| Mft Wealth Management, Inc. | | $30.6M | — |
| Unfcu Advisors LLC | Long Island City, NY | $30.4M | — |
| Firethorn Partners, LLC | Vancouver, Bc | $30.4M | 1 |
| Dmlo Wealth Planning, LLC | Louisville, KY | $30.4M | — |
| Alphyn Capital Management LLC | Hicksville, NY | $30.3M | — |
| Parrot Finance, Inc. | | $30.1M | — |
| Eastside Financial Advisors, LLC | | $30.1M | — |
| Quillu Inc | San Francisco, CA | $30M | — |
| Emerge Capital Management Inc. | Buffalo, NY | $30M | — |
| Lotus Holdings LLC | Rye, NY | $30M | — |
| Castfirm Advisors LLC | Garden City, NY | $30M | — |
| Old Bellows Partners L.P. | New York, NY | $30M | 2 |
| Seneca Private Wealth, LLC | Los Angeles, CA | $29.9M | — |
| Port Capital Management LLC | Massapequa, NY | $29.8M | — |
| Metis Capital Management LLC | | $29.8M | — |
| Emstone Advisers, LLC | Leola, PA | $29.3M | — |
| S. Williams Capital, LLC | New York, NY | $29.2M | — |
| Smartadvisor LLC | San Francisco, CA | $29.2M | — |
| Goldstone Portfolios Incorporated | | $29.1M | — |
| Global Beta Advisors LLC | West Chester, PA | $28.8M | — |
| M3sixty Capital, LLC | Fairway, KS | $28.7M | — |
| School of Personal Finance, LLC | | $28.7M | — |
| Ardinall Investment Management LP | New York, NY | $28.5M | 1 |
| Gordian Capital Management, LLC | Mill Valley, CA | $28.4M | 3 |
| Cleveralpha Asset Management, LLC | Hawthorne, CA | $28.3M | — |
| Mount Murray Investment Inc. | Montreal, Quebec | $28.2M | — |
| Rosenbaum, Lanny, Kevin | Glenville, NY | $28.2M | — |
| Dominari Securities LLC | New York, NY | $28M | — |
| Da Inv LLC | London | $28M | — |
| Derivaty Co | White Plains, NY | $28M | — |
| Eden Advisory Services, LLC | Albany, NY | $27.8M | — |
| Fanclub Sports Management LLC | | $27.8M | — |
| Gfm Asset Management LLC | Weinfelden | $27.5M | — |
| Cql Capital Management | Chesterfield, MO | $27.4M | — |
| St Bernard Asset Management, Inc. | Russellville, AR | $27.4M | — |
| Maidstone Wealth Management, LLC | Cambridge, NY | $27.4M | — |
| Flatiron Fund Management LP | West Palm Beach, FL | $27.3M | 3 |
| Avrio Wealth LLC | New York, NY | $27.3M | — |
| Rosecliff Capital Advisory LLC | New York, NY | $27.3M | — |
| Dorian Eason Asset Management, LLC | Memphis, TN | $27.1M | — |
| Kronos Wealth Management, LLC | | $27.1M | — |
| Intelligent Alpha LLC | Minneapolis, MN | $27M | 1 |
| Global Listing Accelerator Securities Limited | New York, NY | $27M | — |
| Ikos Cif Limited | Limassol | $26.9M | — |
| Museum Mile Funds LLC | New York, NY | $26.9M | 1 |
| Ddo Advisory Services, LLC | Rhinebeck, NY | $26.8M | — |
| Safe Harbor Asset Management, Inc. | Huntington, NY | $26.8M | — |
| Karagosian Financial Services, Inc | Croton on Hudson, NY | $26.8M | — |
| Calamos Antetokounmpo Asset Management LLC | Naperville, IL | $26.8M | — |
| Profit Investment Management, LLC | North Bethesda, MD | $26.8M | — |