| Mountain Pass Planning Corporation | Hopewell Junction, NY | $74.9M | — |
| Eko Investments Inc. | | $74.9M | — |
| Hlv Ventures | Hauppauge, NY | $74.8M | 10 |
| Financial Planning Associates, LLC | White Plains, NY | $74.7M | — |
| Rcn Wealth Advisors, Inc. | | $74.5M | — |
| Rpm Capital Management, LLC | | $74.3M | — |
| Lytle Investment Services Corp. | Grand Island, NY | $74.3M | — |
| Rpata, LLC | | $74.2M | — |
| Reynolds Capital Management, LLC | Las Vegas, NV | $74.2M | — |
| Wright Private Asset Management LLC | Shelton, CT | $74.1M | — |
| 9 Stream Capital Partners LLC | Leawood, KS | $73.9M | 3 |
| USA Mutuals Advisors, Inc. | Concord, MA | $73.7M | — |
| Dekoning and Company, LLC | Newport, RI | $73.7M | — |
| Allos Investment Advisors, LLC | Overland Park, KS | $73.6M | — |
| Acrylic Financial, Inc. | Fountain Hills, AZ | $73.5M | 1 |
| Sage Hill Advisory and Management LLC | Saratoga Springs, NY | $73.3M | — |
| Countryside Financial LLC | Williamsville, NY | $73.2M | — |
| Stewardship Partners Investment Counsel, Inc. | | $73.2M | — |
| Great Northern Asset Management, Inc. | Winter Park, FL | $73.1M | — |
| Tactical Rotation Management, LLC | Forest Hills, NY | $73M | — |
| Bycoff Group LLC | | $72.6M | — |
| Periphas Capital, LP | New York, NY | $72.6M | 3 |
| Wpm Wealth Advisors LLC | Saratoga Springs, NY | $72.4M | — |
| Forever Financial Advisors, LLC | | $72.2M | — |
| R. Seeger Wealth Management, Ltd | Lindenhurst, NY | $72.1M | — |
| Stylus Capital LLC | Istanbul | $72M | — |
| Franco Financial Advisors, Inc. | New York, NY | $72M | — |
| Harvest Capital Assets, LLC | | $72M | — |
| World Capital Advisors, LLC | Denver, CO | $72M | — |
| Silver Advisors, LLC | New York, NY | $71.9M | — |
| Global Investment Advisory LLC | McDonough, GA | $71.8M | — |
| Epogee Capital Management LLC | | $71.8M | — |
| Monachil Capital Partners LP | Greenwich, CT | $71.7M | 2 |
| Obra Fund Management, LLC | New York, NY | $71.6M | — |
| Schultze Asset Management, LP | Rye Brook, NY | $71.6M | 1 |
| Pursuit Fund Advisers LLC | | $71.6M | — |
| Clockwise Capital LLC | Miami, FL | $71.5M | 1 |
| Hv Capital Management, LLC | Montgomery, NY | $71.5M | — |
| Madison Global Advisors LLC | Hauppauge, NY | $71.4M | — |
| Oxford Park Management, LLC | Greenwich, CT | $71.4M | — |
| Azura Partners US LLC | New York, NY | $71.3M | 1 |
| Main Street Financial LLC | Purchase, NY | $71.1M | — |
| Exclusive Resource Management LLC | Latham, NY | $71.1M | — |
| Axia Asset Management, LLC | | $71.1M | — |
| Planrock Investment Management, LLC | Brentwood, TN | $71.1M | — |
| Wisdom Capital Asset Management, LLC | | $71M | 1 |
| Fiduciary Management Group, LLC | New York, NY | $70.7M | — |
| Polaris Financial, LLC | | $70.2M | — |
| Resolve Asset Management Inc. | Toronto | $70.2M | — |
| Percent Advisors, LLC | New York, NY | $70M | 1 |