| Select Investment Solutions, LLC | Washington, DC | $37.1M | 1 |
| Disciplined Alpha LLC | Boston, MA | $36.9M | 1 |
| Majority Asset Management, Inc. | | $36.9M | — |
| Wharton Wealth Planning, LLC | New York, NY | $36.9M | — |
| Dark Horse Wealth LLC | Cazenovia, NY | $36.6M | — |
| Gemcorp Capital Advisors LLC | New York, NY | $36.5M | — |
| Malt Partners Management LLC | Nashville, TN | $36.3M | 2 |
| Stone Ridge Advisors LLC | | $36.3M | — |
| Concourse Capital Advisors, LLC | Atlanta, GA | $36.1M | — |
| Bertolet Capital LLC | New York, NY | $35.8M | — |
| Brueske Advisory Services, LLC | Bellevue, WA | $35.8M | — |
| Gurufocus Investments, LLC | Plano, TX | $35.8M | — |
| Eudaimonia Wealth LLC | Buffalo, NY | $35.8M | — |
| Rabenold Advisors, Inc. | Williamsville, NY | $35.6M | — |
| Mohawk Capital Advisors, LLC | | $35.5M | — |
| Palm Springs Advisory LLC | | $35.5M | — |
| Tag Associates Florida LLC | New York, NY | $35.5M | — |
| Supreme Alliance LLC | | $35.3M | — |
| Grand Slam Asset Management, LLC | Englewood Cliffs, NJ | $35M | 1 |
| Leatherback Asset Management, LLC | Palm Beach Gardens, FL | $35M | — |
| Talomon Capital Limited | London | $35M | — |
| Wealthnest Capital Inc. | Staten Island, NY | $34.9M | — |
| Berenberg Asset Management LLC | New York, NY | $34.8M | — |
| Origin Investment Advisory LLC | | $34.7M | — |
| Wealth Management Group AG | Zurich | $34.7M | — |
| Empower Private Wealth | New York, NY | $34.5M | — |
| Trust Investment Advisors Wealth Management, LLC | Indianapolis, IN | $34.4M | — |
| Gavltd International Corporation | El Paso, TX | $34.3M | — |
| Westchester Capital Partners, LLC | Valhalla, NY | $34.2M | 1 |
| Wrona Investment Management, LLC | | $34.1M | — |
| Upstate Advisers Inc. | Pittsford, NY | $34.1M | — |
| Stone Oak Capital LLC | Rochester, NY | $33.7M | — |
| Telsey Consumer Fund Management LP | New York, NY | $33.7M | 1 |
| Gkfo, LLC | W. Conshohocken, PA | $33.6M | — |
| Benjamin Securities, Inc. | Albany, NY | $33.6M | — |
| R.g. Niederhoffer Capital Management, Inc. | Sunny Isles Beach, FL | $33.6M | 6 |
| Gam24, LLC | | $33.5M | — |
| Mittleman Value Partners LLC | | $33.4M | — |
| Evestia LLC | | $33.3M | — |
| Viridian Pe Management LLC | Purchase, NY | $33.2M | 1 |
| Acquirers Funds, LLC | Rolling Hills, CA | $33.1M | — |
| Soloman Hill I LLC | | $33M | — |
| Leo Wealth Management, LLC | Staten Island, NY | $33M | — |
| Sarmaya Partners, LLC | San Antonio, TX | $33M | — |
| Arca Capital Management, LLC | Marina del Rey, CA | $32.8M | 1 |
| Sage Tree Wealth, Inc. | Fairport, NY | $32.6M | — |
| Lunin-Pack Planning and Advice, LLC | Cold Spring, NY | $32.4M | — |
| Dja Capital Management, LP | New York, NY | $32.2M | 1 |
| Mavros Capital Management, LLC | New York, NY | $32.1M | — |
| Mutual of Omaha Investor Services, Inc. | Omaha, NE | $32M | — |