| Birch Wealth, Inc. | Rome, NY | $62.1M | — |
| Torma Capital LLP | London | $62.1M | 1 |
| Salient Advisors, L.P. | Dallas, TX | $61.8M | — |
| Rcm Robinson Capital Management LLC | Sacramento, CA | $61.8M | — |
| Capsigma Investment Partners Ltda | Sao Paulo, Sp | $61.6M | — |
| Gruenstein Investments LLC | | $61.5M | 1 |
| Harwood Capital LLP | London | $61.4M | — |
| Hawks Point Capital Partners LLC | Rye Brook, NY | $61.4M | — |
| Sbauer Funds, LLC | Carmel, IN | $61.3M | — |
| Dipsea Capital, LLC | Mill Valley, CA | $61.3M | 1 |
| Philadelphia Partners Capital Management, LLC | Bala Cynwyd, PA | $61.2M | — |
| Anchor Capital Management, LLC | Ithaca, NY | $61.2M | — |
| Kineo Capital LLC | New York, NY | $61.1M | — |
| Rail Splitter Capital Advisers, LLC | Chicago, IL | $61M | 1 |
| Iqcio LLC | New York, NY | $60.9M | — |
| Gst Management, LLC | | $60.9M | — |
| J. Mandwelle Capital Strategies, LLC | | $60.9M | — |
| Grayscale Advisors, LLC | Stamford, CT | $60.6M | 2 |
| Centralis Capital LLC | Prairie Village, KS | $60.3M | 1 |
| Blackstone Real Estate Advisors V L.P. | New York, NY | $60.2M | 4 |
| Goldiron GP LLC | New York, NY | $60.2M | 1 |
| R & R Financial Planners, Inc. | East Meadow, NY | $60.1M | — |
| Halo Investment Services, LLC | Manhasset, NY | $60M | — |
| Richmond Quantitative Advisors, LLC | | $60M | 1 |
| Collective Wealth Partners, LLC | Atlanta, GA | $59.9M | — |
| Liberty Wealth Managers LLC | New York, NY | $59.9M | — |
| Cwm Partners, LLC | | $59.8M | — |
| Quantel Asset Management LLC | New York, NY | $59.7M | — |
| Munakata Associates LLC | | $59.2M | — |
| Alsari Wealth Management Global Advisors, LLC | San Diego, CA | $59.2M | — |
| Swiss Finance Management International SA | Geneva | $59M | — |
| Argus Equity Partners, LLC | | $58.7M | — |
| Wyser-Pratte Management Co., Inc. | Bedford Hills, NY | $58.6M | 1 |
| Capital Insights Group of Wny, LLC. | Buffalo, NY | $58.6M | — |
| Firsthand Capital Management, Inc. | San Jose, CA | $58.6M | — |
| Northern Pacific Growth Investment Advisors, LLC | Minneapolis, MN | $58.6M | 3 |
| Northern Pacific Group, L.P. | Minneapolis, MN | $58.6M | 4 |
| Helianth Investment Management LLC | Port Chester, NY | $58.4M | — |
| Mutual Trust Asset Mgmt., Inc. | Tampa, FL | $58.4M | — |
| Transglobal Advisory, LLC | Monrovia, CA | $58.3M | — |
| Truck Capital Management LLC | New York, NY | $58.3M | 2 |
| Prosper Wealth Solutions, LLC | Lehi, UT | $58.2M | 7 |
| Catalyst International Advisors LLC | San Juan, PR | $58M | 1 |
| Kailai Advisers Ltd. | Los Angeles, CA | $57.8M | 2 |
| Hafele Investments, Inc. | Louisville, KY | $57.7M | 9 |
| Amplify Endowment Management, LLC | | $57.6M | — |
| Brooks, Wayne I | Utica, NY | $57.5M | — |
| Princeton Value Partners LLC | New York, NY | $57.4M | 3 |
| Emeth Value Capital, LLC | New Orleans, LA | $57.4M | — |
| Network Investment Advisors Incorporated | Commack, NY | $57.4M | — |