| Storen Legacy Partners, LLC | Zionsville, IN | $438.3M | — |
| Newvest Management, LP | | $438.2M | 3 |
| Hendley & Co Inc | Zanesville, OH | $438.2M | — |
| Arnold Weitz & Co | Elkhorn, NE | $438.1M | — |
| Schulz Wealth, Ltd. | Mansfield, TX | $438.1M | — |
| Cic Partners Management LLC | Dallas, TX | $438M | 3 |
| Access Financial Services, Inc. | Minneapolis, MN | $437.8M | — |
| Skylar Capital Management LP | Houston, TX | $437.7M | 2 |
| Lloyd Advisory Services, LLC | Suwanee, GA | $437.6M | — |
| Note Advisors, LLC | Buffalo, NY | $437M | — |
| Herbert J. Sims Capital Management, Inc. | Fairfield, CT | $436.9M | — |
| Peachtree Wealth Advisors, Inc | Atlanta, GA | $436.8M | — |
| Pfg Investments, LLC | Jacksonville, OR | $436.8M | — |
| Fogel Capital Management Inc | Stuart, FL | $436.7M | — |
| Ndure Global LLC | | $436.7M | — |
| August Wealth Advisors LLC | Westport, CT | $436.6M | — |
| Blueprint Investing LLC | San Francisco, CA | $436.3M | — |
| Westend Capital Management, LLC. | Sausalito, CA | $436.2M | 1 |
| Financial Asset Management Corp | Chappaqua, NY | $436.2M | — |
| Ravenswood Partners LP | McLean, VA | $436.1M | 1 |
| Chapel Hill Investment Analysts Inc | Greensburg, PA | $436M | — |
| Muhlenkamp & Co Inc | Wexford, PA | $435.8M | — |
| Off Road Capital Management LLC | New York, NY | $435.8M | 20 |
| Pfs Partners, LLC | Mine Hill, NJ | $435.6M | — |
| Princeton Capital Management LLC | Red Bank, NJ | $435.5M | 2 |
| Advisortrust Partners, LLC | Raleigh, NC | $435.3M | — |
| Murphy Middleton Hinkle & Parker, Inc. | Thomasville, GA | $435.3M | — |
| Vci Wealth Management LLC | Saint Louis, MO | $435.3M | — |
| Family Capital Management, Inc. | Grand Rapids, MI | $435.1M | — |
| Horrell Capital Management, Inc. | Little Rock, AR | $435.1M | — |
| Brandon Financial Planning, Inc. | Memphis, TN | $434.9M | — |
| Carmel Capital Partners, LLC | San Diego, CA | $434.3M | 3 |
| Comprehensive Financial Planning, Inc. | East Petersburg, PA | $434.1M | — |
| Mutual of America Life Insurance Company | New York, NY | $434.1M | — |
| Spark Investment Management LLC | New York, NY | $433.9M | 1 |
| Sestante Wealth Management, LLC | Coronado, CA | $433.9M | — |
| Plan a Wealth, LLC | Lincoln, NE | $433.8M | — |
| Align Financial, LLC | Hermantown, MN | $433.7M | — |
| L1 Capital Global Inc. | Miami Beach, FL | $433.6M | 1 |
| Santori & Peters, Inc. | Canonsburg, PA | $433.5M | — |
| Waypoint Wealth Counsel LLC | Atlanta, GA | $433.3M | — |
| Greenbridge Partners LLC | Lakeland, FL | $433.1M | — |
| Alphacentric Advisors LLC | San Juan, PR | $433.1M | — |
| Bgv Vc Management LLC | Menlo Park, CA | $433M | 12 |
| Regents Park Funds, LLC | Irvine, CA | $433M | — |
| Faction Ventures, LLC | Palo Alto, CA | $432.6M | 4 |
| Lisanti Capital Growth LLC | New York, NY | $432.5M | — |
| Engaged Capital, LLC | Newport Beach, CA | $432.3M | 6 |
| Third North Capital LP | New York, NY | $432.2M | 2 |
| Tred Avon Family Wealth, LLC | Easton, MD | $431.9M | — |