| Miano, John Christopher | Utica, NY | $54.5M | — |
| Rena Advisors LLC | Pearl River, NY | $54.5M | — |
| Ranger Alternative Management, L.P. | Dallas, TX | $54.5M | — |
| Valorem LLC | New York, NY | $54.3M | — |
| Alpha RIA LLC | New York, NY | $54.1M | — |
| Magnifina, LLC | Bedford Hills, NY | $53.9M | — |
| Infinity Credit Advisory, LLC | Atlanta, GA | $53.5M | 1 |
| Lt Advisors LLC | New City, NY | $53.5M | — |
| Your Financial Pharmacist Planning, LLC | New Albany, OH | $53.2M | — |
| Alchemy Investment Management LLP | Gandhinagar, Gujarat | $53.1M | 1 |
| Visdom Investment Group LLC | Rye Brook, NY | $53.1M | — |
| Westpark Capital, Inc. | Los Angeles, CA | $53.1M | — |
| C1 Advisors LLC | Palo Alto, CA | $53.1M | — |
| Harwood Private Equity LLP | London | $52.9M | — |
| Sky Vision Wealth Management Corp. | Irvine, CA | $52.8M | — |
| Kb & Partners Management Co LLC | New York, NY | $52.8M | 1 |
| Royale Asset Management LLC | | $52.7M | — |
| Blue Marlin Holdco LLC | Bethesda, MD | $52.7M | 26 |
| Wealthpro, LLC | | $52.4M | — |
| Roosevelt Management Company LLC | New York, NY | $52.4M | — |
| Family Dynasty Advisors LLC | Lubbock, TX | $52.3M | — |
| Capital Management Advisors Inc | Marietta, GA | $52M | — |
| Ancora West Advisors, LLC | Reno, NV | $51.9M | — |
| 42 Am, LLC | New York, NY | $51.9M | 2 |
| Acasta Partners UK LLP | London | $51.8M | 1 |
| Oberweis Asset Management (hong Kong) Limited | Central | $51.8M | — |
| Anchor Bay Private Wealth LLC | Carlsbad, CA | $51.7M | — |
| Stash Wealth, LLC | New York, NY | $51.7M | — |
| Purevest, LLC | Staten Island, NY | $51.6M | — |
| Alooola, LLC | Kingston, NJ | $51.2M | — |
| Legado Wealth Management LLC | New York, NY | $51M | — |
| Bpbi LLC | New York, NY | $51M | — |
| Seaway Advisors,ltd. | Fairport, NY | $50.8M | — |
| Endicott Management Company | New York, NY | $50.8M | 2 |
| Summer Creek Wealth Management, LLC | | $50.8M | — |
| Carosa Stanton Asset Management, LLC | Mendon, NY | $50.7M | — |
| Sabbia Faro Wealth Management LLC | | $50.6M | — |
| Forte Advisory Services,llc | Victor, NY | $50.6M | — |
| Personal Asset Strategies, Inc. | Westbury, NY | $50.6M | — |
| Rnc RIA LLC | Braintree, MA | $50.6M | — |
| Golden Eagle Strategies, LLC | Delray Beach, FL | $50.5M | 1 |
| Entrepreneurshares LLC | Boston, MA | $50.4M | — |
| Lowell Road Asset Management, Inc. | Manhasset, NY | $50.3M | — |
| Portfolio Strategies Inc | Tacoma, WA | $50.2M | — |
| Spp Credit Advisors II LLC | New York, NY | $50.2M | 2 |
| Silver Capital Management, LLC | | $50.1M | 1 |
| One68 Global Capital, LLC | New York, NY | $50M | 1 |
| Toccata Capital LLC | | $50M | — |
| Foxpath Capital Partners LP | New York, NY | $50M | 1 |
| Pamalican Asset Management Limited | Hong Kong | $50M | — |