| Plum Island Partners LLC | New York, NY | $550M | — |
| Terramont Infrastructure Management LLC | New York, NY | $549.9M | 6 |
| Pinnacle Wealth Advisors, LLC | Clackamas, OR | $549.7M | — |
| Snider Retirement Strategies, Inc. | Bellevue, WA | $549.7M | — |
| Varcov Co. | Darien, CT | $549.6M | — |
| Harvest Investment Consultants LLC | Hunt Valley, MD | $549M | — |
| Mack & Co. Partners, LP | Dallas, TX | $549M | 4 |
| Stiles Financial Services Incorporated | Edina, MN | $548.7M | — |
| Mills Wealth Advisors, LLC | Southlake, TX | $548.7M | 2 |
| Exome Asset Management LLC | New York, NY | $548.6M | 2 |
| May Hill Capital, LLC | Cohasset, MA | $548.6M | — |
| Hamel Associates Inc | Center Valley, PA | $548.3M | — |
| Cable Car Capital, LP | San Francisco, CA | $548.3M | 1 |
| Range Rock Capital LLC | Wellesley, MA | $548.3M | — |
| Big League Advance, LLC | Washington, DC | $548.3M | 6 |
| Crux Wealth Advisors | Long Beach, CA | $547.7M | — |
| Truewealth Advisors, LLC | Hoover, AL | $547.5M | — |
| Cachetech Inc. | Logan, UT | $547.4M | — |
| Rays Capital Partners Limited | Central | $547.2M | 5 |
| Adaptive Financial Consulting, LLC | Beachwood, OH | $547.1M | — |
| Hutchens & Kramer Investment Management Group, LLC | Carmel, IN | $546.8M | — |
| Jet Wealth Advisors | La Jolla, CA | $546.5M | — |
| Byrne Financial Freedom, LLC | Franklin, MA | $546.4M | — |
| Mach-1 Financial Group, LLC | Rogers, AR | $546.3M | — |
| Resilience Management, LLC | Cleveland, OH | $546.3M | 15 |
| 3 Boomerang Capital, LP | Greenwich, CT | $546.1M | 6 |
| Legacy Wealth Asset Management, LLC | Woodbury, MN | $546M | — |
| Wellington Shields & Co., LLC | New York, NY | $546M | — |
| Whitegate Investment Counselors, Inc. | Concord, NH | $545.4M | — |
| Stewardship Advisors, LLC | Mount Joy, PA | $545.2M | — |
| 25, LLC | Saint Louis, MO | $545M | — |
| Selby Wealth Management, LLC | Emeryville, CA | $544.8M | — |
| Amherst Capital Management LLC | New York, NY | $544.7M | 1 |
| Trillium Wealth LLC | Winter Park, FL | $544.6M | — |
| Sierra Ocean, LLC | Ripon, CA | $544.6M | — |
| Penobscot Wealth Management | Portland, ME | $544.5M | — |
| Tsw II Capital Advisors, LLC | Chattanooga, TN | $544.5M | 9 |
| Oneascent Family Office LLC | Birmingham, AL | $544.5M | — |
| Newstone Capital Partners, LLC | Dallas, TX | $544.5M | 6 |
| Golden Reserve Retirement, LLC | Dublin, OH | $544.3M | — |
| Goodreid Investment Counsel Corp. | Toronto | $544.1M | — |
| Farol Investment Advisers LP | New York, NY | $543.7M | 7 |
| Andrews, Lucia Wealth Management LLC | Danville, CA | $543.5M | — |
| Marion Wealth Management, LLC | Monroeville, PA | $543.4M | — |
| Palumbo Wealth Management LLC | Great Neck, NY | $543.4M | — |
| Prosperity Planning, Inc. | North Kansas City, MO | $543.2M | — |
| Fountainhead Financial, LLC | Chicago, IL | $543.2M | — |
| Headwater Investment Consulting,inc. | McMinnville, OR | $543M | — |
| Planning Directions, Inc. | Glen Mills, PA | $542.4M | — |
| Juno Financial Group LLC | Richmond, VA | $541.9M | — |