| Bpbi LLC | New York, NY | $51M | — |
| Seaway Advisors,ltd. | Fairport, NY | $50.8M | — |
| Endicott Management Company | New York, NY | $50.8M | 2 |
| Summer Creek Wealth Management, LLC | | $50.8M | — |
| Carosa Stanton Asset Management, LLC | Mendon, NY | $50.7M | — |
| Sabbia Faro Wealth Management LLC | | $50.6M | — |
| Forte Advisory Services,llc | Victor, NY | $50.6M | — |
| Personal Asset Strategies, Inc. | Westbury, NY | $50.6M | — |
| Rnc RIA LLC | Braintree, MA | $50.6M | — |
| Golden Eagle Strategies, LLC | Delray Beach, FL | $50.5M | 1 |
| Entrepreneurshares LLC | Boston, MA | $50.4M | — |
| Lowell Road Asset Management, Inc. | Manhasset, NY | $50.3M | — |
| Portfolio Strategies Inc | Tacoma, WA | $50.2M | — |
| Spp Credit Advisors II LLC | New York, NY | $50.2M | 2 |
| Silver Capital Management, LLC | | $50.1M | 1 |
| DV Capital Management, LLC | | $50M | — |
| One68 Global Capital, LLC | New York, NY | $50M | 1 |
| Toccata Capital LLC | | $50M | — |
| Foxpath Capital Partners LP | New York, NY | $50M | 1 |
| Pamalican Asset Management Limited | Hong Kong | $50M | — |
| Altai Capital Management, L.P. | | $49.8M | 1 |
| Boundary Creek Advisors LP | | $49.8M | 2 |
| Albright Capital Management LP | Arlington, VA | $49.8M | 2 |
| Eastspring Investments Incorporated | Chicago, IL | $49.7M | — |
| Bancreek Capital Management, LP | Santa Monica, CA | $49.3M | 1 |
| Arm Financial LLC | | $49M | 1 |
| Webull Advisors LLC | St Petersburg, FL | $48.9M | — |
| Alexander Beard (USA), Inc. | Ellesmere Port, Cheshire | $48.9M | — |
| Hudson Valley Wealth Management, Inc | Pearl River, NY | $48.8M | — |
| Kpc Terrapin Group LLC | New York, NY | $48.7M | — |
| Swarthmore Asset Management Ltd | New York, NY | $48.6M | — |
| Krane Capital Management, LLC | New York, NY | $48.4M | — |
| Aventura Capital Management, LLC | Boca Raton, FL | $48.4M | — |
| Byron Place Capital Management, LLC | Metuchen, NJ | $48.4M | — |
| Brandon Hill Wealth Management, LLC | | $48.4M | — |
| Southwestern Money Management LLC | San Antonio, TX | $48.3M | — |
| American Wealth Administration Group LLC | Glen Cove, NY | $48.3M | — |
| Best Life Infinity, LLC | Colorado Springs, CO | $48.2M | — |
| Beck Asset Management AG | Zurich | $48.2M | — |
| Cnl Residential Credit Manager, LLC | Orlando, FL | $48M | — |
| Dubeau Capital USA Inc. | Quebec City, Quebec | $47.9M | — |
| B. Riley Wealth Private Shares, LLC | Memphis, TN | $47.6M | 8 |
| Asa Asset Management LLC | New York, NY | $47.6M | 5 |
| Cadogan Park Advisors Inc. | Vancouver, B.c. | $47.4M | — |
| Hilbert 8, LLC | New York, NY | $47.2M | 1 |
| Davis Capital Advisors, LLC | New York, NY | $46.9M | 1 |
| Golden Eagle Capital Advisors, Inc. | Dubai | $46.8M | 1 |
| Just Futures Advisors, LLC | San Francisco, CA | $46.7M | — |
| Cbf Advisors, LLC | New York, NY | $46.6M | 2 |
| Cambridge Advisors, LLC | Williamsville, NY | $46.5M | — |