| Once Capital Management, LLC | New York, NY | $422.1M | 3 |
| The Estate Planners Group LLC | Yardley, PA | $422.1M | — |
| Investment Planning Advisors | Cumming, GA | $421.7M | — |
| Primetrust Advisors LLC | Greenville, SC | $421.6M | — |
| Fischer Investment Group, Inc. | Pittsford, NY | $421.5M | — |
| Cavalier Investments, LLC | Alpharetta, GA | $421.4M | — |
| Jgb Capital Management L.P. | Westport, CT | $421M | 6 |
| Giverny Capital Advisors LLC | Princeton, NJ | $420.9M | — |
| Odyssey Group LLC | Lancaster, PA | $420.9M | — |
| Graham, Bordelon, Golson & Gilbert, Inc. | Monroe, LA | $420.8M | — |
| Rubicon Advisors, GP | Redding, CA | $420.7M | — |
| Metavasi Capital LP | Larchmont, NY | $420.6M | 2 |
| Front Row Advisors LLC | Tiburon, CA | $420.4M | — |
| Acima Private Wealth LLC | Richmond, VA | $420.4M | — |
| Genesee Capital Advisors, LLC | Auburn, NY | $420.3M | — |
| Exeter Financial, LLC | Scottsdale, AZ | $420.2M | — |
| Cascade Investment Group, Inc. | Colorado Springs, CO | $419.9M | — |
| Point Bridge Capital, LLC | Fort Worth, TX | $419.7M | 9 |
| Hollander Asset Management LLC | Miami, FL | $419.7M | 2 |
| Potrero Capital Research, LLC | San Francisco, CA | $419.6M | 3 |
| Directed Capital Advisors, LLC | St. Petersburg, FL | $419.6M | 2 |
| Oriental Financial Services LLC | San Juan, PR | $419.6M | — |
| R.w. Roge & Company, Inc | Bohemia, NY | $419.5M | — |
| Emblem Group, L.P. | Boston, MA | $419.4M | 5 |
| Harlow Wealth Management, Inc. | Vancouver, WA | $419.4M | — |
| Rhodes Investment Advisors, Inc. | Fort Worth, TX | $419.2M | — |
| Moontower Asset Management LP | Austin, TX | $419.2M | 6 |
| Ridgewood Investments LLC | Springfield, NJ | $419.2M | 7 |
| Seabird Financial Corporation | San Diego, CA | $419.1M | — |
| Wt Wealth Management, LLC | Scottsdale, AZ | $419.1M | — |
| Summit Partners Credit Advisors, L.P. | Boston, MA | $419M | 8 |
| P4g Capital Management, LLC | Stateline, NV | $419M | 9 |
| Silver Oak Advisory Group, Inc. | Portland, OR | $418.9M | — |
| Transce3nd LLC | Buda, TX | $418.9M | — |
| One Oak Capital Management, LLC | Purchase, NY | $418.5M | 3 |
| Alpha Leonis Partners, LLC | Wayne, PA | $418.4M | 1 |
| Lincoln Capital Corporation | East Greenwich, RI | $418.3M | — |
| Aspect Partners, LLC | Fairfax, VA | $418.2M | — |
| Miller Value Partners, LLC | Sarasota, FL | $418.2M | — |
| Seaport Capital, LLC | New York, NY | $418.2M | 7 |
| Mauney-Pitt Financial Management, Inc. | Shelby, NC | $418M | — |
| Quantum Private Wealth, LLC | Tampa, FL | $418M | — |
| Onex Credit Advisor, LLC | Englewood Cliffs, NJ | $417.8M | — |
| Fruth Investment Management | Houston, TX | $417.8M | — |
| Honte Advisors LLC | Berkeley, CA | $417.7M | 1 |
| Artist Capital Management LLC | New York, NY | $417.6M | 12 |
| Flatrock Wealth Partners LLC | Newport Beach, CA | $417.6M | — |
| Coquina Private Wealth LLC | Port Charlotte, FL | $417.6M | — |
| Eagle Wealth Management Group Inc. | Valencia, CA | $417.5M | — |
| Cedar Wealth Management, LLC | | $417.2M | — |