| Albert Investments, LLC | Santa Barbara, CA | $22.7M | — |
| Passive Management LLC | New York, NY | $22.6M | — |
| Legacy Cornerstone Wealth LLC | Peoria, AZ | $22.4M | — |
| Moma International Servicos Administrativos S.s Ltda. | Porto Alegre, Rio Grande Do Sul | $22.4M | — |
| Baird Principal Group Management Company I, LLC | Milwaukee, WI | $22.4M | — |
| Iqvestment, LLC | | $22.3M | — |
| Prce Management LLC | Alpharetta, GA | $22.2M | 1 |
| Rm Investment Strategies, LLC | Grand Rapids, MI | $21.9M | — |
| Draco Evolution Corp. | Taipei City | $21.8M | — |
| K.j. Harrison & Partners (USA) Inc. | Toronto, on | $21.7M | — |
| Innovation Partners LLC. | Charlotte, NC | $21.7M | — |
| Emerald Separate Account Management LLC | Leola, PA | $21.3M | 1 |
| Parco Wealth Management LLC | | $21M | — |
| Rcp Advisors, LLC | Chicago, IL | $21M | 2 |
| Childfree Wealth, LLC | | $20.7M | — |
| Glass Retirement Strategies, Inc. | West Bloomfield, MI | $20.1M | — |
| Bp Capital Fund Advisors, LLC | | $20M | — |
| Financial Planning Services, Inc. | Fort Lauderdale, FL | $20M | — |
| Taylor Frigon Family Office, LLC | Scottsdale, AZ | $20M | — |
| Cnl Fund Advisors II, LLC | Orlando, FL | $19.9M | 1 |
| The Gms Group, LLC | East Hanover, NJ | $19.8M | — |
| Icon Financial Services LLC | Portland, OR | $19.7M | — |
| Hodge Financial Services, LLC | | $19.7M | — |
| Alpha Growth Management LLC | Delray Beach, FL | $19.6M | — |
| Brendan Wood Topgun Partnerships Inc. | Toronto | $19.6M | — |
| Marnoa Private Wealth Counsel Ltd. | Waterloo,ontario | $19.3M | — |
| Rainwater Equity LLC | | $19.1M | — |
| Chanakya Capital Partners Ifsc LLP | Gandhinagar, Gujarat | $19M | 1 |
| Cubetech Capital, LLC | New Territories | $18.9M | — |
| Ryan Heritage, LLP | Saddle Brook, NJ | $18.8M | — |
| Public Advisors LLC | New York, NY | $18.8M | — |
| Kahn Brothers Asset Management Corp | New York, NY | $18.5M | 1 |
| Fidelis Capital, LLC | Birmingham, AL | $18.3M | 1 |
| Cumberland Hill Capital Management LLC | Dallas, TX | $18.2M | 1 |
| ETF Model Solutions, LLC | Appleton, WI | $18.1M | — |
| Rapid Scale LLC | | $18M | 1 |
| Galloway Asset Management LLC | Mesa, AZ | $17.9M | — |
| Bloom Investment Advisors, LLC | San Francisco, CA | $17.7M | — |
| Archway Private Wealth LLC | Manchester | $17.3M | — |
| Atlas Capital Team Inc. | | $17.2M | — |
| Precidian Funds LLC | Newtown, PA | $17M | — |
| Highgate Group USA Inc. | Montreal, Quebec | $17M | — |
| Ursa Financial, LLC | | $16.6M | — |
| Hunter Private Capital Advisors, LLC | Pittsburgh, PA | $16.4M | 2 |
| Svof/Mm, LLC | Santa Monica, CA | $16.4M | 2 |
| C4m Global Advisors LLC | Arlington, VA | $16.3M | 1 |
| Fama Re.capital Ltda | Sao Paulo | $16.3M | — |
| Riverwalk Capital Partners, LLC | Chicago, IL | $16.2M | 1 |
| Sweater Industries LLC | Boulder, CO | $16.1M | 1 |
| Forma Cashmere LLC | | $16.1M | — |