As of July 2024, per latest ADV filings
1. COMPASS FINANCIAL GROUP, INC
Assets Under Management: $995,000,000
Client Accounts: 2,385
2. STANDARD FAMILY OFFICE, LLC
Assets Under Management: $921,859,137
Client Accounts: 2
3. ELGETHUN CAPITAL MANAGEMENT
Assets Under Management: $786,613,953
Client Accounts: 802
4. HI-LINE CAPITAL MANAGEMENT, LLC
Assets Under Management: $631,940,945
Client Accounts: 467
5. SAGE CAPITAL ADVISORS, LLC
Assets Under Management: $556,117,306
Client Accounts: 465