| Yukon Wealth Management, Inc. | Overland Park, KS | $467.4M | — |
| Rps Advisory Solutions, LLC | Louisville, KY | $467M | — |
| Sands Capital Horizons, LLC | Arlington, VA | $466.9M | 1 |
| Coston, McIsaac, and Partners Inc. | Bar Harbor, ME | $466.9M | — |
| Seascape Capital Management,llc | Portsmouth, NH | $466.9M | — |
| Edgewater Capital Management, LLC | Independence, OH | $466.8M | 4 |
| Widmann Financial Services, Inc. | Bowie, MD | $466.8M | — |
| Z3 Capital Partners, LLC | Richmond, VA | $466.8M | — |
| Clear Sky Carbon Solutions Investment Management, LLC | Bellaire, TX | $466.6M | 5 |
| Mark Sheptoff Financial Planning LLC | Glastonbury, CT | $466.5M | — |
| Wealthvalues, LLC | Redwood City, CA | $466.5M | — |
| Closed Loop Partners, LLC | New York, NY | $466.4M | 12 |
| Peter Kimmelman Asset Management LP | New York, NY | $466.3M | 11 |
| Alliance Private Wealth, LLC | North Reading, MA | $466.2M | — |
| Consilium Wealth Advisory, LLC | | $466M | — |
| Adit Ventures Management, LLC | New York, NY | $465.9M | 27 |
| Alta Fundamental Advisers LLC | New York, NY | $465.8M | 13 |
| Baldwin & Clarke Advisory Services LLC | Bedford, NH | $465.7M | — |
| Bloomfield Capital Holdings, LLC | Birmingham, MI | $465.7M | 5 |
| Clelland & Co Inc | San Diego, CA | $465.7M | — |
| Arrowroot Capital Management, LLC | Marina del Rey, CA | $465.5M | 9 |
| Fellowship Financial Planning, LLC | Spokane, WA | $465.3M | — |
| Bwm Planning LLC | Houston, TX | $465.3M | — |
| Sharpvue Capital, LLC | Raleigh, NC | $465.2M | 12 |
| Acumen Financial Advisors, LLC | Edina, MN | $465.2M | — |
| First Citizens Asset Management, Inc | Raleigh, NC | $465.1M | — |
| John F Suby Wealth Management LLC | Madison, WI | $464.9M | — |
| Lpwm LLC | Minneapolis, MN | $464.8M | — |
| Hmv Wealth Advisors, LLC | Shreveport, LA | $464.8M | — |
| Dew Wealth Management, LLC | Scottsdale, AZ | $464.7M | — |
| Cypress Capital Partners, LLC | Chicago, IL | $464.4M | — |
| Vert Asset Management LLC | Sausalito, CA | $464.4M | — |
| Colonial River Investments, LLC | Midlothian, VA | $464.4M | — |
| Obrien Greene & Co Inc | Media, PA | $464.3M | 1 |
| Accountants Proprietary Financial Servicenet, Inc. | Plainview, NY | $464.3M | — |
| Wisdom Fixed Income Management, LLC | Dallas, TX | $464.2M | — |
| Sard Wealth Management Group, LLC | Atlanta, GA | $464M | — |
| Scoggin Management LP | New York, NY | $463.9M | 2 |
| Destra Capital Advisors LLC | Bozeman, MT | $463.8M | — |
| Independence Financial Advisors, LLC | Franklin, NH | $463.8M | — |
| Tufton Capital Management, LLC | Hunt Valley, MD | $463.8M | — |
| Mkt Advisors LLC | Carlsbad, CA | $463.7M | — |
| Monarch Wealth Strategies | Santa Barbara, CA | $463.5M | — |
| Miller Financial Services LLC | Marshall, MI | $462.9M | — |
| Plum Street Advisors, LLC | | $462.8M | — |
| Harmony Asset Management LLC | Scottsdale, AZ | $462.5M | — |
| Tidemark, LLC | San Diego, CA | $462.5M | — |
| Envision Financial Planning, LLC | Memphis, TN | $462.5M | — |
| Sam Advisors, LLC | Oakhurst, CA | $462.3M | — |
| Charter Capital Management, LLC | Brookfield, WI | $462.2M | — |