| 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 | — |
| Sycale Advisors (ny) LLC | New York, NY | $473.1M | 9 |
| Promethean Investments LLP | Edinburgh | $473M | 10 |
| Coign Capital Advisors LLC | Draper, UT | $472.9M | — |
| Brightside Capital Partners LLC | Lantana, FL | $472.8M | — |
| Blue Water Wealth, Inc. | Portland, OR | $472.8M | — |
| Encompass Wealth Advisors, LLC | Portland, OR | $472.8M | — |
| Stellus Private BDC Advisor, LLC | Houston, TX | $472.8M | — |
| Aigh Capital Management, LLC | | $472.7M | 1 |
| Lighthouse Financial Services Inc | Brea, CA | $472.5M | — |
| Planned Financial Services, LLC | Cleveland, OH | $472.5M | — |
| Financial Arcitects, Inc | Jenison, MI | $472.5M | — |
| Zimmerman Wealth Management, LLC | Evanston, IL | $472.4M | — |
| Wealthedge Investment Advisors, LLC | New York, NY | $472.1M | — |
| Wealth Effects LLC | Boston, MA | $472M | — |
| Cabana LLC | Fayetteville, AR | $471.8M | — |
| Birinyi Associates, Inc. | Westport, CT | $471.7M | — |
| Main Capital Partners North America LLC | Boston, MA | $471.6M | — |
| Mason & Associates, LLC | Newport News, VA | $471.4M | — |
| Sterling Group Wealth Management, LLC | Pasadena, CA | $471.3M | — |
| Praetorian Pr LLC | Rincon, PR | $471.3M | 1 |
| Kassouf Wealth Advisors, LLC | Birmingham, AL | $471.3M | — |
| Sand Creek Capital, LLC | Rexburg, ID | $471.2M | — |
| Rinkey Investments | San Diego, CA | $471.1M | — |
| Vanterra Capital LLC | New York, NY | $470.8M | 11 |
| Van Clemens Wealth Management, LLC | Minneapolis, MN | $470.4M | — |
| Atyant Capital Management Limited | Port-Louis | $470.2M | 1 |
| Keel Wealth Management, LLC | | $470M | — |
| Hs Management Partners, LLC | New York, NY | $469.9M | — |
| Rothschild Capital Partners, LLC | New York, NY | $469.7M | 2 |
| Octogone NA, LLC | Miami, FL | $469.7M | 6 |
| Bernard Caroli Wealth Management Inc. | Rumson, NJ | $469.7M | 2 |
| Taylor Hoffman Capital Management, LLC | Richmond, VA | $469.5M | 1 |
| Arcataur Capital Management LLC | Milwaukee, WI | $469.5M | — |
| Nova Financial LLC | Tucson, AZ | $469.4M | — |
| Kingsbridge Wealth Management, Inc. | Las Vegas, NV | $469.3M | — |
| Lakeshore Financial Planning Inc. | Saint Clair Shores, MI | $469.3M | — |
| Adapt Wealth Advisors, LLC | Atlanta, GA | $469.2M | — |
| Speece Thorson Capital Group Inc | Minnetonka, MN | $469M | 1 |
| Advantage Advisers Management, LLC | New York, NY | $468.8M | 1 |
| Chesapeake Asset Management LLC | New York, NY | $468.8M | 1 |
| Henry Bragg & Co., LLC | Houston, TX | $468.7M | — |
| Capco Asset Management, LLC | Tampa, FL | $468.6M | 1 |