| Alfacap LLC, D/B/A Reciprocal Capital | | $91.9M | 1 |
| Woodmont Advisory Group, Inc. | | $91.9M | — |
| Wave Digital Assets LLC | Los Angeles, CA | $91.9M | 8 |
| Buffalo First Wealth Management, LLC | Williamsville, NY | $91.7M | — |
| Evolutionary Tree Capital Management, LLC | Alexandria, VA | $91.7M | — |
| Pura Vida Investments, LLC | New York, NY | $91.5M | 3 |
| Pegasus Group, LLC | Morristown, NJ | $91.3M | — |
| Novus Advisors, LLC | Greenville, SC | $91.3M | — |
| Concert Investment Advisory LLC | | $91.1M | — |
| The Moneypaper Advisor, Inc. | | $91M | — |
| McKinney Capital, LLC | Birmingham, AL | $91M | 1 |
| Mutual Fund Protection Service | Denver, CO | $90.9M | — |
| Oxford Gate Management, LLC | Greenwich, CT | $90.9M | 1 |
| Algorithmic Investment Models, LLC | Boston, MA | $90.9M | — |
| Pruneyard Financial Group, Inc. | Cupertino, CA | $90.9M | — |
| Schaffer & Company Asset Management, Inc. | Jacksonville, FL | $90.8M | — |
| Arias Resource Capital Management LP | Miami, FL | $90.8M | 2 |
| K R Financial LLC | | $90.7M | — |
| Conrad Capital Management, Inc. | Hauppauge, NY | $90.7M | — |
| Modern Capital Management, Co. | Mt Pleasant, SC | $90.7M | — |
| Weatherhelm Capital Management LLC | Cambridge, NY | $90.6M | — |
| Alphaq Advisors LLC | Winter Park, FL | $90.6M | — |
| Zest Capital LLC | Miami, FL | $90.6M | — |
| Washington Square Capital Management LLC | New York, NY | $90.4M | — |
| Chacon Diaz & di Virgilio Wealth Management, LLC | Gainesville, FL | $90.3M | — |
| Seraph Capital Associates, LLC | Bartlesville, OK | $90.3M | 4 |
| Sound Advisory, LLC | | $90.2M | — |
| Sparkline Capital LP | | $90.2M | 3 |
| Oak Crest Advisory, LLC | Rochester, NY | $90.2M | — |
| Weiss Financial Group LLC | Mahopac, NY | $90M | — |
| Seven Canyons Advisors, LLC | Salt Lake City, UT | $90M | 2 |
| Novawave Capital LLC | Menlo Park, CA | $90M | 1 |
| Armada Capital LLC | Mexico City | $89.9M | — |
| Pichardo Asset Management, S.A. de C.v. | Mexico City | $89.8M | — |
| Aldemar Research Corporation | | $89.5M | — |
| Designer Technologies, Inc. | | $89.2M | — |
| Orchard Advisors LLC | | $89.2M | — |
| Shfp, LLC | | $88.9M | — |
| Heritage Grove Wealth Management, LLC | | $88.8M | — |
| Redwood Advisory, LLC | New York, NY | $88.5M | — |
| Shankland Financial Advisors, LLC | | $88.2M | — |
| Guidance Point Retirement Services, LLC | Portland, ME | $88.2M | — |
| Contego Capital Group, Inc. | Edina, MN | $88M | — |
| Lexion Capital Management LP | New York, NY | $87.9M | 1 |
| Wealthfd LLC | Conshohocken, PA | $87.8M | — |
| Ibn Financial Services, Inc. | Liverpool, NY | $87.7M | — |
| Pacific Global Investment Management Company | Glendale, CA | $87.5M | — |
| The Wealthplan LLC | Great Neck, NY | $87.5M | — |
| Quincy Wells Advisors, LLC | Chicago, IL | $87.3M | — |
| Yearwood Young Advisors LLC | Brooklyn, NY | $87.1M | — |