As of July 2024, per latest ADV filings
1. KEYSTATE ADVISORY, LLC
Assets Under Management: $17,032,495,600
Client Accounts: 83
2. GUIDED CHOICE ASSET MANAGEMENT, INC.
Assets Under Management: $6,645,705,545
Client Accounts: 99,569
3. THE AMERIFLEX GROUP
Assets Under Management: $6,522,387,220
Client Accounts: 16,327
4. THE WEALTH CONSULTING GROUP
Assets Under Management: $5,194,180,776
Client Accounts: 21,408
5. BELPOINTE ASSET MANAGEMENT LLC
Assets Under Management: $4,300,001,521
Client Accounts: 22,446
6. DALTON INVESTMENTS, INC.
Assets Under Management: $4,059,517,879
Client Accounts: 39
7. ZAZOVE ASSOCIATES LLC
Assets Under Management: $2,286,673,248
Client Accounts: 82
8. TRASIMENE CAPITAL MANAGEMENT, LLC
Assets Under Management: $2,171,162,140
Client Accounts: 1
9. DIGITAL ALPHA ADVISORS, LLC
Assets Under Management: $1,813,040,549
Client Accounts: 11
10. THE INVESTMENT COUNSEL COMPANY
Assets Under Management: $1,640,536,319
Client Accounts: 1,783