| Hudson Valley Wealth Management, Inc | Pearl River, NY | $48.8M | — |
| Kpc Terrapin Group LLC | New York, NY | $48.7M | — |
| Swarthmore Asset Management Ltd | New York, NY | $48.6M | — |
| Krane Capital Management, LLC | New York, NY | $48.4M | — |
| Aventura Capital Management, LLC | Boca Raton, FL | $48.4M | — |
| Byron Place Capital Management, LLC | Metuchen, NJ | $48.4M | — |
| Brandon Hill Wealth Management, LLC | | $48.4M | — |
| Southwestern Money Management LLC | San Antonio, TX | $48.3M | — |
| American Wealth Administration Group LLC | Glen Cove, NY | $48.3M | — |
| Best Life Infinity, LLC | Colorado Springs, CO | $48.2M | — |
| Beck Asset Management AG | Zurich | $48.2M | — |
| Cnl Residential Credit Manager, LLC | Orlando, FL | $48M | — |
| Dubeau Capital USA Inc. | Quebec City, Quebec | $47.9M | — |
| B. Riley Wealth Private Shares, LLC | Memphis, TN | $47.6M | 8 |
| Asa Asset Management LLC | New York, NY | $47.6M | 5 |
| Cadogan Park Advisors Inc. | Vancouver, B.c. | $47.4M | — |
| Hilbert 8, LLC | New York, NY | $47.2M | 1 |
| Davis Capital Advisors, LLC | New York, NY | $46.9M | 1 |
| Golden Eagle Capital Advisors, Inc. | Dubai | $46.8M | 1 |
| Just Futures Advisors, LLC | San Francisco, CA | $46.7M | — |
| Cbf Advisors, LLC | New York, NY | $46.6M | 2 |
| Cambridge Advisors, LLC | Williamsville, NY | $46.5M | — |
| Glassman Wealth Management LLC | | $46.5M | — |
| Boerum Hill Financial Advisors LLC | Brooklyn, NY | $46.4M | — |
| Seaport Global Advisors, LLC | Boston, MA | $46.3M | — |
| Investire LLC | Buenos Aires | $46.2M | — |
| Integrity Advisory Partners LLC | New York, NY | $46.1M | — |
| Sphinx Investments LLC | | $46.1M | — |
| Insights Investments LLC | Palo Alto, CA | $45.8M | — |
| Maze Investments, LLC | Los Angeles, CA | $45.7M | 2 |
| Heritage Strategic Wealth, LLC | Cary, IL | $45.7M | — |
| Unest Advisers, LLC | Laramie, WY | $45.6M | — |
| Quantessence Capital LLC | New York, NY | $45.5M | — |
| Galapagos Global Capital Management LLC | Miami, FL | $45.4M | 3 |
| Capra Ibex Credit Opportunities, LLC | New York, NY | $45.1M | — |
| Capra Credit Management, LLC | New York, NY | $45.1M | — |
| Coastal Private Wealth Management LLC | New York, NY | $45.1M | — |
| Lincoln Park Capital LLC | Olean, NY | $45.1M | — |
| King Ridge Capital Advisors, LLC | | $45.1M | — |
| Puissance Capital Management LP | | $45M | 1 |
| Bryden-Abrams Investment Management LLC | New York, NY | $45M | — |
| Elkwater Capital Management, LLC | New York, NY | $44.8M | 4 |
| Nordwand Investments, LLC | Radnor, PA | $44.7M | 2 |
| Savvi Financial LLC | Waltham, MA | $44.7M | — |
| Ebco Trustee Services Ltd Liab. Co. | Chiasso, Ticino | $44.7M | — |
| Future Perfect Planning, LLC | | $44.5M | — |
| Inverlochy Capital, Inc. | | $44.4M | — |
| Winthrop Partners - Wpa, LLC | Buffalo, NY | $44.1M | — |
| The Mass Group L.l.c-Fz | Dubai | $44M | — |
| Dj Wealth Systems, LLC | | $44M | — |