| Lobnek Wealth Management Inc. | Geneva | $12.5M | — |
| ML Wealth LLC | New York, NY | $12.4M | — |
| Fundamental Investment Services, LLC | | $12.2M | — |
| Lend Academy Investments, LLC | | $12.2M | 2 |
| Palos Management Inc. | Montreal, Quebec | $12.1M | — |
| Mkam ETF LLC | Las Vegas, NV | $12M | — |
| Value Trend Capital Management LP | El Cajon, CA | $11.9M | — |
| Balance Cash Management Inc. | San Francisco, CA | $11.6M | — |
| Directional Financial Services, LLC | Seattle, WA | $11.5M | — |
| Northfront Financial USA Inc | Calgary, Alberta | $11.3M | — |
| Advisors Crypto, Inc. | Austin, TX | $11.2M | — |
| Bancreek Capital Strategies, LLC | Santa Monica, CA | $11.2M | — |
| Advanced Advisor Group, LLC | Cambridge, MN | $10.9M | — |
| Alpha Blue Capital Management LP | | $10.9M | — |
| Keel Capital Ab | Stockholm | $10.9M | 3 |
| Highline Asset Management, LLC | Sherman Oaks, CA | $10.7M | 7 |
| Portfolio Thinktank | | $10.6M | — |
| Everkey Financial LLC | Katy, TX | $10.6M | — |
| Volt Equity LLC | San Francisco, CA | $10.3M | — |
| Trustee Empowerment & Protection, Inc. | Troy, MI | $10.3M | — |
| Armada ETF Advisors LLC | Novi, MI | $10.2M | — |
| Parvin Fund Management, LLC | Sioux Falls, SD | $10.1M | — |
| Corgi Strategies, LLC | San Francisco, CA | $10M | — |
| Webs Investments Inc. | | $10M | — |
| Tinderwealth LLC | | $10M | — |
| Premium 72 Capital, LLC | | $10M | — |
| Typhon Advisors, LLC | Miami Beach, FL | $10M | 1 |
| Paladin Capital, LLC | Arden Hills, MN | $10M | — |
| Empiric Institutional, LLC | Austin, TX | $9.9M | — |
| Hdi Capital LLC | | $9.7M | — |
| E. Magnus Oppenheim & Co. Inc. | New York, NY | $9.5M | — |
| Alveo Wealth Management, LLC | Mexico City | $9.4M | — |
| Virgo Digital Asset Management Inc. | North York | $9.4M | — |
| Emerald Research Corporation | | $9.4M | — |
| Wayzata Investment Partners LLC | Wayzata, MN | $9.4M | 2 |
| Fbl Wealth Management, LLC | West des Moines, IA | $9.2M | — |
| Harbourfront Wealth America Inc. | Vancouver | $9.2M | — |
| Pecusavvy Financial, LLC | El Paso, TX | $9.1M | — |
| 1787fp Investment Services, LLC | McLean, VA | $9.1M | — |
| Concreit Fund Management LLC | Seattle, WA | $9M | — |
| J.p.morgan Wealth Management Solutions Inc. | New York, NY | $9M | — |
| Bluevine Advisory LLC | Jersey City, NJ | $8.9M | — |
| Xy Investments (HK) Ltd | Hong Kong | $8.9M | 1 |
| Cbiz Financial Solutions, Inc. | Cleveland, OH | $8.9M | — |
| Mrwm Capital Management, LLC | Nashville, TN | $8.8M | 2 |
| Make the Memory Financial Planning, LLC | | $8.8M | — |
| Khaveen Investments Sdn. Bhd. | Kuala Lumpur, Wilayah Perseketuan | $8.7M | — |
| Tinicum Venture Partners LLC | New York, NY | $8.6M | 3 |
| Brimstone Asset Management Company Limited | Hong Kong | $8.4M | — |
| Matterhorn Investment Management LLP | London | $8.4M | 1 |