| Contrary LLC | | $480.5M | 11 |
| 10th Mountain, LLC | | $480.3M | — |
| Trellis Wealth Advisors, LLC | San Luis Obispo, CA | $479.8M | — |
| Af Advisors, Inc. | Sacramento, CA | $479.8M | — |
| Townsend Asset Management Corp. | Raleigh, NC | $479.6M | — |
| Asset Advisory Group, Inc. | Kinnelon, NJ | $479.5M | — |
| Match Grade Advisors, LLC | Greenville, SC | $479.4M | — |
| Positive Selection Investment Management, LLC | Greenwich, CT | $479.2M | 1 |
| Priority Senior Secured Income Management, LLC | West Palm Beach, FL | $479.1M | — |
| Keener Financial Planning, LLC | Keller, TX | $479M | — |
| Meredith Wealth Planning LLC | Maryville, IL | $478.7M | — |
| Joule Financial, LLC | Lexington, KY | $478.6M | — |
| Sound Point Meridian Management Company LLC | New York, NY | $478.5M | — |
| Idb Lido Wealth, LLC | New York, NY | $478.4M | — |
| Great Oak Capital Partners, LLC | South Easton, MA | $477.9M | — |
| Elmwood Wealth Management, Inc. | Berkeley, CA | $477.9M | — |
| Cannon Tingey Investment Advisors Inc | Salt Lake City, UT | $477.7M | — |
| Barnes Wealth Management Group, Inc. | Bakersfield, CA | $477.2M | — |
| Midatlantic Capital Management, Inc. | Richmond, VA | $477M | — |
| Jw Asset Management, LLC | | $476.9M | 4 |
| Broad Sky Partners LLC | New York, NY | $476.9M | 6 |
| Sfw Capital Partners, L.P. | Rye, NY | $476.8M | 9 |
| Rfg Holdings Inc. | Argyle, TX | $476.7M | — |
| Mbm Wealth Consultants, LLC | Chesterfield, MO | $476.7M | — |
| Andra Capital LLC | San Francisco, CA | $476.5M | 1 |
| Arborstone Financial, LLC | Andover, MA | $476M | — |
| The Invictus Collective, LLC | Park Ridge, IL | $476M | 1 |
| Emerald Hill Capital Partners Holdings, LLC | Lakewood, CO | $476M | 2 |
| Wimmer Associates I, LLC | Pasadena, CA | $475.9M | — |
| G&s Capital LLC | Denver, CO | $475.6M | — |
| Oneascent Wealth Management LLC | Birmingham, AL | $475.6M | — |
| Source Capital, LLC | Atlanta, GA | $475.4M | 19 |
| Bcp Advisors LLC | Miami, FL | $475.3M | — |
| Allgen Financial Advisors, Inc. | Orlando, FL | $475.2M | — |
| Carson Management Company, LLC | Dallas, TX | $475.1M | 20 |
| Nw1 Partners US LLC | London | $475.1M | 12 |
| Horiko Capital Management LLC | New York, NY | $475.1M | 2 |
| Kelly Financial Group, LLC | Wethersfield, CT | $474.9M | — |
| S2 Fund Manager, LLC | Dallas, TX | $474.8M | 6 |
| Tof Manager, LLC | Cleveland, OH | $474.6M | 6 |
| Noctua International Wmg, LLC | Miami, FL | $474.5M | — |
| Trueblood Wealth Management, LLC | Lima, OH | $474.1M | — |
| Proem Advisors LLC | Dallas, TX | $474.1M | 3 |
| Markowski Brothers Holding Corporation | | $473.9M | — |
| Spielberger & Brooks, Inc. | Woodbury, NY | $473.8M | — |
| Sds Real Estate Advisors | Los Angeles, CA | $473.8M | 5 |
| Cape Investment Advisory, Inc. | McDonough, GA | $473.7M | — |
| Towle & Co | Denver, CO | $473.7M | 2 |
| The Wellington Grp LLC | Indianapolis, IN | $473.6M | 1 |
| Juncture Wealth Strategies, LLC | Scottsdale, AZ | $473.6M | — |