| Lighthouse Swiss Wealth Advisors AG | Zug | $40.4M | — |
| P3 Asset Management, LLC | Gig Harbor, WA | $40.3M | — |
| Cio Capital Group LLC | New York, NY | $40.1M | — |
| Four Points Advisors, LLC | New York, NY | $40M | — |
| Montrose Estate Capital Management, LLC | Houston, TX | $40M | 1 |
| 2201 Capital, LLC | New York, NY | $40M | — |
| Arimathea | Fort Bragg, CA | $39.9M | — |
| Now Asset Management LLC | Purchase, NY | $39.8M | — |
| Bill Losey Retirement Solutions, LLC | | $39.6M | — |
| Msress III Manager, L.L.C. | New York, NY | $39.6M | 1 |
| Catton Capital Partners, LLC | San Francisco, CA | $39.6M | — |
| Equalize Capital LLC | San Juan, PR | $39.5M | 1 |
| Bequest Capital LLC | Sarasota, FL | $39.5M | 4 |
| Ihs Wealth Management LLC | Oyster Bay, NY | $39.4M | — |
| Apollo Wealth Management, LLC | | $39.3M | — |
| Gilead Capital LP | New York, NY | $39.1M | 3 |
| Amidon & Petersen Financials, LLC | Albany, NY | $39.1M | — |
| Trunorth Financial LLC | | $39M | — |
| Peak Wealth Management LLC | Saratoga Springs, NY | $39M | — |
| Native American Fund Advisors LLC | Tulsa, OK | $38.9M | — |
| Svn Global Private Advisors LLC | Sao Paulo | $38.3M | — |
| Hawkeye Partners, LP | | $38.2M | 2 |
| The Eastrade Asset Management Corporation | | $38M | — |
| Anthony Capital Management, LLC | De Pere, WI | $37.9M | — |
| Clearview Financial Planning, Inc. | Southold, NY | $37.9M | — |
| Artesian Capital Management (delaware) LP | New York, NY | $37.7M | 1 |
| Heron Advisory Inc. | San Francisco, CA | $37.7M | — |
| Invictus Advisory Services LLC | Buffalo, NY | $37.6M | — |
| Volumetric Advisers Inc | | $37.6M | — |
| Hermitage Wealth Management, Inc. | Richmond, VA | $37.5M | — |
| Acruence Capital, LLC | Dallas, TX | $37.4M | — |
| Leo Wealth Management, LLC | Staten Island, NY | $37.3M | — |
| Palladium Heritage Management, LLC | New York, NY | $37.2M | 2 |
| Select Investment Solutions, LLC | Washington, DC | $37.1M | 1 |
| Disciplined Alpha LLC | Boston, MA | $36.9M | 1 |
| Majority Asset Management, Inc. | | $36.9M | — |
| Wharton Wealth Planning, LLC | New York, NY | $36.9M | — |
| Dark Horse Wealth LLC | Cazenovia, NY | $36.6M | — |
| Gemcorp Capital Advisors LLC | New York, NY | $36.5M | — |
| Malt Partners Management LLC | Nashville, TN | $36.3M | 2 |
| Stone Ridge Advisors LLC | | $36.3M | — |
| Concourse Capital Advisors, LLC | Atlanta, GA | $36.1M | — |
| Bertolet Capital LLC | New York, NY | $35.8M | — |
| Brueske Advisory Services, LLC | Bellevue, WA | $35.8M | — |
| Gurufocus Investments, LLC | Plano, TX | $35.8M | — |
| Eudaimonia Wealth LLC | Buffalo, NY | $35.8M | — |
| Rabenold Advisors, Inc. | Williamsville, NY | $35.6M | — |
| Mohawk Capital Advisors, LLC | | $35.5M | — |
| Palm Springs Advisory LLC | | $35.5M | — |
| Tag Associates Florida LLC | New York, NY | $35.5M | — |