| Financial Planning Services, Inc. | Fort Lauderdale, FL | $20M | — |
| Taylor Frigon Family Office, LLC | Scottsdale, AZ | $20M | — |
| Cnl Fund Advisors II, LLC | Orlando, FL | $19.9M | 1 |
| The Gms Group, LLC | East Hanover, NJ | $19.8M | — |
| Icon Financial Services LLC | Portland, OR | $19.7M | — |
| Hodge Financial Services, LLC | | $19.7M | — |
| Alpha Growth Management LLC | Delray Beach, FL | $19.6M | — |
| Brendan Wood Topgun Partnerships Inc. | Toronto | $19.6M | — |
| Marnoa Private Wealth Counsel Ltd. | Waterloo,ontario | $19.3M | — |
| Rainwater Equity LLC | | $19.1M | — |
| Chanakya Capital Partners Ifsc LLP | Gandhinagar, Gujarat | $19M | 1 |
| Cubetech Capital, LLC | New Territories | $18.9M | — |
| Ryan Heritage, LLP | Saddle Brook, NJ | $18.8M | — |
| Public Advisors LLC | New York, NY | $18.8M | — |
| Kahn Brothers Asset Management Corp | New York, NY | $18.5M | 1 |
| Mgh Asset Management Ltd | Wellington | $18.5M | 1 |
| Fidelis Capital, LLC | Birmingham, AL | $18.3M | 1 |
| Cumberland Hill Capital Management LLC | Dallas, TX | $18.2M | 1 |
| ETF Model Solutions, LLC | Appleton, WI | $18.1M | — |
| Rapid Scale LLC | | $18M | 1 |
| Galloway Asset Management LLC | Mesa, AZ | $17.9M | — |
| Bloom Investment Advisors, LLC | San Francisco, CA | $17.7M | — |
| Archway Private Wealth LLC | Manchester | $17.3M | — |
| Atlas Capital Team Inc. | | $17.2M | — |
| Precidian Funds LLC | Newtown, PA | $17M | — |
| Highgate Group USA Inc. | Montreal, Quebec | $17M | — |
| Ursa Financial, LLC | | $16.6M | — |
| Hunter Private Capital Advisors, LLC | Pittsburgh, PA | $16.4M | 2 |
| Svof/Mm, LLC | Santa Monica, CA | $16.4M | 2 |
| C4m Global Advisors LLC | Arlington, VA | $16.3M | 1 |
| Fama Re.capital Ltda | Sao Paulo | $16.3M | — |
| Riverwalk Capital Partners, LLC | Chicago, IL | $16.2M | 1 |
| Sweater Industries LLC | Boulder, CO | $16.1M | 1 |
| Forma Cashmere LLC | | $16.1M | — |
| Nextgen Emp, Inc. | | $16.1M | — |
| Aperture Advisors LLC | | $16M | — |
| Atwood Financial Planning LLC | | $15.8M | — |
| Spp Credit Advisors LLC | New York, NY | $15.4M | — |
| Caterer Goodman Partners Ltd | | $15.3M | — |
| Principled Advisors, Inc. | | $15M | — |
| Lgm Capital Management LLC | Phoenix, AZ | $14.9M | — |
| Class VI Ventures, LLC | Denver, CO | $14.9M | 1 |
| Beanstox Inc. | Montreal, Quebec | $14.9M | — |
| Fwg Investment Management, LLC | Winter Park, FL | $14.4M | 1 |
| Networth Literacy, Inc | Mexico City | $14.4M | — |
| Ginkgo Global Limited | Shanghai | $14.3M | 1 |
| Holistic Finance LLC | | $14.2M | — |
| Omega Advisers, LLC. | | $13.6M | — |
| Honeytree Investment Management Ltd. | | $13.6M | — |
| Overseas Capital Management LLC | Jing an District, Shanghai | $13.6M | — |