| Shfp, LLC | | $88.9M | — |
| Heritage Grove Wealth Management, LLC | | $88.8M | — |
| Redwood Advisory, LLC | New York, NY | $88.5M | — |
| 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 | — |
| 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 | — |
| Idyllic Partners Manager, LP | Sleepy Hollow, NY | $85M | 1 |
| 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 | New York, NY | $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 | — |
| 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 | Orchard, NY | $82.2M | — |
| Londinium Asset Management Ltd. | 98000 Principality of Monaco | $82M | — |