| Heitman International HK Limited | Central Hong Kong | $431.9M | 1 |
| Argentarii, LLC | Cincinnati, OH | $431.9M | 6 |
| Fsb Premier Wealth Management, Inc. | Waterloo, IA | $431.7M | — |
| Mrwm Advisors, LLC | Nashville, TN | $431.7M | — |
| Tricord Advisors, Inc. | Riverside, CA | $431.5M | — |
| Intermarket Corporation | New York, NY | $431.5M | 3 |
| Foreword Capital, LP | San Francisco, CA | $431.5M | 1 |
| Nbz Investment Advisors, LLC | Knoxville, TN | $431.2M | — |
| ETF Portfolio Partners, Inc. | Leawood, KS | $431.1M | — |
| Prospect Financial Services LLC | Melville, NY | $431M | — |
| Mwm Group LLC | Cedarhurst, NY | $431M | — |
| Republic Capital Adviser LLC | New York, NY | $430.9M | 100 |
| Causey Public Finance LLC | | $430.9M | — |
| Cutler Capital Management LLC | Worcester, MA | $430.8M | 2 |
| Steadmont Advisors, LLC | Birmingham, AL | $430.7M | — |
| Arrowroot Family Office, LLC | Marina del Rey, CA | $430.7M | 2 |
| White Pine Capital LLC | Bloomington, MN | $430.6M | 1 |
| Swmg, LLC | Fort Worth, TX | $430.4M | — |
| Castle Wealth Management LLC | Boynton Beach, FL | $430.1M | — |
| Diker Management LLC | New York, NY | $430M | 1 |
| Socha Financial Group, LLC | Corning, NY | $430M | — |
| Power Wealth Management LLC | Alpharetta, GA | $429.9M | — |
| Integrated Capital Management LLC | Bloomfield Hills, MI | $429.8M | — |
| Compass Financial Group, Inc. | Deerfield Beach, FL | $429.7M | — |
| Navigate Wealth Management, LLC | Birmingham, AL | $429.6M | — |
| Shayne & Jacobs, LLC | Nashville, TN | $429.5M | — |
| Qbox Fiduciary Solutions, LLC | Fort Wayne, IN | $429.2M | — |
| Radian Investment Management LLC | New York, NY | $428.9M | — |
| Square Wave Capital LLC | Brooklyn, NY | $428.8M | 1 |
| Agis Management LLC | Clearwater, FL | $428.7M | 1 |
| Symphony Financial Services, Inc. | Akron, OH | $428.7M | — |
| Lawson Kroeker Investment Management Inc | Omaha, NE | $428.6M | — |
| Blue Water Asset Management, LLC | Grand Rapids, MI | $428.5M | — |
| Lega Z Advisory LLC | | $428.4M | — |
| Coalescence Partners Investment Management LP | New York, NY | $428.4M | 4 |
| Longwall Investment Partners, LLC | Westport, CT | $428.2M | 1 |
| Providence Financial Advisors, LLC | Overland Park, KS | $428.1M | — |
| Haven Private, LLC | Orlando, FL | $428.1M | — |
| Cpc Management, LLC | Kansas City, MO | $428M | 1 |
| Kerux, LLC | Granite Bay, CA | $428M | — |
| McCarter Private Wealth Services LLC | Boston, MA | $427.7M | — |
| Belay Investment Group, LLC | Sherman Oaks, CA | $427.5M | 2 |
| Shearwater Capital, LLC | Denver, CO | $427.3M | — |
| Sag Harbor Capital Management, LLC | Great Neck, NY | $427.2M | 2 |
| O'Donnell Financial Services, LLC | San Rafael, CA | $427.1M | — |
| Protium Capital Limited | Hong Kong | $427M | 1 |
| Cp Capital (US) Partners LP | New York, NY | $426.9M | 4 |
| Care Equity Capital Management, L.P. | | $426.9M | 2 |
| Hfg Advisors, Inc. | Cincinnati, OH | $426.7M | — |
| Beacon Bridge Wealth Partners, LLC | Lower Gwynedd, PA | $426.6M | — |