| Siena Capital Partners GP, LLC | Evanston, IL | $379.3M | 1 |
| Keystone Financial Services | Loveland, CO | $379.2M | — |
| All Terrain Financial Advisors, LLC | Coon Rapids, MN | $379.2M | — |
| Rubenstein Partners, L.P. | Philadelphia, PA | $378.9M | 8 |
| Outlander Management, LLC | | $378.8M | 17 |
| Camber Partners Management LLC | New York, NY | $378.8M | 5 |
| Sun Mountain Capital Advisors, LLC | Santa Fe, NM | $378.7M | 9 |
| Mkt and Associates LLC | Tacoma, WA | $378.7M | — |
| Legacy Cg LLC | Plano, TX | $378.6M | — |
| Agnello Financial Group, Inc. | West Palm Beach, FL | $378.6M | — |
| Boca Wealth Advisors, LLC | Boca Raton, FL | $378.6M | — |
| Prospect Partners Advisors LLC | Chicago, IL | $378.4M | 3 |
| Hidden Lake Asset Management LP | New York, NY | $378.3M | 3 |
| Century Equity Partners LLC | Boston, MA | $378.3M | 6 |
| Pritzker Alternative Strategies LP | Chicago, IL | $378.3M | 1 |
| Auour Investments LLC | Woburn, MA | $378M | — |
| Freedom Financial Partners LLC | Oakdale, MN | $377.9M | — |
| Manulife Investment Management (north America) Limited | Toronto, on | $377.8M | — |
| Financial Advisory Partners, LLC | Winter Park, FL | $377.8M | — |
| Ashworth Wealth, LLC | South Jordan, UT | $377.8M | — |
| Fairhaven Financial Advisory Corporation | East Lansing, MI | $377.6M | — |
| Pinvest LLC | Coral Gables, FL | $377.5M | — |
| Axis Wealth Partners, LLC | East Providence, RI | $377.4M | — |
| Family Legacy, Inc. | Greenville, SC | $377.3M | — |
| Arrow Investment Advisors, LLC | Laurel, MD | $377.3M | — |
| New River Financial Group, LLC | Christiansburg, VA | $377.1M | — |
| Jps Financial, LLC | Westlake, OH | $377M | — |
| Northstar Advisory Group, LLC | Northfield, NJ | $377M | — |
| Commonwealth Retirement Investments LLC | Richmond, VA | $377M | — |
| Advisor Share Wealth Management, LLC | Vancouver, WA | $376.9M | — |
| Volterra Technologies LP | New York, NY | $376.9M | — |
| Olde Wealth Management, LLC | | $376.9M | — |
| Strategic Planning, Inc. | Columbus, OH | $376.6M | — |
| Icw Investment Advisors, LLC | Scottsdale, AZ | $376.6M | — |
| Kleinfelder Capital, Inc. | Cincinnati, OH | $376.6M | — |
| Palm Drive Capital LLC | New York, NY | $376.4M | 30 |
| Daiwa Capital Management Silicon Valley Inc. | Palo Alto, CA | $376.4M | — |
| Christy Capital Management, Inc. | Macon, GA | $376.3M | — |
| Concorde Financial Corporation | Dallas, TX | $376.2M | — |
| Stonecrest Wealth Management, Inc | Chandler, AZ | $375.8M | — |
| Findell Capital Management LLC | New York, NY | $375.8M | 2 |
| Prosperity Advisers, LLC | Horsham, PA | $375.8M | — |
| Dover Advisors, LLC | | $375.7M | — |
| Marin Bay Wealth Advisors, LLC | San Anselmo, CA | $375.6M | — |
| Melkonian Capital Management, LLC | New York, NY | $375.5M | 4 |
| Abbey Street, LLC | Eden Prairie, MN | $375.4M | — |
| Retirement Planning Group, LLC | Malta, NY | $375.4M | — |
| Hilton Head Financial Advisors, Inc. | Hilton Head, SC | $375.1M | — |
| Cultivar Capital, Inc. | Denton, TX | $375.1M | — |
| Bear Mountain Capital Inc. | Seattle, WA | $375M | 1 |