| Outerlands Capital Management, LLC | New York, NY | $6.9M | 1 |
| Caltier Advisors, LLC | Poway, CA | $6.9M | — |
| Axxes Advisors I LLC | Coral Gables, FL | $6.8M | — |
| Acorn Asset Management LLC | Princeton, NJ | $6.6M | — |
| Ct Investment Management Co., LLC | New York, NY | $6.6M | 3 |
| Newday Funds, Inc. | Southbury, CT | $6.5M | — |
| Wealthjar Investment Advisory, LLC | Honolulu, HI | $6.4M | — |
| Aspire Wealth Advisory Group, LLC | New York, NY | $6.2M | — |
| Lionshares LLC | Brooklyn, NY | $6M | — |
| Blue Sky Wealth Partners, LLC | | $5.9M | — |
| Sauberan & Company, LLC | Lockport, NY | $5.8M | — |
| Cynosure Portfolio Advisors LLC | Salt Lake City, UT | $5.8M | — |
| Oakhurst Capital Advisors, LLC | Washington, DC | $5.7M | — |
| St. Louis Financial Planners Inc. | Chesterfield, MO | $5.7M | — |
| Revolut Wealth Inc. | New York, NY | $5.5M | — |
| Kingsbarn Capital Management, LLC | Las Vegas, NV | $5.5M | — |
| Precept Management, LLC | Dallas, TX | $5.4M | 3 |
| Haven Capital Advisors, LLC | Charlotte, NC | $5.4M | 1 |
| Distribution Cognizant, LLC | Palo Alto, CA | $5.3M | — |
| Sanjac Alpha LP | Houston, TX | $5.3M | — |
| W&s Advisory Services, LLC | Cincinnati, OH | $5.3M | — |
| Alphaai Capital Management LLC | | $5.2M | — |
| Tcg Strategic Income Advisor LLC | West Palm Beach, FL | $5.1M | — |
| UMB Financial Services, Inc. | Kansas City, MO | $5M | — |
| Quantcore Capital Management, LLC | | $5M | — |
| Dioscuri Capital Management LLC | | $5M | 1 |
| Magnum Research Global Limited | Hong Kong | $5M | — |
| Guepardo Investimentos Ltda | S?o Paulo,sp | $4.9M | — |
| Grizzle Investment Management LLC | | $4.9M | — |
| Streetbeat LLC | Wilmington, DE | $4.9M | — |
| Redmont Wealth Advisors LLC | Chicago, IL | $4.8M | — |
| Colomb Investment Management Company, LLC | Metairie, LA | $4.7M | — |
| Prospera Funds, Inc. | Isle of Palms, SC | $4.6M | — |
| Marketocracy Masters Inc. | Northville, MI | $4.5M | — |
| Berilium Technologies, Inc. | Lake Forest, CA | $4.5M | — |
| Cystein Management LLC | | $4.5M | — |
| Clarivor LLC | | $4.4M | — |
| Adler Asset Management, LLC | New York, NY | $4.4M | — |
| 21shares US LLC | New York, NY | $4.4M | — |
| Tradingvalley Inc. | Taipei | $4.4M | — |
| Oak Creek Private Wealth Management LLC | Tulsa, OK | $4.3M | — |
| Christmas Corporation | | $4.2M | 1 |
| Up Financial USA Inc. | Calgary, Alberta | $4.1M | — |
| Selective Capital Srl | Bucharest | $4.1M | — |
| Get Moving Inc | San Francisco, CA | $4.1M | — |
| Integrated Financial Planning Services | Heidelberg | $4.1M | — |
| Pensionbee Inc. | London | $4M | — |
| Langar Investment Management, LLC | | $4M | — |
| Meta Investment Management Company LLC | Brooklyn, NY | $3.9M | — |
| Significance Capital Management LLC | Milwaukee, WI | $3.8M | — |