| Jql Wealth LLC | | $44.9M | — |
| 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 | Orchard, NY | $44.1M | — |
| The Mass Group L.l.c-Fz | Dubai | $44M | — |
| Dj Wealth Systems, LLC | | $44M | — |
| Transparent Wealth Consulting LLC | New York, NY | $43.9M | — |
| Acme Credit Partners LLC | New York, NY | $43.8M | 1 |
| Esoterica Capital LLC | | $43.4M | — |
| Domain Money Advisors, LLC | New York, NY | $43.3M | — |
| Franklin Parker Financial, LLC | | $43M | — |
| Stuyvesant Capital Management Corporation | Armonk, NY | $43M | 1 |
| Secure Investment Management, LLC | Tucson, AZ | $42.9M | — |
| Mw Investment Strategy | El Dorado Hills, CA | $42.8M | — |
| Eternal Capital, LLC | Miami, FL | $42.7M | 2 |
| Generation Pmca Corp. | Toronto, Ontario | $42.6M | — |
| Yorkville America Equities, LLC | Mountainside, NJ | $42.6M | — |
| Lava Wealth Management, LLC | | $42.6M | — |
| Prospect Credit REIT Advisor, LLC | West Palm Beach, FL | $42.6M | 1 |
| Alternative Access Funds, LLC | El Segundo, CA | $42.5M | — |
| Hkw Management, LLC | | $42.5M | 2 |
| Mitchell Vaught & Taylor Inc | Chicago, IL | $42.4M | — |
| Arrival Capital Management LLC | New York, NY | $42.4M | — |
| Simpleadvisory LLC | Garden City, NY | $42.1M | 4 |
| Guide Wealth Management LLC | | $42.1M | — |
| Qapital Invest, LLC | New York, NY | $42.1M | — |
| Focus Planning Group, LLC | | $41.8M | — |
| The Pacific Group Limited | Sheung Wan | $41.8M | — |
| Pricap Advisors LLC | New York, NY | $41.7M | — |
| Matienzo Laffourcade, Juan Francisco | Puebla | $41.6M | — |
| Wgs Management Services, Inc | Rochester, NY | $41.6M | — |
| Tabernacle Equity Management LLC | Southlake, TX | $41.5M | 1 |
| American Northwest Advisory Services L.L.C. | Federal Way, WA | $41.3M | — |
| Sound & Secure Advisors LLC | | $41.3M | — |
| Connetic RIA LLC | Covington, KY | $41.3M | 1 |
| Worthington Capital Management, LLC | Memphis, TN | $41.2M | 1 |
| Neiman Funds Management LLC | Williamsvillie, NY | $41.2M | — |
| Twentythree Advisory LLC | New York, NY | $41.1M | — |
| Goose Hollow Capital Management LLC | Tenafly, NJ | $41M | — |
| Frank Capital Partners LLC | | $40.9M | — |
| Maderer, Keith Daniel | | $40.7M | — |
| McNeill Capital, LLC | Saratoga Springs, NY | $40.6M | — |
| O'Brien Capital Management, Inc. | Nyack, NY | $40.6M | — |
| II Technology, LLC | Austin, TX | $40.5M | — |
| International Financial Planning LLC | | $40.4M | — |
| Magellan Financial Solutions LLC | Warwick, NY | $40.4M | — |