| Alton Road Capital, LP | Vero Beach, FL | $26.6M | — |
| Quantbase, LLC | New York, NY | $26.6M | — |
| Pantheon Infra Advisors, LLC | San Francisco, CA | $26.6M | — |
| Spring Street Wealth, LLC | New York, NY | $26.4M | — |
| Beagle Invest, LLC | | $26.4M | — |
| W2b, Inc. | | $26.2M | — |
| Investall, Inc. | New York, NY | $26.2M | — |
| Nexadvisors, LLC | Dallas, TX | $26.1M | — |
| Triaxx Asset Management LLC | New York, NY | $26.1M | — |
| First Global (UK) Limited | North Harrow, Middx | $26M | 1 |
| Xcellerant Ventures, LLC | Scottsdale, AZ | $26M | 1 |
| Bz Wealth Advisors, LLC | Littleton, CO | $26M | — |
| Stedfast Capital Management LLC | Canandaigua, NY | $26M | — |
| Elevate Planners, LLC | | $25.9M | — |
| Derryrush Wealth Management LLC | West Sayville, NY | $25.8M | — |
| Trowbridge Capital Partners LLC. | | $25.8M | — |
| Map Funds Management, LLC | Marblehead, MA | $25.8M | 1 |
| Finiat, LLC | Mount Dora, FL | $25.6M | — |
| Blacksand Capital Management I, LLC | Honolulu, HI | $25.5M | 2 |
| Fruitful Advisory, LLC | New York, NY | $25.2M | — |
| Allies Capital Management, LLC | New York, NY | $25M | — |
| Tall Pines Capital, LLC | Oak Brook, IL | $25M | — |
| Christensen Group Financial, LLC | Eden Prairie, MN | $24.8M | — |
| Fund Asset Managers, LLC | Reno, NV | $24.8M | 2 |
| Bullet Ventures Management Ltd | | $24M | 1 |
| Gunn Wealth Management LLC | | $24M | — |
| Gbg Wealth Management LLC | Lone Tree, CO | $23.8M | — |
| Lfn Advisors Inc. | Muskegon, MI | $23.7M | — |
| Rhizome Capital Management LLC | | $23.6M | 2 |
| Rocky Mountain Private Wealth Management, L.L.C. | Sugar Land, TX | $23.5M | 2 |
| Pacific Harbor Holdings, Limited | Hong Kong | $23.2M | — |
| Richline Capital Management Inc. | Markham, Ontario | $23M | — |
| Greenwood Pine Partners, LLC | Memphis, TN | $22.9M | — |
| Albert Investments, LLC | Santa Barbara, CA | $22.7M | — |
| Passive Management LLC | New York, NY | $22.6M | — |
| Legacy Cornerstone Wealth LLC | Peoria, AZ | $22.4M | — |
| Moma International Servicos Administrativos S.s Ltda. | Porto Alegre, Rio Grande Do Sul | $22.4M | — |
| Baird Principal Group Management Company I, LLC | Milwaukee, WI | $22.4M | — |
| Iqvestment, LLC | | $22.3M | — |
| Prce Management LLC | Alpharetta, GA | $22.2M | 1 |
| Rm Investment Strategies, LLC | Grand Rapids, MI | $21.9M | — |
| Draco Evolution Corp. | Taipei City | $21.8M | — |
| K.j. Harrison & Partners (USA) Inc. | Toronto, on | $21.7M | — |
| Innovation Partners LLC. | Charlotte, NC | $21.7M | — |
| Emerald Separate Account Management LLC | Leola, PA | $21.3M | 1 |
| Parco Wealth Management LLC | | $21M | — |
| Rcp Advisors, LLC | Chicago, IL | $21M | 2 |
| Childfree Wealth, LLC | | $20.7M | — |
| Glass Retirement Strategies, Inc. | West Bloomfield, MI | $20.1M | — |
| Bp Capital Fund Advisors, LLC | | $20M | — |