| Watts Capital Partners LLC | | $65.1M | — |
| Malatai Capital LLC | New York, NY | $65M | — |
| Vazirani Asset Management LLC | New York, NY | $65M | 2 |
| Myra Advisors LLC | | $65M | — |
| Rosci Lamb, LLC | New York, NY | $65M | — |
| Empiric Advisors, Inc. | Austin, TX | $64.7M | — |
| Peconic Asset Planning, Inc. | Riverhead, NY | $64.6M | — |
| Build Asset Management, LLC | Jefferson City, MO | $64.6M | 1 |
| Goldstandard Wealth Private Limited | Mumbai | $64.6M | — |
| McA Cross Border Capital Inc. | Montreal | $64.6M | — |
| Mint Asset Management LLC | New York, NY | $64.5M | — |
| Smp Financial Planning, LLC | | $64.4M | — |
| Hudson View Advisors, LLC | Croton-On-Hudson, NY | $64.3M | — |
| Thirdline Capital Management LLC | Richmond, VA | $64.3M | — |
| Serenity Capital Advisors Inc. | Pittsford, NY | $64.3M | — |
| Springdale Capital LLC | | $64.2M | — |
| Otg Asset Management, Ltd. | La Paz | $63.8M | 1 |
| Slp Wealth LLC | Durham, NC | $63.7M | — |
| Sloan Advisory Group, Inc. | Glens Falls, NY | $63.6M | — |
| Longhorn Capital Partners, L.P. | Fort Worth, TX | $63.6M | — |
| Mh Investment Management Inc | | $63.4M | — |
| Access Real Estate, LLC | Louisville, KY | $63.4M | 4 |
| V Delima Investments Inc | | $63.3M | — |
| Wealthunite Advisors, LLC | Manhasset, NY | $63.1M | — |
| Vn Capital Management, LLC | Greensboro, NC | $63M | 1 |
| Seraphim Capital Management, LLC | | $63M | — |
| Corinthian Partners Asset Management LLC | New York, NY | $62.9M | — |
| Principly, Inc. | San Francisco, CA | $62.9M | — |
| Advisor Financial Services Inc | Chatham, NY | $62.6M | — |
| Leslie Marie Giordano | Garden City, NY | $62.6M | — |
| Mountain View Strategic Wealth, LLC | Hopewell Junction, NY | $62.5M | — |
| Northstar Financial Advisors LLC | | $62.4M | — |
| Truehaven Capital, LLC | Franklin, TN | $62.3M | 3 |
| Ogard Capital Markets Research LLC | Henderson, NV | $62.3M | — |
| Birch Wealth, Inc. | Rome, NY | $62.1M | — |
| Torma Capital LLP | London | $62.1M | 1 |
| Salient Advisors, L.P. | Dallas, TX | $61.8M | — |
| Rcm Robinson Capital Management LLC | Sacramento, CA | $61.8M | — |
| Capsigma Investment Partners Ltda | Sao Paulo, Sp | $61.6M | — |
| Gruenstein Investments LLC | | $61.5M | 1 |
| Harwood Capital LLP | London | $61.4M | — |
| Hawks Point Capital Partners LLC | Rye Brook, NY | $61.4M | — |
| Sbauer Funds, LLC | Carmel, IN | $61.3M | — |
| Dipsea Capital, LLC | Mill Valley, CA | $61.3M | 1 |
| Philadelphia Partners Capital Management, LLC | Bala Cynwyd, PA | $61.2M | — |
| Anchor Capital Management, LLC | Ithaca, NY | $61.2M | — |
| Rail Splitter Capital Advisers, LLC | Chicago, IL | $61M | 1 |
| Iqcio LLC | New York, NY | $60.9M | — |
| Gst Management, LLC | | $60.9M | — |
| J. Mandwelle Capital Strategies, LLC | | $60.9M | — |