| Center Lake Capital Management, LLC | West Palm Beach, FL | $77.9M | 1 |
| Arrowhead Investment Management LLC | White Plains, NY | $77.6M | 1 |
| Alignment Financial Group, LLC | | $77.6M | 1 |
| Connective Wealth Partners, LLC | | $77.6M | — |
| Comprehensive Capital Management, Inc. | Totowa, NJ | $77.5M | — |
| Maureen a. Whelan | | $77.4M | — |
| Gps Financial, LLC | Pittsford, NY | $77.3M | — |
| Palmer Square Private Credit Management LLC | Mission Woods, KS | $77.2M | 1 |
| Fbd Asset Mgmt, LLC | Bloomington, MN | $76.8M | — |
| Vanshap Capital, LLC | Arlington, VA | $76.7M | 2 |
| Dryden Capital, LLC | New York, NY | $76.6M | 2 |
| Highland Consulting Associates International, Inc. | Cleveland, OH | $76.6M | — |
| Cathay Capital NA, LLC | New York, NY | $76.6M | 3 |
| Investment Research Corp | Denver, CO | $76.3M | — |
| Monk, Stanley Earl | | $76.2M | — |
| O Asset Management LLC | Fairport, NY | $76.2M | 2 |
| Marin Wealth Advisors LLC | San Rafael, CA | $76.1M | — |
| Weigel Fiduciary Asset Management | | $76.1M | — |
| Bin Yuan Capital (cayman) Limited | Grand Cayman | $76M | 1 |
| Shoreline Capital Management, Ltd. | Guangzhou | $75.9M | 3 |
| As Trigon Asset Management | Tallinn | $75.9M | — |
| Active Wealth Advisors LLC | Woodcliff Lake, NJ | $75.4M | — |
| Sqn Capital Management, LLC | New York, NY | $75.4M | 1 |
| Baseline Partners LLC | Mesa, AZ | $75.3M | 2 |
| Kane Financial, LLC | Waterville, NY | $75.2M | — |
| Tuttle Wealth Partners LLC | | $75.1M | — |
| Clover Leaf Financial LLC | Fairport, NY | $75M | — |
| Mosaic Capital Inc. | George Town, Grand Cayman | $75M | 1 |
| Gensen Asset Management Inc. | | $75M | — |
| Mountain Pass Planning Corporation | Hopewell Junction, NY | $74.9M | — |
| Eko Investments Inc. | | $74.9M | — |
| Hlv Ventures | Hauppauge, NY | $74.8M | 10 |
| Financial Planning Associates, LLC | White Plains, NY | $74.7M | — |
| Rcn Wealth Advisors, Inc. | | $74.5M | — |
| Rpm Capital Management, LLC | | $74.3M | — |
| Lytle Investment Services Corp. | Grand Island, NY | $74.3M | — |
| Rpata, LLC | | $74.2M | — |
| Reynolds Capital Management, LLC | Las Vegas, NV | $74.2M | — |
| Wright Private Asset Management LLC | Shelton, CT | $74.1M | — |
| 9 Stream Capital Partners LLC | Leawood, KS | $73.9M | 3 |
| USA Mutuals Advisors, Inc. | Concord, MA | $73.7M | — |
| Dekoning and Company, LLC | Newport, RI | $73.7M | — |
| Allos Investment Advisors, LLC | Overland Park, KS | $73.6M | — |
| Acrylic Financial, Inc. | Fountain Hills, AZ | $73.5M | 1 |
| Sage Hill Advisory and Management LLC | Saratoga Springs, NY | $73.3M | — |
| Countryside Financial LLC | Williamsville, NY | $73.2M | — |
| Stewardship Partners Investment Counsel, Inc. | | $73.2M | — |
| Great Northern Asset Management, Inc. | Winter Park, FL | $73.1M | — |
| Tactical Rotation Management, LLC | Forest Hills, NY | $73M | — |
| Bycoff Group LLC | | $72.6M | — |