Brothers Advisors LLC | New York, NY | $498.6M | — |
| Blue Opal Capital, LLC | New York, NY | $498.5M | 39 |
| Outrunner Capital, LLC | Austin, TX | $498.5M | 6 |
| Hastings Equity Partners, LLC | Boston, MA | $498.5M | 6 |
| Jackson Financial Services, LLC | Mt. Pleasant, SC | $498.1M | — |
| Ruedi Wealth Management, Inc. | Champaign, IL | $498M | — |
| Pitzl Financial, LLC | Arden Hills, MN | $498M | — |
| Xcel Wealth Management, LLC | Holly Hill, FL | $497.9M | — |
| Socorro Asset Management, L.P. | Dallas, TX | $497.9M | 1 |
| William Madison Advisors, Inc. | Abilene, TX | $497.7M | — |
| Schmidt Financial Management, Inc. | Kirkland, WA | $497.5M | — |
| Legeis Capital Advisors, LLC | Great Neck, NY | $497.4M | 3 |