| Orasis Capital | Geneva | $87M | 1 |
| Sterling Asset Management Co Inc | | $87M | — |
| Lk Financial Planning LLC | New York, NY | $86.9M | — |
| Joseph John Hasson, Jr. | | $86.8M | — |
| Seahorse Financial Advisers Inc. | Millbrook, NY | $86.7M | — |
| Genesis Asset Management Group, Inc. | | $86.6M | — |
| Union Street Partners LLC | Alexandria, VA | $86.3M | — |
| Eagan Capital Management, LLC | Fayetteville, NY | $86.2M | — |
| Mace Capital Management, LLC | New York, NY | $86.2M | — |
| Arrow Investment Management, LLC | New York, NY | $85.6M | — |
| Private Equity Investors, Inc | New York, NY | $85.4M | 2 |
| Atw SPAC Management LLC | New York, NY | $85.4M | 1 |
| Intercarolina Financial Services, Inc. | Greensboro, NC | $85.4M | — |
| Fairway Capital Management, LLC | Chicago, IL | $85.2M | 2 |
| Idyllic Partners Manager, LP | Sleepy Hollow, NY | $85M | 1 |
| Rubin Overseas Ltd. | Zurich | $84.9M | — |
| Api Financial Advisors, LLC | Rockledge, FL | $84.7M | — |
| Group Rmc Investment Advisor LLC | New York, NY | $84.6M | 13 |
| Derastone LLC | | $84.3M | — |
| Erez Asset Management, LLC | New Rochelle, NY | $84.3M | 1 |
| Complete Advisors Plus LLC | Valley Stream, NY | $84.2M | — |
| Lehmann, Livian, Fridson Advisors, LLC | New York, NY | $84.2M | — |
| Titan Managers, LLC | Scottsdale, AZ | $84.2M | — |
| Western New York Financial Group, LLC | Buffalo, NY | $84.1M | — |
| Jacob Asset Management of New York LLC | Hermosa Beach, CA | $84.1M | — |
| Seven Hills Capital Corp. | Toronto, Ontario | $83.8M | — |
| Greycliff Wealth Management, LLC | New York, NY | $83.8M | — |
| Baird Principal Group Management Company, LLC | Milwaukee, WI | $83.7M | — |
| Welara Asset Management LLC | | $83.7M | — |
| Vita Planning Group LLC | Camas, WA | $83.7M | — |
| Double Duty Money Management LLC | New York, NY | $83.7M | — |
| Route 20 Private Wealth Inc. | Fort Lauderdale, FL | $83.5M | 1 |
| Inter US Management, LLC | Miami, FL | $83.4M | — |
| Northstar Capital Funds, LLC | New York, NY | $83.3M | 1 |
| Proxy Wealth Advisors LLC | Windermere, FL | $83.3M | — |
| Meketa Capital, LLC | Denver, CO | $83M | — |
| Lumiere Financial Group LLC | New York, NY | $82.7M | 1 |
| Hyjc Capital of Wny, LLC | Lakeville, NY | $82.6M | — |
| Trp Capital Advisors, LLC | Birmingham, MI | $82.5M | 6 |
| Winthrop Partners - Epa, LLC | Buffalo, NY | $82.2M | — |
| Londinium Asset Management Ltd. | 98000 Principality of Monaco | $82M | — |
| Ivesta Corp | New York, NY | $82M | — |
| L&l Partners Wealth Management, LLC | Suffern, NY | $81.8M | — |
| Dub Advisors LLC | New York, NY | $81.8M | — |
| Baird Principal Group Management Company II, LLC | Milwaukee, WI | $81.7M | — |
| Kelly Strategic Management, LLC | Denver, CO | $81.7M | — |
| Betteredge Capital LLC | New York, NY | $81.4M | — |
| Collega Capital Management, S.r.l. | | $81.4M | — |
| Hunter Michael Investment Advisors Inc | Richmond, VA | $81.2M | — |
| Clpf LLC | | $81M | — |