| Weatherhelm Capital Management LLC | Cambridge, NY | $90.6M | — |
| Alphaq Advisors LLC | Winter Park, FL | $90.6M | — |
| Zest Capital LLC | Miami, FL | $90.6M | — |
| Washington Square Capital Management LLC | New York, NY | $90.4M | — |
| Chacon Diaz & di Virgilio Wealth Management, LLC | Gainesville, FL | $90.3M | — |
| Seraph Capital Associates, LLC | Bartlesville, OK | $90.3M | 5 |
| Sound Advisory, LLC | | $90.2M | — |
| Sparkline Capital LP | | $90.2M | 3 |
| Oak Crest Advisory, LLC | Rochester, NY | $90.2M | — |
| Weiss Financial Group LLC | Mahopac, NY | $90M | — |
| Seven Canyons Advisors, LLC | Salt Lake City, UT | $90M | 2 |
| Novawave Capital LLC | Menlo Park, CA | $90M | 1 |
| Armada Capital LLC | Mexico City | $89.9M | — |
| Pichardo Asset Management, S.A. de C.v. | Mexico City | $89.8M | — |
| Aldemar Research Corporation | | $89.5M | — |
| Fairway Capital Management, LLC | Chicago, IL | $89.3M | 2 |
| Designer Technologies, Inc. | | $89.2M | — |
| Orchard Advisors LLC | | $89.2M | — |
| Shfp, LLC | | $88.9M | — |
| Heritage Grove Wealth Management, LLC | | $88.8M | — |
| Redwood Advisory, LLC | New York, NY | $88.5M | — |
| Shankland Financial Advisors, LLC | | $88.2M | — |
| Guidance Point Retirement Services, LLC | Portland, ME | $88.2M | — |
| Contego Capital Group, Inc. | Edina, MN | $88M | — |
| Lexion Capital Management LP | New York, NY | $87.9M | 1 |
| Wealthfd LLC | Conshohocken, PA | $87.8M | — |
| Ibn Financial Services, Inc. | Liverpool, NY | $87.7M | — |
| Pacific Global Investment Management Company | Glendale, CA | $87.5M | — |
| The Wealthplan LLC | Great Neck, NY | $87.5M | — |
| Quincy Wells Advisors, LLC | Chicago, IL | $87.3M | — |
| Yearwood Young Advisors LLC | Brooklyn, NY | $87.1M | — |
| Orasis Capital | Geneva | $87M | 1 |
| Sterling Asset Management Co Inc | | $87M | — |
| Lk Financial Planning LLC | New York, NY | $86.9M | — |
| Joseph John Hasson, Jr. | | $86.8M | — |
| Seahorse Financial Advisers Inc. | Millbrook, NY | $86.7M | — |
| Genesis Asset Management Group, Inc. | | $86.6M | — |
| Union Street Partners LLC | Alexandria, VA | $86.3M | — |
| Eagan Capital Management, LLC | Fayetteville, NY | $86.2M | — |
| Mace Capital Management, LLC | New York, NY | $86.2M | — |
| Arrow Investment Management, LLC | New York, NY | $85.6M | — |
| Private Equity Investors, Inc | New York, NY | $85.4M | 2 |
| Atw SPAC Management LLC | New York, NY | $85.4M | 1 |
| Intercarolina Financial Services, Inc. | Greensboro, NC | $85.4M | — |
| Idyllic Partners Manager, LP | Sleepy Hollow, NY | $85M | 1 |
| Api Financial Advisors, LLC | Rockledge, FL | $84.7M | — |
| Group Rmc Investment Advisor LLC | New York, NY | $84.6M | 13 |
| Derastone LLC | | $84.3M | — |
| Erez Asset Management, LLC | New Rochelle, NY | $84.3M | 1 |
| Complete Advisors Plus LLC | Valley Stream, NY | $84.2M | — |