| Social Investment Managers and Advisors, LLC | New York, NY | $100.6M | 4 |
| Cdp Financial Group, LLC | Littleton, CO | $100.5M | — |
| Bridge Financial Planning, LLC | | $100.4M | — |
| Sagent Wealth Management | Laguna Beach, CA | $100.4M | — |
| Newsong Capital Management, Inc. | Hattiesburg, MS | $100.4M | — |
| Course Management Investment Advisors, LLC | Pinehurst, NC | $100.3M | — |
| Financial Action, Inc. | Monument, CO | $100.3M | — |
| Next Up Wealth Advisors, LLC | Scottsdale, AZ | $100.2M | — |
| Financial Counseling, Inc. | Springboro, OH | $100.1M | — |
| Retire Ready Wealth Management, LLC | Radnor, PA | $100.1M | — |
| Grupp Financial LLC | Jackson, WY | $100.1M | — |
| Cardinal Point Capital LLC | San Francisco, CA | $100M | 3 |
| Infinity Investment Advisors LLC | Huntsville, AL | $100M | — |
| Chamberlain Lane Capital, LLC | Nashville, TN | $100M | — |
| Acacia Asset Management LLC | New York, NY | $100M | — |
| Ferghana Investment Partners, LP | New York, NY | $100M | — |
| Harbinger Alternative Associates, LLC | Atlanta, GA | $100M | 1 |
| Valhum Asset Management, LLC | Upper Saddle River, NJ | $100M | — |
| Approach Capital LLC | | $100M | — |
| Freeboard Capital, LLC | | $99.9M | — |
| Fama Fiduciary Wealth LLC | Rochester, NY | $99.9M | — |
| Sundowner Capital Management LLC | | $99.7M | — |
| Stonebridge Partners LLC | White Plains, NY | $99.4M | 14 |
| Lw Capital Management, LLC | | $99.4M | 2 |
| 13d Management LLC | New York, NY | $99.4M | — |
| Arex Capital Management, LP | New York, NY | $99.4M | 2 |
| Merion Realty Advisers, LLC | Wynnewood, PA | $99.3M | 3 |
| Waterfront Capital Partners LLC | New York, NY | $99.3M | 1 |
| Bergen Park Capital Management, LLC | Bigfork, MT | $99.3M | 1 |
| Caz GP Stakes Adviser LLC | Houston, TX | $99M | — |
| Granite Value Capital, LLC | Hanover, NH | $98.9M | — |
| Synergy Capital of Colorado LLC | Fort Collins, CO | $98.8M | — |
| Third Sigma Investment Advisors LLC | Wilmington, DE | $98.8M | — |
| Lake Road Advisors, LLC | Corning, NY | $98.8M | — |
| Investor's Advantage L.L.C. | | $98.7M | — |
| Luther Forest Wealth Advisors, L.L.C. | Malta, NY | $98.6M | — |
| Blue Sky Asset Management, LLC | Englewood, CO | $98.6M | — |
| Timbuktu Capital Management, LLC | Boston, MA | $98.6M | — |
| Backbone Planning Partners LLC | Las Vegas, NV | $98.4M | — |
| Garrett Nagle & Co., Inc. | Woburn, MA | $98.4M | — |
| Gallatin & Company, LLC | Vero Beach, FL | $98.1M | — |
| Swan Wealth Advisors, LLC | Durango, CO | $98M | — |
| Muzinich Direct Lending Adviser, LLC | New York, NY | $98M | — |
| Upright Financial Corp | | $98M | 1 |
| Lpk Investment Group, LLP | New York, NY | $98M | — |
| Lemnis Capital LLC | Richardson, TX | $97.9M | — |
| Baytrust Wealth Management, LLC | Tampa, FL | $97.7M | — |
| Burren Capital Advisors Limited | Europort | $97.7M | 1 |
| Snow Financial Management, LLC | | $97.6M | — |
| Taverik Capital, LLC | Greenville, SC | $97.5M | 4 |