| The Cavanaugh Group Inc | Kiawah Island, SC | $485.7M | — |
| Anthemis Capital Managers Limited | London | $485.6M | 4 |
| Armor Advisors, L.L.C. | New York, NY | $485.5M | 3 |
| Anthemis Capital Managers (americas) LLC | New York, NY | $485.5M | 1 |
| Peakequity Partners Management Co., L.L.C. | Villanova, PA | $485.5M | 3 |
| Nwk Group, Inc. | San Francisco, CA | $485.3M | — |
| Bridger Management LLC | New York, NY | $485.2M | 3 |
| The Ambrus Group LLC | Tampa, FL | $485.1M | 3 |
| Johnson & White Wealth Management LLC | York, PA | $484.6M | — |
| Vantage Point Financial LLC | Lisle, IL | $484.6M | — |
| Nine Masts Capital Advisers LLC | New York, NY | $484.6M | — |
| Xebec Asset Management, LLC | Dallas, TX | $484.5M | 8 |
| Graney & King, LLC | Latham, NY | $484.4M | — |
| Mountain Pacific Advisors, LLC | Bellevue, WA | $484.3M | — |
| Rail-Splitter Capital Management LLC | Winnetka, IL | $484.1M | — |
| Legacy Financial Independent Advisors LLC | Louisville, KY | $484M | — |
| Locus Investment Group, Ltd. | Port Louis | $483.7M | 1 |
| Militia Investments, LLC | Austin, TX | $483.7M | — |
| Exodus Wealth, LLC | Fort Lauderdale, FL | $483.6M | — |
| Morton Brown Family Wealth LLC | Allentown, PA | $483.5M | — |
| Paradiem, LLC | Covington, LA | $483.4M | — |
| Altman Advisors, Inc | Chicago, IL | $483.4M | — |
| Usadvisors Wealth Management, LLC | Eden Prairie, MN | $483.3M | — |
| Global Kandor Advisors, LLC | Miami, FL | $483.3M | — |
| Buttonwood Financial Advisors, Inc. | Baltimore, MD | $483.2M | — |
| Joyce Wealth Management, LLC | Houston, TX | $483.1M | — |
| Van Strum & Towne Inc | San Francisco, CA | $483M | — |
| Astoria Strategic Wealth, Inc. | | $482.5M | — |
| Monte Financial Group, LLC | Guilford, CT | $482.4M | — |
| Genesis Private Wealth, LLC | Ashburn, VA | $482.4M | — |
| Physicians Financial Services, Inc. | Raleigh, NC | $482.3M | — |
| Ping Capital Management, Inc. | New York, NY | $482.2M | 2 |
| Ss&h Financial Advisors, Inc. | Troy, MI | $482.2M | — |
| Oakstreet Wealth Management, Inc. | Magnolia, TX | $482M | — |
| Emet Capital Management, LLC | New York, NY | $481.8M | 2 |
| Amj Financial Wealth Management LLC | Leesburg, VA | $481.8M | — |
| Cross Financial Advisors, LLC | Portland, OR | $481.8M | — |
| 15 Wealth Advisors LLC | Mundelein, IL | $481.5M | — |
| Ip Financial Advisory Services LLC | Charlotte, NC | $481.4M | — |
| Tigeroak Management, LLC | Nashville, TN | $481.2M | — |
| Onyxpoint Global Management LP | New York, NY | $481.2M | 3 |
| Pinnacle Peak Private Client Group, LLC | Scottsdale, AZ | $481.1M | — |
| Aureon Partners LLC | New York, NY | $481M | — |
| Thurston Advisors, LLC | Vero Beach, FL | $480.9M | 9 |
| Harbor Advisory Corporation | Portsmouth, NH | $480.9M | — |
| Eaton-Cambridge Inc. | Phoenix, AZ | $480.7M | — |
| Orange Avenue Advisors LLC | Orlando, FL | $480.7M | — |
| Courage Miller Partners, LLC | Norfolk, VA | $480.7M | — |
| Lion Point Capital, LP | New York, NY | $480.6M | 5 |
| Nine Ten Capital Management, LLC | Chicago, IL | $480.6M | 1 |