| Rotter, Laura Ingber | | $32M | — |
| Variant Perception, LLC | Charlotte, NC | $31.9M | — |
| Neo-Criterion Capital Limited | Hong Kong | $31.8M | 1 |
| Cambridge Wealth Management, LLC | Cambridge, NY | $31.8M | — |
| Prospect Enhanced Yield Management, LLC | West Palm Beach, FL | $31.7M | — |
| American Financial Management, Ltd. | Owings Mills, MD | $31.6M | — |
| Patterson Partners Ltd. | Hamilton | $31.5M | — |
| Alphaquest LLC | New York, NY | $31.4M | 2 |
| Kenmar Preferred Investments, LLC | New York, NY | $31.4M | — |
| Tvv Advisers, LLC | Pleasanton, CA | $31.3M | 2 |
| First Step Wealth Planning, LLC | | $31.3M | — |
| Whippoorwill Associates Inc | White Plains, NY | $31.2M | 3 |
| McA Cross Border Advisors Inc. | Montreal | $31.1M | — |
| Brightstone Capital Management, LLC | St. Clair, Port of Spain | $31M | — |
| Tifin Give Inc. | Boulder, CO | $30.9M | — |
| Manikay Partners, LLC | New York, NY | $30.8M | 2 |
| Zero Day Capital Enterprises LLC | | $30.7M | — |
| Old Field Advisors LLC | | $30.6M | — |
| Unfcu Advisors LLC | Long Island City, NY | $30.4M | — |
| Firethorn Partners, LLC | Vancouver, Bc | $30.4M | 1 |
| Dmlo Wealth Planning, LLC | Louisville, KY | $30.4M | — |
| Alphyn Capital Management LLC | Hicksville, NY | $30.3M | — |
| Parrot Finance, Inc. | | $30.1M | — |
| Eastside Financial Advisors, LLC | | $30.1M | — |
| Quillu Inc | San Francisco, CA | $30M | — |
| Emerge Capital Management Inc. | Buffalo, NY | $30M | — |
| Lotus Holdings LLC | Rye, NY | $30M | — |
| Castfirm Advisors LLC | Garden City, NY | $30M | — |
| Old Bellows Partners L.P. | New York, NY | $30M | 2 |
| Seneca Private Wealth, LLC | Los Angeles, CA | $29.9M | — |
| Port Capital Management LLC | Massapequa, NY | $29.8M | — |
| Metis Capital Management LLC | | $29.8M | — |
| Emstone Advisers, LLC | Leola, PA | $29.3M | — |
| S. Williams Capital, LLC | New York, NY | $29.2M | — |
| Smartadvisor LLC | San Francisco, CA | $29.2M | — |
| Goldstone Portfolios Incorporated | | $29.1M | — |
| Global Beta Advisors LLC | West Chester, PA | $28.8M | — |
| M3sixty Capital, LLC | Fairway, KS | $28.7M | — |
| School of Personal Finance, LLC | | $28.7M | — |
| Ardinall Investment Management LP | New York, NY | $28.5M | 1 |
| Gordian Capital Management, LLC | Mill Valley, CA | $28.4M | 3 |
| Cleveralpha Asset Management, LLC | Hawthorne, CA | $28.3M | — |
| Mount Murray Investment Inc. | Montreal, Quebec | $28.2M | — |
| Rosenbaum, Lanny, Kevin | Glenville, NY | $28.2M | — |
| Dominari Securities LLC | New York, NY | $28M | — |
| Da Inv LLC | London | $28M | — |
| Derivaty Co | White Plains, NY | $28M | — |
| Eden Advisory Services, LLC | Albany, NY | $27.8M | — |
| Fanclub Sports Management LLC | | $27.8M | — |
| Gfm Asset Management LLC | Weinfelden | $27.5M | — |