| Lehmann, Livian, Fridson Advisors, LLC | New York, NY | $84.2M | — |
| Titan Managers, LLC | Scottsdale, AZ | $84.2M | — |
| Western New York Financial Group, LLC | Buffalo, NY | $84.1M | — |
| Jacob Asset Management of New York LLC | Hermosa Beach, CA | $84.1M | — |
| Seven Hills Capital Corp. | Toronto, Ontario | $83.8M | — |
| Greycliff Wealth Management, LLC | New York, NY | $83.8M | — |
| Baird Principal Group Management Company, LLC | Milwaukee, WI | $83.7M | — |
| Welara Asset Management LLC | | $83.7M | — |
| Vita Planning Group LLC | Camas, WA | $83.7M | — |
| Double Duty Money Management LLC | New York, NY | $83.7M | — |
| Route 20 Private Wealth Inc. | Fort Lauderdale, FL | $83.5M | 1 |
| Inter US Management, LLC | Miami, FL | $83.4M | — |
| Northstar Capital Funds, LLC | New York, NY | $83.3M | 1 |
| Proxy Wealth Advisors LLC | Windermere, FL | $83.3M | — |
| Lumiere Financial Group LLC | New York, NY | $82.7M | 1 |
| Hyjc Capital of Wny, LLC | Lakeville, NY | $82.6M | — |
| Trp Capital Advisors, LLC | Birmingham, MI | $82.5M | 6 |
| Winthrop Partners - Epa, LLC | Orchard, NY | $82.2M | — |
| Londinium Asset Management Ltd. | 98000 Principality of Monaco | $82M | — |
| Ivesta Corp | New York, NY | $82M | — |
| L&l Partners Wealth Management, LLC | Suffern, NY | $81.8M | — |
| Dub Advisors LLC | New York, NY | $81.8M | — |
| Baird Principal Group Management Company II, LLC | Milwaukee, WI | $81.7M | — |
| Kelly Strategic Management, LLC | Denver, CO | $81.7M | — |
| Betteredge Capital LLC | New York, NY | $81.4M | — |
| Collega Capital Management, S.r.l. | | $81.4M | — |
| Hunter Michael Investment Advisors Inc | Richmond, VA | $81.2M | — |
| Clpf LLC | | $81M | — |
| Colucci Wealth Management LLC | Brightwaters, NY | $80.8M | — |
| Mollot & Hardy, Inc. | Amherst, NY | $80.6M | — |
| 1 Main Capital Management, LLC | Westport, CT | $80.5M | 2 |
| Nottingham Wealth Partners, Inc. | Syracuse, NY | $80.5M | — |
| Ever Green Wealth Management, LLC | Victor, NY | $80.3M | — |
| Abernathy Group II LLC | New York, NY | $80.2M | 1 |
| Federal Prep Advisors, Inc. | Bohemia, NY | $80.1M | — |
| Seaport Global Asset Management LLC | New York, NY | $80M | 10 |
| General Industrial Partners LLP | London | $80M | 4 |
| 2xideas US Inc. | New York, NY | $79.7M | — |
| Minerva Wealth Advisory LLC | New York, NY | $79.5M | — |
| Constellation Asset Management, Inc. | Fayetteville, NY | $79.3M | — |
| Queenbridge Capital, LLC | Pittsford, NY | $79.1M | — |
| Pathway Partners Wealth Advisors, LLC | Amherst, NY | $78.9M | — |
| St. Columbanus AG | Teufen | $78.6M | — |
| J.m. Bruderman & Company, LLC | Locust Valley, NY | $78.5M | — |
| Emery Partners, LLC | Boston, MA | $78.4M | — |
| Revere Wealth Management LLC | New York, NY | $78.3M | — |
| Amazz Investment Management, Inc. | Williamsville, NY | $78.3M | — |
| Pearl Lane Advisors, LLC | New York, NY | $78.2M | 7 |
| Rsd Advisors, LLC | | $78.1M | — |
| Mgm Innova Cap Management LLC | Miami, FL | $78M | 4 |