| M.d. Sass-MacQuarie Financial Strategies Management Company, LLC | New York, NY | $8.3M | 2 |
| U.S. Cherry LLC | St. Petersburg, FL | $8.3M | — |
| Castleark Alternatives, LLC | Chicago, IL | $8.2M | 1 |
| Cox Gestao de Recursos Ltda. | S?o Paulo | $8.1M | — |
| Masterworks Advisers, LLC | New York, NY | $8.1M | — |
| Alpha-Lab Asset Management Inc. | | $8M | — |
| Agustoni, Emanuele Guiseppe | Urdorf | $7.8M | — |
| Blue Ocean Investment Partners Limited | | $7.7M | — |
| Alphabit Investments, LLC | Forest City, IA | $7.7M | — |
| Channel Investment Partners LLC | | $7.6M | — |
| Stonecastle Asset Management, LLC | New York, NY | $7.5M | — |
| Access Softek Advisory Services, LLC | Naperville, IL | $7.4M | — |
| Coastal Equity Management, LLC | Pensacola, FL | $7.3M | — |
| Global Autotrading Inc. | | $7.3M | — |
| Cornerstone Advisors LLC | Fayetteville, AR | $7.2M | — |
| Unity Wealth Partners LLC | Newport Beach, CA | $7.1M | — |
| Berlin, Jonathan Antonio Meza | Colonia Granada, Mexico City | $7.1M | — |
| Gray Lion Capital LLC | | $7M | — |
| Hypatia Capital Management LLC | New York, NY | $6.9M | — |
| Outerlands Capital Management, LLC | New York, NY | $6.9M | 1 |
| Caltier Advisors, LLC | Poway, CA | $6.9M | — |
| Axxes Advisors I LLC | Coral Gables, FL | $6.8M | — |
| Acorn Asset Management LLC | Princeton, NJ | $6.6M | — |
| Ct Investment Management Co., LLC | New York, NY | $6.6M | 3 |
| Newday Funds, Inc. | Southbury, CT | $6.5M | — |
| Wealthjar Investment Advisory, LLC | Honolulu, HI | $6.4M | — |
| Aspire Wealth Advisory Group, LLC | New York, NY | $6.2M | — |
| Lionshares LLC | Brooklyn, NY | $6M | — |
| Blue Sky Wealth Partners, LLC | | $5.9M | — |
| Sauberan & Company, LLC | Lockport, NY | $5.8M | — |
| Cynosure Portfolio Advisors LLC | Salt Lake City, UT | $5.8M | — |
| Oakhurst Capital Advisors, LLC | Washington, DC | $5.7M | — |
| St. Louis Financial Planners Inc. | Chesterfield, MO | $5.7M | — |
| Revolut Wealth Inc. | New York, NY | $5.5M | — |
| Kingsbarn Capital Management, LLC | Las Vegas, NV | $5.5M | — |
| Precept Management, LLC | Dallas, TX | $5.4M | 3 |
| Haven Capital Advisors, LLC | Charlotte, NC | $5.4M | 1 |
| Distribution Cognizant, LLC | Palo Alto, CA | $5.3M | — |
| Sanjac Alpha LP | Houston, TX | $5.3M | — |
| W&s Advisory Services, LLC | Cincinnati, OH | $5.3M | — |
| Alphaai Capital Management LLC | | $5.2M | — |
| Tcg Strategic Income Advisor LLC | West Palm Beach, FL | $5.1M | — |
| UMB Financial Services, Inc. | Kansas City, MO | $5M | — |
| Quantcore Capital Management, LLC | | $5M | — |
| Dioscuri Capital Management LLC | | $5M | 1 |
| Magnum Research Global Limited | Hong Kong | $5M | — |
| Guepardo Investimentos Ltda | S?o Paulo,sp | $4.9M | — |
| Grizzle Investment Management LLC | | $4.9M | — |
| Streetbeat LLC | Wilmington, DE | $4.9M | — |
| Redmont Wealth Advisors LLC | Chicago, IL | $4.8M | — |