| Pricap Advisors LLC | New York, NY | $41.7M | — |
| Matienzo Laffourcade, Juan Francisco | Puebla | $41.6M | — |
| Wgs Management Services, Inc | Rochester, NY | $41.6M | — |
| Tabernacle Equity Management LLC | Southlake, TX | $41.5M | 1 |
| American Northwest Advisory Services L.L.C. | Federal Way, WA | $41.3M | — |
| Sound & Secure Advisors LLC | | $41.3M | — |
| Connetic RIA LLC | Covington, KY | $41.3M | 1 |
| Worthington Capital Management, LLC | Memphis, TN | $41.2M | 1 |
| Neiman Funds Management LLC | Williamsvillie, NY | $41.2M | — |
| Twentythree Advisory LLC | New York, NY | $41.1M | — |
| Goose Hollow Capital Management LLC | Tenafly, NJ | $41M | — |
| Frank Capital Partners LLC | | $40.9M | — |
| Maderer, Keith Daniel | | $40.7M | — |
| McNeill Capital, LLC | Saratoga Springs, NY | $40.6M | — |
| O'Brien Capital Management, Inc. | Nyack, NY | $40.6M | — |
| II Technology, LLC | Austin, TX | $40.5M | — |
| International Financial Planning LLC | | $40.4M | — |
| Magellan Financial Solutions LLC | Warwick, NY | $40.4M | — |
| Lighthouse Swiss Wealth Advisors AG | Zug | $40.4M | — |
| P3 Asset Management, LLC | Gig Harbor, WA | $40.3M | — |
| Cio Capital Group LLC | New York, NY | $40.1M | — |
| Four Points Advisors, LLC | New York, NY | $40M | — |
| Montrose Estate Capital Management, LLC | Houston, TX | $40M | 1 |
| 2201 Capital, LLC | New York, NY | $40M | — |
| Mwmg Advisors, LLC | New York, NY | $40M | — |
| Arimathea | Fort Bragg, CA | $39.9M | — |
| Bill Losey Retirement Solutions, LLC | | $39.6M | — |
| Msress III Manager, L.L.C. | New York, NY | $39.6M | 1 |
| Catton Capital Partners, LLC | San Francisco, CA | $39.6M | — |
| Equalize Capital LLC | San Juan, PR | $39.5M | 1 |
| Bequest Capital LLC | Sarasota, FL | $39.5M | 4 |
| Ihs Wealth Management LLC | Oyster Bay, NY | $39.4M | — |
| Apollo Wealth Management, LLC | | $39.3M | — |
| Gilead Capital LP | New York, NY | $39.1M | 3 |
| Amidon & Petersen Financials, LLC | Albany, NY | $39.1M | — |
| Trunorth Financial LLC | | $39M | — |
| Peak Wealth Management LLC | Saratoga Springs, NY | $39M | — |
| Native American Fund Advisors LLC | Tulsa, OK | $38.9M | — |
| Svn Global Private Advisors LLC | Sao Paulo | $38.3M | — |
| Hawkeye Partners, LP | | $38.2M | 2 |
| The Eastrade Asset Management Corporation | | $38M | — |
| Anthony Capital Management, LLC | De Pere, WI | $37.9M | — |
| Clearview Financial Planning, Inc. | Southold, NY | $37.9M | — |
| Artesian Capital Management (delaware) LP | New York, NY | $37.7M | 1 |
| Heron Advisory Inc. | San Francisco, CA | $37.7M | — |
| Invictus Advisory Services LLC | Buffalo, NY | $37.6M | — |
| Volumetric Advisers Inc | | $37.6M | — |
| Hermitage Wealth Management, Inc. | Richmond, VA | $37.5M | — |
| Acruence Capital, LLC | Dallas, TX | $37.4M | — |
| Palladium Heritage Management, LLC | New York, NY | $37.2M | 2 |