| Wealthspan Investment Management, LLC | Grand Rapids, MI | $93.1M | — |
| Thinking Big Financial Inc. | Brooklyn, NY | $93M | — |
| Oppenheimer + Close, LLC | New York, NY | $93M | — |
| Peak Financial Planning, LLC | Canoga Park, CA | $93M | — |
| Cannon Global Investment Management, LLC | Davie, FL | $92.9M | 2 |
| 3roots Wealth Partners LLC | Scottsdale, AZ | $92.6M | — |
| Vault Fiduciary LLC | | $92.5M | — |
| Tekmen Wells LLC | New York, NY | $92.4M | — |
| Xponance Alts Solutions, LLC | Philadelphia, PA | $92.3M | 1 |
| Family Partners Capital, LLC | Hamilton, MA | $92.3M | — |
| Mundoval Capital Management, Inc. | La Jolla, CA | $91.9M | — |
| 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 | — |
| Atla Capital Management LLC | New York, NY | $91.1M | 1 |
| 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 | 5 |
| 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 | — |
| Fairway Capital Management, LLC | Chicago, IL | $89.3M | 2 |
| Designer Technologies, Inc. | | $89.2M | — |
| Orchard Advisors LLC | | $89.2M | — |