| Embark Wealth Management, LLC | Tempe, AZ | $57.4M | — |
| Ngc Financial, LLC | Bayside, NY | $57.1M | — |
| Newoak Asset Management LLC | New York, NY | $57.1M | — |
| Paulo Financial Advisors, LLC | | $57M | — |
| Pt Capital Advisors, LLC | Anchorage, AK | $56.9M | 2 |
| Sims Capital Management LLC | Milwaukee, WI | $56.4M | — |
| Moment Advisors, LLC | New York, NY | $56.3M | — |
| Silk Invest Limited | London | $56.2M | — |
| Szop Multistrat Management LLC | New York, NY | $55.9M | 1 |
| Even Herd LLC | Oklahoma City, OK | $55.9M | — |
| Flying Point Asset Management LLC | | $55.7M | — |
| Bullseye Ig LLC | | $55.7M | — |
| Oneascent Capital LLC | Birmingham, AL | $55.6M | 2 |
| The L.t. Funds SA | Geneva | $55.4M | — |
| Hyland, Bruce Tappan | | $55.4M | — |
| Sidus Investment Management, LLC | New York, NY | $55.1M | 3 |
| Kdhb V Capital Management, LLC | Atlanta, GA | $54.8M | 1 |
| Groesbeck Investment Management Corp | Paramus, NJ | $54.7M | — |
| Miano, John Christopher | Utica, NY | $54.5M | — |
| Rena Advisors LLC | Pearl River, NY | $54.5M | — |
| Ranger Alternative Management, L.P. | Dallas, TX | $54.5M | — |
| Valorem LLC | New York, NY | $54.3M | — |
| Alpha RIA LLC | New York, NY | $54.1M | — |
| Magnifina, LLC | Bedford Hills, NY | $53.9M | — |
| Infinity Credit Advisory, LLC | Atlanta, GA | $53.5M | 1 |
| Lt Advisors LLC | New City, NY | $53.5M | — |
| Your Financial Pharmacist Planning, LLC | New Albany, OH | $53.2M | — |
| Alchemy Investment Management LLP | Gandhinagar, Gujarat | $53.1M | 1 |
| Visdom Investment Group LLC | Rye Brook, NY | $53.1M | — |
| Westpark Capital, Inc. | Los Angeles, CA | $53.1M | — |
| C1 Advisors LLC | Palo Alto, CA | $53.1M | — |
| Harwood Private Equity LLP | London | $52.9M | — |
| Sky Vision Wealth Management Corp. | Irvine, CA | $52.8M | — |
| Kb & Partners Management Co LLC | New York, NY | $52.8M | 1 |
| Royale Asset Management LLC | | $52.7M | — |
| Blue Marlin Holdco LLC | Bethesda, MD | $52.7M | 26 |
| Sahara Investment Group, LLC | Las Vegas, NV | $52.6M | 1 |
| Wealthpro, LLC | | $52.4M | — |
| Roosevelt Management Company LLC | New York, NY | $52.4M | — |
| Family Dynasty Advisors LLC | Lubbock, TX | $52.3M | — |
| Capital Management Advisors Inc | Marietta, GA | $52M | — |
| Ancora West Advisors, LLC | Reno, NV | $51.9M | — |
| 42 Am, LLC | New York, NY | $51.9M | 2 |
| Acasta Partners UK LLP | London | $51.8M | 1 |
| Oberweis Asset Management (hong Kong) Limited | Central | $51.8M | — |
| Anchor Bay Private Wealth LLC | Carlsbad, CA | $51.7M | — |
| Stash Wealth, LLC | New York, NY | $51.7M | — |
| Purevest, LLC | Staten Island, NY | $51.6M | — |
| Alooola, LLC | Kingston, NJ | $51.2M | — |
| Legado Wealth Management LLC | New York, NY | $51M | — |