| Efs Asset Management LLC | Dallas, TX | $70M | — |
| Canterbury Investment Management, LLC | Zionsville, IN | $69.8M | — |
| Ibn Advisory Services, Inc. | Liverpool, NY | $69.8M | — |
| Rochester Investments Inc | Rochester, NY | $69.5M | — |
| Marin Wealth Advisors LLC | San Rafael, CA | $69.4M | — |
| Tanaka Capital Management Inc | Greenwich, CT | $69.4M | — |
| Abry Partners, LLC | Boston, MA | $69.3M | 2 |
| Steben & Company, LLC | Excelsior, MN | $69.2M | — |
| Capital Management Associates Inc | New York, NY | $68.7M | — |
| Geo Capital Gestora de Recursos Ltda | Sao Paulo/Sp | $68.7M | 1 |
| Capital Formation Advisers LLC | | $68.4M | — |
| Shield Wealth Advisors, LLC. | Williamsville, NY | $68.4M | — |
| UMB Private Wealth Management, LLC | Kansas City, MO | $68.4M | 4 |
| Bleecker Street Capital Management, LLC | Brooklyn, NY | $68.3M | 2 |
| Parlin Advisors LLC | Hague, NY | $68.2M | — |
| Iconoclastic Capital Management LLC | Rochester, NY | $68.2M | — |
| Peak Altitude Partners, LP | New York, NY | $68.1M | 1 |
| Fifr, Inc. | | $68M | — |
| Black Hill Capital Partners, LLC | San Francisco, CA | $67.7M | — |
| Occam Capital Management, LLC | Pittsford, NY | $67.4M | — |
| Chlastawa, Allan Frank | | $67.2M | — |
| Honeoye Falls Capital LLC | Honeoye Falls, NY | $67M | — |
| Sygnus Capital Sl Limited | Castries | $67M | — |
| Vanquour LLC | New York, NY | $67M | — |
| Sygnus Capital Limted | Kingston 5 | $67M | — |
| Pare Partners LLC | Miami, FL | $66.9M | 4 |
| Watchstone Wealth Management LLC | | $66.8M | — |
| Alinea Invest, Inc. | New York, NY | $66.6M | — |
| Clarion Call Capital LLC | New York, NY | $66.5M | — |
| C & C Financial Services, Inc. | Great Neck, NY | $66.2M | — |
| Ace & Company New York, Inc. | New York, NY | $65.8M | 4 |
| Innovative Family Office LLC | Somers, NY | $65.8M | — |
| Resq Investment Partners, LLC | Scottsdale, AZ | $65.8M | — |
| Shope Financial Planning, Inc. | Camillus, NY | $65.6M | — |
| Stewardship Financial Services, Inc. | Irvington, NY | $65.5M | — |
| Sb Investment Partners, LLC | | $65.4M | — |
| Eagle's Crest Advisors, LLC | Huntington, NY | $65.3M | — |
| Florence Capital Advisors, LLC | | $65.2M | 13 |
| Long Island Financial LLC | Huntington, NY | $65.2M | — |
| Watts Capital Partners LLC | | $65.1M | — |
| Malatai Capital LLC | New York, NY | $65M | — |
| Vazirani Asset Management LLC | New York, NY | $65M | 2 |
| Myra Advisors LLC | | $65M | — |
| Rosci Lamb, LLC | New York, NY | $65M | — |
| Empiric Advisors, Inc. | Austin, TX | $64.7M | — |
| Peconic Asset Planning, Inc. | Riverhead, NY | $64.6M | — |
| Build Asset Management, LLC | Jefferson City, MO | $64.6M | 1 |
| Goldstandard Wealth Private Limited | Mumbai | $64.6M | — |
| McA Cross Border Capital Inc. | Montreal | $64.6M | — |
| Mint Asset Management LLC | New York, NY | $64.5M | — |