| India Capital Management Limited | Trianon | $395.3M | — |
| Taiyo Pacific Partners L.P. | Kirkland, WA | $395.3M | 3 |
| Ka Credit Advisors II, LLC | Houston, TX | $395.2M | — |
| Gravitalix Financial LLC | Coral Springs, FL | $395.2M | — |
| Kiker Wealth Management, LLC | Jasper, GA | $395.1M | — |
| Sandler Capital Management | New York, NY | $395M | 11 |
| Quarry Hill Advisors, LLC | Saint Paul, MN | $394.8M | — |
| Reframe Wealth, LLC | Fairfax, VA | $394.8M | — |
| Clarion Wealth Management Partners, LLC | Fairfax, VA | $394.8M | — |
| Gen-Wealth Partners, Inc. | Zeeland, MI | $394.8M | — |
| Abich Financial Wealth Management, LLC | Ashburn, VA | $394.7M | — |
| Familywealth Advisers LLC | Lake Mary, FL | $394.6M | — |
| Hunter Lewis LLC | Crozet, VA | $394.6M | 1 |
| Cargile Investment Management, Inc. | Midland, TX | $394.6M | — |
| Value Partners Limited | Hong Kong | $394.5M | 3 |
| Attinger, LLC | Philadelphia, PA | $394.5M | 7 |
| Aegon USA Realty Advisors, LLC | Cedar Rapids, IA | $394.5M | 1 |
| The Retirement Planning Company of New England, Inc. | Warwick, RI | $394.4M | — |
| Vawter Financial Ltd | Columbus, OH | $394.4M | — |
| Integrity Investment Advisors, LLC | | $394.3M | — |
| Mn Wealth Advisors, LLC | Overland Park, KS | $394.2M | — |
| Signet Investment Advisory Group, Inc. | Providence, RI | $394.1M | — |
| Elizabeth Park Capital Advisors, Ltd | Pepper Pike, OH | $393.9M | 4 |
| Knuff & Company LLC | Foster City, CA | $393.9M | 1 |
| Aj Advisors, LLC | Nashville, TN | $393.9M | — |
| Arsenal Venture Partners, Inc. | Winter Park, FL | $393.8M | 12 |
| Virginia Wealth Management Group, Inc. | Virginia Beach, VA | $393.8M | — |
| Bellevue Asset Management, LLC | Bellevue, WA | $393.7M | — |
| Acas, LLC | Rancho Santa Fe, CA | $393.4M | — |
| Sl Advisors, LLC | | $393.3M | — |
| Core Wealth Partners LLC | Santa Rosa, CA | $393.2M | — |
| Pfw Advisors, LLC | Atlanta, GA | $393.2M | — |
| Causey Wealth LLC | Greenwood Village, CO | $393.2M | — |
| Key Capital Management, Inc. | Hendersonville, TN | $393M | — |
| Bentley Financial Group, Inc. | Downers Grove, IL | $392.8M | — |
| C. C. Dunnavan & Co., Inc. | Minneapolis, MN | $392.7M | — |
| Atlatl Advisers LLC | Madison, WI | $392.7M | — |
| Panoramic Capital Partners LLC | Lake Oswego, OR | $392.7M | — |
| Apex Investments Management US, LLC | Coconut Grove, FL | $392.5M | — |
| Apex Investments Management, S.A. | Guatemala City | $392.5M | 1 |
| Family Wealth Partners, LLC | Matthews, NC | $392.4M | — |
| Schorn Wealth, LLC | Englewood, FL | $392.4M | — |
| The Darrow Company, Inc. | Needham, MA | $392.4M | — |
| Eastover Investment Advisors, LLC | Charlotte, NC | $392.3M | — |
| S&a Financial Services, Inc. | Overland Park, KS | $392.3M | — |
| Carmel Capital Management L.L.C. | Carmel, CA | $392M | — |
| Highpeak Energy Management, LLC | Fort Worth, TX | $391.8M | 2 |
| Fifth Partners Management, LLC | Dallas, TX | $391.6M | 11 |
| Sgl Investment Advisors, Inc. | Missoula, MT | $391.6M | — |
| Siebert Advisornxt, LLC. | New York, NY | $391.5M | — |