| Glassman Wealth Management LLC | | $46.5M | — |
| Boerum Hill Financial Advisors LLC | Brooklyn, NY | $46.4M | — |
| Seaport Global Advisors, LLC | Boston, MA | $46.3M | — |
| Investire LLC | Buenos Aires | $46.2M | — |
| Integrity Advisory Partners LLC | New York, NY | $46.1M | — |
| Sphinx Investments LLC | | $46.1M | — |
| Insights Investments LLC | Palo Alto, CA | $45.8M | — |
| Maze Investments, LLC | Los Angeles, CA | $45.7M | 2 |
| Heritage Strategic Wealth, LLC | Cary, IL | $45.7M | — |
| Unest Advisers, LLC | Laramie, WY | $45.6M | — |
| Quantessence Capital LLC | New York, NY | $45.5M | — |
| Galapagos Global Capital Management LLC | Miami, FL | $45.4M | 3 |
| Capra Ibex Credit Opportunities, LLC | New York, NY | $45.1M | — |
| Capra Credit Management, LLC | New York, NY | $45.1M | — |
| Coastal Private Wealth Management LLC | Vero Beach, FL | $45.1M | — |
| Lincoln Park Capital LLC | Olean, NY | $45.1M | — |
| King Ridge Capital Advisors, LLC | | $45.1M | — |
| Puissance Capital Management LP | | $45M | 1 |
| Bryden-Abrams Investment Management LLC | New York, NY | $45M | — |
| Elkwater Capital Management, LLC | New York, NY | $44.8M | 4 |
| Nordwand Investments, LLC | Radnor, PA | $44.7M | 2 |
| Savvi Financial LLC | Waltham, MA | $44.7M | — |
| Ebco Trustee Services Ltd Liab. Co. | Chiasso, Ticino | $44.7M | — |
| Future Perfect Planning, LLC | | $44.5M | — |
| Inverlochy Capital, Inc. | | $44.4M | — |
| Winthrop Partners - Wpa, LLC | Orchard, NY | $44.1M | — |
| The Mass Group L.l.c-Fz | Dubai | $44M | — |
| Dj Wealth Systems, LLC | | $44M | — |
| Transparent Wealth Consulting LLC | New York, NY | $43.9M | — |
| Acme Credit Partners LLC | New York, NY | $43.8M | 1 |
| Esoterica Capital LLC | | $43.4M | — |
| Domain Money Advisors, LLC | New York, NY | $43.3M | — |
| Franklin Parker Financial, LLC | | $43M | — |
| Stuyvesant Capital Management Corporation | Armonk, NY | $43M | 1 |
| Secure Investment Management, LLC | Tucson, AZ | $42.9M | — |
| Mw Investment Strategy | El Dorado Hills, CA | $42.8M | — |
| Eternal Capital, LLC | Miami, FL | $42.7M | 2 |
| Generation Pmca Corp. | Toronto, Ontario | $42.6M | — |
| Yorkville America Equities, LLC | Mountainside, NJ | $42.6M | — |
| Lava Wealth Management, LLC | | $42.6M | — |
| Prospect Credit REIT Advisor, LLC | West Palm Beach, FL | $42.6M | 1 |
| Alternative Access Funds, LLC | El Segundo, CA | $42.5M | — |
| Hkw Management, LLC | | $42.5M | 2 |
| Mitchell Vaught & Taylor Inc | Chicago, IL | $42.4M | — |
| Arrival Capital Management LLC | New York, NY | $42.4M | — |
| Simpleadvisory LLC | Garden City, NY | $42.1M | 4 |
| Guide Wealth Management LLC | | $42.1M | — |
| Qapital Invest, LLC | New York, NY | $42.1M | — |
| Focus Planning Group, LLC | | $41.8M | — |
| The Pacific Group Limited | Sheung Wan | $41.8M | — |