As of July 2024, per latest ADV filings
1. NEWEDGE ADVISORS
Assets Under Management: $18,432,430,824
Client Accounts: 62,249
2. BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
Assets Under Management: $3,964,828,037
Client Accounts: 10
3. MARITIME PARTNERS, LLC
Assets Under Management: $2,952,693,844
Client Accounts: 5
4. WATERS, PARKERSON & CO., LLC
Assets Under Management: $2,489,088,707
Client Accounts: 1,855
5. TRUWEALTH ADVISORS, LLC
Assets Under Management: $2,106,194,250
Client Accounts: 6,613
6. SISUNG INVESTMENT MANAGEMENT SERVICES LLC
Assets Under Management: $2,000,884,017
Client Accounts: 12
7. STOKES FAMILY OFFICE LLC
Assets Under Management: $1,873,797,661
Client Accounts: 1,972
8. ST. DENIS J. VILLERE & CO., LLC
Assets Under Management: $1,646,093,931
Client Accounts: 568
9. ORLEANS CAPITAL MANAGEMENT CORP
Assets Under Management: $1,594,350,069
Client Accounts: 208
10. SUMMIT FINANCIAL WEALTH ADVISORS
Assets Under Management: $1,430,463,689
Client Accounts: 2,455
11. ARGENT ADVISORS, INC.
Assets Under Management: $1,365,398,340
Client Accounts: 2,432
12. ENHANCED CAPITAL PARTNERS, LLC
Assets Under Management: $969,071,339
Client Accounts: 31
13. ARGENT RETIREMENT PLAN ADVISORS, LLC
Assets Under Management: $947,688,692
Client Accounts: 54
14. ADVANTAGE CAPITAL
Assets Under Management: $824,796,567
Client Accounts: 10
15. CULLEN ASSET MANAGEMENT
Assets Under Management: $675,404,152
Client Accounts: 1,190