| Investor's Advantage L.L.C. | | $98.7M | — |
| Luther Forest Wealth Advisors, L.L.C. | Malta, NY | $98.6M | — |
| Blue Sky Asset Management, LLC | Englewood, CO | $98.6M | — |
| Timbuktu Capital Management, LLC | Boston, MA | $98.6M | — |
| Backbone Planning Partners LLC | Las Vegas, NV | $98.4M | — |
| Garrett Nagle & Co., Inc. | Woburn, MA | $98.4M | — |
| Gallatin & Company, LLC | Vero Beach, FL | $98.1M | — |
| Swan Wealth Advisors, LLC | Durango, CO | $98M | — |
| Muzinich Direct Lending Adviser, LLC | New York, NY | $98M | — |
| Upright Financial Corp | | $98M | 1 |
| Lpk Investment Group, LLP | New York, NY | $98M | — |
| Lemnis Capital | Richardson, TX | $97.9M | — |
| Baytrust Wealth Management, LLC | Tampa, FL | $97.7M | — |
| Burren Capital Advisors Limited | Europort | $97.7M | 1 |
| Snow Financial Management, LLC | | $97.6M | — |
| Taverik Capital, LLC | Greenville, SC | $97.5M | 4 |
| Phoenix International Investments LLC | Nashua, NH | $97.5M | — |
| Manispace Capital, LP | New York, NY | $97.4M | — |
| Aspire Strategist Portfolios LLC | New York, NY | $97.3M | — |
| Amberlake Partners Sam | Monaco | $97.1M | — |
| Berkshire Advisors, Inc. | Wyomissing, PA | $97.1M | — |
| Stratacore Capital Management, LLC | New York, NY | $97M | — |
| Box Financial Advisors, LLC | Grapevine, TX | $96.9M | 1 |
| Rvx Asset Management LLC | Aventura, FL | $96.8M | 1 |
| Uob Global Capital LLC | New York, NY | $96.8M | 3 |
| Scott Conyers Capital Management, Inc. | | $96.7M | — |
| Ck Advisors, LLC | | $96.7M | — |
| Vulpes Investment Management Private Limited | Singapore | $96.5M | — |
| Israel Investment Advisors, LLC | Denver, CO | $96.3M | 1 |
| Pacific Wealth Advisory Services LLC | Danville, CA | $96.3M | — |
| Penserra Global Investors LLC | Orinda, CA | $96.2M | — |
| Mrp Advisors, LLC | | $96.1M | — |
| Capital Design Private Wealth LLC | Portsmouth, NH | $96M | — |
| Eastward Capital Partners, LLC | West Newton, MA | $96M | 6 |
| Nexpoint Insurance Solutions, L.P. | Dallas, TX | $95.7M | — |
| Basa Resources, Inc. | Dallas, TX | $95.7M | 1 |
| Burke Wealth Management, LLC | Houston, TX | $95.2M | — |
| Steward Capital Management, Inc. | Bloomfield Hills, MI | $95.1M | 2 |
| S. Muoio & Co. LLC | New York, NY | $95.1M | 4 |
| Nosuris, Inc. | Lynbrook, NY | $95M | — |
| Mon Capital Management LLC | New York, NY | $95M | — |
| Wise Money Israel Ltd. | Binyamina | $94.9M | — |
| Abraham Trading, LP | Canadian, TX | $94.9M | — |
| Lyon Capital Management, LLC | Pittsford, NY | $94.8M | — |
| Lion Capital Advisors LLC | Miami, FL | $94.8M | — |
| Gsb Capital, LLC | | $94.8M | — |
| Saxon Securities LLC | San Francisco, CA | $94.6M | — |
| Wingspan Capital, LLC | New York, NY | $94.5M | 6 |
| Sebetic Advisors, LLC | | $94.4M | — |
| Saddock Wealth, LLC | Dallas, TX | $94.3M | — |